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Portfolio (Quarterly) Guide ↗

MATRIX ASSET ADVISORS INC/NY

· CIK 0001016287
13F Portfolio $1.1B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 107 New
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS — 3,940.0 $1.2M 0.11% NEW — $293.76 -72.8%
62 VTI VANGUARD INDEX FDS — 3,134.0 $1.0M 0.10% NEW — $328.18 +15.7%
63 AXP AMERICAN EXPRESS CO Financial Services 3,068.0 $1.0M 0.10% NEW — $332.16 -7.0%
64 GOOGL ALPHABET INC Communication Services 3,947.0 $960K 0.09% NEW — $243.12 +41.5%
65 QQQ INVESCO QQQ TR Financial Services 1,452.0 $872K 0.08% NEW — $600.46 +24.0%
66 VIG VANGUARD SPECIALIZED FUNDS — 3,514.0 $758K 0.07% NEW — $215.82 +10.1%
67 SPYX SPDR SERIES TRUST — 13,023.0 $714K 0.07% NEW — $54.85 +15.3%
68 AFL AFLAC INC Financial Services 6,236.0 $697K 0.07% NEW — $111.69 +1.8%
69 COF CAPITAL ONE FINL CORP Financial Services 3,178.0 $676K 0.06% NEW — $212.58 -5.8%
70 JNJ JOHNSON & JOHNSON Healthcare 3,111.0 $577K 0.05% NEW — $185.42 +46.3%
71 SDY SPDR SERIES TRUST — 4,064.0 $569K 0.05% NEW — $140.06 +6.1%
72 ESGD ISHARES TR — 6,036.0 $561K 0.05% NEW — $92.98 +12.6%
73 XOM EXXON MOBIL CORP Energy 4,794.0 $541K 0.05% NEW — $112.75 +42.4%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 564.0 $522K 0.05% NEW — $926.21 -0.4%
75 CVS CVS HEALTH CORP Healthcare 6,177.0 $466K 0.04% NEW — $75.39 +18.2%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 2,316.0 $422K 0.04% NEW — $182.42 +4.0%
77 SCHD SCHWAB STRATEGIC TR — 15,383.0 $420K 0.04% NEW — $27.30 +21.6%
78 V VISA INC Financial Services 1,138.0 $388K 0.04% NEW — $341.27 +7.7%
79 WMT WALMART INC Consumer Defensive 3,731.0 $385K 0.04% NEW — $103.06 +4.8%
80 APH AMPHENOL CORP NEW Technology 3,056.0 $378K 0.04% NEW — $123.75 -32.0%
Page 4 of 6  ·  107 positions

① 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 30.8%
Technology 24.3%
Healthcare 11.1%
Consumer Cyclical 9.2%
Consumer Defensive 7.8%
Industrials 6.7%
Communication Services 5.4%
Utilities 4.7%
Energy 0.1%
Basic Materials 0.0%