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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: $988.33 M
Last 13-F Filed: Q2 2025
Concentration in top 10: 39.05%
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Quarter to View:
Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
DGDOLLAR GEN CORP NEW-131,801Exited13F
PFEPFIZER INC-318,813Exited13F
UNHUNITEDHEALTH GROUP INC-17,384Exited13F

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