BOYAR ASSET MANAGEMENT INC.

CIK

1218254

Location

NEW YORK, NY

Portfolio Value

Micro $7,833,305

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

6 positions · $7,833,305 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	44,762	-100	$2,580,081	+6.8%	32.94%
KO	Coca Cola Co Consumer Defensive	Reduced	19,614	-616	$1,491,644	+5.5%	19.04%
SYY	Sysco Corp Consumer Defensive	Reduced	19,556	-493	$1,394,929	−5.6%	17.81%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	71,620	-3,721	$1,234,728	−5.0%	15.76%
TGT	Target Corp Consumer Defensive	Reduced	7,628	-146	$924,513	+21.7%	11.80%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,150	0	$207,410	−4.4%	2.65%