CIK: 0001218254
申告総資産額
$1.8億
報告対象四半期: 2026-03-31 · 銘柄数: 78
BOYAR ASSET MANAGEMENT INC.は最新の13F報告書で78件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$1.8億、四半期回転率は25.1%です。
Boyar Asset Management INC.が開示している保有銘柄のハーフィンダール集中度指数は 0.033 で、これは約 30 件の均等加重ポジションに相当し、実際の開示銘柄数 78 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 1.27）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
減少 MSFT
+1.7% -$437.3万
増加 MDT
+623.9% $329.1万
減少 JPM
+0.6% -$122.6万
増加 MSGS
+20.0% $265.7万
減少 AMP
+3.3% -$59.2万
増加 BATRK
+54.9% $134.6万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 株式-IT | 8.73% | -3.77% | +1.66% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 7.86% | -1.67% | +0.61% | |
| 3 | AMP | Ameriprise Financial INC | 株式-金融 | 4.98% | -0.95% | +3.35% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 4.77% | — | +3.80% | |
| 5 | MSGS | Madison Square Garden Sports | 株式-通信サービス | 4.59% | +1.16% | +20.00% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 4.47% | — | +13.12% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 4.40% | -0.17% | +21.83% | |
| 8 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.21% | — | -1.80% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.78% | +0.16% | +17.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.60% | +0.36% | +40.69% | |
| 11 | SPHR | Sphere Entertainment Co | 株式-通信サービス | 2.48% | +0.42% | +8.85% | |
| 12 | MSGE | Madison Square Garden Entert | 株式-その他 | 2.29% | +0.59% | +37.50% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.27% | +0.12% | -0.61% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 2.21% | +1.83% | +623.87% | |
| 15 | BATRK | Atlanta Braves Holdings In-c | 株式-その他 | 1.90% | +0.64% | +54.90% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.68% | +0.10% | +22.83% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.62% | -0.54% | -1.08% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.59% | +0.15% | +9.09% | |
| 19 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.51% | -0.09% | — | |
| 20 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.47% | -0.06% | -0.22% | |
| 21 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.39% | +0.33% | +39.67% | |
| 22 | MWA | Mueller Water Products Inc-a | 株式-資本財 | 1.29% | +0.41% | +40.53% | |
| 23 | MKL | Markel Group INC | 株式-金融 | 1.26% | +0.29% | +62.08% | |
| 24 | CALY | Callaway Golf Company | 株式-その他 | 1.19% | +0.39% | +39.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | +0.58% | +131.90% | |
| 26 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.00% | — | +37.87% | |
| 27 | C | Citigroup INC | 株式-金融 | 0.95% | -0.22% | -6.80% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | — | -3.17% | |
| 29 | GPN | Global Payments INC | 株式-資本財 | 0.90% | +0.31% | +96.78% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | -3.04% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.83% | — | -0.44% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.82% | +0.82% | NEW | |
| 33 | SYY | Sysco CORP | 株式-生活必需品 | 0.79% | — | -2.46% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.35% | +81.28% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.76% | +0.32% | +81.14% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.73% | -0.27% | -0.16% | |
| 37 | HHH | Howard Hughes Holdings INC | 株式-不動産 | 0.72% | +0.19% | +91.76% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.72% | — | -7.16% | |
| 39 | KVUE | Kenvue INC | 株式-生活必需品 | 0.70% | — | -4.94% | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.65% | +0.38% | +166.14% | |
| 41 | BR | Broadridge Financial Solutio | 株式-IT | 0.65% | -0.35% | — | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | -0.22% | -8.18% | |
| 43 | PPLI | People INC | 株式-通信サービス | 0.64% | +0.32% | +117.05% | |
| 44 | COO | Cooper Cos Inc/the | 株式-ヘルスケア | 0.64% | +0.22% | +95.08% | |
| 45 | GOLF | Acushnet Holdings CORP | 株式-その他 | 0.58% | — | -5.39% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.57% | — | -0.22% | |
| 47 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.55% | +0.55% | NEW | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.53% | +0.05% | -1.88% | |
| 49 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 0.52% | — | -7.73% | |
| 50 | NWSA | News CORP - Class A | 株式-通信サービス | 0.52% | +0.26% | +136.57% |
Q3 2026のパフォーマンス
+6.9%
