David Katz 13F Holdings & Portfolio Activity

Review David Katz's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

David Katz Top Current Holdings

David Katz's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-04-22. Reported value $1.1B.

Rank	Holding	Value	Portfolio	Latest Filing
1	MSFTMICROSOFT CORPCOM \| 594918104	$63.4M	5.8%	2026-04-22
2	MAVFEA SERIES TRUSTMATRIX ADVISORS \| 02072Q812	$48.3M	4.4%	2026-04-22
3	GOOGALPHABET INCCAP STK CL C \| 02079K107	$41.3M	3.8%	2026-04-22
4	PNCPNC FINL SVCS GROUP INCCOM \| 693475105	$39.8M	3.7%	2026-04-22
5	JPMJPMORGAN CHASE & COCOM \| 46625H100	$39.6M	3.6%	2026-04-22
6	MSMORGAN STANLEYCOM NEW \| 617446448	$39.2M	3.6%	2026-04-22
7	AAPLAPPLE INCCOM \| 037833100	$38.9M	3.6%	2026-04-22
8	PEPPEPSICO INCCOM \| 713448108	$37.5M	3.4%	2026-04-22
9	QCOMQUALCOMM INCCOM \| 747525103	$37M	3.4%	2026-04-22
10	USBUS BANCORPCOM NEW \| 902973304	$36.9M	3.4%	2026-04-22
11	AMGNAMGEN INCCOM \| 031162100	$35.1M	3.2%	2026-04-22
12	MDTMEDTRONIC PLCSHS \| G5960L103	$32.6M	3.0%	2026-04-22
13	BKBANK NEW YORK MELLON CORPCOM \| 064058100	$29M	2.7%	2026-04-22
14	AMZNAMAZON COM INCCOM \| 023135106	$28.2M	2.6%	2026-04-22
15	TXNTEXAS INSTRS INCCOM \| 882508104	$26.8M	2.5%	2026-04-22
16	CMCSACOMCAST CORP NEWCL A \| 20030N101	$26M	2.4%	2026-04-22
17	NEENEXTERA ENERGY INCCOM \| 65339F101	$24.6M	2.3%	2026-04-22
18	TSNTYSON FOODS INCCL A \| 902494103	$24M	2.2%	2026-04-22
19	GNRCGENERAC HLDGS INCCOM \| 368736104	$22M	2.0%	2026-04-22
20	GSGOLDMAN SACHS GROUP INCCOM \| 38141G104	$21.5M	2.0%	2026-04-22

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