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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 +9.9%
62 AXP AMERICAN EXPRESS CO Financial Services 3,066.0 $1.1M 0.10% — — $369.95 -16.5%
63 VTI VANGUARD INDEX FDS — 3,134.0 $1.1M 0.09% — — $335.28 +13.3%
64 QQQ INVESCO QQQ TR Financial Services 1,451.0 $892K 0.08% — — $614.60 +21.1%
65 VIG VANGUARD SPECIALIZED FUNDS — 3,535.0 $777K 0.07% +21.0 +0.6% $219.82 +8.1%
66 COF CAPITAL ONE FINL CORP Financial Services 3,178.0 $770K 0.07% — — $242.36 -17.4%
67 SPYX SPDR SERIES TRUST — 13,023.0 $732K 0.07% — — $56.19 +12.5%
68 AFL AFLAC INC Financial Services 6,243.0 $688K 0.06% — — $110.27 +3.1%
69 JNJ JOHNSON & JOHNSON Healthcare 3,106.0 $643K 0.06% — — $206.95 +31.1%
70 XOM EXXON MOBIL CORP Energy 4,790.0 $576K 0.05% — — $120.35 +33.4%
71 ESGD ISHARES TR — 6,036.0 $574K 0.05% — — $95.09 +10.1%
72 SDY SPDR SERIES TRUST — 3,780.0 $526K 0.05% -284.0 -7.0% $139.17 +6.8%
73 CVS CVS HEALTH CORP Healthcare 6,175.0 $490K 0.04% — — $79.36 +12.3%
74 COST COSTCO WHSL CORP NEW Consumer Defensive 563.0 $486K 0.04% — — $863.05 +6.9%
75 SKYX SKYX PLATFORMS CORP Industrials 201,666.0 $438K 0.04% — — $2.17 -43.3%
76 ASTS AST SPACEMOBILE INC Technology 5,900.0 $429K 0.04% — — $72.63 -14.9%
77 GLD SPDR GOLD TR Financial Services 1,075.0 $426K 0.04% +27.0 +2.6% $396.31 -0.7%
78 WMT WALMART INC Consumer Defensive 3,716.0 $414K 0.04% — — $111.41 -3.1%
79 APH AMPHENOL CORP NEW Technology 3,056.0 $413K 0.04% — — $135.14 -37.8%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 2,313.0 $411K 0.04% — — $177.75 +6.7%
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 31.7%
Technology 23.8%
Healthcare 10.6%
Consumer Cyclical 9.0%
Consumer Defensive 8.0%
Industrials 7.7%
Utilities 4.7%
Communication Services 4.5%
Energy 0.1%
Basic Materials 0.0%