Matrix Asset Advisors (David Katz)

Matrix Asset Advisors (David Katz) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 10.6% annualized over five years, with 12.2% volatility and a maximum drawdown of 37.4%. Across all filing periods, 3.9% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.