CIK: 0001218254
Total reported value
$175.7M
Reporting period: 2026-03-31 · Number of holdings: 78
BOYAR ASSET MANAGEMENT INC. disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $175.7M and a quarterly turnover rate of 25.1%.
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Boyar Asset Management INC.'s disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 30 equally-sized positions, well below its 78 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.27), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+1.7% -$4.4M
Add MDT
+623.9% $3.3M
Trim JPM
+0.6% -$1.2M
Add MSGS
+20.0% $2.7M
Trim AMP
+3.3% -$592.1K
Add BATRK
+54.9% $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.73% | -3.77% | +1.66% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.86% | -1.67% | +0.61% | |
| 3 | AMP | Ameriprise Financial INC | Stock-Financials | 4.98% | -0.95% | +3.35% | |
| 4 | HD | Home Depot INC | Stock-Consumer Disc | 4.77% | — | +3.80% | |
| 5 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 4.59% | +1.16% | +20.00% | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 4.47% | — | +13.12% | |
| 7 | UBER | Uber Technologies INC | Stock-Industrials | 4.40% | -0.17% | +21.83% | |
| 8 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.21% | — | -1.80% | |
| 9 | CSCO | Cisco Systems INC | Stock-Tech | 2.78% | +0.16% | +17.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | +0.36% | +40.69% | |
| 11 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 2.48% | +0.42% | +8.85% | |
| 12 | MSGE | Madison Square Garden Entert | Stock-Other | 2.29% | +0.59% | +37.50% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.27% | +0.12% | -0.61% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 2.21% | +1.83% | +623.87% | |
| 15 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 1.90% | +0.64% | +54.90% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.68% | +0.10% | +22.83% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.62% | -0.54% | -1.08% | |
| 18 | PFE | Pfizer INC | Stock-Healthcare | 1.59% | +0.15% | +9.09% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.51% | -0.09% | — | |
| 20 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.47% | -0.06% | -0.22% | |
| 21 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.39% | +0.33% | +39.67% | |
| 22 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.29% | +0.41% | +40.53% | |
| 23 | MKL | Markel Group INC | Stock-Financials | 1.26% | +0.29% | +62.08% | |
| 24 | CALY | Callaway Golf Company | Stock-Other | 1.19% | +0.39% | +39.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.58% | +131.90% | |
| 26 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.00% | — | +37.87% | |
| 27 | C | Citigroup INC | Stock-Financials | 0.95% | -0.22% | -6.80% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | — | -3.17% | |
| 29 | GPN | Global Payments INC | Stock-Industrials | 0.90% | +0.31% | +96.78% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | — | -3.04% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | — | -0.44% | |
| 32 | CRM | Salesforce INC | Stock-Tech | 0.82% | +0.82% | NEW | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.79% | — | -2.46% | |
| 34 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.76% | +0.35% | +81.28% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.76% | +0.32% | +81.14% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.73% | -0.27% | -0.16% | |
| 37 | HHH | Howard Hughes Holdings INC | Stock-Real Estate | 0.72% | +0.19% | +91.76% | |
| 38 | WM | Waste Management INC | Stock-Industrials | 0.72% | — | -7.16% | |
| 39 | KVUE | Kenvue INC | Stock-Consumer Staples | 0.70% | — | -4.94% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | +0.38% | +166.14% | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.65% | -0.35% | — | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.64% | -0.22% | -8.18% | |
| 43 | PPLI | People INC | Stock-Comm Services | 0.64% | +0.32% | +117.05% | |
| 44 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.64% | +0.22% | +95.08% | |
| 45 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.58% | — | -5.39% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | — | -0.22% | |
| 47 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.55% | +0.55% | NEW | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.53% | +0.05% | -1.88% | |
| 49 | LH | Labcorp Holdings INC | Stock-Healthcare | 0.52% | — | -7.73% | |
| 50 | NWSA | News CORP - Class A | Stock-Comm Services | 0.52% | +0.26% | +136.57% |
Performance for Q3 2026
+6.9%
Performance Last 4 Quarters
+15.1%
Based on 70% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 78 | $175.7M | 25 | |
