Matrix Asset Advisors' Large Cap Value Portfolio Adds ABT and MCD; Exits NSRGY
In Q2 2026, Matrix Asset Advisors' Large Cap Value Portfolio returned mid-teens gains, aligning closely with the S&P 500's performance of 15.2% and slightly outperforming the Russell 1000 Value Index. The portfolio added new positions in Abbott (ABT) and McDonald’s Corporation (MCD), while exiting a position in National Star Group Inc. (NSRGY). The firm cited strategic reallocation as part of its ongoing efforts to optimize returns within large-cap value stocks, with the additions reflecting confidence in healthcare and consumer discretionary sectors. These moves suggest Matrix Asset Advisors is adjusting its portfolio composition based on market conditions and sector outlooks.
Topics: Large Cap Value Portfolio Q2 2026 returns Russell 1000 Value Index S&P 500 comparison