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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 DNOW DNOW INC Energy 1,204 $16K 0.00% SOLD
62 ANYWHERE REAL ESTATE INC 1,117 $16K 0.00% SOLD
63 CIEN CIENA CORP Technology 65 $15K 0.00% SOLD
64 TPH TRI POINTE HOMES INC Consumer Cyclical 470 $15K 0.00% SOLD
65 REV GROUP INC 226 $14K 0.00% SOLD
66 URBN URBAN OUTFITTERS INC Consumer Cyclical 192 $14K 0.00% SOLD
67 WKC WORLD KINECT CORPORATION Energy 607 $14K 0.00% SOLD
68 CRK COMSTOCK RES INC Energy 575 $13K 0.00% SOLD
69 CALX CALIX INC Technology 228 $12K 0.00% SOLD
70 CDE COEUR MNG INC Basic Materials 650 $12K 0.00% SOLD
71 LW LAMB WESTON HLDGS INC Consumer Defensive 295 $12K 0.00% SOLD
72 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 143 $12K 0.00% SOLD
73 TDS TELEPHONE & DATA SYS INC Communication Services 304 $12K 0.00% SOLD
74 AVADEL PHARMACEUTICALS INC 573 $12K 0.00% SOLD
75 DXPE DXP ENTERPRISES INC Industrials 99 $11K 0.00% SOLD
76 OSIS OSI SYSTEMS INC Technology 43 $11K 0.00% SOLD
77 AMER SPORTS INC 301 $11K 0.00% SOLD
78 LIFE360 INC 150 $10K 0.00% SOLD
79 CVI CVR ENERGY INC Energy 340 $9K 0.00% SOLD
80 CHRW C H ROBINSON WORLDWIDE INC Industrials SOLD
Page 4 of 5  ·  86 positions
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%