David Katz - Matrix Asset Advisors – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by David Katz - Matrix Asset Advisors during the 2026 Q1 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 | 171,359 | $370.17 | Increased | 20.07% | 5.82% | $63.43M | 2026 Q1 |
| PNC | 191,401 | $208.09 | Increased | 0.17% | 3.65% | $39.83M | 2026 Q1 |
| AAPL | 153,271 | $253.79 | Increased | 4.41% | 3.57% | $38.9M | 2026 Q1 |
| PEP | 241,281 | $155.29 | Increased | 17.89% | 3.44% | $37.47M | 2026 Q1 |
| QCOM | 287,239 | $128.78 | Increased | 32.03% | 3.39% | $36.99M | 2026 Q1 |
| MDT | 375,696 | $86.65 | Increased | 1.67% | 2.99% | $32.55M | 2026 Q1 |
| AMZN | 135,469 | $208.27 | Increased | 8.10% | 2.59% | $28.21M | 2026 Q1 |
| TXN | 138,263 | $194.14 | Increased | 3.27% | 2.46% | $26.84M | 2026 Q1 |
| CMCSA | 903,971 | $28.71 | Increased | 50.59% | 2.38% | $25.95M | 2026 Q1 |
| TSN | 375,168 | $64.07 | Increased | 0.85% | 2.21% | $24.04M | 2026 Q1 |
| META | 32,939 | $572.12 | Increased | 2.34% | 1.73% | $18.85M | 2026 Q1 |
| VOO | 30,455 | $597.54 | Increased | 8.05% | 1.67% | $18.2M | 2026 Q1 |
| TGT | 143,783 | $121.2 | Increased | 0.14% | 1.60% | $17.43M | 2026 Q1 |
| HD | 51,622 | $328.89 | Increased | 2.29% | 1.56% | $16.98M | 2026 Q1 |
| VEA | 260,896 | $64.08 | Increased | 11.09% | 1.53% | $16.72M | 2026 Q1 |
| VYM | 104,118 | $148.1 | Increased | 5.57% | 1.41% | $15.42M | 2026 Q1 |
| LOW | 65,069 | $236.27 | Increased | 0.05% | 1.41% | $15.37M | 2026 Q1 |
| IWF | 107,024 | $106.6 | Increased | 10.62% | 1.05% | $11.41M | 2026 Q1 |
| TMO | 22,547 | $491.55 | Increased | 5.65% | 1.02% | $11.08M | 2026 Q1 |
| ABBV | 39,175 | $217.49 | Increased | 2.32% | 0.78% | $8.52M | 2026 Q1 |
| IJR | 67,969 | $124.31 | Increased | 8.10% | 0.78% | $8.45M | 2026 Q1 |
| PG | 50,911 | $144.45 | Increased | 2220.46% | 0.67% | $7.35M | 2026 Q1 |
| NKE | 132,752 | $52.82 | Buy | 100.00% | 0.64% | $7.01M | 2026 Q1 |
| STZ | 46,280 | $150 | Increased | 1.91% | 0.64% | $6.94M | 2026 Q1 |
| ACN | 33,007 | $198.29 | Increased | 67.73% | 0.60% | $6.54M | 2026 Q1 |