Matrix Asset Advisors Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
93
Portfolio value:
$1,090,208,000
Filed:
Apr 22, 2026
CIK:
1016287
Stock Issuer % of Portfolio Recent Activity Shares Price Value
MSFThistMICROSOFT CORP5.82Add 20.00%171,359$370.17$63.43M
MAVFhistEA SERIES TRUST4.43Reduce 1.00%410,346$117.75$48.32M
GOOGhistALPHABET INC3.79Reduce 9.00%143,865$286.86$41.27M
PNChistPNC FINL SVCS GROUP INC3.65191,401$208.09$39.83M
JPMhistJPMORGAN CHASE & CO3.63Reduce 1.00%134,535$294.16$39.58M
MShistMORGAN STANLEY3.59Reduce 9.00%238,060$164.57$39.18M
AAPLhistAPPLE INC3.57Add 4.00%153,271$253.79$38.90M
PEPhistPEPSICO INC3.44Add 18.00%241,281$155.29$37.47M
QCOMhistQUALCOMM INC3.39Add 32.00%287,239$128.78$36.99M
TBBKhistUS BANCORP3.38709,170$52.01$36.88M
AMGNhistAMGEN INC3.22Reduce 4.00%99,810$351.85$35.12M
ETHBhistISHARES TR3.20Add 5.00%206,738$168.95$34.93M
MDThistMEDTRONIC PLC2.99Add 2.00%375,696$86.65$32.55M
BKhistBANK NEW YORK MELLON CORP2.66Reduce 6.00%244,520$118.63$29.01M
AMZNhistAMAZON COM INC2.59Add 8.00%135,469$208.27$28.21M
TXNhistTEXAS INSTRS INC2.46Add 3.00%138,263$194.14$26.84M
CMCSAhistCOMCAST CORP NEW2.38Add 51.00%903,971$28.71$25.95M
NEEhistNEXTERA ENERGY INC2.26Reduce 1.00%264,712$92.88$24.59M
TSNhistTYSON FOODS INC2.20Add 1.00%375,168$64.07$24.04M
GNRChistGENERAC HLDGS INC2.02112,868$195.33$22.05M
GShistGOLDMAN SACHS GROUP INC1.97Reduce 9.00%25,361$845.98$21.45M
AMAThistAPPLIED MATLS INC1.84Reduce 18.00%58,533$341.79$20.01M
LMThistLOCKHEED MARTIN CORP1.8333,055$604.39$19.98M
SBUXhistSTARBUCKS CORP1.83Reduce 2.00%222,580$89.59$19.94M
AEPhistAMERICAN ELEC PWR CO INC1.79Reduce 20.00%148,772$131.08$19.50M
METAhistMETA PLATFORMS INC1.73Add 2.00%32,939$572.12$18.84M
VOOhistVANGUARD INDEX FDS1.67Add 8.00%30,455$597.54$18.20M
TGThistTARGET CORP1.60143,783$121.20$17.43M
WFChistWELLS FARGO & CO1.58216,482$79.61$17.23M
HDhistHOME DEPOT INC1.56Add 2.00%51,622$328.89$16.98M
VEAhistVANGUARD TAX-MANAGED FDS1.53Add 11.00%260,896$64.08$16.72M
MTBhistM & T BK CORP1.49Reduce 9.00%78,775$206.72$16.28M
FDXhistFEDEX CORP1.44Reduce 20.00%44,099$356.18$15.71M
VYMhistVANGUARD WHITEHALL FDS1.41104,118$148.10$15.42M
LOWhistLOWES COS INC1.4165,069$236.27$15.37M
PYPLhistPAYPAL HLDGS INC1.11267,229$45.23$12.09M
TMOhistTHERMO FISHER SCIENTIFIC INC1.02Add 6.00%22,547$491.55$11.08M
ABBVhistABBVIE INC0.78Add 2.00%39,175$217.49$8.52M
PGhistPROCTER & GAMBLE CO0.67Add 2220.00%50,911$144.45$7.35M
NKEhistNIKE INC0.64Buy132,752$52.82$7.01M
STZhistCONSTELLATION BRANDS INC0.64Add 2.00%46,280$150.00$6.94M
TELhistTE CONNECTIVITY PLC0.63Reduce 30.00%32,664$209.01$6.83M
ACNhistACCENTURE PLC IRELAND0.60Add 68.00%33,007$198.29$6.54M
VTVhistVANGUARD INDEX FDS0.53Add 12.00%29,464$196.21$5.78M
BRK.BhistBERKSHIRE HATHAWAY INC DEL0.5111,595$479.17$5.56M
MDYhistSTATE STR SPDR S&P MIDCAP 400.34Reduce 2.00%5,979$616.83$3.69M
