Matrix Asset Advisors Inc
$1.2B 13F equity value
111 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Matrix Asset Advisors Inc covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 172,878 | $64M | 5.2% |
| MAVF | EA SERIES TRUST | 400,490 | $54M | 4.4% |
| GOOG | ALPHABET INC | 135,829 | $48M | 3.9% |
| PNC | PNC FINL SVCS GROUP INC | 188,868 | $47M | 3.8% |
| QCOM | QUALCOMM INC | 243,892 | $45M | 3.7% |
| AAPL | APPLE INC | 152,173 | $44M | 3.6% |
| JPM | JPMORGAN CHASE & CO | 132,893 | $43M | 3.5% |
| MS | MORGAN STANLEY | 208,042 | $43M | 3.5% |
| USB | US BANCORP | 701,703 | $42M | 3.4% |
| AMGN | AMGEN INC | 102,817 | $37M | 3.0% |
Track Matrix Asset Advisors Inc's 13F portfolio: $1.2B in reported holdings, 111 positions. Top holdings and quarterly changes on SentiSense.
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