MATRIX ASSET ADVISORS INC/NY - Portfolio overview

MATRIX ASSET ADVISORS INC/NY has 113 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 5.54%
  2. MAVF - EA SERIES TRUST, 4.22%
  3. GOOG - ALPHABET INC, 3.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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