What did David Katz actually do?

A source-backed history of material decisions from Matrix Asset Advisors. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 15
Stocks observed: 9
Outcomes observed: 15

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Jul 15, 2026
15d lag
TXNTRIM-28.9%
David Katz · 2.5% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
56 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 15, 2026
15d lag
TMOADD+22.7%
David Katz · 1.1% of reported portfolio
Original SEC filing ↗
+17.9% vs SPY
56 sessions after disclosure
direction supported so far
Q1 2026
filed Apr 22, 2026
22d lag
MSFTADD+20.1%
David Katz · 5.8% of reported portfolio
Original SEC filing ↗
-12.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed Apr 22, 2026
22d lag
CMCSAADD+50.6%
David Katz · 2.4% of reported portfolio
Original SEC filing ↗
-34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Jan 16, 2026
16d lag
CMCSATRIM-29.1%
David Katz · 2.5% of reported portfolio
Original SEC filing ↗
+1.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Jan 16, 2026
16d lag
TXNADD+30.8%
David Katz · 2.1% of reported portfolio
Original SEC filing ↗
+19.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 16, 2026
16d lag
FISVEXITEXIT
David Katz · 0.9% of reported portfolio
Original SEC filing ↗
-5.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
PEPADD+59.6%
David Katz · 2.9% of reported portfolio
Original SEC filing ↗
-7.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
UNHEXITEXIT
David Katz · 1.0% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 22, 2025
22d lag
METATRIM-22.2%
David Katz · 2.4% of reported portfolio
Original SEC filing ↗
+18.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 22, 2025
22d lag
PEPADD+114.2%
David Katz · 2.3% of reported portfolio
Original SEC filing ↗
-15.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed Apr 22, 2025
22d lag
FISVEXITEXIT
David Katz · 0.7% of reported portfolio
Original SEC filing ↗
-52.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 22, 2025
22d lag
UNHTRIM-29.0%
David Katz · 1.6% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 22, 2025
22d lag
PEPADD+104.7%
David Katz · 1.1% of reported portfolio
Original SEC filing ↗
+8.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 22, 2025
22d lag
BRK/BADD+353.0%
David Katz · 0.6% of reported portfolio
Original SEC filing ↗
+26.5% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.