直近4四半期のパフォーマンス
+15.1%
価格取得が可能な保有銘柄（報告価値の70%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 78 | $1.8億 | 25 | |
| 2025-12-31 | 75 | $1.6億 | 12 | |
| 2025-09-30 | 77 | $1.6億 | 21 | |
| 2025-06-30 | 79 | $1.5億 | 0 | |
| 2025-03-31 | 77 | $1.4億 | 100 | |
| 2024-12-31 | 78 | $1.5億 | 0 | |
| 2024-09-30 | 79 | $1.6億 | 0 | |
| 2024-06-30 | 78 | $1.5億 | 0 | |
| 2024-03-31 | 81 | $1.5億 | 0 | |
| 2023-12-31 | 80 | $1.3億 | 0 | |
| 2023-09-30 | 80 | $1.3億 | 0 | |
| 2023-06-30 | 80 | $1.4億 | 0 | |
| 2023-03-31 | 76 | $1.3億 | 0 | |
| 2022-12-31 | 77 | $1.2億 | 0 | |
| 2022-09-30 | 84 | $1.2億 | 0 | |
| 2022-06-30 | 80 | $1.2億 | 0 | |
| 2022-03-31 | 86 | $1.6億 | 0 | |
| 2021-12-31 | 85 | $1.7億 | 0 | |
| 2021-09-30 | 85 | $1.5億 | 0 | |
| 2021-06-30 | 84 | $1.6億 | 100 | |
| 2021-03-31 | 83 | $1.5億 | 12 | |
| 2020-12-31 | 77 | $1.3億 | 17 | |
| 2020-09-30 | 71 | $1.2億 | 13 | |
| 2020-06-30 | 65 | $1.1億 | 75 | |
| 2020-03-31 | 60 | $8931.8万 | 46 | |
| 2019-12-31 | 70 | $1.4億 | 11 | |
| 2019-09-30 | 68 | $1.3億 | 10 | |
| 2019-06-30 | 71 | $1.4億 | 11 | |
| 2019-03-31 | 73 | $1.3億 | 29 | |
| 2018-12-31 | 70 | $1.2億 | 81 | |
| 2018-09-30 | 72 | $1.5億 | 19 | |
| 2018-06-30 | 65 | $1.4億 | 21 | |
| 2018-03-31 | 63 | $1.4億 | 10 | |
| 2017-12-31 | 64 | $1.4億 | 14 | |
| 2017-09-30 | 64 | $1.3億 | 12 | |
| 2017-06-30 | 68 | $1.4億 | 7 | |
| 2017-03-31 | 68 | $1.4億 | 34 | |
| 2016-12-31 | 66 | $9992.1万 | 29 | |
| 2016-09-30 | 65 | $1.3億 | 10 | |
| 2016-06-30 | 64 | $1.3億 | 10 | |
| 2016-03-31 | 65 | $1.3億 | 9 | |
| 2015-12-31 | 63 | $1.3億 | 22 | |
| 2015-09-30 | 64 | $1.2億 | 24 | |
| 2015-06-30 | 66 | $1.3億 | 9 | |
| 2015-03-31 | 65 | $1.3億 | 12 | |
| 2014-12-31 | 63 | $1.3億 | 17 | |
| 2014-09-30 | 70 | $1.3億 | 11 | |
| 2014-06-30 | 70 | $1.3億 | 69 | |
| 2014-03-31 | 68 | $1.2億 | 72 | |
| 2013-12-31 | 63 | $1.2億 | 82 | |
| 2013-09-30 | 62 | $1.0億 | 71 | |
| 2013-06-30 | 59 | $1.0億 | — |
Boyar Asset Management INC.の2026-03-31時点における主要なポジション変更： 全売却: Unifirst Corp/ma (UNF); 新規購入: Salesforce INC (CRM); 新規購入: Restaurant Brands Intern (QSR); 全売却: Warner Bros Discovery INC (WBD); 新規購入: Knife River CORP (KNF).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +1.8% | +623.87% | 増加 |
| 2 | MSGS | Madison Square Garden Sports | +1.2% | +20.00% | 増加 |
| 3 | BATRK | Atlanta Braves Holdings In-c | +0.6% | +54.90% | 増加 |
| 4 | MSGE | Madison Square Garden Entert | +0.6% | +37.50% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +131.90% | 増加 |
| 6 | SPHR | Sphere Entertainment Co | +0.4% | +8.85% | 増加 |
| 7 | MWA | Mueller Water Products Inc-a | +0.4% | +40.53% | 増加 |
| 8 | CALY | Callaway Golf Company | +0.4% | +39.41% | 増加 |
| 9 | GD | General Dynamics CORP | +0.4% | +166.14% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +40.69% | 増加 |
| 11 | MRK | Merck & Co. INC. | +0.4% | +81.28% | 増加 |
| 12 | SMG | Scotts Miracle-gro Co | +0.3% | +39.67% | 増加 |
| 13 | CB | Chubb Limited | +0.3% | +81.14% | 増加 |
| 14 | PPLI | People INC | +0.3% | +117.05% | 増加 |
| 15 | GPN | Global Payments INC | +0.3% | +96.78% | 増加 |
| 16 | MKL | Markel Group INC | +0.3% | +62.08% | 増加 |
| 17 | NWSA | News CORP - Class A | +0.3% | +136.57% | 増加 |
| 18 | COO | Cooper Cos Inc/the | +0.2% | +95.08% | 増加 |
| 19 | GXO | Gxo Logistics INC | +0.2% | +194.31% | 増加 |
| 20 | HHH | Howard Hughes Holdings INC | +0.2% | +91.76% | 増加 |
| 21 | GEHC | GE Healthcare Technology | +0.2% | +107.89% | 増加 |
| 22 | CSCO | Cisco Systems INC | +0.2% | +17.62% | 増加 |
| 23 | PFE | Pfizer INC | +0.2% | +9.09% | 増加 |
| 24 | TSQ | Townsquare Media INC - Cl A | +0.2% | +135.67% | 増加 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.61% | 減少 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +22.83% | 増加 |
| 27 | VZ | Verizon Communications INC | +0.1% | +24.64% | 増加 |
| 28 | TGT | Target CORP | +0.1% | -1.88% | 減少 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | -0.22% | 減少 |
| 30 | MAR | Marriott International -cl A | -0.1% | — | 変化なし |
| 31 | UBER | Uber Technologies INC | -0.2% | +21.83% | 増加 |
| 32 | MTCH | Match Group INC | -0.2% | -12.89% | 減少 |
| 33 | CVS | Cvs Health CORP | -0.2% | -8.18% | 減少 |
| 34 | C | Citigroup INC | -0.2% | -6.80% | 減少 |
| 35 | AXP | American Express Co | -0.3% | -0.16% | 減少 |
| 36 | BR | Broadridge Financial Solutio | -0.4% | — | 変化なし |
