BOYAR ASSET MANAGEMENT INC.
Sector Allocation
- Financials29.0%$50.5M
- Technology24.2%$42.2M
- Communication Services16.8%$29.2M
- Consumer Discretionary11.2%$19.5M
- Healthcare8.0%$13.9M
- Consumer Staples3.8%$6.7M
- Industrials2.7%$4.6M
- Materials2.5%$4.3M
- Utilities0.8%$1.4M
- Real Estate0.7%$1.2M
AUM History
13fpro.ai/research/fund/boyar-asset-management-inc-1218254
Conviction and streaks
Concentrating · top 10 = 52.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$16.0MJPM
$15.6MAMP
$9.1MHD
$9.0MMSGS
$8.9MBAC
$8.0MBNY
$7.3MUBER
$6.6MCSCO
$6.0MSPHR
$5.0MMSGE
$4.4MJNJ
$4.1MGOOGL
$3.9MDIS
$3.1MBATRA
$3.1MMDLZ
$2.7MMAR
$2.6MSMG
$2.5MINTC
$2.5MCOO
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/boyar-asset-management-inc-1218254
BOYAR ASSET MANAGEMENT INC. 13F holdings — Q2 2026
$174.4M portfolio (-0.8% QoQ) · 77 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
$16.0M
9.2% of stocks
+4%This quarter+7.5%Since filed10+ qtrsHeld$15.6M
8.9% of stocks
+2%This quarter-7.9%Since filed10+ qtrsHeld$9.1M
5.2% of stocks
+1%This quarter-13.3%Since filed10+ qtrsHeld$9.0M
5.2% of stocks
+0.2%This quarter-5.8%Since filed10+ qtrsHeld$8.9M
5.1% of stocks
-11%This quarter-5.6%Since filed10+ qtrsHeld$8.0M
4.6% of stocks
-13%This quarter-21.7%Since filed10+ qtrsHeld$7.3M
4.2% of stocks
+7%This quarter-9.8%Since filed10+ qtrsHeld$6.6M
3.8% of stocks
-15%This quarter-12.9%Since filed10+ qtrsHeld$6.0M
3.5% of stocks
-18%This quarter-1.3%Since filed10+ qtrsHeld$5.0M
2.9% of stocks
-22%This quarter-34.3%Since filed10+ qtrsHeld
All holdings — BOYAR ASSET MANAGEMENT INC. (Q2 2026)
77 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Madison Square Garden Entertainment Corp. | Communication Services | $4.4M | 2.5% | 55K | -20% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $4.1M | 2.4% | 16K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $3.9M | 2.2% | 11K | -32% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Walt Disney Co | Communication Services | $3.1M | 1.8% | 32K | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Atlanta Braves Holdings, Inc. | Communication Services | $3.1M | 1.8% | 59K | -24% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mondelez International, Inc. | Consumer Staples | $2.7M | 1.5% | 46K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $2.6M | 1.5% | 7,077 | -13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SCOTTS MIRACLE-GRO CO | Materials | $2.5M | 1.4% | 37K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | INTEL CORP | Technology | $2.5M | 1.4% | 18K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COOPER COMPANIES, INC. | Healthcare | $2.3M | 1.3% | 31K | +100% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PFIZER INC | Healthcare | $2.2M | 1.3% | 92K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MARKEL GROUP INC. | Financials | $2.1M | 1.2% | 1,096 | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CITIGROUP INC | Financials | $2.1M | 1.2% | 15K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COMCAST CORP | Communication Services | $2.1M | 1.2% | 84K | -18% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Callaway Golf Co | Consumer Discretionary | $2.0M | 1.2% | 108K | -29% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MWA | Mueller Water Products, Inc. | Industrials | $1.7M | 1.0% | 66K | -19% | |||
| 27 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 1.0% | 21K | +7% | |||
| 28 | $CVS | CVS HEALTH Corp | Healthcare | $1.7M | 0.9% | 16K | +2% | |||
| 29 | $AXP | AMERICAN EXPRESS CO | Financials | $1.6M | 0.9% | 4,853 | +14% | |||
| 30 | $CRM | Salesforce, Inc. | Technology | $1.6M | 0.9% | 10K | +35% | |||
| 31 | $MGM | MGM Resorts International | Consumer Discretionary | $1.6M | 0.9% | 32K | +48% | |||
| 32 | $SYY | SYSCO CORP | Consumer Discretionary | $1.5M | 0.9% | 18K | -7% | |||
| 33 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.4M | 0.8% | 5,093 | -0.3% | |||
| 34 | $KVUE | Kenvue Inc. | Consumer Staples | $1.3M | 0.8% | 69K | -3% | |||
| 35 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.2M | 0.7% | 12K | -22% | |||
| 36 | $GLW | CORNING INC /NY | Materials | $1.2M | 0.7% | 4,722 | -9% | |||
| 37 | $WM | WASTE MANAGEMENT INC | Utilities | $1.2M | 0.7% | 5,308 | -3% | |||
| 38 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.1M | 0.6% | 18K | -31% | |||
| 39 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.1M | 0.6% | 3,854 | +13% | |||
| 40 | $TRIP | TripAdvisor, Inc. | Technology | $1.1M | 0.6% | 77K | -9% | |||
| 41 | $FWONA | Liberty Media Corp | Communication Services | $1.1M | 0.6% | 12K | +29% | |||
