Matrix Asset Advisors·CIK 1016287
10
Positions
$271.4M
Portfolio Value
19
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MSFT | 6.63% | $46,541,550 |
| JPM |
4.40% |
| $30,842,564 |
| CMCSA | 4.00% | $28,078,793 |
| CSCO | 3.80% | $26,630,177 |
| ABBV | 3.43% | $24,043,676 |
| AAPL | 3.41% | $23,945,259 |
| BK | 3.28% | $22,988,435 |
| QCOM | 3.26% | $22,867,809 |
| GILD | 3.25% | $22,770,819 |
| GOOG | 3.23% | $22,691,253 |