What David Katz bought and sold in Q3 2025

In Q3 2025, David Katz (Matrix Asset Advisors) opened 4 new positions — including LMT (1.1%), STZ (0.5%), TSLA (<0.1%), added to 6, trimmed 4, exited 5 (UNP, 0VVB, PM). The book stood at $1.08B across 107 positions, filed Oct 14, 2025.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.