BOYAR ASSET MANAGEMENT INC.

CIK

1218254

Location

NEW YORK, NY

Portfolio Value

Small $171,824,922

Diversification

Diversified

Filing Date

Global Rank

#4,211 / 8,232 ▲ 470

Top Industry

Banks - Diversified 16.9%

3Y Alpha vs SPY

-5.1%

Period ended 2 months ago

Filed May 8, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.8%

SPY

+76.3%

Annualised alpha

-5.1%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

76 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−3.8 pts

Top 5

31.6%

−7.3 pts

Top 10

49.5%

−6.2 pts

HHI

344

Diversified−112

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.1%	$46,536,529	14
Technology	20.6%	$35,370,520	12
Communication Services	18.4%	$31,536,303	12
Consumer Cyclical	11.6%	$19,863,627	11
Healthcare	9.9%	$16,962,474	9
Industrials	5.2%	$9,016,930	8
Consumer Defensive	4.6%	$7,833,305	6
Basic Materials	1.8%	$3,167,148	2
Real Estate	0.7%	$1,271,209	1
Utilities	0.2%	$266,877	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSQ	Townsquare Media, Inc.	+49,954	86,773	$471,177
CALY	Callaway Golf Co	+42,738	151,183	$2,098,420
MDT	Medtronic plc	+38,649	44,844	$3,885,732
MWA	Mueller Water Products, Inc.	+23,722	82,256	$2,261,217
TRIP	TripAdvisor, Inc.	+22,436	84,781	$903,765
NWSA	News Corp	+21,047	36,458	$908,897
UBER	Uber Technologies, Inc	+19,269	107,531	$7,734,704
CMCSA	Comcast Corp	+19,062	102,562	$2,944,555
BAC	Bank Of America Corp /De/	+18,711	161,277	$7,862,253
MSGE	Madison Square Garden Entertainment Corp.	+18,638	68,337	$4,025,732
IAC	IAC Inc.	+15,194	28,175	$1,127,845
GPN	Global Payments Inc	+11,590	23,566	$1,585,991
SMG	Scotts Miracle-Gro Co	+11,414	40,189	$2,443,893
HHH	Howard Hughes Holdings Inc.	+9,616	20,095	$1,271,209
CSCO	Cisco Systems, Inc.	+9,445	63,060	$4,892,825
PFE	Pfizer Inc	+8,266	99,212	$2,785,872
GXO	GXO Logistics, Inc.	+7,823	11,849	$614,370
COO	Cooper Companies, Inc.	+7,661	15,718	$1,123,837
SSNC	SS&C Technologies Holdings Inc	+7,137	25,983	$1,755,671
GEHC	GE HealthCare Technologies Inc.	+5,896	11,361	$808,675
MRK	Merck & Co., Inc.	+4,949	11,038	$1,327,761
GOOGL	Alphabet Inc.	+4,600	15,906	$4,573,929
MSGS	Madison Square Garden Sports Corp.	+4,184	25,102	$8,067,782
SPHR	Sphere Entertainment Co.	+3,016	37,113	$4,357,066
BRK-B	Berkshire Hathaway Inc	+2,431	4,274	$2,048,100
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
MTCH	Match Group, Inc.	−4,193	28,343	$870,413
KVUE	Kenvue Inc.	−3,721	71,620	$1,234,728
GLW	Corning Inc /Ny	−2,802	5,195	$706,364
CVS	CVS HEALTH Corp	−1,403	15,758	$1,131,739
C	Citigroup Inc	−1,075	14,731	$1,670,642
INTC	Intel Corp	−929	17,240	$760,801
BNY	Bank of New York Mellon Corp	−873	47,559	$5,641,924
GOLF	Acushnet Holdings Corp.	−620	10,877	$1,016,781
KO	Coca Cola Co	−616	19,614	$1,491,644
SYY	Sysco Corp	−493	19,556	$1,394,929
WM	Waste Management Inc	−423	5,488	$1,261,087
L	Loews Corp	−410	4,246	$453,218
DIS	Walt Disney Co	−323	29,577	$2,850,631
LH	Labcorp Holdings Inc.	−286	3,412	$910,355
MCD	Mcdonalds Corp	−167	5,108	$1,587,515
TGT	Target Corp	−146	7,628	$924,513
CNDT	CONDUENT Inc	−122	25,481	$32,615
WEN	Wendy's Co	−116	25,742	$178,906
SCHW	Schwab Charles Corp	−100	2,805	$263,613
MDLZ	Mondelez International, Inc.	−100	44,762	$2,580,081
JNJ	Johnson & Johnson	−100	16,306	$3,985,838
UPS	United Parcel Service Inc	−66	14,912	$1,467,042
BMY	Bristol Myers Squibb Co	−37	16,532	$1,002,665
AXP	American Express Co	−7	4,251	$1,285,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	7,694	$1,436,238
QSR	Restaurant Brands International Inc.	13,173	$973,484
KNF	Knife River Corp	8,858	$723,255
CFR	Cullen/Frost Bankers, Inc.	3,892	$533,515
ABNB	Airbnb, Inc.	4,074	$514,464
CARR	CARRIER GLOBAL Corp	8,325	$468,780
WSO	Watsco Inc	583	$212,089
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UNF	Unifirst Corp	9,308	$1,795,513
WBD	Warner Bros. Discovery, Inc.	32,717	$942,903
CFG	Citizens Financial Group Inc/Ri	4,650	$271,606
STKL	SunOpta Inc.	26,892	$102,189
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 positions · $171,824,922 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	41,435	+677	$15,337,993	−22.2%	8.93%
