13F filing recap · Q2 2025
What did Matrix Asset Advisors buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$988.33M
Positions
108
Estimated turnover
14.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Matrix Asset Advisors opened new positions in Applied Materials, Fiserv, iShares Trust, Palantir Technologies, Broadcom, and Ast Spacemobile, while exiting Dollar General, Pfizer, and UnitedHealth Group. The firm substantially increased its stakes in Pepsico, Lowe’s, Thermo Fisher Scientific, and Vanguard Index Funds, and dramatically added to Target and Generac Holdings. It also trimmed Cisco Systems substantially and reduced Bank of New York Mellon, American Electric Power, and Te Connectivity moderately.