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CIK: 0001218254
Total reported value
$174.4M
$174.4M
81 檔
35.0%
In Q1 2024, Boyar Asset Management Inc.'s U.S. equity holdings reached a combined market value of $174.4M, distributed across 81 disclosed stock positions.
During Q1 2024, Boyar Asset Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.35% | +0.45% | +6.77% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.59% | +1.09% | +8.14% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 7.08% | +0.26% | +5.81% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 6.98% | +0.40% | +5.92% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 4.78% | -0.61% | +4.82% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.04% | +0.13% | +3.79% | |
| 7 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.89% | -0.50% | +4.72% | |
| 8 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.67% | +0.53% | +4.20% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.61% | +0.16% | +7.84% | |
| 10 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.24% | +0.07% | +4.98% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.13% | +1.00% | +6.07% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.09% | +0.69% | +3.14% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.91% | +0.10% | +1.19% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.73% | -0.31% | +6.48% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.70% | -0.11% | +4.45% | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.53% | +1.00% | +3.15% | |
| 17 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.50% | +0.05% | +1.98% | |
| 18 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.48% | -0.01% | -2.40% | |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 1.45% | +0.01% | +7.92% | |
| 20 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.44% | +0.38% | +4.36% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 1.32% | +0.08% | +4.63% | |
| 22 | MSGE | Madison Square Garden Entert | Stock-Other | 1.24% | +0.26% | +4.05% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.11% | — | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.13% | +0.31% | -0.94% | |
| 25 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.12% | -0.14% | +1.98% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.08% | -0.10% | +4.50% | |
| 27 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.04% | -0.42% | EXIT | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | +0.12% | +6.25% | |
| 29 | C | Citigroup Inc | Stock-Financials | 1.01% | +0.25% | +3.07% | |
| 30 | BR | Broadridge Financial Solutio | Stock-Tech | 0.96% | -0.11% | -0.71% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.37% | +1.30% | |
| 32 | CALY | Callaway Golf Company | Stock-Other | 0.95% | -0.03% | +2.84% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.88% | -0.04% | — | |
| 34 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.79% | +0.43% | +4.58% | |
| 35 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.79% | -0.02% | -1.19% | |
| 36 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.74% | — | +5.55% | |
| 37 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.73% | -0.31% | -0.46% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.71% | +0.21% | +11.75% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.67% | +7.42% | |
| 40 | BEN | Franklin Resources Inc | Stock-Financials | 0.55% | — | — | |
| 41 | ✓ | Laboratory Corp. of America | Stock-Other | 0.54% | — | +0.66% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.45% | -0.34% | -0.19% | |
| 43 | PPLI | People Inc | Stock-Comm Services | 0.44% | -0.17% | +22.01% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.29% | — | |
| 45 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.37% | +0.02% | +4.89% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.07% | -7.39% | |
| 47 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.33% | +0.06% | — | |
| 48 | MKL | Markel Group Inc | Stock-Financials | 0.32% | -0.03% | +10.17% | |
| 49 | HN9 | Hanesbrands Inc | Stock-Other | 0.32% | — | +2.02% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.08% | — |
According to official SEC Form 13F filings, Boyar Asset Management Inc. reported a total U.S. public equity portfolio value of $174.4M across 81 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, AMP) accounted for 35.0% of total reported equity market value during Q1 2024.
During Q1 2024, Boyar Asset Management Inc.'s top holdings by market value included MSFT (13.3%)、JPM (7.6%)、AMP (7.1%). The largest single position, MSFT, represented 13.3% of total portfolio value.
In Q1 2024, Boyar Asset Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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