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Portfolio (Quarterly) Guide ↗

Matrix Trust Co

· CIK 0001784277
13F Portfolio $602M AUM 178 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 80 Added 37 Reduced 86 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SER TR 90,464.0 $8.3M 1.38% +46K +104.7% $91.64 -0.0%
2 GLD SPDR GOLD TRUST Financial Services 11,156.0 $4.8M 0.80% +138.0 +1.2% $430.26 -5.1%
3 XLC SELECT SECTOR SPDR TR 37,776.0 $4.2M 0.70% +1K +3.7% $110.86 +4.9%
4 AVGO BROADCOM INC Technology 12,634.0 $3.9M 0.65% +2K +20.8% $309.48 +36.3%
5 AAPL APPLE INC Technology 14,698.0 $3.7M 0.62% +887.0 +6.4% $253.78 +22.5%
6 SOXX ISHARES TR 9,841.0 $3.2M 0.54% +459.0 +4.9% $328.63 +71.6%
7 MRK MERCK & CO INC Healthcare 26,064.0 $3.1M 0.52% +1K +4.5% $120.28 -0.0%
8 ABBV ABBVIE INC Healthcare 13,544.0 $2.9M 0.49% +304.0 +2.3% $217.51 -1.0%
9 MSFT MICROSOFT CORP Technology 7,352.0 $2.7M 0.45% +852.0 +13.1% $370.10 +11.5%
10 RTX RAYTHEON TECHNOLOGIES CORP Industrials 12,540.0 $2.4M 0.40% +527.0 +4.4% $192.90 -8.5%
11 COST COSTCO WHSL CORP NEW Consumer Defensive 2,336.0 $2.3M 0.39% +85.0 +3.8% $996.58 +0.7%
12 C CITIGROUP INC Financial Services 19,182.0 $2.2M 0.36% +362.0 +1.9% $113.39 +10.6%
13 FAST FASTENAL CO Industrials 46,076.0 $2.1M 0.35% +2K +3.5% $46.40 -3.4%
14 GS GOLDMAN SACHS GROUP INC Financial Services 2,524.0 $2.1M 0.35% +22.0 +0.9% $845.88 +17.8%
15 MCD MCDONALDS CORP Consumer Cyclical 6,767.0 $2.1M 0.35% +107.0 +1.6% $310.77 -9.6%
16 PCAR PACCAR INC Industrials 18,191.0 $2.1M 0.35% +8K +87.5% $115.50 -2.8%
17 GD GENERAL DYNAMICS CORP Industrials 5,847.0 $2.0M 0.33% +320.0 +5.8% $343.25 -0.2%
18 XHLF BONDBLOXX ETF TRUST 38,240.0 $1.9M 0.32% +3K +9.1% $50.34 -0.1%
19 HD HOME DEPOT INC Consumer Cyclical 5,455.0 $1.8M 0.30% +383.0 +7.5% $328.87 -3.4%
20 PAYX PAYCHEX INC Industrials 19,160.0 $1.8M 0.29% +7K +62.8% $92.12 +2.5%
Page 1 of 4  ·  80 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 29.8%
Technology 21.0%
Industrials 17.9%
Healthcare 11.5%
Consumer Cyclical 7.6%
Utilities 4.5%
Consumer Defensive 3.5%
Energy 2.1%
Communication Services 1.9%
Basic Materials 0.2%