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Home > Institutional Investor > Matrix Asset Advisors Inc > Profile

Instuitional Investor - Matrix Asset Advisors Inc

Fund Profile
Filing Period:
Fund Name: Matrix Asset Advisors Inc
Portfolio Value $906,305,359
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 143,085 $53,712,562 5.93%
2.
Ea Series Trust
 422,381 $40,770,791 4.5%
3.
Jpmorgan Chase & Co
 JPM 144,561 $35,460,881 3.91%
4.
Bank Of New York Mellon Corp
 BK 402,272 $33,738,553 3.72%
5.
Medtronic Plc
 MDT 362,252 $32,551,965 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)