SEC Form 13F · Q2 2026

MATRIX ASSET ADVISORS INC/NY

Institutional Holdings Report

13F-HRNY
$1.2B
Portfolio Value
106
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
MATRIX ASSET ADVISORS INC/NY
CIK
1016287
Accession No.
0001172661-26-002637
Location
White Plains, NY
Form Type
13F-HR
Portfolio Value
$1.2B
Holdings Reported
106
Reporting Period
Q2 2026
Filed
July 15, 2026

About this Filing

MATRIX ASSET ADVISORS INC/NY is an institutional investment manager based in White Plains, NY reporting approximately $1.2B in 13(f) securities across 106 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.