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CIK: 0001218254
Total reported value
$174.4M
$174.4M
78 檔
31.2%
As reported in its official Q1 2026 Form 13F filing, Boyar Asset Management Inc.'s tracked investment portfolio stood at $174.4M with 78 total positions.
In Q1 2026, Boyar Asset Management Inc. displayed an active expansion posture, initiating 7 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.73% | +0.45% | +1.66% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.86% | +1.09% | +0.61% | |
| 3 | AMP | Ameriprise Financial Inc | Stock-Financials | 4.98% | +0.26% | +3.35% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 4.77% | +0.40% | +3.80% | |
| 5 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 4.59% | +0.53% | +20.00% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.47% | +0.13% | +13.12% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 4.40% | -0.61% | +21.83% | |
| 8 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.21% | +1.00% | -1.80% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.78% | +0.69% | +17.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | -0.37% | +40.69% | |
| 11 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 2.48% | +0.38% | +8.85% | |
| 12 | MSGE | Madison Square Garden Entert | Stock-Other | 2.29% | +0.26% | +37.50% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | +0.10% | -0.61% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 2.21% | -1.86% | +623.87% | |
| 15 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.90% | -0.14% | +54.90% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.68% | -0.50% | +22.83% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.62% | +0.16% | -1.08% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.59% | -0.31% | +9.09% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.51% | -0.01% | — | |
| 20 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.47% | +0.07% | -0.22% | |
| 21 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.39% | +0.05% | +39.67% | |
| 22 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.29% | -0.31% | +40.53% | |
| 23 | MKL | Markel Group Inc | Stock-Financials | 1.26% | -0.03% | +62.08% | |
| 24 | CALY | Callaway Golf Company | Stock-Other | 1.19% | -0.03% | +39.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.67% | +131.90% | |
| 26 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.00% | -0.37% | +37.87% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.95% | +0.25% | -6.80% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | -0.11% | -3.17% | |
| 29 | GPN | Global Payments Inc | Stock-Industrials | 0.90% | -0.32% | +96.78% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | +0.12% | -3.04% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | -0.11% | -0.44% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.82% | +0.11% | — | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.79% | +0.08% | -2.46% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.29% | +81.28% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.34% | +81.14% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.73% | +0.21% | -0.16% | |
| 37 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.72% | -0.21% | +91.76% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.04% | -7.16% | |
| 39 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.70% | +0.06% | -4.94% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | -0.42% | +166.14% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.65% | -0.11% | — | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.64% | +0.31% | -8.18% | |
| 43 | PPLI | People Inc | Stock-Comm Services | 0.64% | -0.17% | +117.05% | |
| 44 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.64% | +0.65% | +95.08% | |
| 45 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.58% | -0.02% | -5.39% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | -0.10% | -0.22% | |
| 47 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.55% | -0.43% | — | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.53% | +0.01% | -1.88% | |
| 49 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.52% | +0.10% | -7.73% | |
| 50 | NWSA | News CORP - Class A | Stock-Comm Services | 0.52% | -0.17% | +136.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +1.8% | +623.87% | Add |
| 2 | MSGS | Madison Square Garden Sports | +1.2% | +20.00% | Add |
| 3 | BATRK | Atlanta Braves Holdings In-c | +0.6% | +54.90% | Add |
| 4 | MSGE | Madison Square Garden Entert | +0.6% | +37.50% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +131.90% | Add |
| 6 | SPHR | Sphere Entertainment Co | +0.4% | +8.85% | Add |
| 7 | MWA | Mueller Water Products Inc-a | +0.4% | +40.53% | Add |
| 8 | CALY | Callaway Golf Company | +0.4% | +39.41% | Add |
| 9 | GD | General Dynamics CORP | +0.4% | +166.14% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +40.69% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.4% | +81.28% | Add |
| 12 | SMG | Scotts Miracle-gro Co | +0.3% | +39.67% | Add |
| 13 | CB | Chubb Limited | +0.3% | +81.14% | Add |
| 14 | PPLI | People Inc | +0.3% | +117.05% | Add |
| 15 | GPN | Global Payments Inc | +0.3% | +96.78% | Add |
| 16 | MKL | Markel Group Inc | +0.3% | +62.08% | Add |
| 17 | NWSA | News CORP - Class A | +0.3% | +136.57% | Add |
| 18 | COO | Cooper Cos Inc/the | +0.2% | +95.08% | Add |
| 19 | GXO | Gxo Logistics Inc | +0.2% | +194.31% | Add |
| 20 | HHH | Howard Hughes Holdings Inc | +0.2% | +91.76% | Add |
| 21 | GEHC | GE Healthcare Technology | +0.2% | +107.89% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.2% | +17.62% | Add |
| 23 | PFE | Pfizer Inc | +0.2% | +9.09% | Add |
| 24 | TSQ | Townsquare Media Inc - Cl A | +0.2% | +135.67% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.61% | Trim |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +22.83% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +24.64% | Add |
| 28 | TGT | Target CORP | +0.1% | -1.88% | Trim |
| 29 | KLAC | Kla CORP | 0% | — | Unchanged |
| 30 | BMY | Bristol-myers Squibb Co | — | -0.22% | Trim |
| 31 | GOLF | Acushnet Holdings CORP | — | -5.39% | Trim |
| 32 | INTC | Intel CORP | — | -5.11% | Trim |
| 33 | SO | Southern Co/the | — | — | Unchanged |
| 34 | MGM | Mgm Resorts International | 0% | +7.45% | Add |
| 35 | CNDT | Conduent Inc | 0% | -0.48% | Trim |
| 36 | EBAY | Ebay Inc | 0% | +0.01% | Add |
| 37 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 38 | SCHW | Schwab (charles) CORP | 0% | -3.44% | Trim |
| 39 | SSNC | Ss&c Technologies Holdings | 0% | +37.87% | Add |
| 40 | WEN | Wendy's Co/the | 0% | -0.45% | Trim |
| 41 | AIG | American International Group | 0% | — | Unchanged |
| 42 | GLW | Corning Inc | 0% | -35.04% | Trim |
| 43 | KO | Coca-cola Co/the | -0.1% | -3.04% | Trim |
| 44 | L | Loews CORP | -0.1% | -8.81% | Trim |
| 45 | MDLZ | Mondelez International Inc-a | -0.1% | -0.22% | Trim |
| 46 | NDAQ | Nasdaq Inc | -0.1% | — | Unchanged |
| 47 | FWONA | Liberty Media Corp-formula-a | -0.1% | +12.96% | Add |
| 48 | LH | Labcorp Holdings Inc | -0.1% | -7.73% | Trim |
| 49 | TRIP | Tripadvisor Inc | -0.1% | +35.99% | Add |
| 50 | IBM | Intl Business Machines CORP | -0.1% | — | Unchanged |
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 Q1 2026.
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 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CRM
市值: $1.4M
Top Position Liquidated / Trimmed
UNF
前期市值: $1.8M
During Q1 2026, Boyar Asset Management Inc.'s top holdings by market value included MSFT (8.7%)、JPM (7.9%)、AMP (5.0%). The largest single position, MSFT, represented 8.7% of total portfolio value.
In Q1 2026, Boyar Asset Management Inc. made 73 total portfolio adjustments, initiating 7 new buys, adding to 37 positions, trimming 25 holdings, and fully liquidating 4 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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