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.

Loading holdings…
AUM

$175.7M

Long-equity book

Holdings

78

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+7 / −4 / ↑39 / ↓19

vs 2025-12-31

Firm Profile & Key People
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%
Show all 39

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%
Show all 19

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
Show all 7

Exited Positions

  • UNIFIRST CORP MASS$1.8M
  • WARNER BROS DISCOVERY INC$942.9K
  • CITIZENS FINL GROUP INC$271.6K
  • SUNOPTA INC$102.2K
Show all 4
All Holdings

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
Filing History
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