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CIK: 0001218254
Total reported value
$174.4M
$174.4M
77 檔
31.0%
The Q1 2025 SEC filing reveals that Boyar Asset Management Inc. held a total portfolio value of $174.4M, covering 77 public equity positions.
In Q1 2025, Boyar Asset Management Inc. displayed an active expansion posture, initiating 77 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.58% | +0.45% | -6.19% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.07% | +1.09% | -6.71% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 7.13% | +0.26% | -10.77% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 6.67% | +0.40% | -7.01% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 4.80% | -0.61% | -5.47% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.49% | +0.13% | -8.26% | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.07% | +1.00% | -6.22% | |
| 8 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.86% | +0.53% | -6.48% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.57% | +0.69% | -7.03% | |
| 10 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.41% | -0.50% | -6.38% | |
| 11 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.26% | +0.07% | -6.36% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.19% | +0.16% | -8.08% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | +0.10% | -8.58% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.67% | -0.31% | -5.94% | |
| 15 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.44% | -0.01% | -3.05% | |
| 16 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.41% | -0.14% | -12.12% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.28% | -0.11% | -8.43% | |
| 18 | BR | Broadridge Financial Solutio | Stock-Tech | 1.26% | -0.11% | — | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.11% | -13.53% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 1.20% | +0.08% | -10.07% | |
| 21 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.14% | -0.31% | -8.69% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.13% | +0.12% | -3.20% | |
| 23 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.11% | +0.05% | -7.58% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.11% | -0.10% | -16.88% | |
| 25 | MSGE | Madison Square Garden Entert | Stock-Other | 1.05% | +0.26% | -5.04% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.37% | -6.58% | |
| 27 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.02% | -0.37% | -6.81% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 1.02% | -0.04% | — | |
| 29 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.00% | +0.38% | -5.46% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.25% | -2.84% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.93% | +0.21% | -0.56% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.91% | +0.31% | -10.83% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.79% | +0.01% | -4.82% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.67% | -0.98% | |
| 35 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.78% | -0.02% | -14.41% | |
| 36 | MTCH | Match Group Inc | Stock-Comm Services | 0.77% | -0.27% | -7.25% | |
| 37 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.66% | +0.10% | -4.19% | |
| 38 | GPN | Global Payments Inc | Stock-Industrials | 0.65% | -0.32% | +3.61% | |
| 39 | TRIP | Tripadvisor Inc | Stock-Other | 0.63% | +0.10% | — | |
| 40 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.61% | -0.21% | +5.56% | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.61% | +1.00% | -23.75% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.56% | -0.34% | -9.88% | |
| 43 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.56% | — | -15.96% | |
| 44 | PPLI | People Inc | Stock-Comm Services | 0.54% | -0.17% | -11.07% | |
| 45 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.53% | — | — | |
| 46 | CALY | Callaway Golf Company | Stock-Other | 0.53% | -0.03% | +1.72% | |
| 47 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.51% | +0.06% | -1.42% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.07% | — | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.48% | -0.03% | +0.28% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.45% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 3 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 4 | HD | Home Depot Inc | — | NEW | New buy |
| 5 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 6 | BAC | Bank Of America CORP | — | NEW | New buy |
| 7 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 8 | MSGS | Madison Square Garden Sports | — | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 10 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 11 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 12 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | PFE | Pfizer Inc | — | NEW | New buy |
| 15 | MAR | Marriott International -cl A | — | NEW | New buy |
| 16 | BATRK | Atlanta Braves Holdings In-c | — | NEW | New buy |
| 17 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 18 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 19 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 20 | SYY | Sysco CORP | — | NEW | New buy |
| 21 | MWA | Mueller Water Products Inc-a | — | NEW | New buy |
| 22 | KO | Coca-cola Co/the | — | NEW | New buy |
| 23 | SMG | Scotts Miracle-gro Co | — | NEW | New buy |
| 24 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 25 | MSGE | Madison Square Garden Entert | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 28 | WM | Waste Management Inc | — | NEW | New buy |
| 29 | SPHR | Sphere Entertainment Co | — | NEW | New buy |
| 30 | C | Citigroup Inc | — | NEW | New buy |
| 31 | AXP | American Express Co | — | NEW | New buy |
| 32 | CVS | Cvs Health CORP | — | NEW | New buy |
| 33 | TGT | Target CORP | — | NEW | New buy |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 35 | GOLF | Acushnet Holdings CORP | — | NEW | New buy |
| 36 | MTCH | Match Group Inc | — | NEW | New buy |
| 37 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 38 | GPN | Global Payments Inc | — | NEW | New buy |
| 39 | TRIP | Tripadvisor Inc | — | NEW | New buy |
| 40 | HHH | Howard Hughes Holdings Inc | — | NEW | New buy |
| 41 | INTC | Intel CORP | — | NEW | New buy |
| 42 | CB | Chubb Limited | — | NEW | New buy |
| 43 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
| 44 | PPLI | People Inc | — | NEW | New buy |
| 45 | PRGO | Perrigo Company plc | — | NEW | New buy |
| 46 | CALY | Callaway Golf Company | — | NEW | New buy |
| 47 | KVUE | Kenvue Inc | — | NEW | New buy |
| 48 | AAPL | Apple Inc | — | NEW | New buy |
| 49 | MKL | Markel Group Inc | — | NEW | New buy |
| 50 | EBAY | Ebay Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Boyar Asset Management Inc. reported a total U.S. public equity portfolio value of $174.4M across 77 disclosed positions in Q1 2025.
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 31.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $16.0M
During Q1 2025, Boyar Asset Management Inc.'s top holdings by market value included MSFT (11.6%)、JPM (9.1%)、AMP (7.1%). The largest single position, MSFT, represented 11.6% of total portfolio value.
In Q1 2025, Boyar Asset Management Inc. made 77 total portfolio adjustments, initiating 77 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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