{
 "manager": "Matrix Asset Advisors",
 "page": "https://www.moatshark.com/m/matrix-asset-advisors",
 "form": "13F-HR",
 "period": "2026-09-30",
 "filed": "2026-10-13",
 "previous_period": "2026-06-30",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1016287/000117266126004502/0001172661-26-004502-index.htm",
 "total_value_usd": 1213484873,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Microsoft",
   "ticker": "MSFT",
   "moatshark_slug": "msft",
   "sector": "Technology",
   "value_usd": 88737844,
   "shares": 173012,
   "portfolio_pct": 7.31,
   "previous_pct": 5.24,
   "change": "ADD",
   "share_change_pct": 0.1,
   "quarters_held": 54
  },
  {
   "company": "Ea Series Trust",
   "ticker": "MAVF",
   "moatshark_slug": "mavf",
   "sector": null,
   "value_usd": 54982065,
   "shares": 399163,
   "portfolio_pct": 4.53,
   "previous_pct": 4.41,
   "change": "REDUCE",
   "share_change_pct": -0.3,
   "quarters_held": 7
  },
  {
   "company": "Apple",
   "ticker": "AAPL",
   "moatshark_slug": "aapl",
   "sector": "Technology",
   "value_usd": 50261493,
   "shares": 150926,
   "portfolio_pct": 4.14,
   "previous_pct": 3.58,
   "change": "REDUCE",
   "share_change_pct": -0.8,
   "quarters_held": 53
  },
  {
   "company": "Alphabet",
   "ticker": "GOOG",
   "moatshark_slug": "goog",
   "sector": "Communication and media",
   "value_usd": 48092554,
   "shares": 141103,
   "portfolio_pct": 3.96,
   "previous_pct": 4.02,
   "change": "ADD",
   "share_change_pct": 1,
   "quarters_held": 42
  },
  {
   "company": "Qualcomm",
   "ticker": "QCOM",
   "moatshark_slug": "qcom",
   "sector": "Technology",
   "value_usd": 47958878,
   "shares": 260589,
   "portfolio_pct": 3.95,
   "previous_pct": 3.66,
   "change": "ADD",
   "share_change_pct": 6.8,
   "quarters_held": 53
  },
  {
   "company": "JPMorgan Chase",
   "ticker": "JPM",
   "moatshark_slug": "jpm",
   "sector": "Financials",
   "value_usd": 42747010,
   "shares": 129211,
   "portfolio_pct": 3.52,
   "previous_pct": 3.54,
   "change": "REDUCE",
   "share_change_pct": -2.8,
   "quarters_held": 54
  },
  {
   "company": "Morgan Stanley",
   "ticker": "MS",
   "moatshark_slug": "ms",
   "sector": "Financials",
   "value_usd": 38592259,
   "shares": 205191,
   "portfolio_pct": 3.18,
   "previous_pct": 3.54,
   "change": "REDUCE",
   "share_change_pct": -1.4,
   "quarters_held": 54
  },
  {
   "company": "PNC Financial Services Group",
   "ticker": "PNC",
   "moatshark_slug": "pnc",
   "sector": "Financials",
   "value_usd": 38589394,
   "shares": 173623,
   "portfolio_pct": 3.18,
   "previous_pct": 3.78,
   "change": "REDUCE",
   "share_change_pct": -8.1,
   "quarters_held": 31
  },
  {
   "company": "US Bancorp",
   "ticker": "USB",
   "moatshark_slug": "usb",
   "sector": "Financials",
   "value_usd": 38510679,
   "shares": 666736,
   "portfolio_pct": 3.17,
   "previous_pct": 3.45,
   "change": "REDUCE",
   "share_change_pct": -5,
   "quarters_held": 26
  },
  {
   "company": "Ishares Tr",
   "ticker": "EFA",
   "moatshark_slug": "efa",
   "sector": null,
   "value_usd": 38356360,
   "shares": 276213,
   "portfolio_pct": 3.16,
   "previous_pct": 3.23,
   "change": "REDUCE",
   "share_change_pct": -0.5,
   "quarters_held": 47
  },
  {
   "company": "Pepsico",
   "ticker": "PEP",
