MATRIX ASSET ADVISORS INC/NY is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.1B in reported equity holdings across 107 positions. The largest holdings are MSFT (6.2%), ^BSVO-IV (4.5%), GOOGL (4.4%), MS (4.2%), JPM (3.9%). The portfolio is concentrated in Other (85.9%), Financial Services (7.0%), Industrials (2.5%). Data sourced from SEC EDGAR 13F filings (CIK 1016287).