MATRIX ASSET ADVISORS INC/NY is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $1.2B in reported equity holdings across 106 positions. The largest holdings are MSFT (5.2%), ^BSVO-IV (4.4%), GOOGL (3.9%), PNC (3.8%), QCOM (3.7%). The portfolio is concentrated in Other (88.1%), Financial Services (5.8%), Technology (2.3%). Data sourced from SEC EDGAR 13F filings (CIK 1016287).