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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 3,942.0 $1.2M 0.11% $313.03 +23.8%
62 AXP AMERICAN EXPRESS CO Financial Services 3,066.0 $1.1M 0.10% $369.95 -16.3%
63 VTI VANGUARD INDEX FDS 3,134.0 $1.1M 0.09% $335.28 +8.9%
64 QQQ INVESCO QQQ TR Financial Services 1,451.0 $892K 0.08% $614.60 +16.3%
65 VIG VANGUARD SPECIALIZED FUNDS 3,535.0 $777K 0.07% +21.0 +0.6% $219.82 +5.1%
66 COF CAPITAL ONE FINL CORP Financial Services 3,178.0 $770K 0.07% $242.36 -23.0%
67 SPYX SPDR SERIES TRUST 13,023.0 $732K 0.07% $56.19 +8.1%
68 AFL AFLAC INC Financial Services 6,243.0 $688K 0.06% $110.27 +6.8%
69 JNJ JOHNSON & JOHNSON Healthcare 3,106.0 $643K 0.06% $206.95 +12.0%
70 XOM EXXON MOBIL CORP Energy 4,790.0 $576K 0.05% $120.35 +29.9%
71 ESGD ISHARES TR 6,036.0 $574K 0.05% $95.09 +8.2%
72 SDY SPDR SERIES TRUST 3,780.0 $526K 0.05% -284.0 -7.0% $139.17 +6.9%
73 CVS CVS HEALTH CORP Healthcare 6,175.0 $490K 0.04% $79.36 +17.6%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 563.0 $486K 0.04% $863.05 +21.7%
75 SKYX SKYX PLATFORMS CORP Industrials 201,666.0 $438K 0.04% $2.17 -47.0%
76 ASTS AST SPACEMOBILE INC Technology 5,900.0 $429K 0.04% $72.63 +32.5%
77 GLD SPDR GOLD TR Financial Services 1,075.0 $426K 0.04% +27.0 +2.6% $396.31 +5.2%
78 WMT WALMART INC Consumer Defensive 3,716.0 $414K 0.04% $111.41 +17.4%
79 APH AMPHENOL CORP NEW Technology 3,056.0 $413K 0.04% $135.14 -7.6%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 2,313.0 $411K 0.04% $177.75 -22.8%
Page 4 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%