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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 4 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PCAR PACCAR INC Industrials 9,703.0 $1.1M 0.17% NEW $109.55 +2.5%
62 VXUS VANGUARD STAR FDS 14,000.0 $1.1M 0.17% NEW $75.43 +13.8%
63 CVX CHEVRON CORP NEW Energy 6,270.0 $956K 0.16% NEW $152.47 +19.6%
64 ETN EATON CORP PLC Industrials 2,328.0 $741K 0.12% NEW $318.30 +27.7%
65 VPU VANGUARD WORLD FDS 4,007.0 $741K 0.12% NEW $184.93 +5.8%
66 VEU VANGUARD INTL EQUITY INDEX F 8,184.0 $602K 0.10% NEW $73.56 +14.0%
67 NVDA NVIDIA CORPORATION Technology 3,110.0 $580K 0.10% NEW $186.50 +14.0%
68 UBER UBER TECHNOLOGIES INC Technology 7,034.0 $575K 0.10% NEW $81.75 -13.5%
69 MELI MERCADOLIBRE INC Consumer Cyclical 285.0 $574K 0.10% NEW $2014.04 -15.8%
70 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,888.0 $574K 0.10% NEW $304.03 +39.0%
71 GOOGL ALPHABET INC Communication Services 1,826.0 $572K 0.09% NEW $313.25 +24.1%
72 PGR PROGRESSIVE CORP Financial Services 2,512.0 $572K 0.09% NEW $227.71 -13.5%
73 APP APPLOVING CORP Technology 841.0 $567K 0.09% NEW $674.20 -15.8%
74 GE GE AEROSPACE Industrials 1,823.0 $562K 0.09% NEW $308.28 +2.9%
75 BKNG BOOKING HOLDINGS INC Consumer Cyclical 105.0 $562K 0.09% NEW $5352.38 -96.9%
76 META META PLATFORMS INC Communication Services 852.0 $562K 0.09% NEW $659.62 -3.7%
77 V VISA INC Financial Services 1,601.0 $561K 0.09% NEW $350.41 -6.5%
78 NU NU HLDGS LTD Financial Services 33,506.0 $561K 0.09% NEW $16.74 -22.2%
79 MA MASTERCARD INCORPORATED Financial Services 979.0 $559K 0.09% NEW $570.99 -13.3%
80 USFR WISDOMTREE TR 11,062.0 $557K 0.09% NEW $50.35 -0.1%
Page 4 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%