David Katz Portfolio Holdings
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
Matrix Asset Advisors Inc, under direction of David Katz has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $835 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $60.1M, Jpmorgan Chase & CO with a value of $36.9M, Qualcomm Inc with a value of $31M, Bank Of New York Mellon Corp with a value of $30.3M, and Comcast Corp with a value of $29M.
Examining the 13F form we can see an increase of $49.9M in the current position value, from $785M to 835M.
Below you can find more details about David Katz portfolio as well as his latest detailed transactions.