13F filings · Oct 30, 2026

13F Filings on October 13, 2026: Matrix Asset Advisors and 73 More Report Q3 2026 Holdings

The hedge funds that filed Q3 2026 13Fs on October 13, 2026, from Matrix Asset Advisors on, with what each held and how copying them has done.

74 managers we track filed Q3 2026 13F-HR reports with the SEC on October 13, 2026, including Matrix Asset Advisors, Patton Fund Management, Gateway Investment Advisers and Wedge Capital Management L L P. So far 695 of the 1,872 managers we follow have filed for Q3 2026; the deadline is November 14, 2026. New holdings appear on each manager's page once the filings are processed. Below is what each one held going in, and how copying them has done.

Managers that filed Oct 13

Manager	Filing	Last 13F value	Positions	3-yr copy return vs S&P 500
Matrix Asset Advisors	13F-HR	$1.2B	106	+19.9% vs +20.4%
Patton Fund Management	13F-HR	$462.4M	86	+11.9% vs +20.4%
Gateway Investment Advisers	13F-HR	$10.1B	779	+24.5% vs +20.4%
Wedge Capital Management L L P	13F-HR	$6.1B	484	+33.9% vs +20.4%
Salem Investment Counselors	13F-HR	$4.0B	1244	+23.6% vs +20.4%
NorthCrest Asset Manangement	13F-HR	$3.9B	928	+30.1% vs +20.4%
Chesley Taft & Associates	13F-HR	$2.6B	369	+21.6% vs +20.4%
Franklin Street Advisors	13F-HR	$1.8B	171	+23.1% vs +20.4%
Northside Capital Management	13F-HR	$1.2B	187	+23.1% vs +20.4%
Steel Grove Capital Advisors	13F-HR	$1.1B	221	+22.0% vs +20.4%
Fagan Associates	13F-HR	$812.7M	137	+20.9% vs +20.4%
Emerald Advisors	13F-HR	$795.8M	130	+19.2% vs +20.4%
WESPAC Advisors SoCal	13F-HR	$557.8M	118	+24.1% vs +20.4%
CV Advisors	13F-HR	$528.3M	133	+22.5% vs +20.4%
E&G Advisors	13F-HR	$517.8M	243	+20.9% vs +20.4%
Augustine Asset Management	13F-HR	$493.9M	121	+37.5% vs +20.4%
Strategic Advisors	13F-HR	$457.2M	164	+21.1% vs +20.4%
Consolidated Capital Management	13F-HR	$374.8M	72	+21.4% vs +20.4%
Founders Capital Management	13F-HR	$231.1M	420	+22.9% vs +20.4%
Orser Capital Management	13F-HR	$201.5M	65	+22.8% vs +20.4%
Wealth Enhancement Advisory Services	13F-HR	$59.6B	3927	+18.0% vs +20.4%
Forvis Mazars Wealth Advisors	13F-HR	$6.0B	433	+16.4% vs +20.4%
Signature Estate & Investment Advisors	13F-HR	$5.6B	669	+16.9% vs +20.4%
Avior Wealth Management	13F-HR	$3.8B	787	+16.1% vs +20.4%
Dynamic Advisor Solutions	13F-HR	$3.5B	1030	+17.6% vs +20.4%

The copy return is what a portfolio holding each manager's 20 largest positions, bought once each 13F was public, returned a year over three years.

Matrix Asset Advisors

Matrix Asset Advisors filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $1.2B across 106 positions, led by MSFT (5.2%), GOOG (3.9%), PNC (3.8%) and QCOM (3.7%). Copying its top holdings returned +19.9% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Gateway Investment Advisers

Gateway Investment Advisers filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $10.1B across 779 positions, led by NVDA (10.5%), AAPL (7.7%), MSFT (4.4%) and GOOG (3.8%). Copying its top holdings returned +24.5% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Wedge Capital Management L L P

Wedge Capital Management L L P filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $6.1B across 484 positions, led by KLAC (1.8%), AMAT (1.7%), LRCX (1.6%) and APH (1.5%). Copying its top holdings returned +33.9% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Salem Investment Counselors

Salem Investment Counselors filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $4.0B across 1,244 positions, led by LOW (7.6%), NVDA (6.8%), AAPL (6.7%) and MU (5.1%). Copying its top holdings returned +23.6% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

NorthCrest Asset Manangement

NorthCrest Asset Manangement filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $3.9B across 928 positions, led by NVDA (5.5%), AVGO (5.0%), AAPL (3.8%) and AMAT (2.8%). Copying its top holdings returned +30.1% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Chesley Taft & Associates

Chesley Taft & Associates filed its Q3 2026 13F on Oct 13 (SEC filing). As of Q2 2026 it reported $2.6B across 369 positions, led by GOOG (5.8%), NVDA (3.6%), AAPL (3.2%) and AMZN (3.2%). Copying its top holdings returned +21.6% a year over three years, against +20.4% for the S&P 500. See the full portfolio.

Track every filing as it lands in the 13F filings feed, or browse every manager we follow.

Questions and answers

Which hedge funds filed 13Fs on October 13, 2026?

Matrix Asset Advisors, Patton Fund Management, Gateway Investment Advisers, Wedge Capital Management L L P, Salem Investment Counselors, NorthCrest Asset Manangement, Chesley Taft & Associates and Franklin Street Advisors and others filed Q3 2026 13F-HR reports with the SEC.

When are Q3 2026 13F filings due?

Institutional managers must file a 13F within 45 days of the quarter's end, so Q3 2026 filings are due by November 14, 2026.

Sources: SEC 13F-HR filings dated 2026-10-13. Written from the data on this site on Oct 30, 2026; every figure links to the page it comes from. Not investment advice.