| 37 | DIS | Walt Disney Co/the | -0.5% | -1.08% | 減少 |
| 38 | AMP | Ameriprise Financial INC | -1% | +3.35% | 増加 |
| 39 | JPM | Jpmorgan Chase & Co | -1.7% | +0.61% | 増加 |
| 40 | MSFT | Microsoft CORP | -3.8% | +1.66% | 増加 |
| 41 | UNF | Unifirst Corp/ma | — | EXIT | 全売却 |
| 42 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 43 | QSR | Restaurant Brands Intern | — | NEW | 新規購入 |
| 44 | WBD | Warner Bros Discovery INC | — | EXIT | 全売却 |
| 45 | KNF | Knife River CORP | — | NEW | 新規購入 |
| 46 | CFR | Cullen/frost Bankers INC | — | NEW | 新規購入 |
| 47 | ABNB | Airbnb Inc-class A | — | NEW | 新規購入 |
| 48 | CARR | Carrier Global CORP | — | NEW | 新規購入 |
| 49 | CFG | Citizens Financial Group | — | EXIT | 全売却 |
| 50 | WSO | Watsco INC | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-13 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-18 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-21 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-04-23 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-14 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-22 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-05 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-06 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-02-14 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-11-08 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-07-27 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-04-27 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-10 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-11-08 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-08-08 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-04-27 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-10 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-10-18 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-08-04 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-05-04 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-02-10 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-11-09 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-07-31 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-04-17 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-02-13 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-11-13 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-08-06 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-01 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-02-13 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-06 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-08-14 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-05-15 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-02-14 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-11-02 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-08-09 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-05-15 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-02-08 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-11-02 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-08-12 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-05-06 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-02-02 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-11-13 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-08-10 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-05-01 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-02-12 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-11-06 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-28 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-05-09 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-02-04 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-11-12 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-08-09 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
CIK 0001677443
申告総資産額
$1.8億
192 stks
2019-03-31
データが古く、未更新
運用資産規模の差はわずか0.0%
CIK 0001632665
申告総資産額
$1.8億
93 stks
2026-03-31
運用資産規模の差はわずか0.0%
CIK 0001618205
申告総資産額
$1.8億
73 stks
2026-03-31
運用資産規模の差はわずか0.0%
上位保有銘柄が重なる機関
CIK 0000316471
申告総資産額
$37.8億
900 stks
2014-09-30
データが古く、未更新
上位5銘柄のうち3銘柄が重複、Jpmorgan Chase & Coも共通保有
CIK 0000860580
申告総資産額
$6.7億
124 stks
2024-03-31
データが古く、未更新
上位5銘柄のうち3銘柄が重複、Microsoft CORPも共通保有
CIK 0001430233
申告総資産額
$65.0億
728 stks
2019-03-31
データが古く、未更新
上位5銘柄のうち3銘柄が重複、Microsoft CORPも共通保有