BOYAR ASSET MANAGEMENT INC.

CIK

1218254

Location

NEW YORK, NY

Portfolio Value

Small $174,376,441

Diversification

Diversified

Filing Date

Global Rank

#6,889 / 8,816 ▼ 453

Top Industry

Banks - Diversified 19.0%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.6%, 26.6 effective positions, active share 74.6% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.0 quarters (12+), a floor since 71.1% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 74.6%; sector active share 34.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

77 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	14
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	−20,359	140,918	$8,029,507
BATRK	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	10,859	$3,880,680
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	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

77 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 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Added	42,900	+1,465	$16,002,558	+4.3%	26+	before history	9.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	47,685	+741	$15,608,731	+13.0%	26+	before history	8.95%
AMP	Ameriprise Financial Inc Financial Services	Added	19,913	+207	$9,135,287	+4.3%	26+	before history	5.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	25,558	+52	$9,013,795	+7.5%	26+	before history	5.17%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	22,236	-2,866	$8,935,314	+10.8%	26+	before history	5.12%
BAC	Bank Of America Corp Financial Services	Reduced	140,918	-20,359	$8,029,507	+2.1%	26+	before history	4.60%
BNY	Bank of New York Mellon Corp Financial Services	Added	50,725	+3,166	$7,335,342	+30.0%	26+	before history	4.21%
UBER	Uber Technologies, Inc Technology	Reduced	91,508	-16,023	$6,603,217	−14.6%	20	$48.61	3.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	51,453	-11,607	$6,043,669	+23.5%	26+	before history	3.47%
SPHR	Sphere Entertainment Co. Communication Services	Reduced	28,793	-8,320	$4,982,052	+14.3%	25	$73.99	2.86%
MSGE	Madison Square Garden Entertainment Corp. Communication Services	Reduced	54,918	-13,419	$4,442,317	+10.3%	13	$41.50	2.55%
JNJ	Johnson & Johnson Healthcare	Reduced	16,298	-8	$4,139,203	+3.8%	26+	before history	2.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,859	-5,047	$3,880,680	−15.2%	23	unpriced	2.23%
DIS	Walt Disney Co Communication Services	Added	32,210	+2,633	$3,100,212	+8.8%	26+	before history	1.78%
BATRK	Atlanta Braves Holdings, Inc. Communication Services	Reduced	59,233	-18,868	$3,074,192	−7.8%	12	$39.44	1.76%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	46,386	+1,624	$2,682,966	+4.0%	26+	before history	1.54%
MAR	Marriott International Inc Consumer Cyclical	Reduced	7,077	-1,055	$2,622,665	−1.4%	26+	before history	1.50%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	36,968	-3,221	$2,517,890	+3.0%	26+	before history	1.44%
INTC	Intel Corp Technology	Added	17,900	+660	$2,499,377	+228.5%	26+	before history	1.43%
COO	Cooper Companies, Inc. Healthcare	Added	31,407	+15,689	$2,252,195	+100.4%	3	$71.16	1.29%
PFE	Pfizer Inc Healthcare	Reduced	92,395	-6,817	$2,224,871	−20.1%	26+	before history	1.28%
MKL	Markel Group Inc. Financial Services	Reduced	1,096	-58	$2,140,498	−3.1%	15	$1,788.42	1.23%
C	Citigroup Inc Financial Services	Added	14,997	+266	$2,098,980	+25.6%	26+	before history	1.20%
CMCSA	Comcast Corp Communication Services	Reduced	83,958	-18,604	$2,061,168	−30.0%	26+	before history	1.18%
CALY	Callaway Golf Co Consumer Cyclical	Reduced	107,837	-43,346	$2,026,257	−3.4%	26+	before history	1.16%
MWA	Mueller Water Products, Inc. Industrials	Reduced	66,262	-15,994	$1,711,547	−24.3%	23	$16.96	0.98%
KO	Coca Cola Co Consumer Defensive	Added	20,913	+1,299	$1,699,599	+13.9%	24	$52.56	0.97%
CVS	CVS HEALTH Corp Healthcare	Added	16,052	+294	$1,660,579	+46.7%	26+	before history	0.95%
AXP	American Express Co Financial Services	Added	4,853	+602	$1,641,527	+27.7%	26+	before history	0.94%
CRM	Salesforce, Inc. Technology	Added	10,396	+2,702	$1,628,637	+13.4%	2	$199.04	0.93%
MGM	MGM Resorts International Consumer Cyclical	Added	32,429	+10,575	$1,550,430	+91.7%	26+	before history	0.89%
SYY	Sysco Corp Consumer Defensive	Reduced	18,230	-1,326	$1,523,663	+9.2%	26+	before history	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,093	-15	$1,376,688	−13.3%	26+	before history	0.79%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	69,178	-2,442	$1,321,991	+7.1%	10	$20.36	0.76%
UPS	United Parcel Service Inc Industrials	Reduced	11,614	-3,298	$1,248,505	−14.9%	26+	before history	0.72%
GLW	Corning Inc Technology	Reduced	4,722	-473	$1,206,140	+70.8%	25	$26.05	0.69%
WM	Waste Management Inc Industrials	Reduced	5,308	-180	$1,183,047	−6.2%	26+	before history	0.68%
SSNC	SS&C Technologies Holdings Inc Technology	Reduced	17,802	-8,181	$1,104,614	−37.1%	8	$73.65	0.63%
LH	Labcorp Holdings Inc. Healthcare	Added	3,854	+442	$1,079,120	+18.5%	9	$211.41	0.62%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Reduced	77,184	-7,597	$1,058,192	+17.1%	6	$14.63	0.61%
FWONA	Liberty Media Corp Communication Services	Added	12,082	+2,748	$1,057,658	+45.1%	3	$87.17	0.61%
GPN	Global Payments Inc Industrials	Reduced	13,982	-9,584	$1,014,533	−36.0%	14	$87.55	0.58%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	8,174	-2,703	$968,864	−4.7%	26+	before history	0.56%
TGT	Target Corp Consumer Defensive	Reduced	7,272	-356	$949,795	+2.7%	26+	before history	0.54%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	6,853	-200	$938,518	−18.1%	26+	before history	0.54%
HHH	Howard Hughes Holdings Inc. Real Estate	Reduced	12,457	-7,638	$890,550	−29.9%	12	unpriced	0.51%
AAPL	Apple Inc. Technology	Reduced	3,051	-20	$882,837	+13.3%	26+	before history	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,754	-2,520	$877,684	−57.1%	24	$394.25	0.50%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	14,351	-2,181	$826,904	−17.5%	26+	before history	0.47%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,406	-4,632	$823,171	−38.0%	22	unpriced	0.47%

Showing the top 50 of 77 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.