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  Freddie Mac (FMCC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2006   Q3 0 0.00 Sell 100.00% 0.99 SEC
2006   Q2 239,327 0.99 Reduce 3.92% 0.04 $57.01 $13,644,000 SEC
2006   Q1 249,099 1.01 Add 6.19% 0.06 $61.00 $15,195,000 SEC
2005   Q4 234,574 0.98 Reduce 8.38% 0.08 $65.35 $15,329,000 SEC
2005   Q3 256,025 0.90 Reduce 10.99% 0.12 $56.46 $14,455,000 SEC
2005   Q2 287,633 1.06 Reduce 4.06% 0.22 $65.23 $18,762,000 SEC
2005   Q1 299,801 5.37 Add 38.10% 1.48 $63.20 $18,947,000 SEC
2004   Q4 217,093 1.19 Add 0.72% <0.01 $73.70 $16,000,000 SEC
2004   Q3 215,533 1.15 Buy 1.15 $65.24 $14,061,000 SEC
2004   Q1 0 0.00 Sell 100.00% 1.03 SEC
2003   Q4 157,413 1.03 Add 0.57% <0.01 $58.32 $9,180,000 SEC
2003   Q3 156,523 1.13 Reduce 1.79% 0.02 $52.35 $8,194,000 SEC
2003   Q2 159,377 1.26 Add 0.51% <0.01 $50.77 $8,092,000 SEC
2003   Q1 158,569 1.67 Reduce 5.43% 0.09 $53.10 $8,420,000 SEC
2002   Q4 167,680 1.58 Reduce 3.84% 0.08 $59.05 $9,902,000 SEC
2002   Q3 174,385 2.05 Reduce 0.68% 0.01 $55.90 $9,748,000 SEC
2002   Q2 175,573 1.84 Add 5.13% 0.09 $61.20 $10,745,000 SEC
2002   Q1 167,008 1.64 Add 23.50% 0.31 $63.37 $10,583,000 SEC
2001   Q4 135,231 1.45 Reduce 35.73% 0.96 $65.40 $8,844,000 SEC
2001   Q3 210,396 2.69 Reduce 0.32% <0.01 $65.00 $13,676,000 SEC
2001   Q2 211,066 2.61 Reduce 6.70% 0.19 $68.05 $14,363,000 SEC
2001   Q1 226,215 2.82 Add 18.11% 0.43 $64.83 $14,666,000 SEC
2000   Q3 191,525 2.48 Add 399.74% 1.98 $54.06 $10,354,000 SEC
2000   Q2 38,325 0.61 Add 45.01% 0.19 $40.50 $1,552,000 SEC
2000   Q1 26,430 0.44 Buy 0.44 $44.19 $1,168,000 SEC