TCHPhistT ROWE PRICE ETF INC0.31Add 2.00%76,249$44.18$3.37M
ADPhistAUTOMATIC DATA PROCESSING IN0.25Buy13,591$203.15$2.76M
BAChistBANK AMERICA CORP0.25Reduce 4.00%55,081$48.75$2.69M
VWOhistVANGUARD INTL EQUITY INDEX F0.22Add 6.00%45,178$54.05$2.44M
VOhistVANGUARD INDEX FDS0.20Buy7,684$287.22$2.21M
INTUhistINTUIT0.15Add 721.00%3,693$432.44$1.60M
VUGhistVANGUARD INDEX FDS0.13Add 5.00%3,291$436.65$1.44M
NVDAhistNVIDIA CORPORATION0.13Reduce 2.00%7,855$174.41$1.37M
GOOGLhistALPHABET INC0.10Reduce 1.00%3,922$287.61$1.13M
IVZhistINVESCO QQQ TR0.10Add 74.00%2,518$434.87$1.09M
VTIhistVANGUARD INDEX FDS0.093,134$320.68$1.00M
AXPhistAMERICAN EXPRESS CO0.08Reduce 2.00%2,996$302.40$906K
VIGhistVANGUARD SPECIALIZED FUNDS0.06Reduce 8.00%3,267$215.18$703K
AFLhistAFLAC INC0.066,253$109.71$686K
VONGhistVANGUARD SCOTTSDALE FDS0.06Buy6,100$109.67$669K
SPYXhistSPDR SERIES TRUST0.06Reduce 37.00%12,504$53.02$663K
XOMhistEXXON MOBIL CORP0.06Reduce 20.00%3,842$169.70$652K
COFhistCAPITAL ONE FINL CORP0.053,178$182.50$580K
COSThistCOSTCO WHOLESALE CORPORATION0.05Reduce 1.00%559$996.42$557K
SDYhistSPDR SERIES TRUST0.05Buy3,782$145.95$552K
ASTShistAST SPACEMOBILE INC0.04Reduce 9.00%5,380$82.90$446K
CVShistCVS HEALTH CORP0.046,175$71.74$443K
GLDhistSPDR GOLD TR0.04Reduce 8.00%984$429.88$423K
WMThistWALMART INC0.04Reduce 14.00%3,191$124.41$397K
JNJhistJOHNSON & JOHNSON0.04Reduce 48.00%1,622$244.14$396K
APHhistAMPHENOL CORP0.043,056$126.31$386K
VhistVISA INC0.031,149$302.00$347K
AVGOhistBROADCOM INC0.031,099$309.37$340K
MCDhistMCDONALDS CORP0.031,094$310.79$340K
PLTRhistPALANTIR TECHNOLOGIES INC0.032,313$146.13$338K
DHRhistDANAHER CORP DEL0.03Reduce 1.00%1,693$189.60$321K
NUEhistNUCOR CORP0.03Reduce 24.00%1,868$169.16$316K
XLKhistSELECT SECTOR SPDR TR0.032,316$132.99$308K
ETNhistEATON CORP PLC0.03862$357.31$308K
VBhistVANGUARD INDEX FDS0.031,149$261.97$301K
SPYGhistSPDR SERIES TRUST0.03Buy3,047$97.80$298K
LLYhistELI LILLY & CO0.03Reduce 4.00%311$919.61$286K
SKYXhistSKYX PLATFORMS CORP0.02201,666$1.12$226K
MPChistMARATHON PETE CORP0.02Buy854$244.73$209K
AONhistAON PLC0.02648$322.53$209K
CLhistCOLGATE PALMOLIVE CO0.02Buy2,383$85.19$203K
MRKhistMERCK & CO INC0.02Reduce 42.00%1,671$120.29$201K
SCHDhistSCHWAB STRATEGIC TR0.02Buy6,521$30.67$200K
CGENhistCOMPUGEN LTD0.0293,833$2.13$200K
DCGOhistDOCGO INC0.01100,000$0.63$63K
SCWOhist374WATER INC0.0010,000$2.80$28K
MRKRhistMARKER THERAPEUTICS INC0.0015,000$1.33$20K
LHXhistL3HARRIS TECHNOLOGIES INC0.00Sell0$0
GDhistGENERAL DYNAMICS CORP0.00Sell0$0
CSCOhistCISCO SYS INC0.00Sell0$0
ZBHhistZIMMER BIOMET HOLDINGS INC0.00Sell0$0
IVZhistINVESCO EXCH TRADED FD TR II0.00Sell0$0
ETHBhistISHARES TR0.00Sell0$0
IBMhistINTERNATIONAL BUSINESS MACHS0.00Sell0$0
UNHhistUNITEDHEALTH GROUP INC0.00Sell0$0
TSLAhistTESLA INC0.00Sell0$0
BMYhistBRISTOL-MYERS SQUIBB CO0.00Sell0$0