BOYAR ASSET MANAGEMENT INC. — 13F Holdings & Portfolio
CIK 1218254 · latest 13F-HR filed 2026-05-08
BOYAR ASSET MANAGEMENT INC. manages $175.7M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (8.73%), JPM (7.86%), AMP (4.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 4, added to 39, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$175.7M
Long-equity book
78
Distinct positions
2026-03-31
Filed 2026-05-08
+7 / −4 / ↑39 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MEDTRONIC PLC$3.3M +553.0%
- MADISON SQUARE GRDN SPRT COR$2.7M +49.1%
- MADISON SQUARE GARDEN ENTMT$1.3M +50.3%
- ATLANTA BRAVES HLDGS INC$1.3M +67.7%
- BERKSHIRE HATHAWAY INC DEL$1.1M +121.1%
Top Trims
- MICROSOFT CORP-$4.4M -22.2%
- JPMORGAN CHASE & CO-$1.2M -8.2%
- AMERIPRISE FINL INC-$592.1K -6.3%
- DISNEY WALT CO-$551.1K -16.2%
- BROADRIDGE FINL SOLUTIONS IN-$427.9K -27.2%
New Positions
- SALESFORCE INC$1.4M
- RESTAURANT BRANDS INTL INC$973.5K
- KNIFE RIVER CORP$723.3K
- CULLEN FROST BANKERS INC$533.5K
- AIRBNB INC$514.5K
Exited Positions
- UNIFIRST CORP MASS$1.8M
- WARNER BROS DISCOVERY INC$942.9K
- CITIZENS FINL GROUP INC$271.6K
- SUNOPTA INC$102.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $15.3M | 8.73% | 41,435 | SH |
| 2 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.8M | 7.86% | 46,944 | SH |
| 3 | AMERIPRISE FINL INC | AMP | 03076C106 | $8.8M | 4.98% | 19,706 | SH |
| 4 | HOME DEPOT INC | HD | 437076102 | $8.4M | 4.77% | 25,506 | SH |
| 5 | MADISON SQUARE GRDN SPRT COR | MSGS | 55825T103 | $8.1M | 4.59% | 25,102 | SH |
| 6 | BANK AMERICA CORP | BAC | 060505104 | $7.9M | 4.47% | 161,277 | SH |
| 7 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.7M | 4.40% | 107,531 | SH |
| 8 | BANK NEW YORK MELLON CORP | BK | 064058100 | $5.6M | 3.21% | 47,559 | SH |
| 9 | CISCO SYS INC | CSCO | 17275R102 | $4.9M | 2.78% | 63,060 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $4.6M | 2.60% | 15,906 | SH |
| 11 | SPHERE ENTERTAINMENT CO | SPHR | 55826T102 | $4.4M | 2.48% | 37,113 | SH |
| 12 | MADISON SQUARE GARDEN ENTMT | MSGE | 558256103 | $4.0M | 2.29% | 68,337 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.0M | 2.27% | 16,306 | SH |
| 14 | MEDTRONIC PLC | MDT | G5960L103 | $3.9M | 2.21% | 44,844 | SH |
| 15 | ATLANTA BRAVES HLDGS INC | BATRK | 047726302 | $3.3M | 1.90% | 78,101 | SH |
| 16 | COMCAST CORP NEW | CMCSA | 20030N101 | $2.9M | 1.68% | 102,562 | SH |
| 17 | DISNEY WALT CO | DIS | 254687106 | $2.9M | 1.62% | 29,577 | SH |
| 18 | PFIZER INC | PFE | 717081103 | $2.8M | 1.59% | 99,212 | SH |
| 19 | MARRIOTT INTL INC NEW | MAR | 571903202 | $2.7M | 1.51% | 8,132 | SH |
| 20 | MONDELEZ INTL INC | MDLZ | 609207105 | $2.6M | 1.47% | 44,762 | SH |
| 21 | SCOTTS MIRACLE-GRO CO | SMG | 810186106 | $2.4M | 1.39% | 40,189 | SH |
| 22 | MUELLER WTR PRODS INC | MWA | 624758108 | $2.3M | 1.29% | 82,256 | SH |
| 23 | MARKEL GROUP INC | MKL | 570535104 | $2.2M | 1.26% | 1,154 | SH |
| 24 | CALLAWAY GOLF CO | CALY | 131193104 | $2.1M | 1.19% | 151,183 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.0M | 1.17% | 4,274 | SH |
| 26 | SS&C TECH HLDGS | SSNC | 78467J100 | $1.8M | 1.00% | 25,983 | SH |
| 27 | CITIGROUP INC | C | 172967424 | $1.7M | 0.95% | 14,731 | SH |
| 28 | MCDONALDS CORP | MCD | 580135101 | $1.6M | 0.90% | 5,108 | SH |
| 29 | GLOBAL PMTS INC | GPN | 37940X102 | $1.6M | 0.90% | 23,566 | SH |
| 30 | COCA COLA CO | KO | 191216100 | $1.5M | 0.85% | 19,614 | SH |
| 31 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.5M | 0.83% | 14,912 | SH |
| 32 | SALESFORCE INC | CRM | 79466L302 | $1.4M | 0.82% | 7,694 | SH |
| 33 | SYSCO CORP | SYY | 871829107 | $1.4M | 0.79% | 19,556 | SH |
| 34 | MERCK & CO INC | MRK | 58933Y105 | $1.3M | 0.76% | 11,038 | SH |
| 35 | CHUBB LTD SWITZ | CB | H1467J104 | $1.3M | 0.76% | 4,072 | SH |
| 36 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.3M | 0.73% | 4,251 | SH |
| 37 | HOWARD HUGHES HOLDINGS INC | HHH | 44267T102 | $1.3M | 0.72% | 20,095 | SH |
| 38 | WASTE MGMT INC DEL | WM | 94106L109 | $1.3M | 0.72% | 5,488 | SH |
| 39 | KENVUE INC | KVUE | 49177J102 | $1.2M | 0.70% | 71,620 | SH |
| 40 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.1M | 0.65% | 3,340 | SH |
| 41 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $1.1M | 0.65% | 7,053 | SH |
| 42 | CVS HEALTH CORP | CVS | 126650100 | $1.1M | 0.64% | 15,758 | SH |
| 43 | IAC INC | IAC | 44891N208 | $1.1M | 0.64% | 28,175 | SH |
| 44 | COOPER COS INC | COO | 216648501 | $1.1M | 0.64% | 15,718 | SH |
| 45 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $1.0M | 0.58% | 10,877 | SH |
| 46 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $1.0M | 0.57% | 16,532 | SH |
| 47 | RESTAURANT BRANDS INTL INC | QSR | 76131D103 | $973.5K | 0.55% | 13,173 | SH |
| 48 | TARGET CORP | TGT | 87612E106 | $924.5K | 0.53% | 7,628 | SH |
| 49 | LABCORP HOLDINGS INC | LH | 504922105 | $910.4K | 0.52% | 3,412 | SH |
| 50 | NEWS CORP NEW | NWSA | 65249B109 | $908.9K | 0.52% | 36,458 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $175.7M | 78 | 0001218254-26-000002 |
| 2025-12-31 | 2026-02-13 | $157.7M | 75 | 0001218254-26-000001 |