SEC Form 13F · Q1 2026

MATRIX ASSET ADVISORS INC/NY

Institutional Holdings Report

13F-HRNY
$1.1B
Portfolio Value
105
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
MATRIX ASSET ADVISORS INC/NY
CIK
1016287
Accession No.
0001172661-26-001524
Location
White Plains, NY
Form Type
13F-HR
Portfolio Value
$1.1B
Holdings Reported
105
Reporting Period
Q1 2026
Filed
April 22, 2026

About this Filing

MATRIX ASSET ADVISORS INC/NY is an institutional investment manager based in White Plains, NY reporting approximately $1.1B in 13(f) securities across 105 positions as of Q1 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.