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Portfolio (Quarterly) Guide ↗

Matrix Trust Co

· CIK 0001784277
13F Portfolio $606M AUM 222 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New
Page 6 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IAU ISHARES GOLD TR Financial Services 1,338.0 $109K 0.02% NEW $81.46 +3.9%
102 JBL JABIL INC Technology 458.0 $104K 0.02% NEW $227.07 +60.6%
103 BWA BORGWARNER INC Consumer Cyclical 2,037.0 $92K 0.01% NEW $45.16 +59.3%
104 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 5,509.0 $73K 0.01% NEW $13.25 -0.4%
105 CSCO CISCO SYS INC Technology 891.0 $69K 0.01% NEW $77.44 +53.9%
106 ATKR ATKORE INC Industrials 1,069.0 $68K 0.01% NEW $63.61 +28.8%
107 CR CRANE COMPANY Industrials 362.0 $67K 0.01% NEW $185.08 -2.2%
108 DXC DXC TECHNOLOGY CO Technology 4,555.0 $67K 0.01% NEW $14.71 -37.5%
109 HOG HARLEY DAVIDSON INC Consumer Cyclical 3,257.0 $67K 0.01% NEW $20.57 +17.0%
110 CC CHEMOURS CO Basic Materials 5,475.0 $65K 0.01% NEW $11.87 +89.9%
111 HUN HUNTSMAN CORP Basic Materials 6,524.0 $65K 0.01% NEW $9.96 +54.4%
112 SWKS SKYWORKS SOLUTIONS INC Technology 1,029.0 $65K 0.01% NEW $63.17 +29.6%
113 WMT WALMART INC Consumer Defensive 547.0 $61K 0.01% NEW $111.52 +6.0%
114 FCX FREEPORT-MCMORAN INC Basic Materials 1,186.0 $60K 0.01% NEW $50.59 +28.8%
115 TRN TRINITY INDS INC Industrials 2,117.0 $56K 0.01% NEW $26.45 +21.3%
116 PEP PEPSICO INC Consumer Defensive 382.0 $55K 0.01% NEW $143.98 +1.5%
117 BDC BELDEN INC Technology 464.0 $54K 0.01% NEW $116.38 -8.8%
118 MCHI ISHARES TR 902.0 $54K 0.01% NEW $59.87 -8.2%
119 VSH VISHAY INTERTECHNOLOGY INC Technology 3,724.0 $54K 0.01% NEW $14.50 +261.4%
120 ALB ALBEMARLE CORP Basic Materials 354.0 $50K 0.01% NEW $141.24 +25.6%
Page 6 of 12  ·  222 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 29.7%
Technology 20.7%
Industrials 14.0%
Healthcare 11.2%
Consumer Cyclical 8.2%
Utilities 6.5%
Energy 4.4%
Consumer Defensive 3.0%
Communication Services 1.7%
Basic Materials 0.7%