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CIK: 0001218254
Total reported value
$174.4M
$174.4M
79 檔
35.4%
At the close of Q3 2024, Boyar Asset Management Inc. disclosed equity holdings valued at approximately $174.4M, spread across 79 reported holdings.
During Q3 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 | 12.83% | +0.45% | -3.56% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.60% | +1.09% | -0.17% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 7.48% | +0.26% | -0.04% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 7.24% | +0.40% | -0.18% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 4.62% | -0.61% | +0.17% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.12% | +0.13% | -1.16% | |
| 7 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.93% | +0.53% | -1.50% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.71% | -0.50% | -1.31% | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.49% | +1.00% | -4.86% | |
| 10 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.33% | +0.07% | +0.00% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.15% | +0.69% | -2.13% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.06% | +0.16% | +1.68% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.92% | +0.10% | — | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.79% | -0.31% | +0.30% | |
| 15 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.71% | +0.05% | -0.60% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.54% | -0.11% | +0.01% | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.37% | -0.01% | -1.55% | |
| 18 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.32% | -0.14% | -1.77% | |
| 19 | MSGE | Madison Square Garden Entert | Stock-Other | 1.31% | +0.26% | -1.69% | |
| 20 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.25% | +0.38% | -1.84% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 1.23% | +0.08% | — | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.11% | — | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.10% | +0.01% | -11.46% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | -0.37% | +2.33% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | +0.12% | -11.89% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.00% | -0.10% | +0.01% | |
| 27 | BR | Broadridge Financial Solutio | Stock-Tech | 0.99% | -0.11% | — | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.97% | +0.25% | -1.64% | |
| 29 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.95% | -0.31% | -1.81% | |
| 30 | MTCH | Match Group Inc | Stock-Comm Services | 0.89% | -0.27% | — | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.88% | +0.31% | +0.74% | |
| 32 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.86% | -0.37% | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.84% | +0.21% | — | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.04% | -1.60% | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.77% | +1.00% | -2.94% | |
| 36 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.75% | -0.02% | -0.95% | |
| 37 | CALY | Callaway Golf Company | Stock-Other | 0.74% | -0.03% | +17.45% | |
| 38 | PPLI | People Inc | Stock-Comm Services | 0.67% | -0.17% | -0.49% | |
| 39 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.62% | +0.43% | -3.12% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.67% | -2.17% | |
| 41 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.58% | +0.10% | +0.20% | |
| 42 | GPN | Global Payments Inc | Stock-Industrials | 0.55% | -0.32% | +22.41% | |
| 43 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.55% | -0.42% | EXIT | |
| 44 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.52% | -0.21% | +64.83% | |
| 45 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.52% | — | -23.87% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.52% | -0.34% | +3.80% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.07% | — | |
| 48 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.43% | +0.06% | +7.16% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.29% | +21.13% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +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 79 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, JPM, AMP) accounted for 35.4% of total reported equity market value during Q3 2024.
During Q3 2024, Boyar Asset Management Inc.'s top holdings by market value included MSFT (12.8%)、JPM (7.6%)、AMP (7.5%). The largest single position, MSFT, represented 12.8% of total portfolio value.
In Q3 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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