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

2022 Q4 2022 Q3 · filed 19 Jan · long equity

MSFT - Microsoft 5.76% Reduce −0.3% 160,226 $239.82 $38M −414 +$1M
JPM - Jpmorgan Chase & 4.40% Reduce −1.0% 219,020 $134.10 $29M −2,258 +$6M
GILD - Gilead Sciences 4.08% Reduce −3.4% 316,872 $85.85 $27M −11,180 +$7M
CVS - Cvs Health 4.07% Reduce −0.3% 291,349 $93.19 $27M −889 −$720K
ABBV - Abbvie 3.84% Reduce −2.6% 158,459 $161.61 $26M −4,245 +$4M
CSCO - Cisco Sys 3.82% Reduce −1.5% 535,458 $47.64 $26M −7,998 +$4M
BK - Bank New York Mellon 3.53% Reduce −2.2% 517,839 $45.52 $24M −11,540 +$3M
CMCSA - Comcast · CL A 3.53% Reduce −9.5% 673,348 $34.97 $24M −70,581 +$2M
MS - Morgan Stanley 3.34% Add +16.7% 261,820 $85.02 $22M +37,562 +$5M
USB - US Bancorp Del 3.33% Reduce −1.2% 510,222 $43.61 $22M −6,232 +$1M
QCOM - Qualcomm 3.24% Add +4.5% 196,586 $109.94 $22M +8,424 +$354K
TFC - Truist Finl 3.10% Reduce −1.3% 480,243 $43.03 $21M −6,388 −$523K
APD - Air Prods & Chems 2.81% Reduce −1.7% 60,892 $308.26 $19M −1,057 +$4M
AAPL - Apple 2.67% Add +1.9% 137,102 $129.93 $18M +2,505 −$787K
GOOG - Alphabet · CL C 2.27% Add +0.3% 170,605 $88.73 $15M +510 −$1M
GS - Goldman Sachs Group 2.16% Reduce −2.8% 41,953 $343.38 $14M −1,194 +$2M
PNC - Pnc Finl Svcs Group 1.86% Add +3.7% 78,497 $157.94 $12M +2,790 +$1M
PYPL - Paypal 1.85% Add +13.8% 173,449 $71.22 $12M +20,971 −$771K
TMO - Thermo Fisher Scientific 1.83% Reduce −0.8% 22,174 $550.69 $12M −176 +$875K
ZBH - Zimmer Biomet 1.79% Reduce −9.4% 93,676 $127.50 $12M −9,776 +$1M
TEL - Te Connectivity 1.74% Reduce −1.5% 101,293 $114.80 $12M −1,521 +$281K
SBUX - Starbucks 1.74% Reduce −0.5% 116,876 $99.20 $12M −640 +$2M
AMGN - Amgen 1.71% Reduce −26.2% 43,469 $262.64 $11M −15,425 −$2M
AEP - American Elec Pwr 1.70% Add +14.4% 119,279 $94.95 $11M +15,050 +$2M
MDT - Medtronic 1.69% Reduce −0.6% 145,470 $77.72 $11M −901 −$513K
BKNG - Booking 1.65% Reduce −0.5% 5,461 $2,015 $11M −25 +$2M
PARA - Paramount Global · CLASS B 1.58% Reduce −5.9% 624,306 $16.88 $11M −39,236 −$2M
BDX - Becton Dickinson & 1.58% Reduce −3.4% 41,373 $254.30 $11M −1,459 +$977K
WFC - Wells Fargo 1.54% Reduce −1.0% 248,870 $41.29 $10M −2,495 +$166K
KMB - Kimberly-Clark 1.54% Reduce −6.3% 75,683 $135.75 $10M −5,074 +$1M
MTB - M & T Bk 1.50% Reduce −18.7% 69,151 $145.06 $10M −15,900 −$5M
FDX - Fedex 1.50% Reduce −2.9% 57,814 $173.20 $10M −1,754 +$1M
FISV - Fiserv 1.34% Reduce −2.6% 88,451 $101.07 $9M −2,402 +$439K
TXN - Texas Instrs 1.34% Add +5.7% 53,913 $165.22 $9M +2,900 +$1M
KO - Coca Cola 1.19% Reduce −6.3% 124,750 $63.61 $8M −8,367 +$478K
UL - Unilever 1.16% Reduce −0.5% 153,879 $50.35 $8M −737 +$970K
EBAY - EBAY Inc 1.01% Reduce −19.3% 162,415 $41.47 $7M −38,932 −$677K
HD - Home Depot 0.98% Add +18.1% 20,609 $315.86 $7M +3,158 +$2M
GD - General Dynamics 0.83% Reduce −1.7% 22,377 $248.11 $6M −378 +$724K
SLB - Schlumberger 0.80% Reduce −26.6% 99,779 $53.46 $5M −36,146 +$454K
AMZN - Amazon 0.77% Add +1035.7% 60,875 $84.00 $5M +55,515 +$5M
META - Meta Platforms · CL A 0.76% Reduce −38.6% 42,213 $120.34 $5M −26,531 −$4M
LHX - L3harris Technologies 0.72% Reduce −0.8% 23,135 $208.21 $5M −183 −$29K
VOO - Vanguard Index Fds 0.66% Add +24.4% 12,496 $351.34 $4M +2,448 +$1M
VYM - Vanguard Whitehall Fds 0.63% Add +20.1% 38,664 $108.21 $4M +6,464 +$1M
VEA - Vanguard Tax-Managed Fds 0.50% Add +41.8% 79,471 $41.97 $3M +23,410 +$1M
TSN - Tyson Foods · CL A 0.44% New 46,811 $62.25 $3M +46,811 +$3M
Spdr S&P Midcap 400 ETF Tr 0.37% Reduce −2.9% 5,598 $442.80 $2M −167 +$163K
IWF - Ishares Tr 0.37% Add +38.0% 11,478 $214.23 $2M +3,159 +$709K
TROW - T. Rowe Price 0.35% New 22,744 $103.51 $2M +22,744 +$2M

Showing top 50 of 88 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). Share change and $ change are vs 2022 Q3. 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