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Portfolio (Quarterly) Guide ↗

MATRIX ASSET ADVISORS INC/NY

· CIK 0001016287
13F Portfolio $1.1B AUM 107 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 30 Added 36 Reduced 2 Exited
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 38,285.0 $8.7M 0.79% -528.0 -1.4% $228.49 -6.1%
42 CSCO CISCO SYS INC Technology 112,308.0 $8.7M 0.78% -22K -16.4% $77.03 +53.4%
43 IJR ISHARES TR 62,874.0 $7.6M 0.68% +5K +9.0% $120.18 +13.4%
44 STZ CONSTELLATION BRANDS INC Consumer Defensive 45,412.0 $6.3M 0.56% +7K +16.8% $137.96 +9.6%
45 BERKSHIRE HATHAWAY INC DEL 11,595.0 $5.8M 0.52% $502.65
46 IWR ISHARES TR 58,927.0 $5.7M 0.51% +910.0 +1.6% $96.27 +9.1%
47 ACN ACCENTURE PLC IRELAND Technology 19,679.0 $5.3M 0.47% +10K +110.6% $268.30 -33.7%
48 VTV VANGUARD INDEX FDS 26,279.0 $5.0M 0.45% +5K +26.1% $190.99 +9.4%
49 TCHP T ROWE PRICE ETF INC 74,722.0 $3.7M 0.34% -2K -2.0% $49.86 +3.4%
50 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 6,116.0 $3.7M 0.33% +139.0 +2.3% $603.35 +10.3%
51 BAC BANK AMERICA CORP Financial Services 57,421.0 $3.2M 0.28% -327.0 -0.6% $55.00 -6.4%
52 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 30,032.0 $2.7M 0.24% -90K -75.0% $89.92 -5.0%
53 IWM ISHARES TR 10,326.0 $2.5M 0.23% -141.0 -1.4% $246.17 +14.8%
54 VWO VANGUARD INTL EQUITY INDEX F 42,633.0 $2.3M 0.21% +2K +4.1% $53.76 +9.2%
55 IVV ISHARES TR 3,278.0 $2.2M 0.20% $685.00 +8.9%
56 VUG VANGUARD INDEX FDS 3,145.0 $1.5M 0.14% $487.94 -82.1%
57 NVDA NVIDIA CORPORATION Technology 8,055.0 $1.5M 0.14% -303.0 -3.6% $186.50 +17.7%
58 VO VANGUARD INDEX FDS 5,062.0 $1.5M 0.13% +1K +28.5% $290.22 -73.3%
59 EFA ISHARES TR 14,854.0 $1.4M 0.13% $96.03 +8.5%
60 IWD ISHARES TR 6,305.0 $1.3M 0.12% +33.0 +0.5% $210.35 +11.6%
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Technology 22.6%
Healthcare 10.0%
Communication Services 9.4%
Consumer Cyclical 8.5%
Consumer Defensive 7.6%
Industrials 7.3%
Utilities 4.5%
Energy 0.1%
Basic Materials 0.0%