Follow-The-Filings

Featured 13F manager

Matrix Asset Advisors Inc. David Katz

White Plains, NY 22 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $1.2B
  • 106 Positions
  • 2026 Q2
  • +12.8% QoQ
  • Top 5 21.0%

Portfolio

2026 Q2 · filed 7/15/2026 · 106 long · top 12 shown

top 5 21.0% · top 10 38.1%

AUM over time

2026 Q2 $1.2B +12.8% QoQ
2021 Q3 · $700M 2021 Q3 · $700M
Q3 2021
2021 Q4 · $769M · +9.9% QoQ 2021 Q4 · $769M · +9.9% QoQ
Q4
2022 Q1 · $744M · −3.3% QoQ 2022 Q1 · $744M · −3.3% QoQ
Q1 2022
2022 Q2 · $651M · −12.5% QoQ 2022 Q2 · $651M · −12.5% QoQ
Q2
2022 Q3 · $610M · −6.3% QoQ 2022 Q3 · $610M · −6.3% QoQ
Q3
2022 Q4 · $667M · +9.3% QoQ 2022 Q4 · $667M · +9.3% QoQ
Q4
2023 Q1 · $691M · +3.6% QoQ 2023 Q1 · $691M · +3.6% QoQ
Q1 2023
2023 Q2 · $726M · +5.1% QoQ 2023 Q2 · $726M · +5.1% QoQ
Q2
2023 Q3 · $702M · −3.3% QoQ 2023 Q3 · $702M · −3.3% QoQ
Q3
2023 Q4 · $786M · +12.0% QoQ 2023 Q4 · $786M · +12.0% QoQ
Q4
2024 Q1 · $836M · +6.4% QoQ 2024 Q1 · $836M · +6.4% QoQ
Q1 2024
2024 Q2 · $837M · +0.1% QoQ 2024 Q2 · $837M · +0.1% QoQ
Q2
2024 Q3 · $899M · +7.4% QoQ 2024 Q3 · $899M · +7.4% QoQ
Q3
2024 Q4 · $916M · +1.9% QoQ 2024 Q4 · $916M · +1.9% QoQ
Q4
2025 Q1 · $906M · −1.1% QoQ 2025 Q1 · $906M · −1.1% QoQ
Q1 2025
2025 Q2 · $988M · +9.1% QoQ 2025 Q2 · $988M · +9.1% QoQ
Q2
2025 Q3 · $1.1B · +9.1% QoQ 2025 Q3 · $1.1B · +9.1% QoQ
Q3
2025 Q4 · $1.1B · +3.2% QoQ 2025 Q4 · $1.1B · +3.2% QoQ
Q4
2026 Q1 · $1.1B · −2.1% QoQ 2026 Q1 · $1.1B · −2.1% QoQ
Q1 2026
2026 Q2 · $1.2B · +12.8% QoQ 2026 Q2 · $1.2B · +12.8% QoQ
Q2

