David Katz Portfolio Holdings
Matrix Asset Advisors Inc
- $836 Million
- Q2 2024
Matrix Asset Advisors Inc, under direction of David Katz has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $836 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $63.3M, Jpmorgan Chase & CO with a value of $36.6M, Bank Of New York Mellon Corp with a value of $31.1M, Alphabet Inc. with a value of $29.9M, and Morgan Stanley with a value of $29.5M.
Examining the 13F form we can see an increase of $1.38M in the current position value, from $835M to 836M.
Below you can find more details about David Katz portfolio as well as his latest detailed transactions.