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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 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVDA NVIDIA CORPORATION Technology 3,840.0 $670K 0.11% +730.0 +23.5% $174.48 +21.8%
62 GOOGL ALPHABET INC Communication Services 2,256.0 $649K 0.11% +430.0 +23.6% $287.68 +35.2%
63 HGER HARBOR ETF TRUST 20,437.0 $633K 0.10% -23K -53.0% $30.97 +1.5%
64 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,870.0 $632K 0.10% -18.0 -0.9% $337.97 +25.1%
65 META META PLATFORMS INC Communication Services 1,101.0 $630K 0.10% +249.0 +29.2% $572.21 +11.0%
66 LPLA LPL FINL HLDGS INC Financial Services 2,093.0 $630K 0.10% NEW $301.00 -9.8%
67 MKL MARKEL GROUP INC Financial Services 326.0 $624K 0.10% NEW $1914.11 -3.5%
68 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,293.0 $623K 0.10% NEW $67.04 +20.7%
69 V VISA INC Financial Services 2,051.0 $620K 0.10% +450.0 +28.1% $302.29 +8.4%
70 UBER UBER TECHNOLOGIES INC Technology 8,580.0 $617K 0.10% +2K +22.0% $71.91 -1.6%
71 MELI MERCADOLIBRE INC Consumer Cyclical 356.0 $616K 0.10% +71.0 +24.9% $1730.34 -2.0%
72 AMZN AMAZON COM INC Consumer Cyclical 2,954.0 $615K 0.10% +594.0 +25.2% $208.19 +30.6%
73 MA MASTERCARD INCORPORATED Financial Services 1,226.0 $613K 0.10% +247.0 +25.2% $500.00 -1.0%
74 MCO MOODYS CORP Financial Services 1,381.0 $602K 0.10% +309.0 +28.8% $435.92 +3.6%
75 APP APPLOVING CORP Technology 1,456.0 $579K 0.10% +615.0 +73.1% $397.66 +42.8%
76 USFR WISDOMTREE TR 11,093.0 $558K 0.09% $50.30 +0.0%
77 MU MICRON TECHNOLOGY INC Technology 1,578.0 $533K 0.09% NEW $337.77 +174.9%
78 VXUS VANGUARD STAR FDS 6,135.0 $473K 0.08% -8K -56.2% $77.10 +11.4%
79 TIP ISHARES TR 3,993.0 $441K 0.07% +307.0 +8.3% $110.44 +0.4%
80 PDBC INVESCO ACTVELY MNGD ETC FD 22,773.0 $394K 0.07% NEW $17.30 +1.7%
Page 4 of 9  ·  178 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%