CIK 1016287
MATRIX ASSET ADVISORS INC/NY
Institutional 13F holdings & portfolio
Holdings
107
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 107
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 57K | $1M+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 30K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 43K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| SPYX | SPDR SERIES TRUST | 13K | $500K+ | SH |
| AFL | AFLAC INC | 6K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| ESGD | ISHARES TR | 6K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 563 | $100K–$500K | SH |
| SKYX | SKYX PLATFORMS CORP | 202K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 6K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 325 | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| INTU | INTUIT | 450 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 862 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| IWB | ISHARES TR | 697 | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 819 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 721 | $100K–$500K | SH |