MATRIX ASSET ADVISORS INC/NY Q4 2025 Filing

Filed January 16, 2026

Portfolio Value

$1.1B

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
MSFTMICROSOFT CORP
$69.0M
MAVFEA SERIES TRUST
$50.5M
GOOGALPHABET INC
$49.5M
DWDMORGAN STANLEY
$46.2M
JPMJPMORGAN CHASE & CO.
$43.9M
AAPLAPPLE INC
$39.9M
PNCPNC FINL SVCS GROUP INC
$39.9M
USBUS BANCORP DEL
$37.8M
QCOMQUALCOMM INC
$37.2M
MDTMEDTRONIC PLC
$35.5M
AMGNAMGEN INC
$33.9M
BKBANK NEW YORK MELLON CORP
$30.3M
PEPPEPSICO INC
$29.4M
AMZNAMAZON COM INC
$28.9M
GSGOLDMAN SACHS GROUP INC
$24.6M
TXNTEXAS INSTRS INC
$23.2M
TSNTYSON FOODS INC
$21.8M
NEENEXTERA ENERGY INC
$21.5M
AEPAMERICAN ELEC PWR CO INC
$21.4M
METAMETA PLATFORMS INC
$21.2M
WFCWELLS FARGO CO NEW
$20.2M
SBUXSTARBUCKS CORP
$19.0M
AMATAPPLIED MATLS INC
$18.5M
CMCSACOMCAST CORP NEW
$17.9M
VOOVANGUARD INDEX FDS
$17.7M
MTBM & T BK CORP
$17.4M
HDHOME DEPOT INC
$17.4M
LMTLOCKHEED MARTIN CORP
$16.0M
FDXFEDEX CORP
$15.9M
LOWLOWES COS INC
$15.7M
PYPLPAYPAL HLDGS INC
$15.6M
GNRCGENERAC HLDGS INC
$15.4M
VEAVANGUARD TAX-MANAGED FDS
$14.7M
VYMVANGUARD WHITEHALL FDS
$14.2M
DYHTARGET CORP
$14.0M
TMOTHERMO FISHER SCIENTIFIC INC
$12.4M
LHXL3HARRIS TECHNOLOGIES INC
$11.9M
IWFISHARES TR
$11.4M
TELTE CONNECTIVITY PLC
$10.6M
GDGENERAL DYNAMICS CORP
$10.0M
ABBVABBVIE INC
$8.7M
CSCOCISCO SYS INC
$8.7M
IJRISHARES TR
$7.6M
STZCONSTELLATION BRANDS INC
$6.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.8M
IWRISHARES TR
$5.7M
ACNACCENTURE PLC IRELAND
$5.3M
VTVVANGUARD INDEX FDS
$5.0M
TMEDT ROWE PRICE ETF INC
$3.7M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.7M
BACBANK AMERICA CORP
$3.2M
ZBHZIMMER BIOMET HOLDINGS INC
$2.7M
IWMISHARES TR
$2.5M
VWOVANGUARD INTL EQUITY INDEX F
$2.3M
IVVISHARES TR
$2.2M
VUGVANGUARD INDEX FDS
$1.5M
NVDANVIDIA CORPORATION
$1.5M
VOVANGUARD INDEX FDS
$1.5M
EFAISHARES TR
$1.4M
IWDISHARES TR
$1.3M
GOOGLALPHABET INC
$1.2M
AXPAMERICAN EXPRESS CO
$1.1M
VTIVANGUARD INDEX FDS
$1.1M
NDQINVESCO QQQ TR
$891K
VIGVANGUARD SPECIALIZED FUNDS
$777K
COFCAPITAL ONE FINL CORP
$770K
SPYXSPDR SERIES TRUST
$731K
AFLAFLAC INC
$688K
JNJJOHNSON & JOHNSON
$642K
XOMEXXON MOBIL CORP
$576K
ESGDISHARES TR
$573K
SDYSPDR SERIES TRUST
$526K
CVSCVS HEALTH CORP
$490K
COSTCOSTCO WHSL CORP NEW
$485K
SKYXSKYX PLATFORMS CORP
$437K
ASTSAST SPACEMOBILE INC
$428K
GQ9SPDR GOLD TR
$426K
WMTWALMART INC
$414K
APHAMPHENOL CORP NEW
$412K
PLTRPALANTIR TECHNOLOGIES INC
$411K
NUENUCOR CORP
$402K
VVISA INC
$402K
DHRDANAHER CORPORATION
$389K
AVGOBROADCOM INC
$380K
LLYELI LILLY & CO
$349K
IJHISHARES TR
$336K
MCDMCDONALDS CORP
$333K
XLKSELECT SECTOR SPDR TR
$333K
SPYGSPDR SERIES TRUST
$319K
IWNISHARES TR
$319K
PGPROCTER AND GAMBLE CO
$314K
MRKMERCK & CO INC
$301K
INTUINTUIT
$298K
VBVANGUARD INDEX FDS
$296K
ETNEATON CORP PLC
$274K
QQQMINVESCO EXCH TRADED FD TR II
$266K
IWBISHARES TR
$260K
IEMGISHARES INC
$257K
IBMINTERNATIONAL BUSINESS MACHS
$242K
UNHUNITEDHEALTH GROUP INC
$237K
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