| 2025-12-31 | 75 | $157.7M | 12 | |
| 2025-09-30 | 77 | $158.0M | 21 | |
| 2025-06-30 | 79 | $152.8M | 0 | |
| 2025-03-31 | 77 | $137.9M | 100 | |
| 2024-12-31 | 78 | $151.6M | 0 | |
| 2024-09-30 | 79 | $155.3M | 0 | |
| 2024-06-30 | 78 | $145.8M | 0 | |
| 2024-03-31 | 81 | $153.3M | 0 | |
| 2023-12-31 | 80 | $133.2M | 0 | |
| 2023-09-30 | 80 | $127.4M | 0 | |
| 2023-06-30 | 80 | $135.2M | 0 | |
| 2023-03-31 | 76 | $129.6M | 0 | |
| 2022-12-31 | 77 | $122.6M | 0 | |
| 2022-09-30 | 84 | $121.4M | 0 | |
| 2022-06-30 | 80 | $121.1M | 0 | |
| 2022-03-31 | 86 | $155.7M | 0 | |
| 2021-12-31 | 85 | $166.0M | 0 | |
| 2021-09-30 | 85 | $151.8M | 0 | |
| 2021-06-30 | 84 | $155.2M | 100 | |
| 2021-03-31 | 83 | $147.9M | 12 | |
| 2020-12-31 | 77 | $132.6M | 17 | |
| 2020-09-30 | 71 | $119.1M | 13 | |
| 2020-06-30 | 65 | $108.0M | 75 | |
| 2020-03-31 | 60 | $89.3M | 46 | |
| 2019-12-31 | 70 | $138.5M | 11 | |
| 2019-09-30 | 68 | $131.8M | 10 | |
| 2019-06-30 | 71 | $135.4M | 11 | |
| 2019-03-31 | 73 | $133.0M | 29 | |
| 2018-12-31 | 70 | $121.4M | 81 | |
| 2018-09-30 | 72 | $146.8M | 19 | |
| 2018-06-30 | 65 | $136.0M | 21 | |
| 2018-03-31 | 63 | $137.6M | 10 | |
| 2017-12-31 | 64 | $140.6M | 14 | |
| 2017-09-30 | 64 | $133.9M | 12 | |
| 2017-06-30 | 68 | $136.1M | 7 | |
| 2017-03-31 | 68 | $135.9M | 34 | |
| 2016-12-31 | 66 | $99.9M | 29 | |
| 2016-09-30 | 65 | $126.7M | 10 | |
| 2016-06-30 | 64 | $126.1M | 10 | |
| 2016-03-31 | 65 | $127.4M | 9 | |
| 2015-12-31 | 63 | $125.8M | 22 | |
| 2015-09-30 | 64 | $117.6M | 24 | |
| 2015-06-30 | 66 | $130.7M | 9 | |
| 2015-03-31 | 65 | $130.7M | 12 | |
| 2014-12-31 | 63 | $127.9M | 17 | |
| 2014-09-30 | 70 | $129.6M | 11 | |
| 2014-06-30 | 70 | $125.8M | 69 | |
| 2014-03-31 | 68 | $122.7M | 72 | |
| 2013-12-31 | 63 | $120.4M | 82 | |
| 2013-09-30 | 62 | $104.3M | 71 | |
| 2013-06-30 | 59 | $100.3M | — |
Boyar Asset Management INC.'s most significant position changes for 2026-03-31: Sold out: Unifirst Corp/ma (UNF); New buy: Salesforce INC (CRM); New buy: Restaurant Brands Intern (QSR); Sold out: Warner Bros Discovery INC (WBD); New buy: Knife River CORP (KNF).
| # | 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 | MDLZ | Mondelez International Inc-a | -0.1% | -0.22% | Trim |
| 30 | MAR | Marriott International -cl A | -0.1% | — | Unchanged |
| 31 | UBER | Uber Technologies INC | -0.2% | +21.83% | Add |
| 32 | MTCH | Match Group INC | -0.2% | -12.89% | Trim |
| 33 | CVS | Cvs Health CORP | -0.2% | -8.18% | Trim |
| 34 | C | Citigroup INC | -0.2% | -6.80% | Trim |
| 35 | AXP | American Express Co | -0.3% | -0.16% | Trim |
| 36 | BR | Broadridge Financial Solutio | -0.4% | — | Unchanged |
| 37 | DIS | Walt Disney Co/the | -0.5% | -1.08% | Trim |
| 38 | AMP | Ameriprise Financial INC | -1% | +3.35% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -1.7% | +0.61% | Add |
| 40 | MSFT | Microsoft CORP | -3.8% | +1.66% | Add |
| 41 | UNF | Unifirst Corp/ma | — | EXIT | Sold out |
| 42 | CRM | Salesforce INC | — | NEW | New buy |
| 43 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 44 | WBD | Warner Bros Discovery INC | — | EXIT | Sold out |
| 45 | KNF | Knife River CORP | — | NEW | New buy |
| 46 | CFR | Cullen/frost Bankers INC | — | NEW | New buy |
| 47 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 48 | CARR | Carrier Global CORP | — | NEW | New buy |
| 49 | CFG | Citizens Financial Group | — | EXIT | Sold out |
| 50 | WSO | Watsco INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-18 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-22 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-06 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-27 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-27 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-18 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-04 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-04 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-31 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-17 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-02 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-02 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-02 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-01 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-12 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-06 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-28 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-04 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-09 | 13F-HR | View on EDGAR |
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