| 42 | $GPN | GLOBAL PAYMENTS INC | Financials | $1.0M | 0.6% | 14K | -41% | |||
| 43 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $969K | 0.6% | 8,174 | -25% | |||
| 44 | $TGT | TARGET CORP | Consumer Staples | $950K | 0.5% | 7,272 | -5% | |||
| 45 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $938K | 0.5% | 6,853 | -3% | |||
| 46 | $HHH | Howard Hughes Holdings Inc. | Real Estate | $891K | 0.5% | 12K | -38% | |||
| 47 | $AAPL | Apple Inc. | Technology | $883K | 0.5% | 3,051 | -0.7% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $878K | 0.5% | 1,754 | -59% | |||
| 49 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $827K | 0.5% | 14K | -13% | |||
| 50 | $MRK | Merck & Co., Inc. | Healthcare | $823K | 0.5% | 6,406 | -42% | |||
| 51 | — | PEOPLE INC - COM NEW | — | $813K | 0.5% | 18K | -37% | |||
| 52 | $CB | Chubb Ltd | Financials | $726K | 0.4% | 2,132 | -48% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $690K | 0.4% | 1,954 | — | |||
| 54 | $MDT | Medtronic plc | Healthcare | $609K | 0.3% | 7,782 | -83% | |||
| 55 | $NWSA | NEWS CORP | Communication Services | $607K | 0.3% | 24K | -33% | |||
| 56 | $KLAC | KLA CORP | Technology | $603K | 0.3% | 2,000 | +655% | |||
| 57 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $603K | 0.3% | 2,145 | +31% | |||
| 58 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $551K | 0.3% | 13K | +7% | |||
| 59 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $463K | 0.3% | 2,997 | -23% | |||
| 60 | $GD | GENERAL DYNAMICS CORP | Industrials | $406K | 0.2% | 1,145 | -66% | |||
| 61 | $TSQ | Townsquare Media, Inc. | Communication Services | $395K | 0.2% | 56K | -36% | |||
| 62 | $MTCH | Match Group, Inc. | Technology | $393K | 0.2% | 10K | -64% | |||
| 63 | $NDAQ | NASDAQ, INC. | Financials | $386K | 0.2% | 4,896 | — | |||
| 64 | $GABC | GERMAN AMERICAN BANCORP, INC. | Financials | $363K | 0.2% | 7,640 | New | |||
| 65 | $KNF | Knife River Corp | Materials | $344K | 0.2% | 4,111 | -54% | |||
| 66 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $305K | 0.2% | 4,770 | -58% | |||
| 67 | $GXO | GXO Logistics, Inc. | Industrials | $294K | 0.2% | 5,796 | -51% | |||
| 68 | $FRPH | FRP HOLDINGS, INC. | Real Estate | $273K | 0.2% | 11K | New | |||
| 69 | $SO | SOUTHERN CO | Utilities | $265K | 0.1% | 2,765 | — | |||
| 70 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $257K | 0.1% | 3,447 | — | |||
| 71 | $SCHW | SCHWAB CHARLES CORP | Financials | $247K | 0.1% | 2,675 | -5% | |||
| 72 | $KMB | KIMBERLY CLARK CORP | Materials | $236K | 0.1% | 2,150 | — | |||
| 73 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $212K | 0.1% | 2,930 | -78% | |||
| 74 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $210K | 0.1% | 2,992 | New | |||
| 75 | $ABNB | Airbnb, Inc. | Technology | $206K | 0.1% | 1,437 | -65% | |||
| 76 | $WEN | Wendy's Co | Consumer Discretionary | $203K | 0.1% | 25K | -5% | |||
| 77 | $CNDT | CONDUENT Inc | Industrials | $38K | 0.0% | 26K | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 21 added to, 48 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (21)
now $2.3M · held 3 qtrs, 3 adds in a row
now $16.0M · held 10+ qtrs, 2 adds in a row
$KLACKLA CORP+655%
now $603K · held 5 qtrs
$MGMMGM Resorts International+48%
now $1.6M · held 10+ qtrs, 3 adds in a row
now $7.3M · held 10+ qtrs
$CRMSalesforce, Inc.+35%
now $1.6M · held 2 qtrs, 2 adds in a row
+15 more in the Excel export
Trimmed (48)
$MDTMedtronic plc-83%
now $609K · held 10+ qtrs
now $3.9M · held 10+ qtrs
now $5.0M · held 10+ qtrs
now $6.0M · held 10+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-59%
now $878K · held 10+ qtrs
now $8.0M · held 10+ qtrs
+42 more in the Excel export
Holdings by quarter
Every 13F BOYAR ASSET MANAGEMENT INC. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow BOYAR ASSET MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BOYAR ASSET MANAGEMENT's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-8.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BOYAR ASSET MANAGEMENT INC. disclosed 77 positions worth $174.4M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 9.2% of the equity portfolio, followed by $JPM and $AMP. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $GABC and a full exit from $EBAY. The portfolio is most concentrated in Financials (29.0% of disclosed assets). All figures are sourced directly from BOYAR ASSET MANAGEMENT INC.’s Form 13F-HR filing with the SEC under CIK 1218254.
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