   "moatshark_slug": "pep",
   "sector": "Consumer staples",
   "value_usd": 37700707,
   "shares": 297512,
   "portfolio_pct": 3.11,
   "previous_pct": 2.95,
   "change": "ADD",
   "share_change_pct": 11,
   "quarters_held": 11
  },
  {
   "company": "Vanguard Index Fds",
   "ticker": "VOO",
   "moatshark_slug": "voo",
   "sector": null,
   "value_usd": 36899095,
   "shares": 132511,
   "portfolio_pct": 3.04,
   "previous_pct": 2.86,
   "change": "ADD",
   "share_change_pct": 5.4,
   "quarters_held": 29
  },
  {
   "company": "Medtronic",
   "ticker": "MDT",
   "moatshark_slug": "mdt",
   "sector": "Health care",
   "value_usd": 36813404,
   "shares": 426624,
   "portfolio_pct": 3.03,
   "previous_pct": 2.76,
   "change": "REDUCE",
   "share_change_pct": -1.6,
   "quarters_held": 19
  },
  {
   "company": "Amgen",
   "ticker": "AMGN",
   "moatshark_slug": "amgn",
   "sector": "Health care",
   "value_usd": 35372497,
   "shares": 83919,
   "portfolio_pct": 2.91,
   "previous_pct": 3.03,
   "change": "REDUCE",
   "share_change_pct": -18.4,
   "quarters_held": 23
  },
  {
   "company": "Amazon.com",
   "ticker": "AMZN",
   "moatshark_slug": "amzn",
   "sector": "Consumer discretionary",
   "value_usd": 34231064,
   "shares": 137391,
   "portfolio_pct": 2.82,
   "previous_pct": 2.59,
   "change": "ADD",
   "share_change_pct": 2.7,
   "quarters_held": 32
  },
  {
   "company": "Tyson Foods",
   "ticker": "TSN",
   "moatshark_slug": "tsn",
   "sector": "Consumer staples",
   "value_usd": 29422933,
   "shares": 582286,
   "portfolio_pct": 2.42,
   "previous_pct": 2.3,
   "change": "ADD",
   "share_change_pct": 17.6,
   "quarters_held": 11
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 27977849,
   "shares": 38581,
   "portfolio_pct": 2.31,
   "previous_pct": 1.73,
   "change": "ADD",
   "share_change_pct": 2.4,
   "quarters_held": 33
  },
  {
   "company": "Texas Instruments",
   "ticker": "TXN",
   "moatshark_slug": "txn",
   "sector": "Technology",
   "value_usd": 27106602,
   "shares": 96778,
   "portfolio_pct": 2.23,
   "previous_pct": 2.38,
   "change": "REDUCE",
   "share_change_pct": -1.6,
   "quarters_held": 19
  },
  {
   "company": "Applied Materials",
   "ticker": "AMAT",
   "moatshark_slug": "amat",
   "sector": "Technology",
   "value_usd": 24468034,
   "shares": 47847,
   "portfolio_pct": 2.02,
   "previous_pct": 2.82,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 6
  },
  {
   "company": "BNY",
   "ticker": "BK",
   "moatshark_slug": "bk",
   "sector": "Financials",
   "value_usd": 23012124,
   "shares": 159110,
   "portfolio_pct": 1.9,
   "previous_pct": 2.06,
   "change": "REDUCE",
   "share_change_pct": -9,
   "quarters_held": 22
  },
  {
   "company": "Generac Holdings",
   "ticker": "GNRC",
   "moatshark_slug": "gnrc",
   "sector": "Industrials",
   "value_usd": 22507054,
   "shares": 108756,
   "portfolio_pct": 1.85,
   "previous_pct": 2.55,
   "change": "ADD",
   "share_change_pct": 1.6,
   "quarters_held": 7
  },
  {
   "company": "Comcast",
   "ticker": "CMCSA",
   "moatshark_slug": "cmcsa",
   "sector": "Communication and media",
   "value_usd": 22136311,
   "shares": 1017294,
   "portfolio_pct": 1.82,
   "previous_pct": 1.98,
   "change": "ADD",
   "share_change_pct": 2.6,
   "quarters_held": 27
