BOYAR ASSET MANAGEMENT INC.

CIK

1218254

Location

NEW YORK, NY

Portfolio Value

Small $174,376,441

Diversification

Diversified

Filing Date

Global Rank

#4,828 / 8,618 ▼ 140

Top Industry

Banks - Diversified 19.0%

3Y Alpha vs SPY

-3.2%

Period ended 50 days ago

Filed Aug 14, 2026 · 5d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+62.4%

SPY

+75.8%

Annualised alpha

-3.2%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

+0.4 pts

Top 5

33.7%

+2.7 pts

Top 10

52.6%

+3.9 pts

HHI

376

Diversified+41

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.4%	$49,518,980	15
Technology	21.9%	$38,154,565	12
Communication Services	20.1%	$34,983,211	13
Consumer Cyclical	11.0%	$19,238,365	10
Healthcare	8.0%	$13,920,155	9
Consumer Defensive	4.8%	$8,414,019	6
Industrials	3.4%	$5,857,093	6
Basic Materials	1.6%	$2,861,775	2
Real Estate	0.7%	$1,163,640	2
Utilities	0.2%	$264,638	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
COO	Cooper Companies, Inc.	+15,689	31,407	$2,252,195
MGM	MGM Resorts International	+10,575	32,429	$1,550,430
BNY	Bank of New York Mellon Corp	+3,166	50,725	$7,335,342
FWONA	Liberty Media Corp	+2,748	12,082	$1,057,658
CRM	Salesforce, Inc.	+2,702	10,396	$1,628,637
DIS	Walt Disney Co	+2,633	32,210	$3,100,212
KLAC	Kla Corp	+1,735	2,000	$603,420
MDLZ	Mondelez International, Inc.	+1,624	46,386	$2,682,966
MSFT	Microsoft Corp	+1,465	42,900	$16,002,558
KO	Coca Cola Co	+1,299	20,913	$1,699,599
VZ	Verizon Communications Inc	+872	13,013	$550,970
CNDT	CONDUENT Inc	+809	26,290	$38,383
JPM	Jpmorgan Chase & Co	+741	47,685	$15,608,731
INTC	Intel Corp	+660	17,900	$2,499,377
AXP	American Express Co	+602	4,853	$1,641,527
IBM	International Business Machines Corp	+504	2,145	$603,195
LH	Labcorp Holdings Inc.	+442	3,854	$1,079,120
CVS	CVS HEALTH Corp	+294	16,052	$1,660,579
C	Citigroup Inc	+266	14,997	$2,098,980
AMP	Ameriprise Financial Inc	+207	19,913	$9,135,287
HD	Home Depot, Inc.	+52	25,558	$9,013,795
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CALY	Callaway Golf Co	−43,346	107,837	$2,026,257
MDT	Medtronic plc	−37,062	7,782	$608,785
TSQ	Townsquare Media, Inc.	−30,896	55,877	$395,050
BAC	Bank Of America Corp /De/	−20,359	140,918	$8,029,507
BATRA	Atlanta Braves Holdings, Inc.	−18,868	59,233	$3,074,192
CMCSA	Comcast Corp	−18,604	83,958	$2,061,168
MTCH	Match Group, Inc.	−18,005	10,338	$393,360
UBER	Uber Technologies, Inc	−16,023	91,508	$6,603,217
MWA	Mueller Water Products, Inc.	−15,994	66,262	$1,711,547
MSGE	Madison Square Garden Entertainment Corp.	−13,419	54,918	$4,442,317
NWSA	News Corp	−12,021	24,437	$606,770
CSCO	Cisco Systems, Inc.	−11,607	51,453	$6,043,669
PPLI	People Inc	−10,561	17,614	$813,062
QSR	Restaurant Brands International Inc.	−10,243	2,930	$212,454
GPN	Global Payments Inc	−9,584	13,982	$1,014,533
SPHR	Sphere Entertainment Co.	−8,320	28,793	$4,982,052
SSNC	SS&C Technologies Holdings Inc	−8,181	17,802	$1,104,614
HHH	Howard Hughes Holdings Inc.	−7,638	12,457	$890,550
TRIP	TripAdvisor, Inc.	−7,597	77,184	$1,058,192
PFE	Pfizer Inc	−6,817	92,395	$2,224,871
GEHC	GE HealthCare Technologies Inc.	−6,591	4,770	$305,327
GXO	GXO Logistics, Inc.	−6,053	5,796	$293,857
GOOGL	Alphabet Inc.	−5,047	12,813	$4,571,086
KNF	Knife River Corp	−4,747	4,111	$343,885
MRK	Merck & Co., Inc.	−4,632	6,406	$823,171
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GABC	German American Bancorp, Inc.	7,640	$362,594
FRPH	Frp Holdings, Inc.	10,928	$273,090
CFG	Citizens Financial Group Inc/Ri	2,992	$209,649
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EBAY	Ebay Inc	8,054	$733,075
CARR	CARRIER GLOBAL Corp	8,325	$468,780
L	Loews Corp	4,246	$453,218
WSO	Watsco Inc	583	$212,089
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $174,376,441 total · filing declares 77 positions · $174,376,942 · as of Jun 30, 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	42,900	+1,465	$16,002,558	+4.3%	9.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	47,685	+741	$15,608,731	+13.0%	8.95%