Book

2021 Q3 · filed 12 Nov · long equity

MSFT - Microsoft 6.47% Hold 160,638 $281.92 $45M
JPM - Jpmorgan Chase & 5.03% Hold 215,223 $163.69 $35M
CVS - Cvs Health 4.14% Hold 341,432 $84.86 $29M
USB - US Bancorp Del 3.70% Hold 436,578 $59.44 $26M
CSCO - Cisco Sys 3.69% Hold 475,469 $54.43 $26M
ABBV - Abbvie 3.59% Hold 233,107 $107.87 $25M
GILD - Gilead Sciences 3.51% Hold 351,616 $69.85 $25M
K - Kellogg 3.35% Hold 366,858 $63.92 $23M
TFC - Truist Finl 3.30% Hold 394,440 $58.65 $23M
CMCSA - Comcast · CL A 3.30% Hold 413,422 $55.93 $23M
GOOG - Alphabet · CL C 3.25% Hold 8,550 $2,665 $23M
KO - Coca Cola 3.05% Hold 407,083 $52.47 $21M
QCOM - Qualcomm 3.00% Hold 163,125 $128.98 $21M
AAPL - Apple 2.54% Hold 125,897 $141.50 $18M
WST - Pinnacle West Cap 2.46% Hold 238,058 $72.36 $17M
PEP - Pepsico 2.44% Hold 113,577 $150.41 $17M
GS - Goldman Sachs Group 2.27% Hold 42,026 $378.03 $16M
MS - Morgan Stanley 2.18% Hold 156,991 $97.31 $15M
META - Meta Platforms · CL A 2.05% Hold 42,242 $339.40 $14M
Viacomcbs · CL B 2.01% Hold 356,394 $39.51 $14M
TEL - Te Connectivity 1.91% Hold 97,373 $137.22 $13M
MRK - Merck & 1.88% Hold 175,000 $75.11 $13M
VZ - Verizon Communications 1.84% Hold 238,397 $54.01 $13M
CVX - Chevron 1.83% Hold 126,200 $101.45 $13M
PNC - Pnc Finl Svcs Group 1.81% Hold 64,880 $195.64 $13M
TMO - Thermo Fisher Scientific 1.80% Hold 22,064 $571.34 $13M
EBAY - EBAY Inc 1.76% Hold 176,606 $69.67 $12M
STT - State Str 1.69% Hold 140,013 $84.72 $12M
WFC - Wells Fargo 1.66% Hold 251,164 $46.41 $12M
FDX - Fedex 1.59% Hold 50,709 $219.29 $11M
MTB - M & T Bk 1.58% Hold 74,227 $149.34 $11M
KMB - Kimberly-Clark 1.51% Hold 79,981 $132.44 $11M
FISV - Fiserv 1.44% Hold 92,727 $108.50 $10M
ED - Consolidated Edison 1.32% Hold 127,232 $72.59 $9M
GIS - General Mls 1.28% Hold 150,191 $59.82 $9M
BK - Bank New York Mellon 1.27% Hold 171,234 $51.84 $9M
BDX - Becton Dickinson & 1.15% Hold 32,636 $245.83 $8M
AMGN - Amgen 0.95% Hold 31,422 $212.65 $7M
LHX - L3harris Technologies 0.75% Hold 23,799 $220.22 $5M
GD - General Dynamics 0.61% Hold 21,714 $196.05 $4M
SLB - Schlumberger 0.60% Hold 140,642 $29.64 $4M
VYM - Vanguard Whitehall Fds 0.40% Hold 27,336 $103.34 $3M
Spdr S&P Midcap 400 ETF Tr 0.37% Hold 5,448 $480.91 $3M
VOO - Vanguard Index Fds 0.36% Hold 6,430 $394.40 $3M
VTI - Vanguard Index Fds 0.33% Hold 10,481 $222.02 $2M
VEA — 0.24% Hold 33,716 $50.48 $2M
IWM - Ishares Tr 0.24% Hold 7,753 $218.75 $2M
EFA - Ishares Tr 0.24% Hold 21,684 $78.03 $2M
COF - Capital One Finl 0.16% Hold 6,850 $161.90 $1M
VXF - Vanguard Index Fds 0.14% Hold 5,315 $182.31 $969K

Showing top 50 of 80 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 106 $1.2B +12.8% 13F-HR 7/15/2026 000117266126002637
2026 Q1 105 $1.1B −2.1% 13F-HR 4/22/2026 000117266126001524
2025 Q4 107 $1.1B +3.2% 13F-HR 1/16/2026 000117266126000208
2025 Q3 107 $1.1B +9.1% 13F-HR 10/14/2025 000117266125004282
2025 Q2 108 $988M RESTATEMENT 8/13/2025 000117266125003115
2025 Q2 108 $988M +9.1% 13F-HR 7/25/2025 000117266125002724
2025 Q1 105 $906M −1.1% 13F-HR 4/22/2025 000117266125001530
2024 Q4 110 $916M +1.9% 13F-HR 1/22/2025 000117266125000313
2024 Q3 102 $899M +7.4% 13F-HR 10/10/2024 000117266124004223
2024 Q2 101 $837M +0.1% 13F-HR 7/15/2024 000117266124002769
2024 Q1 100 $836M +6.4% 13F-HR 4/15/2024 000117266124001849
2023 Q4 99 $786M +12.0% 13F-HR 1/24/2024 000117266124000330
2023 Q3 93 $702M −3.3% 13F-HR 10/12/2023 000117266123003390
2023 Q2 96 $726M +5.1% 13F-HR 7/18/2023 000117266123002526
2023 Q1 93 $691M +3.6% 13F-HR 4/13/2023 000117266123001683
2022 Q4 88 $667M +9.3% 13F-HR 1/19/2023 000117266123000210
2022 Q3 81 $610M −6.3% 13F-HR 10/24/2022 000117266122002227
2022 Q2 85 $651M −12.5% 13F-HR 7/15/2022 000108514622002413
2022 Q1 88 $744M −3.3% 13F-HR 4/22/2022 000108514622001506
2021 Q4 84 $769M +9.9% 13F-HR 2/10/2022 000108514622000787
2021 Q3 81 $710M RESTATEMENT 11/15/2021 000108514621003380
2021 Q3 80 $700M 13F-HR 11/12/2021 000108514621003128

About

MATRIX ASSET ADVISORS INC

SEC: MATRIX ASSET ADVISORS INC/NY

22 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
David Katz
SEC filing name
MATRIX ASSET ADVISORS INC/NY
Location
White Plains, NY
All SEC filings
View on sec.gov