MATRIX ASSET ADVISORS INC/NY is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.1B in reported equity holdings across 105 positions. The largest holdings are MSFT (5.8%), ^BSVO-IV (4.4%), GOOGL (3.8%), PNC (3.7%), JPM (3.6%). The portfolio is concentrated in Other (87.6%), Financial Services (6.5%), Communication Services (1.8%). Data sourced from SEC EDGAR 13F filings (CIK 1016287).