David Katz - Matrix Asset Advisors – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by David Katz - Matrix Asset Advisors during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 142,717 | $483.62 | Increased | 0.55% | 6.22% | $69.02M | 2025 Q4 |
| MAVF | 414,930 | $121.59 | Increased | 0.16% | 4.55% | $50.45M | 2025 Q4 |
| PNC | 191,080 | $208.73 | Increased | 0.35% | 3.59% | $39.88M | 2025 Q4 |
| QCOM | 217,557 | $171.05 | Increased | 0.24% | 3.35% | $37.21M | 2025 Q4 |
| PEP | 204,668 | $143.52 | Increased | 3.90% | 2.65% | $29.37M | 2025 Q4 |
| TXN | 133,884 | $173.49 | Increased | 30.84% | 2.09% | $23.23M | 2025 Q4 |
| TSN | 372,014 | $58.62 | Increased | 2.51% | 1.96% | $21.81M | 2025 Q4 |
| META | 32,186 | $660.1 | Increased | 14.40% | 1.91% | $21.25M | 2025 Q4 |
| SBUX | 226,198 | $84.21 | Increased | 1.73% | 1.72% | $19.05M | 2025 Q4 |
| VOO | 28,186 | $627.16 | Increased | 3.24% | 1.59% | $17.68M | 2025 Q4 |
| HD | 50,466 | $344.11 | Increased | 5.02% | 1.56% | $17.37M | 2025 Q4 |
| LMT | 33,077 | $483.66 | Increased | 43.88% | 1.44% | $16M | 2025 Q4 |
| LOW | 65,036 | $241.16 | Increased | 7.28% | 1.41% | $15.68M | 2025 Q4 |
| PYPL | 267,919 | $58.38 | Increased | 6.53% | 1.41% | $15.64M | 2025 Q4 |
| GNRC | 112,991 | $136.37 | Increased | 68.92% | 1.39% | $15.41M | 2025 Q4 |
| VEA | 234,854 | $62.47 | Increased | 6.60% | 1.32% | $14.67M | 2025 Q4 |
| VYM | 98,624 | $143.52 | Increased | 10.27% | 1.28% | $14.15M | 2025 Q4 |
| IWF | 24,187 | $473.31 | Increased | 3.55% | 1.03% | $11.45M | 2025 Q4 |
| IJR | 62,874 | $120.18 | Increased | 8.96% | 0.68% | $7.56M | 2025 Q4 |
| STZ | 45,412 | $137.96 | Increased | 16.81% | 0.56% | $6.27M | 2025 Q4 |
| IWR | 58,927 | $96.27 | Increased | 1.57% | 0.51% | $5.67M | 2025 Q4 |
| ACN | 19,679 | $268.31 | Increased | 110.58% | 0.48% | $5.28M | 2025 Q4 |
| VTV | 26,279 | $190.99 | Increased | 26.06% | 0.45% | $5.02M | 2025 Q4 |
| MDY | 6,116 | $603.34 | Increased | 2.33% | 0.33% | $3.69M | 2025 Q4 |
| VWO | 42,633 | $53.76 | Increased | 4.13% | 0.21% | $2.29M | 2025 Q4 |