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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 3 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 2,144.0 $2.0M 0.33% -61.0 -2.8% $919.78 +17.7%
42 XHLF BONDBLOXX ETF TRUST 38,240.0 $1.9M 0.32% +3K +9.1% $50.34 -0.1%
43 HD HOME DEPOT INC Consumer Cyclical 5,455.0 $1.8M 0.30% +383.0 +7.5% $328.87 -3.4%
44 PAYX PAYCHEX INC Industrials 19,160.0 $1.8M 0.29% +7K +62.8% $92.12 +2.5%
45 WEC WEC ENERGY GROUP INC Utilities 15,172.0 $1.8M 0.29% +872.0 +6.1% $115.74 -2.4%
46 IEF ISHARES TR 18,319.0 $1.7M 0.29% $95.42 -1.2%
47 XEL XCEL ENERGY INC Utilities 18,147.0 $1.4M 0.24% +411.0 +2.3% $79.46 +1.7%
48 ICSH ISHARES TR 28,135.0 $1.4M 0.24% +6K +26.1% $50.61 -0.0%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 5,463.0 $1.3M 0.22% +181.0 +3.4% $242.36 +5.3%
50 CENCORA INC 4,199.0 $1.3M 0.22% +46.0 +1.1% $314.12
51 TROW PRICE T ROWE GROUP INC Financial Services 14,333.0 $1.3M 0.21% +344.0 +2.5% $90.14 +15.9%
52 TEMPUR SEALY INTL INC 17,036.0 $1.3M 0.21% +5K +39.8% $73.90
53 TLT ISHARES TR 14,419.0 $1.2M 0.21% $86.69 -1.6%
54 CVX CHEVRON CORP NEW Energy 5,992.0 $1.2M 0.21% -278.0 -4.4% $206.94 -11.9%
55 HDB HDFC BANK LTD Financial Services 47,980.0 $1.2M 0.20% +16K +52.4% $24.89 -4.4%
56 CTAS CINTAS CORP Industrials 6,715.0 $1.1M 0.19% NEW $169.17 +0.4%
57 ETN EATON CORP PLC Industrials 2,456.0 $878K 0.15% +128.0 +5.5% $357.49 +13.7%
58 STIP ISHARES TR 7,902.0 $817K 0.14% -7K -47.1% $103.39 +0.1%
59 GLDM WORLD GOLD TR Financial Services 8,037.0 $745K 0.12% -7K -44.8% $92.70 -5.0%
60 VPU VANGUARD WORLD FDS 3,558.0 $705K 0.12% -449.0 -11.2% $198.15 -1.2%
Page 3 of 9  ·  178 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%