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  Oracle Corp. (ORCL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 0.22 SEC
2014   Q4 43,285 0.22 Reduce 3.41% <0.01 $44.98 $1,947,000 SEC
2014   Q3 44,815 0.20 Add 0.01% $38.29 $1,716,000 SEC
2014   Q2 44,810 0.21 Reduce 1.27% <0.01 $40.53 $1,816,000 SEC
2014   Q1 45,385 0.22 Reduce 0.25% <0.01 $40.92 $1,857,000 SEC
2013   Q4 45,500 0.21 Reduce 0.24% <0.01 $38.26 $1,741,000 SEC
2013   Q3 45,610 0.20 Reduce 40.91% 0.14 $33.17 $1,513,000 SEC
2013   Q2 77,190 0.33 Reduce 0.42% <0.01 $30.72 $2,371,000 SEC
2013   Q1 77,515 0.37 Reduce 0.39% <0.01 $32.33 $2,506,000 SEC
2012   Q4 77,815 0.43 $33.32 $2,593,000 SEC
2012   Q3 77,815 0.37 $31.46 $2,448,000 SEC
2012   Q2 77,815 0.33 Reduce 0.64% <0.01 $29.70 $2,311,000 SEC
2012   Q1 78,315 0.30 Reduce 1.24% <0.01 $29.16 $2,284,000 SEC
2011   Q4 79,295 0.29 $25.65 $2,034,000 SEC
2011   Q3 79,295 0.34 $28.74 $2,279,000 SEC
2011   Q2 79,295 0.31 $32.92 $2,610,000 SEC
2011   Q1 79,295 0.31 Reduce 1.21% <0.01 $33.43 $2,651,000 SEC
2010   Q4 80,270 0.32 Reduce 8.64% 0.03 $31.29 $2,512,000 SEC
2010   Q3 87,865 0.34 Add 1.38% <0.01 $26.85 $2,359,000 SEC
2010   Q2 86,665 0.24 Buy 0.24 $21.46 $1,860,000 SEC