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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHP SCHWAB STRATEGIC TR 1,370,025.0 $36.5M 6.05% -110K -7.4% $26.61 +0.5%
2 IVV ISHARES TR 44,530.0 $29.1M 4.83% -236.0 -0.5% $653.22 +15.4%
3 AGG ISHARES TR 258,524.0 $25.7M 4.26% -5K -1.7% $99.27 -0.5%
4 VCSH VANGUARD SCOTTSDALE FDS 243,304.0 $19.3M 3.20% -5K -1.8% $79.27 -0.3%
5 VCIT VANGUARD SCOTTSDALE FDS 171,935.0 $14.2M 2.36% -2K -1.4% $82.75 -0.2%
6 BND VANGUARD BD INDEX FDS 100,177.0 $7.4M 1.23% -3K -2.7% $73.64 -0.5%
7 XLE SELECT SECTOR SPDR TR 73,881.0 $4.5M 0.75% -18K -19.9% $61.26 -7.0%
8 LLY ELI LILLY & CO Healthcare 2,144.0 $2.0M 0.33% -61.0 -2.8% $919.78 +17.7%
9 CVX CHEVRON CORP NEW Energy 5,992.0 $1.2M 0.21% -278.0 -4.4% $206.94 -11.9%
10 STIP ISHARES TR 7,902.0 $817K 0.14% -7K -47.1% $103.39 +0.1%
11 GLDM WORLD GOLD TR Financial Services 8,037.0 $745K 0.12% -7K -44.8% $92.70 -5.0%
12 VPU VANGUARD WORLD FDS 3,558.0 $705K 0.12% -449.0 -11.2% $198.15 -1.2%
13 HGER HARBOR ETF TRUST 20,437.0 $633K 0.10% -23K -53.0% $30.97 +1.5%
14 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,870.0 $632K 0.10% -18.0 -0.9% $337.97 +25.1%
15 VXUS VANGUARD STAR FDS 6,135.0 $473K 0.08% -8K -56.2% $77.10 +11.4%
16 VT VANGUARD INTL EQUITY INDEX F 1,342.0 $186K 0.03% -1K -46.0% $138.60 +13.4%
17 XOM EXXON MOBIL CORP Energy 778.0 $132K 0.02% -17K -95.6% $169.67 -11.7%
18 JBL JABIL INC Technology 153.0 $41K 0.01% -305.0 -66.6% $267.97 +38.6%
19 WMT WALMART INC Consumer Defensive 311.0 $39K 0.01% -236.0 -43.1% $125.40 -5.4%
20 ALB ALBEMARLE CORP Basic Materials 172.0 $31K 0.01% -182.0 -51.4% $180.23 -1.5%
Page 1 of 2  ·  37 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%