Matrix Asset Advisors Inc/NY
Managed by Matrix Asset Advisors. $1.11B disclosed long-equity portfolio across 89 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | MICROSOFT CORP | $69.0M | 6.20% |
| 2 | ALPHABET INC | $50.7M | 4.56% |
| 3 | EA SERIES TRUST | $50.5M | 4.53% |
| 4 | MORGAN STANLEY | $46.2M | 4.16% |
| 5 | JPMORGAN CHASE & CO. | $43.9M | 3.94% |
| 6 | APPLE INC | $39.9M | 3.59% |
| 7 | PNC FINL SVCS GROUP INC | $39.9M | 3.58% |
| 8 | US BANCORP DEL | $37.8M | 3.40% |
| 9 | QUALCOMM INC | $37.2M | 3.34% |
| 10 | MEDTRONIC PLC | $35.5M | 3.19% |
| 11 | AMGEN INC | $33.9M | 3.05% |
| 12 | ISHARES TR | $33.7M | 3.03% |
| 13 | BANK NEW YORK MELLON CORP | $30.3M | 2.73% |
| 14 | PEPSICO INC | $29.4M | 2.64% |
| 15 | AMAZON COM INC | $28.9M | 2.60% |
| 16 | VANGUARD INDEX FDS | $27.0M | 2.43% |
| 17 | GOLDMAN SACHS GROUP INC | $24.6M | 2.21% |
| 18 | TEXAS INSTRS INC | $23.2M | 2.09% |
| 19 | TYSON FOODS INC | $21.8M | 1.96% |
| 20 | NEXTERA ENERGY INC | $21.5M | 1.93% |
| 21 | AMERICAN ELEC PWR CO INC | $21.4M | 1.92% |
| 22 | META PLATFORMS INC | $21.2M | 1.91% |
| 23 | WELLS FARGO CO NEW | $20.2M | 1.82% |
| 24 | STARBUCKS CORP | $19.0M | 1.71% |
| 25 | APPLIED MATLS INC | $18.5M | 1.66% |
For full quarterly history, transactions, and the investor profile, see Matrix Asset Advisors's page →
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Matrix Asset Advisors Inc/NY — overview
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $1.1B across 89 positions. The largest holdings are MICROSOFT CORP, ALPHABET INC, and EA SERIES TRUST (MICROSOFT CORP alone is 6.2% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $1.1B.
- Top holdings: MICROSOFT CORP, ALPHABET INC, and EA SERIES TRUST.