JPM	Jpmorgan Chase & Co Financial Services	Added	46,944	+284	$13,809,047	−8.2%	8.04%
AMP	Ameriprise Financial Inc Financial Services	Added	19,706	+638	$8,757,346	−6.3%	5.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	25,506	+934	$8,388,668	−0.8%	4.88%
MSGS	Madison Square Garden Sports Corp. Communication Services	Added	25,102	+4,184	$8,067,782	+49.1%	4.70%
BAC	Bank Of America Corp /De/ Financial Services	Added	161,277	+18,711	$7,862,253	+0.3%	4.58%
UBER	Uber Technologies, Inc Technology	Added	107,531	+19,269	$7,734,704	+7.2%	4.50%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	47,559	-873	$5,641,924	+0.3%	3.28%
CSCO	Cisco Systems, Inc. Technology	Added	63,060	+9,445	$4,892,825	+18.5%	2.85%
GOOGL	Alphabet Inc. Communication Services	Added	15,906	+4,600	$4,573,929	+29.3%	2.66%
SPHR	Sphere Entertainment Co. Communication Services	Added	37,113	+3,016	$4,357,066	+34.4%	2.54%
MSGE	Madison Square Garden Entertainment Corp. Communication Services	Added	68,337	+18,638	$4,025,732	+50.3%	2.34%
JNJ	Johnson & Johnson Healthcare	Reduced	16,306	-100	$3,985,838	+17.4%	2.32%
MDT	Medtronic plc Healthcare	Added	44,844	+38,649	$3,885,732	+553.0%	2.26%
CMCSA	Comcast Corp Communication Services	Added	102,562	+19,062	$2,944,555	+25.9%	1.71%
DIS	Walt Disney Co Communication Services	Reduced	29,577	-323	$2,850,631	−16.2%	1.66%
PFE	Pfizer Inc Healthcare	Added	99,212	+8,266	$2,785,872	+23.0%	1.62%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	8,132	0	$2,659,733	+5.4%	1.55%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	44,762	-100	$2,580,081	+6.8%	1.50%
SMG	Scotts Miracle-Gro Co Basic Materials	Added	40,189	+11,414	$2,443,893	+45.6%	1.42%
MWA	Mueller Water Products, Inc. Industrials	Added	82,256	+23,722	$2,261,217	+62.2%	1.32%
MKL	Markel Group Inc. Financial Services	Added	1,154	+442	$2,208,836	+44.3%	1.29%
CALY	Callaway Golf Co Consumer Cyclical	Added	151,183	+42,738	$2,098,420	+65.8%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,274	+2,431	$2,048,100	+121.1%	1.19%
SSNC	SS&C Technologies Holdings Inc Technology	Added	25,983	+7,137	$1,755,671	+6.6%	1.02%
C	Citigroup Inc Financial Services	Reduced	14,731	-1,075	$1,670,642	−9.4%	0.97%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,108	-167	$1,587,515	−1.5%	0.92%
GPN	Global Payments Inc Industrials	Added	23,566	+11,590	$1,585,991	+71.1%	0.92%
KO	Coca Cola Co Consumer Defensive	Reduced	19,614	-616	$1,491,644	+5.5%	0.87%
UPS	United Parcel Service Inc Industrials	Reduced	14,912	-66	$1,467,042	−1.3%	0.85%
CRM	Salesforce, Inc. Technology	NEW	7,694	NEW	$1,436,238	NEW	0.84%
SYY	Sysco Corp Consumer Defensive	Reduced	19,556	-493	$1,394,929	−5.6%	0.81%
MRK	Merck & Co., Inc. Healthcare	Added	11,038	+4,949	$1,327,761	+107.2%	0.77%
CB	Chubb Ltd Financial Services	Added	4,072	+1,824	$1,327,186	+89.2%	0.77%
AXP	American Express Co Financial Services	Reduced	4,251	-7	$1,285,842	−18.4%	0.75%
HHH	Howard Hughes Holdings Inc. Real Estate	Added	20,095	+9,616	$1,271,209	+52.1%	0.74%
WM	Waste Management Inc Industrials	Reduced	5,488	-423	$1,261,087	−2.9%	0.73%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	71,620	-3,721	$1,234,728	−5.0%	0.72%
GD	General Dynamics Corp Industrials	Added	3,340	+2,085	$1,146,354	+171.3%	0.67%
BR	Broadridge Financial Solutions, Inc. Technology	Held	7,053	0	$1,145,971	−27.2%	0.67%
CVS	CVS HEALTH Corp Healthcare	Reduced	15,758	-1,403	$1,131,739	−16.9%	0.66%
IAC	IAC Inc. Communication Services	Added	28,175	+15,194	$1,127,845	+122.2%	0.66%
COO	Cooper Companies, Inc. Healthcare	Added	15,718	+7,661	$1,123,837	+70.2%	0.65%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	10,877	-620	$1,016,781	+10.8%	0.59%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	16,532	-37	$1,002,665	+12.2%	0.58%
QSR	Restaurant Brands International Inc. Consumer Cyclical	NEW	13,173	NEW	$973,484	NEW	0.57%
TGT	Target Corp Consumer Defensive	Reduced	7,628	-146	$924,513	+21.7%	0.54%
LH	Labcorp Holdings Inc. Healthcare	Reduced	3,412	-286	$910,355	−1.9%	0.53%
NWSA	News Corp Communication Services	Added	36,458	+21,047	$908,897	+125.8%	0.53%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Added	84,781	+22,436	$903,765	−0.4%	0.53%