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David Katz

President and chief investment officer, Matrix Asset Advisors

Biography

David Katz graduated in economics from Union College and earned an MBA from New York University. He co-founded Value Matrix Management with John M. Gates in 1986 and merged it into Matrix Asset Advisors in 1990, where he is president and chief investment officer and chairs the investment policy committee. He holds the CFA designation.

Interviews and podcasts

Profiles

Matrix Asset Advisors’s largest US holdings

From the Q3 2026 13F, worth $1.2bn in total. See every holding and change

  1. MicrosoftMSFT7.3%
  2. Ea Series TrustMAVF4.5%
  3. AppleAAPL4.1%
  4. AlphabetGOOG4.0%
  5. QualcommQCOM4.0%
  6. JPMorgan ChaseJPM3.5%
  7. Morgan StanleyMS3.2%
  8. PNC Financial Services GroupPNC3.2%
  9. US BancorpUSB3.2%
  10. Ishares TrEFA3.2%

Sources: twst.com, twst.com. Checked October 2026.