  },
  {
   "company": "Procter & Gamble",
   "ticker": "PG",
   "moatshark_slug": "pg",
   "sector": "Materials",
   "value_usd": 21778478,
   "shares": 149907,
   "portfolio_pct": 1.79,
   "previous_pct": 1.75,
   "change": "ADD",
   "share_change_pct": 2.3,
   "quarters_held": 54
  },
  {
   "company": "American Electric Power",
   "ticker": "AEP",
   "moatshark_slug": "aep",
   "sector": "Utilities",
   "value_usd": 21301018,
   "shares": 179543,
   "portfolio_pct": 1.76,
   "previous_pct": 1.72,
   "change": "ADD",
   "share_change_pct": 16.2,
   "quarters_held": 20
  },
  {
   "company": "Vanguard Tax-Managed Fds",
   "ticker": "VEA",
   "moatshark_slug": "vea",
   "sector": null,
   "value_usd": 20520129,
   "shares": 290612,
   "portfolio_pct": 1.69,
   "previous_pct": 1.63,
   "change": "ADD",
   "share_change_pct": 3.5,
   "quarters_held": 23
  },
  {
   "company": "Starbucks",
   "ticker": "SBUX",
   "moatshark_slug": "sbux",
   "sector": "Consumer discretionary",
   "value_usd": 20192063,
   "shares": 214901,
   "portfolio_pct": 1.66,
   "previous_pct": 1.83,
   "change": "REDUCE",
   "share_change_pct": -2.5,
   "quarters_held": 18
  },
  {
   "company": "Nextera Energy",
   "ticker": "NEE",
   "moatshark_slug": "nee",
   "sector": "Utilities",
   "value_usd": 19781972,
   "shares": 261183,
   "portfolio_pct": 1.63,
   "previous_pct": 1.69,
   "change": "ADD",
   "share_change_pct": 10,
   "quarters_held": 13
  },
  {
   "company": "TE Connectivity",
   "ticker": "TEL",
   "moatshark_slug": "tel",
   "sector": "Industrials",
   "value_usd": 18977570,
   "shares": 89907,
   "portfolio_pct": 1.56,
   "previous_pct": 1.24,
   "change": "ADD",
   "share_change_pct": 18.4,
   "quarters_held": 9
  },
  {
   "company": "Goldman Sachs Group",
   "ticker": "GS",
   "moatshark_slug": "gs",
   "sector": "Financials",
   "value_usd": 18730762,
   "shares": 20804,
   "portfolio_pct": 1.54,
   "previous_pct": 1.82,
   "change": "REDUCE",
   "share_change_pct": -6.2,
   "quarters_held": 40
  },
  {
   "company": "Home Depot",
   "ticker": "HD",
   "moatshark_slug": "hd",
   "sector": "Consumer discretionary",
   "value_usd": 18709749,
   "shares": 65766,
   "portfolio_pct": 1.54,
   "previous_pct": 1.85,
   "change": "ADD",
   "share_change_pct": 1.9,
   "quarters_held": 17
  },
  {
   "company": "Vanguard Whitehall Fds",
   "ticker": "VYM",
   "moatshark_slug": "vym",
   "sector": null,
   "value_usd": 17673529,
   "shares": 113875,
   "portfolio_pct": 1.46,
   "previous_pct": 1.42,
   "change": "ADD",
   "share_change_pct": 2.8,
   "quarters_held": 26
  },
  {
   "company": "Wells Fargo & Company",
   "ticker": "WFC",
   "moatshark_slug": "wfc",
   "sector": "Financials",
   "value_usd": 17351736,
   "shares": 216761,
   "portfolio_pct": 1.43,
   "previous_pct": 1.46,
   "change": "REDUCE",
   "share_change_pct": -0.6,
   "quarters_held": 54
  },
  {
   "company": "Thermo Fisher Scientific",
   "ticker": "TMO",
   "moatshark_slug": "tmo",
   "sector": "Technology",
   "value_usd": 16165638,
   "shares": 23947,
   "portfolio_pct": 1.33,
   "previous_pct": 1.13,
   "change": "REDUCE",
   "share_change_pct": -13.4,
   "quarters_held": 54
  },
  {
   "company": "Lowe’s",
   "ticker": "LOW",
   "moatshark_slug": "low",