AMP	Ameriprise Financial Inc Financial Services	Added	19,913	+207	$9,135,287	+4.3%	5.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	25,558	+52	$9,013,795	+7.5%	5.17%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	22,236	-2,866	$8,935,314	+10.8%	5.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	140,918	-20,359	$8,029,507	+2.1%	4.60%
BNY	Bank of New York Mellon Corp Financial Services	Added	50,725	+3,166	$7,335,342	+30.0%	4.21%
UBER	Uber Technologies, Inc Technology	Reduced	91,508	-16,023	$6,603,217	−14.6%	3.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	51,453	-11,607	$6,043,669	+23.5%	3.47%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	28,793	-8,320	$4,982,052	+14.3%	2.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,813	-5,047	$4,571,086	−11.0%	2.62%
MSGE	Madison Square Garden Entertainment Corp. Communication Services	Reduced	54,918	-13,419	$4,442,317	+10.3%	2.55%
JNJ	Johnson & Johnson Healthcare	Reduced	16,298	-8	$4,139,203	+3.8%	2.37%
DIS	Walt Disney Co Communication Services	Added	32,210	+2,633	$3,100,212	+8.8%	1.78%
BATRA	Atlanta Braves Holdings, Inc. Communication Services	Reduced	59,233	-18,868	$3,074,192	−7.8%	1.76%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	46,386	+1,624	$2,682,966	+4.0%	1.54%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	7,077	-1,055	$2,622,665	−1.4%	1.50%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	36,968	-3,221	$2,517,890	+3.0%	1.44%
INTC	Intel Corp Technology	Added	17,900	+660	$2,499,377	+228.5%	1.43%
COO	Cooper Companies, Inc. Healthcare	Added	31,407	+15,689	$2,252,195	+100.4%	1.29%
PFE	Pfizer Inc Healthcare	Reduced	92,395	-6,817	$2,224,871	−20.1%	1.28%
MKL	Markel Group Inc. Financial Services	Reduced	1,096	-58	$2,140,498	−3.1%	1.23%
C	Citigroup Inc Financial Services	Added	14,997	+266	$2,098,980	+25.6%	1.20%
CMCSA	Comcast Corp Communication Services	Reduced	83,958	-18,604	$2,061,168	−30.0%	1.18%
CALY	Callaway Golf Co Consumer Cyclical	Reduced	107,837	-43,346	$2,026,257	−3.4%	1.16%
MWA	Mueller Water Products, Inc. Industrials	Reduced	66,262	-15,994	$1,711,547	−24.3%	0.98%
KO	Coca Cola Co Consumer Defensive	Added	20,913	+1,299	$1,699,599	+13.9%	0.97%
CVS	CVS HEALTH Corp Healthcare	Added	16,052	+294	$1,660,579	+46.7%	0.95%
AXP	American Express Co Financial Services	Added	4,853	+602	$1,641,527	+27.7%	0.94%
CRM	Salesforce, Inc. Technology	Added	10,396	+2,702	$1,628,637	+13.4%	0.93%
MGM	MGM Resorts International Consumer Cyclical	Added	32,429	+10,575	$1,550,430	+91.7%	0.89%
SYY	Sysco Corp Consumer Defensive	Reduced	18,230	-1,326	$1,523,663	+9.2%	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,093	-15	$1,376,688	−13.3%	0.79%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	69,178	-2,442	$1,321,991	+7.1%	0.76%
UPS	United Parcel Service Inc Industrials	Reduced	11,614	-3,298	$1,248,505	−14.9%	0.72%
GLW	Corning Inc /Ny Technology	Reduced	4,722	-473	$1,206,140	+70.8%	0.69%
WM	Waste Management Inc Industrials	Reduced	5,308	-180	$1,183,047	−6.2%	0.68%
SSNC	SS&C Technologies Holdings Inc Technology	Reduced	17,802	-8,181	$1,104,614	−37.1%	0.63%
LH	Labcorp Holdings Inc. Healthcare	Added	3,854	+442	$1,079,120	+18.5%	0.62%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Reduced	77,184	-7,597	$1,058,192	+17.1%	0.61%
FWONA	Liberty Media Corp Communication Services	Added	12,082	+2,748	$1,057,658	+45.1%	0.61%
GPN	Global Payments Inc Industrials	Reduced	13,982	-9,584	$1,014,533	−36.0%	0.58%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	8,174	-2,703	$968,864	−4.7%	0.56%
TGT	Target Corp Consumer Defensive	Reduced	7,272	-356	$949,795	+2.7%	0.54%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	6,853	-200	$938,518	−18.1%	0.54%
HHH	Howard Hughes Holdings Inc. Real Estate	Reduced	12,457	-7,638	$890,550	−29.9%	0.51%
AAPL	Apple Inc. Technology	Reduced	3,051	-20	$882,837	+13.3%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,754	-2,520	$877,684	−57.1%	0.50%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,351	-2,181	$826,904	−17.5%	0.47%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,406	-4,632	$823,171	−38.0%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.