Long-term investor

Matrix Asset Advisors Inc. @matrixassetadvisorsincny

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001016287).

Record

  • Tracked since 2025-06-30 (431 days), 46 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months +11.9% · 1 year +20.3% · all +20.3%
  • Max drawdown -2.3% · Sharpe 1.26 · win rate 44% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 5.2% · long · since 2025-06-30
  • 02072Q812 · 4.4% · long · since 2025-06-30
  • 02079K107 · 3.9% · long · since 2025-06-30
  • PNC · 3.8% · long · since 2025-06-30
  • QCOM · 3.7% · long · since 2025-06-30
  • AAPL · 3.6% · long · since 2025-06-30
  • JPM · 3.5% · long · since 2025-06-30
  • MS · 3.5% · long · since 2025-06-30
  • USB · 3.4% · long · since 2025-06-30
  • AMGN · 3.0% · long · since 2025-06-30
  • PEP · 3.0% · long · since 2025-06-30
  • AMAT · 2.8% · long · since 2025-06-30

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