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 |
|---|---|---|---|---|---|---|---|
| IWR | 59,571 | $97.23 | Increased | 1.09% | 0.53% | $5.79M | 2026 Q1 |
| VTV | 29,464 | $196.21 | Increased | 12.12% | 0.53% | $5.78M | 2026 Q1 |
| TCHP | 76,249 | $44.18 | Increased | 2.04% | 0.31% | $3.37M | 2026 Q1 |
| ADP | 13,591 | $203.15 | Buy | 100.00% | 0.25% | $2.76M | 2026 Q1 |
| VWO | 45,178 | $54.05 | Increased | 5.97% | 0.22% | $2.44M | 2026 Q1 |
| VO | 30,736 | $71.81 | Increased | 51.80% | 0.20% | $2.21M | 2026 Q1 |
| IVV | 3,289 | $653.09 | Increased | 0.34% | 0.20% | $2.15M | 2026 Q1 |
| INTU | 3,693 | $432.44 | Increased | 720.67% | 0.15% | $1.6M | 2026 Q1 |
| EFA | 14,855 | $97.14 | Increased | 0.01% | 0.13% | $1.44M | 2026 Q1 |
| VUG | 19,746 | $72.77 | Increased | 4.64% | 0.13% | $1.44M | 2026 Q1 |
| IWD | 6,306 | $213.61 | Increased | 0.02% | 0.12% | $1.35M | 2026 Q1 |
| QQQ | 1,464 | $577.19 | Increased | 0.90% | 0.08% | $845.01K | 2026 Q1 |
| AFL | 6,253 | $109.71 | Increased | 0.16% | 0.06% | $686.02K | 2026 Q1 |
| VONG | 6,100 | $109.67 | Buy | 100.00% | 0.06% | $668.99K | 2026 Q1 |
| SDY | 3,782 | $145.95 | Increased | 0.05% | 0.05% | $551.98K | 2026 Q1 |
| IJH | 5,125 | $67.51 | Increased | 0.41% | 0.03% | $345.99K | 2026 Q1 |
| MCD | 1,094 | $310.79 | Increased | 0.37% | 0.03% | $340K | 2026 Q1 |
| VB | 1,149 | $261.97 | Increased | 0.09% | 0.03% | $301K | 2026 Q1 |
| SPYG | 3,047 | $97.8 | Increased | 1.63% | 0.03% | $298K | 2026 Q1 |
| IEMG | 4,162 | $69.68 | Increased | 8.47% | 0.03% | $290.01K | 2026 Q1 |
| IWB | 698 | $356.73 | Increased | 0.14% | 0.02% | $249K | 2026 Q1 |
| MPC | 854 | $244.73 | Buy | 100.00% | 0.02% | $209K | 2026 Q1 |
| CL | 2,383 | $85.19 | Buy | 100.00% | 0.02% | $203.01K | 2026 Q1 |
| SCHD | 6,521 | $30.67 | Buy | 100.00% | 0.02% | $200K | 2026 Q1 |