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Portfolio (Quarterly) Guide ↗

Matrix Trust Co

· CIK 0001784277
13F Portfolio $602M AUM 178 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New 80 Added 37 Reduced 86 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WEC WEC ENERGY GROUP INC Utilities 15,172.0 $1.8M 0.29% +872.0 +6.1% $115.74 -2.4%
22 XEL XCEL ENERGY INC Utilities 18,147.0 $1.4M 0.24% +411.0 +2.3% $79.46 +1.7%
23 ICSH ISHARES TR 28,135.0 $1.4M 0.24% +6K +26.1% $50.61 -0.0%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 5,463.0 $1.3M 0.22% +181.0 +3.4% $242.36 +5.3%
25 CENCORA INC 4,199.0 $1.3M 0.22% +46.0 +1.1% $314.12
26 TROW PRICE T ROWE GROUP INC Financial Services 14,333.0 $1.3M 0.21% +344.0 +2.5% $90.14 +15.9%
27 TEMPUR SEALY INTL INC 17,036.0 $1.3M 0.21% +5K +39.8% $73.90
28 HDB HDFC BANK LTD Financial Services 47,980.0 $1.2M 0.20% +16K +52.4% $24.89 -4.4%
29 ETN EATON CORP PLC Industrials 2,456.0 $878K 0.15% +128.0 +5.5% $357.49 +13.7%
30 NVDA NVIDIA CORPORATION Technology 3,840.0 $670K 0.11% +730.0 +23.5% $174.48 +21.8%
31 GOOGL ALPHABET INC Communication Services 2,256.0 $649K 0.11% +430.0 +23.6% $287.68 +35.2%
32 META META PLATFORMS INC Communication Services 1,101.0 $630K 0.10% +249.0 +29.2% $572.21 +11.0%
33 V VISA INC Financial Services 2,051.0 $620K 0.10% +450.0 +28.1% $302.29 +8.4%
34 UBER UBER TECHNOLOGIES INC Technology 8,580.0 $617K 0.10% +2K +22.0% $71.91 -1.6%
35 MELI MERCADOLIBRE INC Consumer Cyclical 356.0 $616K 0.10% +71.0 +24.9% $1730.34 -2.0%
36 AMZN AMAZON COM INC Consumer Cyclical 2,954.0 $615K 0.10% +594.0 +25.2% $208.19 +30.6%
37 MA MASTERCARD INCORPORATED Financial Services 1,226.0 $613K 0.10% +247.0 +25.2% $500.00 -1.0%
38 MCO MOODYS CORP Financial Services 1,381.0 $602K 0.10% +309.0 +28.8% $435.92 +3.6%
39 APP APPLOVING CORP Technology 1,456.0 $579K 0.10% +615.0 +73.1% $397.66 +42.8%
40 TIP ISHARES TR 3,993.0 $441K 0.07% +307.0 +8.3% $110.44 +0.4%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.8%
Technology 21.0%
Industrials 17.9%
Healthcare 11.5%
Consumer Cyclical 7.6%
Utilities 4.5%
Consumer Defensive 3.5%
Energy 2.1%
Communication Services 1.9%
Basic Materials 0.2%