   "sector": "Consumer discretionary",
   "value_usd": 15891691,
   "shares": 86232,
   "portfolio_pct": 1.31,
   "previous_pct": 1.43,
   "change": "ADD",
   "share_change_pct": 8.2,
   "quarters_held": 10
  },
  {
   "company": "McDonald’s",
   "ticker": "MCD",
   "moatshark_slug": "mcd",
   "sector": "Consumer discretionary",
   "value_usd": 14550622,
   "shares": 63006,
   "portfolio_pct": 1.2,
   "previous_pct": 0.27,
   "change": "ADD",
   "share_change_pct": 410.8,
   "quarters_held": 15
  },
  {
   "company": "Automatic Data Processing",
   "ticker": "ADP",
   "moatshark_slug": "adp",
   "sector": "Industrials",
   "value_usd": 14015239,
   "shares": 54310,
   "portfolio_pct": 1.15,
   "previous_pct": 1.02,
   "change": "REDUCE",
   "share_change_pct": -3,
   "quarters_held": 3
  },
  {
   "company": "M&T Bank",
   "ticker": "MTB",
   "moatshark_slug": "mtb",
   "sector": "Financials",
   "value_usd": 13872914,
   "shares": 63754,
   "portfolio_pct": 1.14,
   "previous_pct": 1.52,
   "change": "REDUCE",
   "share_change_pct": -19.1,
   "quarters_held": 26
  },
  {
   "company": "Paypal Holdings",
   "ticker": "PYPL",
   "moatshark_slug": "pypl",
   "sector": "Financials",
   "value_usd": 13744061,
   "shares": 261642,
   "portfolio_pct": 1.13,
   "previous_pct": 0.92,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 19
  },
  {
   "company": "Uber Technologies",
   "ticker": "UBER",
   "moatshark_slug": "uber",
   "sector": "Industrials",
   "value_usd": 11236325,
   "shares": 164010,
   "portfolio_pct": 0.93,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Constellation Brands",
   "ticker": "STZ",
   "moatshark_slug": "stz",
   "sector": "Consumer staples",
   "value_usd": 10176418,
   "shares": 90009,
   "portfolio_pct": 0.84,
   "previous_pct": 0.84,
   "change": "ADD",
   "share_change_pct": 21.2,
   "quarters_held": 5
  },
  {
   "company": "Abbvie",
   "ticker": "ABBV",
   "moatshark_slug": "abbv",
   "sector": "Health care",
   "value_usd": 8866765,
   "shares": 33896,
   "portfolio_pct": 0.73,
   "previous_pct": 0.8,
   "change": "REDUCE",
   "share_change_pct": -13.2,
   "quarters_held": 27
  },
  {
   "company": "Target",
   "ticker": "TGT",
   "moatshark_slug": "tgt",
   "sector": "Consumer discretionary",
   "value_usd": 6767815,
   "shares": 43192,
   "portfolio_pct": 0.56,
   "previous_pct": 1.21,
   "change": "REDUCE",
   "share_change_pct": -62.2,
   "quarters_held": 7
  },
  {
   "company": "Berkshire Hathaway",
   "ticker": "BRK.B",
   "moatshark_slug": "brk-b",
   "sector": "Insurance",
   "value_usd": 6296578,
   "shares": 12645,
   "portfolio_pct": 0.52,
   "previous_pct": 0.47,
   "change": "ADD",
   "share_change_pct": 8.6,
   "quarters_held": 54
  },
  {
   "company": "Abbott Laboratories",
   "ticker": "ABT",
   "moatshark_slug": "abt",
   "sector": "Health care",
   "value_usd": 5218718,
   "shares": 52805,
   "portfolio_pct": 0.43,
   "previous_pct": 0.35,
   "change": "ADD",
   "share_change_pct": 11.7,
   "quarters_held": 2
  },
  {
   "company": "Accenture",
   "ticker": "ACN",
   "moatshark_slug": "acn",
   "sector": "Technology",
   "value_usd": 4020937,
   "shares": 21928,
   "portfolio_pct": 0.33,
   "previous_pct": 0.12,
   "change": "ADD",
   "share_change_pct": 78.5,
