David Katz - Matrix Asset Advisors – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by David Katz - Matrix Asset Advisors in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GOOG | 157,612 | $313.8 | Reduced | -1.86% | 4.46% | $49.46M | 2025 Q4 |
| MS | 260,503 | $177.53 | Reduced | -2.95% | 4.17% | $46.25M | 2025 Q4 |
| JPM | 136,135 | $322.22 | Reduced | -1.91% | 3.95% | $43.87M | 2025 Q4 |
| AAPL | 146,802 | $271.86 | Reduced | -1.18% | 3.60% | $39.91M | 2025 Q4 |
| USB | 709,254 | $53.36 | Reduced | -0.91% | 3.41% | $37.85M | 2025 Q4 |
| MDT | 369,541 | $96.06 | Reduced | -0.29% | 3.20% | $35.5M | 2025 Q4 |
| AMGN | 103,549 | $327.3 | Reduced | -2.52% | 3.05% | $33.89M | 2025 Q4 |
| BK | 261,427 | $116.09 | Reduced | -2.67% | 2.73% | $30.35M | 2025 Q4 |
| AMZN | 125,319 | $230.82 | Reduced | -0.42% | 2.61% | $28.93M | 2025 Q4 |
| GS | 27,996 | $878.98 | Reduced | -2.36% | 2.22% | $24.61M | 2025 Q4 |
| NEE | 267,857 | $80.28 | Reduced | -1.42% | 1.94% | $21.5M | 2025 Q4 |
| AEP | 185,281 | $115.31 | Reduced | -3.05% | 1.92% | $21.36M | 2025 Q4 |
| WFC | 216,756 | $93.2 | Reduced | -0.91% | 1.82% | $20.2M | 2025 Q4 |
| AMAT | 71,798 | $256.98 | Reduced | -0.99% | 1.66% | $18.45M | 2025 Q4 |
| CMCSA | 600,301 | $29.89 | Reduced | -29.10% | 1.62% | $17.94M | 2025 Q4 |
| MTB | 86,333 | $201.48 | Reduced | -1.07% | 1.57% | $17.39M | 2025 Q4 |
| FDX | 55,079 | $288.86 | Reduced | -0.76% | 1.43% | $15.91M | 2025 Q4 |
| TGT | 143,580 | $97.75 | Reduced | -19.21% | 1.26% | $14.03M | 2025 Q4 |
| TMO | 21,341 | $579.45 | Reduced | -0.79% | 1.11% | $12.37M | 2025 Q4 |
| LHX | 40,674 | $293.58 | Reduced | -1.85% | 1.08% | $11.94M | 2025 Q4 |
| TEL | 46,558 | $227.5 | Reduced | -2.08% | 0.95% | $10.59M | 2025 Q4 |
| GD | 29,725 | $336.65 | Reduced | -3.87% | 0.90% | $10.01M | 2025 Q4 |
| ABBV | 38,285 | $228.5 | Reduced | -1.36% | 0.79% | $8.75M | 2025 Q4 |
| CSCO | 112,308 | $77.03 | Reduced | -16.41% | 0.78% | $8.65M | 2025 Q4 |
| BRK.B | 11,595 | $502.63 | Reduced | -0.05% | 0.53% | $5.83M | 2025 Q4 |