What David Katz bought and sold in Q1 2026
In Q1 2026, David Katz (Matrix Asset Advisors) opened 6 new positions — including NKE (0.6%), ADP (0.3%), VONG (0.1%), added to 7, trimmed 4, exited 8 (LHX, GD, CSCO). The book stood at $1.09B across 105 positions, filed Apr 22, 2026.
6New7Added4Trimmed8Exited
New positions (6)
Added to (7)
- MSFTMicrosoft Corp+20% shares · 5.8% · $63M
- QCOMQualcomm Inc+32% shares · 3.4% · $37M
- CMCSAComcast Corp-class A+51% shares · 2.4% · $26M
- PGProcter & Gamble Co/the+2220% shares · 0.7% · $7M
- ACNAccenture Plc Ireland+68% shares · 0.6% · $7M
- VOVanguard Mid-cap Etf+52% shares · 0.2% · $2M
- INTUIntuit Inc+721% shares · 0.1% · $2M
Trimmed (4)
Exited (8)
- LHXL3harris Technologies Incwas 1.1% of book
- GDGeneral Dynamics Corpwas 0.9% of book
- CSCOCisco Systems Incwas 0.8% of book
- ZBHZimmer Biomet Holdings Incwas 0.2% of book
- IBMIntl Business Machines Corpwas <0.1% of book
- UNHUnitedhealth Group Incwas <0.1% of book
- TSLATesla Incwas <0.1% of book
- BMYBristol-myers Squibb COwas <0.1% of book
David Katz's other filings
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.