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  • Gurus
  • Value
  • MATRIX ASSET ADVISORS INC/NY (Data extracted from 13F, 13D, 13G and Form 4)

MATRIX ASSET ADVISORS INC/NY

AUM: $1.02 B
13-F Portfolio Value: $1.08 B
Last 13-F Filed: Q3 2025
Concentration in top 10: 39.85%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
MAVFEA SERIES TRUST4.49%414,268$48,392,6751,8140.44%$116.8113F
PNCPNC FINL SVCS GROUP INC3.55%190,412$38,259,5681470.08%$200.9313F
QCOMQUALCOMM INC3.35%217,037$36,106,2359,3044.48%$166.3613F
MDTMEDTRONIC PLC3.27%370,609$35,296,7901,4280.39%$95.2413F
USBUS BANCORP DEL3.21%715,764$34,592,8811,8300.26%$48.3313F
AMGNAMGEN INC2.78%106,231$29,978,2544,6334.56%$282.213F
CMCSACOMCAST CORP NEW2.47%846,697$26,603,23223,8872.9%$31.4213F
AEPAMERICAN ELEC PWR CO INC1.99%191,116$21,500,5472590.14%$112.513F
NEENEXTERA ENERGY INC1.9%271,710$20,511,3605,6572.13%$75.4913F
TSNTYSON FOODS INC1.83%362,906$19,705,819163,14081.67%$54.313F
HDHOME DEPOT INC1.81%48,054$19,471,0244370.92%$405.1913F
SBUXSTARBUCKS CORP1.74%222,347$18,810,55317,6348.61%$84.613F
TXNTEXAS INSTRS INC1.74%102,326$18,800,2671,0931.08%$183.7313F
MTBM & T BK CORP1.6%87,269$17,246,0084330.5%$197.6213F
PYPLPAYPAL HLDGS INC1.56%251,490$16,864,9288,8613.65%$67.0613F
VOOVANGUARD INDEX FDS1.55%27,302$16,719,2032,85811.69%$612.3813F
TGTTARGET CORP1.48%177,721$15,941,57319,49212.32%$89.713F
LOWLOWES COS INC1.41%60,625$15,235,5803490.58%$251.3113F
AMATAPPLIED MATLS INC1.38%72,513$14,846,31721,44241.98%$204.7413F
VEAVANGUARD TAX-MANAGED FDS1.22%220,304$13,200,64911,5095.51%$59.9213F
FDXFEDEX CORP1.21%55,499$13,087,2088171.49%$235.8113F
VYMVANGUARD WHITEHALL FDS1.17%89,436$12,606,0893,3753.92%$140.9513F
GNRCGENERAC HLDGS INC1.04%66,890$11,197,3861180.18%$167.413F
IWFISHARES TR1.01%23,358$10,941,5263631.58%$468.4313F
TMOTHERMO FISHER SCIENTIFIC INC0.97%21,511$10,433,0961340.63%$485.0113F
FIFISERV INC0.94%78,306$10,095,94468,595706.36%$128.9313F
ABBVABBVIE INC0.83%38,813$8,986,6533020.78%$231.5413F
IJRISHARES TR0.64%57,706$6,857,3132,8885.27%$118.8313F
BRKBBERKSHIRE HATHAWAY INC DEL0.54%11,601$5,832,287100.09%$502.7413F
IWRISHARES TR0.52%58,017$5,601,612900.16%$96.5513F
VTVVANGUARD INDEX FDS0.36%20,847$3,887,7636,57546.07%$186.4913F
TCHPT ROWE PRICE ETF INC0.35%76,275$3,728,32211,63418%$48.8813F
VWOVANGUARD INTL EQUITY INDEX F0.21%40,942$2,218,2894501.11%$54.1813F
ACNACCENTURE PLC IRELAND0.21%9,345$2,304,4778,5501075.47%$246.613F
IVVISHARES TR0.2%3,277$2,193,729401.24%$669.4313F
VUGVANGUARD INDEX FDS0.14%3,145$1,508,536140.45%$479.6613F
IWDISHARES TR0.12%6,272$1,277,060721.16%$203.6113F
VOVANGUARD INDEX FDS0.11%3,940$1,157,4161,18042.75%$293.7613F
GOOGLALPHABET INC0.09%3,947$959,612591.52%$243.1213F
QQQINVESCO QQQ TR0.08%1,452$871,863815.91%$600.4613F
VIGVANGUARD SPECIALIZED FUNDS0.07%3,514$758,387381.09%$215.8213F
AFLAFLAC INC0.06%6,236$696,512140.23%$111.6913F
SDYSPDR SERIES TRUST0.05%4,064$569,22120.05%$140.0613F
PLTRPALANTIR TECHNOLOGIES INC0.04%2,316$422,48530.13%$182.4213F
VVISA INC0.04%1,138$388,36750.44%$341.2713F
AVGOBROADCOM INC0.03%1,119$369,169272.47%$329.9113F
DHRDANAHER CORPORATION0.03%1,704$337,83510.06%$198.2613F
INTUINTUIT0.03%451$307,99210.22%$682.9113F
IJHISHARES TR0.03%5,617$366,5651061.92%$65.2613F
IWBISHARES TR0.03%751$274,681294.02%$365.7513F
MCDMCDONALDS CORP0.03%1,090$331,24560.55%$303.8913F
GLDSPDR GOLD TR0.03%1,048$372,533939.74%$355.4713F
XLKSELECT SECTOR SPDR TR0.03%1,158$326,39780.7%$281.8613F
ETNEATON CORP PLC0.03%863$322,97810.12%$374.2513F
IBMINTERNATIONAL BUSINESS MACHS0.02%845$238,37650.6%$282.113F
LLYELI LILLY & CO0.02%328$250,56630.92%$763.9213F