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 |
|---|---|---|---|---|---|---|---|
| TCHP | 74,722 | $49.86 | Reduced | -2.04% | 0.34% | $3.73M | 2025 Q4 |
| BAC | 57,421 | $55 | Reduced | -0.57% | 0.28% | $3.16M | 2025 Q4 |
| ZBH | 30,032 | $89.9 | Reduced | -75.02% | 0.24% | $2.7M | 2025 Q4 |
| IWM | 10,326 | $246.17 | Reduced | -1.35% | 0.23% | $2.54M | 2025 Q4 |
| NVDA | 8,055 | $186.47 | Reduced | -3.63% | 0.14% | $1.5M | 2025 Q4 |
| GOOGL | 3,942 | $313.04 | Reduced | -0.13% | 0.11% | $1.23M | 2025 Q4 |
| AXP | 3,066 | $369.86 | Reduced | -0.07% | 0.10% | $1.13M | 2025 Q4 |
| QQQ | 1,451 | $614.75 | Reduced | -0.07% | 0.08% | $892K | 2025 Q4 |
| JNJ | 3,106 | $207.02 | Reduced | -0.16% | 0.06% | $643K | 2025 Q4 |
| XOM | 4,790 | $120.25 | Reduced | -0.08% | 0.05% | $576K | 2025 Q4 |
| SDY | 3,780 | $139.15 | Reduced | -6.99% | 0.05% | $525.99K | 2025 Q4 |
| CVS | 6,175 | $79.35 | Reduced | -0.03% | 0.04% | $489.99K | 2025 Q4 |
| COST | 563 | $863.23 | Reduced | -0.18% | 0.04% | $486K | 2025 Q4 |
| WMT | 3,716 | $111.41 | Reduced | -0.40% | 0.04% | $414K | 2025 Q4 |
| PLTR | 2,313 | $177.69 | Reduced | -0.13% | 0.04% | $411K | 2025 Q4 |
| DHR | 1,703 | $229.01 | Reduced | -0.06% | 0.04% | $390K | 2025 Q4 |
| AVGO | 1,099 | $345.77 | Reduced | -1.79% | 0.03% | $380K | 2025 Q4 |
| LLY | 325 | $1076.92 | Reduced | -0.91% | 0.03% | $350K | 2025 Q4 |
| IJH | 5,104 | $66.03 | Reduced | -9.13% | 0.03% | $337.02K | 2025 Q4 |
| PG | 2,194 | $143.12 | Reduced | -0.23% | 0.03% | $314.01K | 2025 Q4 |
| MRK | 2,862 | $105.17 | Reduced | -0.28% | 0.03% | $301K | 2025 Q4 |
| INTU | 450 | $662.22 | Reduced | -0.22% | 0.03% | $298K | 2025 Q4 |
| ETN | 862 | $319.03 | Reduced | -0.12% | 0.02% | $275K | 2025 Q4 |
| QQQM | 1,054 | $253.32 | Reduced | -21.93% | 0.02% | $267K | 2025 Q4 |
| IWB | 697 | $373.03 | Reduced | -7.19% | 0.02% | $260K | 2025 Q4 |