David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Texas Instruments (TXN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 138,263 2.46 Add 3.27% 0.08 $194.14 $26,842,415 SEC
2025   Q4 133,884 2.09 Add 30.84% 0.49 $173.49 $23,227,567 SEC
2025   Q3 102,326 1.74 Add 1.08% 0.02 $183.73 $18,800,267 SEC
2025   Q2 101,233 2.13 Add 6.57% 0.13 $207.62 $21,017,957 SEC
2025   Q1 94,988 1.88 Add 8.61% 0.15 $179.70 $17,069,344 SEC
2024   Q4 87,455 1.79 Add 0.06% <0.01 $187.51 $16,398,687 SEC
2024   Q3 87,403 2.01 Reduce 0.33% <0.01 $206.57 $18,054,838 SEC
2024   Q2 87,689 2.04 Reduce 1.66% 0.03 $194.53 $17,058,000 SEC
2024   Q1 89,170 1.86 Add 18.59% 0.29 $174.21 $15,534,306 SEC
2023   Q4 75,195 1.63 Add 5.08% 0.08 $170.46 $12,817,740 SEC
2023   Q3 71,557 1.62 Add 19.76% 0.27 $159.01 $11,378,279 SEC
2023   Q2 59,751 1.48 Add 10.34% 0.14 $180.02 $10,756,375 SEC
2023   Q1 54,153 1.46 Add 0.45% <0.01 $186.01 $10,073,000 SEC
2022   Q4 53,913 1.34 Add 5.68% 0.07 $165.22 $8,907,506 SEC
2022   Q3 51,013 1.29 Add 14.36% 0.16 $154.78 $7,896,000 SEC
2022   Q2 44,606 1.05 Add 133.56% 0.60 $153.66 $6,854,000 SEC
2022   Q1 19,098 0.47 Buy 0.47 $183.47 $3,504,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.03 SEC
2002   Q4 13,915 0.03 Reduce 1.33% <0.01 $15.02 $209,000 SEC
2002   Q3 14,103 0.04 Add 16.07% <0.01 $14.75 $208,000 SEC
2002   Q2 12,150 0.05 Buy 0.05 $23.70 $288,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.10 SEC
2000   Q2 3,800 0.10 Add 111.11% 0.05 $68.68 $261,000 SEC
2000   Q1 1,800 0.11 Buy 0.11 $160.00 $288,000 SEC