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 (472 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days -10.4% · 6 months +1.6% · 1 year +13.8% · all +13.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 7.3% · long · since 2025-09-30
- 02072Q812 · 4.5% · long · since 2025-09-30
- AAPL · 4.1% · long · since 2025-09-30
- QCOM · 4.0% · long · since 2025-09-30
- 02079K107 · 3.9% · long · since 2025-09-30
- JPM · 3.5% · long · since 2025-09-30
- MS · 3.2% · long · since 2025-09-30
- PNC · 3.2% · long · since 2025-09-30
- USB · 3.2% · long · since 2025-09-30
- PEP · 3.1% · long · since 2025-09-30
- G5960L103 · 3.0% · long · since 2025-09-30
- AMGN · 2.9% · long · since 2025-09-30