DK
David Katz
Matrix Asset Advisors
Large-cap value
CIO of Matrix Asset Advisors. Traditional large-cap value manager with a broadly diversified book.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Technology
23.51%
Financial Services
20.64%
Other / Unclassified
16.46%
Consumer Defensive
8.79%
Healthcare
8.59%
Consumer Cyclical
8.53%
Communication Services
8.09%
Utilities
3.39%
Industrials
1.88%
Energy
0.08%
Basic Materials
0.02%
Full Portfolio · 2026-09-30
100 positions — click any ticker to open its analysis page
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| # | Ticker | Company | Type | Value | Price | Since Filed | % Portfolio | Δ % | Shares | Status |
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-06-30 → 2026-09-30 · 50 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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