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CIK: 0001218254
Total reported value
$174.4M
$174.4M
78 檔
34.3%
During the Q2 2024 filing period, Boyar Asset Management Inc. (CIK: 0001218254) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $174.4M across 78 reported positions.
During Q2 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 | 14.72% | +0.45% | -1.35% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.78% | +1.09% | -3.51% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 7.25% | +0.26% | -0.08% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 6.57% | +0.40% | -0.26% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 4.75% | -0.61% | +0.21% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.46% | +0.13% | -0.08% | |
| 7 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.87% | +0.53% | +0.01% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.75% | -0.50% | -0.14% | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.33% | +1.00% | +0.01% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.23% | +0.16% | — | |
| 11 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.20% | +0.07% | +0.00% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.09% | +0.69% | -0.20% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | +0.10% | -0.81% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.84% | -0.31% | +0.31% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.64% | -0.11% | -0.22% | |
| 16 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.44% | -0.01% | -3.33% | |
| 17 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.42% | -0.14% | +19.38% | |
| 18 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.37% | +0.05% | -0.24% | |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 1.26% | +0.01% | -0.77% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.37% | — | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 1.20% | +0.08% | -1.92% | |
| 22 | MSGE | Madison Square Garden Entert | Stock-Other | 1.14% | +0.26% | +0.54% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.11% | +1.00% | -1.39% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | +0.12% | +0.01% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.11% | -0.35% | |
| 26 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.08% | +0.38% | -0.78% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.06% | +0.25% | — | |
| 28 | BR | Broadridge Financial Solutio | Stock-Tech | 0.97% | -0.11% | +0.01% | |
| 29 | CALY | Callaway Golf Company | Stock-Other | 0.93% | -0.03% | -0.79% | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 0.92% | -0.04% | -1.57% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.88% | +0.31% | -0.53% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.10% | -1.15% | |
| 33 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.85% | -0.31% | -0.57% | |
| 34 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.80% | -0.02% | — | |
| 35 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.78% | +0.43% | -0.19% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.76% | +0.21% | — | |
| 37 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.66% | — | -0.86% | |
| 38 | PPLI | People Inc | Stock-Comm Services | 0.62% | -0.17% | +51.80% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.67% | +0.78% | |
| 40 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.57% | -0.42% | EXIT | |
| 41 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.56% | +0.10% | — | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.47% | -0.34% | — | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.45% | -0.32% | +215.73% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.07% | -1.92% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.08% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.29% | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.37% | -0.03% | +4.00% | |
| 48 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.35% | +0.02% | +0.02% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.34% | +0.06% | +16.50% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.33% | -0.42% | — |
According to official SEC Form 13F filings, Boyar Asset Management Inc. reported a total U.S. public equity portfolio value of $174.4M across 78 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, AMP) accounted for 34.3% of total reported equity market value during Q2 2024.
During Q2 2024, Boyar Asset Management Inc.'s top holdings by market value included MSFT (14.7%)、JPM (7.8%)、AMP (7.3%). The largest single position, MSFT, represented 14.7% of total portfolio value.
In Q2 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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