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MATRIX ASSET ADVISORS INC/NY

Q2 2026 13F filing

Updated 58 days ago

106 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
106
New positions
5
Closed positions
4
Increased
44
Decreased
39
Turnover
8.5%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

M

MICROSOFT CORP

+0.9%
Value
$64.5M
Shares
172.9K
% Port
5.24%
?
2.N/A

EA SERIES TRUST

-2.4%
Value
$54.2M
Shares
400.5K
% Port
4.41%
G

ALPHABET INC

-5.6%
Value
$48M
Shares
135.8K
% Port
3.90%
P
4.PNC

PNC FINL SVCS GROUP INC

-1.3%
Value
$46.5M
Shares
188.9K
% Port
3.78%
Q

QUALCOMM INC

-15.1%
Value
$45.1M
Shares
243.9K
% Port
3.66%
A

APPLE INC

-0.7%
Value
$44M
Shares
152.2K
% Port
3.58%
J

JPMORGAN CHASE & CO

-1.2%
Value
$43.5M
Shares
132.9K
% Port
3.54%
M

MORGAN STANLEY

-12.6%
Value
$43.5M
Shares
208.0K
% Port
3.54%
U

US BANCORP

-1.1%
Value
$42.4M
Shares
701.7K
% Port
3.45%
A
10.AMGN

AMGEN INC

+3.0%
Value
$37.2M
Shares
102.8K
% Port
3.03%
P
11.PEP

PEPSICO INC

+11.1%
Value
$36.3M
Shares
268.1K
% Port
2.95%
A
12.AMAT

APPLIED MATLS INC

-17.9%
Value
$34.7M
Shares
48.0K
% Port
2.82%
M
13.MDT

MEDTRONIC PLC

+15.4%
Value
$33.9M
Shares
433.7K
% Port
2.76%
A
14.AMZN

AMAZON COM INC

-1.2%
Value
$31.9M
Shares
133.8K
% Port
2.59%
G
15.GNRC

GENERAC HLDGS INC

-5.2%
Value
$31.3M
Shares
107.0K
% Port
2.55%
T
16.TXN

TEXAS INSTRS INC

-28.9%
Value
$29.3M
Shares
98.4K
% Port
2.38%
?
17.N/A

TYSON FOODS INC

+31.9%
Value
$28.3M
Shares
495.0K
% Port
2.30%
B

BANK OF NY MELLON CORP

-28.5%
Value
$25.3M
Shares
174.8K
% Port
2.06%
C
19.CCZ

COMCAST CORP NEW

+9.7%
Value
$24.3M
Shares
991.2K
% Port
1.98%
H
20.HD

HOME DEPOT INC

+25.0%
Value
$22.8M
Shares
64.5K
% Port
1.85%
S
21.SBUX

STARBUCKS CORP

-1.0%
Value
$22.5M
Shares
220.4K
% Port
1.83%
G

GOLDMAN SACHS GROUP INC

-12.5%
Value
$22.4M
Shares
22.2K
% Port
1.82%
V
23.VGES

VANGUARD INDEX FDS

+3.8%
Value
$21.7M
Shares
31.6K
% Port
1.77%
P
24.PG

PROCTER & GAMBLE CO

+187.8%
Value
$21.5M
Shares
146.5K
% Port
1.75%
M
25.META

META PLATFORMS INC

+14.3%
Value
$21.2M
Shares
37.7K
% Port
1.73%
A
26.AEP

AMERICAN ELEC PWR CO INC

+3.8%
Value
$21.1M
Shares
154.5K
% Port
1.72%
N

NEXTERA ENERGY INC

-10.3%
Value
$20.8M
Shares
237.5K
% Port
1.70%
V
28.VGES

VANGUARD TAX-MANAGED FDS

+7.7%
Value
$20M
Shares
280.9K
% Port
1.63%
M

M & T BK CORP

+0.0%
Value
$18.8M
Shares
78.8K
% Port
1.52%
W

WELLS FARGO & CO

+0.7%
Value
$18M
Shares
218.0K
% Port
1.47%
L
31.LOW

LOWES COS INC

+22.4%
Value
$17.6M
Shares
79.7K
% Port
1.43%
?
32.N/A

VANGUARD WHITEHALL FDS

+6.4%
Value
$17.5M
Shares
110.8K
% Port
1.42%
L
33.LMT

LOCKHEED MARTIN CORP

+1.1%
Value
$17M
Shares
33.4K
% Port
1.38%
T
34.TEL

TE CONNECTIVITY PLC

+132.5%
Value
$15.3M
Shares
75.9K
% Port
1.24%
T
35.TGT

TARGET CORP

-20.6%
Value
$14.9M
Shares
114.2K
% Port
1.21%
T
36.TMO

THERMO FISHER SCIENTIFIC INC

+22.7%
Value
$13.9M
Shares
27.7K
% Port
1.13%
E
37.ETHA

ISHARES TR

+298.1%
Value
$13.2M
Shares
106.5K
% Port
1.08%
A
38.ADP

AUTOMATIC DATA PROCESSING IN

+312.0%
Value
$12.5M
Shares
56.0K
% Port
1.02%
P
39.PYPL

PAYPAL HLDGS INC

-1.7%
Value
$11.3M
Shares
262.6K
% Port
0.92%
?
40.N/A

CONSTELLATION BRANDS INC

+60.5%
Value
$10.3M
Shares
74.3K
% Port
0.84%
E
41.ETHA

ISHARES TR

+2.2%
Value
$10.3M
Shares
69.4K
% Port
0.84%
A
42.ABBV

ABBVIE INC

-0.3%
Value
$9.8M
Shares
39.1K
% Port
0.80%
N
43.NKE

NIKE INC

+68.4%
Value
$9.2M
Shares
223.6K
% Port
0.75%
V
44.VGES

VANGUARD INDEX FDS

+14.7%
Value
$7.4M
Shares
33.8K
% Port
0.60%
E
45.ETHA

ISHARES TR

-0.8%
Value
$6.5M
Shares
59.1K
% Port
0.53%
B

BERKSHIRE HATHAWAY INC DEL

+0.4%
Value
$5.8M
Shares
11.6K
% Port
0.47%
A
47.ABT

ABBOTT LABORATORIES

Value
$4.3M
Shares
47.3K
% Port
0.35%
M
48.MDY

STATE STR SPDR S&P MIDCAP 40

-0.9%
Value
$4.2M
Shares
5.9K
% Port
0.34%
?
49.N/A

T ROWE PRICE EXCHANGE-TRADED

-0.3%
Value
$3.8M
Shares
76.0K
% Port
0.31%
M
50.MCD

MCDONALDS CORP

+1027.5%
Value
$3.3M
Shares
12.3K
% Port
0.27%