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CIK: 0001218254
Total reported value
$174.4M
$174.4M
77 檔
37.6%
During the Q3 2025 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 77 reported positions.
In Q3 2025, Boyar Asset Management Inc. adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.63% | +0.45% | -0.99% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.95% | +1.09% | -1.92% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 6.37% | +0.40% | -0.44% | |
| 4 | AMP | Ameriprise Financial Inc | Stock-Financials | 6.03% | +0.26% | -3.73% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 5.52% | -0.61% | -0.94% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.88% | +0.13% | -1.39% | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.37% | +1.00% | -1.48% | |
| 8 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 3.05% | +0.53% | +2.85% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.36% | +0.69% | -4.08% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.20% | +0.16% | -0.72% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | +0.10% | -1.01% | |
| 12 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.79% | +0.07% | -1.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.37% | +15.76% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.76% | -0.50% | -1.57% | |
| 15 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.59% | +0.38% | -5.92% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.31% | +0.55% | |
| 17 | MSGE | Madison Square Garden Entert | Stock-Other | 1.43% | +0.26% | +9.57% | |
| 18 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.37% | -0.01% | — | |
| 19 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.32% | -0.14% | -0.58% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 1.09% | +0.08% | -5.01% | |
| 21 | BR | Broadridge Financial Solutio | Stock-Tech | 1.08% | -0.11% | — | |
| 22 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.07% | +0.05% | +5.38% | |
| 23 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.04% | -0.37% | +8.24% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.11% | -0.56% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.02% | +0.25% | -0.42% | |
| 26 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 0.98% | -0.31% | -5.50% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.89% | +0.21% | -10.51% | |
| 28 | MKL | Markel Group Inc | Stock-Financials | 0.87% | -0.03% | +49.48% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | +0.12% | -4.39% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.85% | +0.31% | -5.24% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.83% | -0.04% | — | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.79% | -0.11% | -1.46% | |
| 33 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.79% | -0.02% | -0.70% | |
| 34 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.78% | +0.06% | +156.21% | |
| 35 | MTCH | Match Group Inc | Stock-Comm Services | 0.74% | -0.27% | -2.67% | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.69% | +0.10% | -5.28% | |
| 37 | CALY | Callaway Golf Company | Stock-Other | 0.68% | -0.03% | -1.98% | |
| 38 | GPN | Global Payments Inc | Stock-Industrials | 0.66% | -0.32% | +1.93% | |
| 39 | TRIP | Tripadvisor Inc | Stock-Other | 0.64% | +0.10% | +2.54% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.67% | -0.40% | |
| 41 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.56% | -0.21% | -1.76% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.07% | — | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.48% | -0.10% | -27.83% | |
| 44 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.47% | -0.42% | EXIT | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.45% | +0.01% | -20.46% | |
| 46 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.44% | +0.43% | — | |
| 47 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.44% | — | -44.14% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.42% | -0.34% | -8.50% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.42% | +0.29% | -8.79% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.40% | +1.00% | -45.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.1% | -0.99% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.9% | -1.92% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +15.76% | Add |
| 4 | UBER | Uber Technologies Inc | +0.7% | -0.94% | Trim |
| 5 | SPHR | Sphere Entertainment Co | +0.6% | -5.92% | Trim |
| 6 | BAC | Bank Of America CORP | +0.4% | -1.39% | Add |
| 7 | MKL | Markel Group Inc | +0.4% | +49.48% | Add |
| 8 | MSGE | Madison Square Garden Entert | +0.4% | +9.57% | Add |
| 9 | BNY | Bank Of New York Mellon CORP | +0.3% | -1.48% | Trim |
| 10 | KVUE | Kenvue Inc | +0.3% | +156.21% | Add |
| 11 | MSGS | Madison Square Garden Sports | +0.2% | +2.85% | Add |
| 12 | CALY | Callaway Golf Company | +0.2% | -1.98% | Add |
| 13 | GLW | Corning Inc | +0.1% | -8.79% | Trim |
| 14 | C | Citigroup Inc | +0.1% | -0.42% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 16 | LH | Labcorp Holdings Inc | 0% | -5.28% | Trim |
| 17 | NWSA | News CORP - Class A | 0% | -3.79% | Add |
| 18 | SSNC | Ss&c Technologies Holdings | 0% | +8.24% | Add |
| 19 | EBAY | Ebay Inc | 0% | -6.03% | Trim |
| 20 | ANGI | Angi Inc | 0% | -8.15% | Add |
| 21 | DIS | Walt Disney Co/the | 0% | -0.72% | Trim |
| 22 | GOLF | Acushnet Holdings CORP | 0% | -0.70% | Add |
| 23 | TRIP | Tripadvisor Inc | 0% | +2.54% | Add |
| 24 | GPN | Global Payments Inc | 0% | +1.93% | Add |
| 25 | MGM | Mgm Resorts International | 0% | — | Unchanged |
| 26 | STKL | Sunopta Inc | 0% | -7.72% | Add |
| 27 | AAPL | Apple Inc | — | — | Unchanged |
| 28 | MDT | Medtronic plc | 0% | -2.98% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 30 | GD | General Dynamics CORP | 0% | -12.11% | Trim |
| 31 | SO | Southern Co/the | 0% | — | Unchanged |
| 32 | NDAQ | Nasdaq Inc | 0% | — | Trim |
| 33 | MTCH | Match Group Inc | 0% | -2.67% | Trim |
| 34 | TSQ | Townsquare Media Inc - Cl A | 0% | -1.79% | Add |
| 35 | HN9 | Hanesbrands Inc | 0% | -10.72% | Trim |
| 36 | SCHW | Schwab (charles) CORP | 0% | -17.29% | Trim |
| 37 | SMG | Scotts Miracle-gro Co | 0% | +5.38% | Add |
| 38 | AXP | American Express Co | 0% | -10.51% | Trim |
| 39 | CNDT | Conduent Inc | 0% | -40.67% | Trim |
| 40 | GEHC | GE Healthcare Technology | 0% | +1.66% | Add |
| 41 | HHH | Howard Hughes Holdings Inc | -0.1% | -1.76% | Trim |
| 42 | KMB | Kimberly-clark CORP | -0.1% | — | Unchanged |
| 43 | AIG | American International Group | -0.1% | — | Unchanged |
| 44 | MRK | Merck & Co. Inc. | -0.1% | +3.68% | Add |
| 45 | VZ | Verizon Communications Inc | -0.1% | — | Unchanged |
| 46 | CVS | Cvs Health CORP | -0.1% | -5.24% | Trim |
| 47 | NWL | Newell Brands Inc | -0.1% | -23.81% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.1% | -1.01% | Trim |
| 49 | MAR | Marriott International -cl A | -0.1% | — | Unchanged |
| 50 | BATRK | Atlanta Braves Holdings In-c | -0.1% | -0.58% | Add |
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 Q3 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, HD) accounted for 37.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
L
市值: $380.0K
Top Position Liquidated / Trimmed
PRGO
前期市值: $734.3K
During Q3 2025, Boyar Asset Management Inc.'s top holdings by market value included MSFT (13.6%)、JPM (9.9%)、HD (6.4%). The largest single position, MSFT, represented 13.6% of total portfolio value.
In Q3 2025, Boyar Asset Management Inc. made 74 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 38 holdings, and fully liquidating 6 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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