   "quarters_held": 15
  },
  {
   "company": "T Rowe Price Exchange-Traded",
   "ticker": "TCHP",
   "moatshark_slug": "tchp",
   "sector": null,
   "value_usd": 3900271,
   "shares": 75866,
   "portfolio_pct": 0.32,
   "previous_pct": 0.31,
   "change": "REDUCE",
   "share_change_pct": -0.2,
   "quarters_held": 16
  },
  {
   "company": "Spdr S&P Midcap 400 Etf Trust",
   "ticker": "MDY",
   "moatshark_slug": "mdy",
   "sector": null,
   "value_usd": 3801035,
   "shares": 5787,
   "portfolio_pct": 0.31,
   "previous_pct": 0.34,
   "change": "REDUCE",
   "share_change_pct": -2.3,
   "quarters_held": 23
  },
  {
   "company": "Vanguard Scottsdale Fds",
   "ticker": "VGSH",
   "moatshark_slug": "vgsh",
   "sector": null,
   "value_usd": 3228845,
   "shares": 25043,
   "portfolio_pct": 0.27,
   "previous_pct": 0.12,
   "change": "ADD",
   "share_change_pct": 114.2,
   "quarters_held": 3
  },
  {
   "company": "Bank of America",
   "ticker": "BAC",
   "moatshark_slug": "bac",
   "sector": "Financials",
   "value_usd": 2856703,
   "shares": 52484,
   "portfolio_pct": 0.24,
   "previous_pct": 0.25,
   "change": "REDUCE",
   "share_change_pct": -0.9,
   "quarters_held": 15
  },
  {
   "company": "Vanguard International Equity Index F",
   "ticker": "VT",
   "moatshark_slug": "vt",
   "sector": null,
   "value_usd": 2802276,
   "shares": 47247,
   "portfolio_pct": 0.23,
   "previous_pct": 0.22,
   "change": "ADD",
   "share_change_pct": 3.8,
   "quarters_held": 16
  },
  {
   "company": "NVIDIA",
   "ticker": "NVDA",
   "moatshark_slug": "nvda",
   "sector": "Technology",
   "value_usd": 1363407,
   "shares": 5970,
   "portfolio_pct": 0.11,
   "previous_pct": 0.1,
   "change": "REDUCE",
   "share_change_pct": -2,
   "quarters_held": 14
  },
  {
   "company": "Invesco QQQ Tr",
   "ticker": "QQQ",
   "moatshark_slug": "qqq",
   "sector": null,
   "value_usd": 1105027,
   "shares": 1493,
   "portfolio_pct": 0.09,
   "previous_pct": 0.09,
   "change": "ADD",
   "share_change_pct": 0.1,
   "quarters_held": 26
  },
  {
   "company": "Spdr Ser Tr",
   "ticker": "SDY",
   "moatshark_slug": "sdy",
   "sector": null,
   "value_usd": 929776,
   "shares": 6834,
   "portfolio_pct": 0.08,
   "previous_pct": 0.08,
   "change": "ADD",
   "share_change_pct": 0,
   "quarters_held": 34
  },
  {
   "company": "American Express",
   "ticker": "AXP",
   "moatshark_slug": "axp",
   "sector": "Financials",
   "value_usd": 862429,
   "shares": 2836,
   "portfolio_pct": 0.07,
   "previous_pct": 0.08,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 54
  },
  {
   "company": "Spdr Series Trust",
   "ticker": "BIL",
   "moatshark_slug": "bil",
   "sector": null,
   "value_usd": 843444,
   "shares": 13499,
   "portfolio_pct": 0.07,
   "previous_pct": 0.07,
   "change": "ADD",
   "share_change_pct": 0.9,
   "quarters_held": 19
  },
  {
   "company": "Vanguard Specialized Funds",
   "ticker": "VIG",
   "moatshark_slug": "vig",
   "sector": null,
   "value_usd": 738417,
   "shares": 3164,
   "portfolio_pct": 0.06,
   "previous_pct": 0.06,
   "change": "REDUCE",
   "share_change_pct": -0.5,
   "quarters_held": 26
  },
  {
   "company": "Aflac",
   "ticker": "AFL",
   "moatshark_slug": "afl",
   "sector": "Insurance",
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