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Home > Institutional Investor > Matrix Asset Advisors Inc > Profile

Instuitional Investor - Matrix Asset Advisors Inc

Fund Profile
Filing Period:
Fund Name: Matrix Asset Advisors Inc
Portfolio Value $1,229,782,622
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 172,878 $64,486,799 5.24%
2.
Ea Series Trust
 400,490 $54,219,317 4.41%
3.
Alphabet Inc.
 GOOGL 135,829 $47,992,287 3.9%
4.
Pnc Financial Services Group Inc.
 PNC 188,868 $46,503,019 3.78%
5.
Qualcomm Inc
 QCOM 243,892 $45,068,881 3.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.