Boyar Asset Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Boyar Asset Management Inc. reported 77 stock positions worth $174.4 million. Its top holding was Microsoft (MSFT) at 9.2% of the portfolio, followed by JPMorgan Chase (JPM, 9.0%) and Ameriprise Financial (AMP, 5.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 20 and reduced 49. The biggest buy was JPMorgan Chase (JPM, shares +2%) and the biggest sale Medtronic (MDT, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001218254
- Portfolio Value
- $174.4M (Q2 2026)
- SEC Filing
- 0001218254-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 77 stocks · $174.4M
| MSFT Microsoft Corp. | 9.18% | 42,900 | $16.0M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 8.95% | 47,685 | $15.6M | Add +1.6% |
| AMP Ameriprise Financial Inc. | 5.24% | 19,913 | $9.1M | Add +1.1% |
| HD Home Depot Inc. | 5.17% | 25,558 | $9.0M | Add +0.2% |
| MSGS Madison Square Garden Sports | 5.12% | 22,236 | $8.9M | Reduce -11.4% |
| BAC Bank of America Corp. | 4.60% | 140,918 | $8.0M | Reduce -12.6% |
| BNY Bank of New York Mellon Corp. | 4.21% | 50,725 | $7.3M | Add +6.7% |
| UBER Uber Technologies Inc. | 3.79% | 91,508 | $6.6M | Reduce -14.9% |
| CSCO Cisco Systems Inc. | 3.47% | 51,453 | $6.0M | Reduce -18.4% |
| SPHR Sphere Entertainment Co. | 2.86% | 28,793 | $5.0M | Reduce -22.4% |
| MSGE Madison Square Garden Entert | 2.55% | 54,918 | $4.4M | Reduce -19.6% |
| JNJ Johnson & Johnson | 2.37% | 16,298 | $4.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.23% | 10,859 | $3.9M | Reduce -31.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.78% | 32,210 | $3.1M | Add +8.9% |
| BATRK Atlanta Braves Holdings in-C | 1.76% | 59,233 | $3.1M | Reduce -24.2% |
| MDLZ Mondelez International Inc. Class A | 1.54% | 46,386 | $2.7M | Add +3.6% |
| MAR Marriott International Class A | 1.50% | 7,077 | $2.6M | Reduce -13.0% |
| SMG Scotts Miracle-Gro Co. | 1.44% | 36,968 | $2.5M | Reduce -8.0% |
| INTC Intel Corp. | 1.43% | 17,900 | $2.5M | Add +3.8% |
| COO The Cooper Cos Inc. | 1.29% | 31,407 | $2.3M | Add +99.8% |
| PFE Pfizer Inc. | 1.28% | 92,395 | $2.2M | Reduce -6.9% |
| MKL Markel Group Inc. | 1.23% | 1,096 | $2.1M | Reduce -5.0% |
| C Citigroup Inc. | 1.20% | 14,997 | $2.1M | Add +1.8% |
| CMCSA Comcast Corp. Class A | 1.18% | 83,958 | $2.1M | Reduce -18.1% |
| CALY Callaway Golf Company | 1.16% | 107,837 | $2.0M | Reduce -28.7% |
| MWA Mueller Water Products Inc. Class A | 0.98% | 66,262 | $1.7M | Reduce -19.4% |
| KO The Coca-Cola Co. | 0.97% | 20,913 | $1.7M | Add +6.6% |
| CVS CVS Health Corp. | 0.95% | 16,052 | $1.7M | Add +1.9% |
| AXP American Express Co. | 0.94% | 4,853 | $1.6M | Add +14.2% |
| CRM Salesforce Inc. | 0.93% | 10,396 | $1.6M | Add +35.1% |
| MGM MGM Resorts International | 0.89% | 32,429 | $1.6M | Add +48.4% |
| SYY Sysco Corp. | 0.87% | 18,230 | $1.5M | Reduce -6.8% |
| MCD McDonald's Corp. | 0.79% | 5,093 | $1.4M | Reduce -0.3% |
| KVUE Kenvue Inc. | 0.76% | 69,178 | $1.3M | Reduce -3.4% |
| UPS United Parcel Service Class B | 0.72% | 11,614 | $1.2M | Reduce -22.1% |
| GLW Corning Inc. | 0.69% | 4,722 | $1.2M | Reduce -9.1% |
| WM Waste Management Inc. | 0.68% | 5,308 | $1.2M | Reduce -3.3% |
| SSNC Ss&c Technologies Holdings | 0.63% | 17,802 | $1.1M | Reduce -31.5% |
| LH Labcorp Holdings Inc. | 0.62% | 3,854 | $1.1M | Add +12.9% |
| TRIP Tripadvisor Inc. | 0.61% | 77,184 | $1.1M | Reduce -9.0% |
| FWONA Liberty Media Corp. Class A | 0.61% | 12,082 | $1.1M | Add +29.4% |
| GPN Global Payments Inc. | 0.58% | 13,982 | $1.0M | Reduce -40.7% |
| GOLF Acushnet Holdings Corp. | 0.56% | 8,174 | $969K | Reduce -24.9% |
| TGT Target Corp. | 0.54% | 7,272 | $950K | Reduce -4.7% |
| BR Broadridge Financial Solutio | 0.54% | 6,853 | $938K | Reduce -2.8% |
| HHH Howard Hughes Holdings Inc. | 0.51% | 12,457 | $891K | Reduce -38.0% |
| AAPL Apple Inc. | 0.51% | 3,051 | $883K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 1,754 | $878K | Reduce -59.0% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 14,351 | $827K | Reduce -13.2% |
| MRK Merck & Co. Inc. | 0.47% | 6,406 | $823K | Reduce -42.0% |
| PPLI People Inc. | 0.47% | 17,614 | $813K | Reduce -37.5% |
| CB Chubb Ltd. | 0.42% | 2,132 | $726K | Reduce -47.6% |
| GOOG Alphabet Inc. Class C | 0.40% | 1,954 | $690K | No change |
| MDT Medtronic PLC | 0.35% | 7,782 | $609K | Reduce -82.7% |
| NWSA News Corp. Class A | 0.35% | 24,437 | $607K | Reduce -33.0% |
| KLAC KLA Corp. | 0.35% | 2,000 | $603K | Reduce -24.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 2,145 | $603K | Add +30.7% |
| VZ Verizon Communications Inc. | 0.32% | 13,013 | $551K | Add +7.2% |
| CFR Cullen/Frost Bankers Inc. | 0.27% | 2,997 | $463K | Reduce -23.0% |
| GD General Dynamics Corp. | 0.23% | 1,145 | $406K | Reduce -65.7% |
| TSQ Townsquare Media Inc. Class A | 0.23% | 55,877 | $395K | Reduce -35.6% |
| MTCH Match Group Inc. | 0.23% | 10,338 | $393K | Reduce -63.5% |
| NDAQ Nasdaq Inc. | 0.22% | 4,896 | $386K | No change |
| GABC German American Bancorp | 0.21% | 7,640 | $363K | New |
| KNF Knife River Corp. | 0.20% | 4,111 | $344K | Reduce -53.6% |
| GEHC GE Healthcare Technology | 0.18% | 4,770 | $305K | Reduce -58.0% |
| GXO Gxo Logistics Inc. | 0.17% | 5,796 | $294K | Reduce -51.1% |
| FRPH FRP Holdings Inc. filed as FRP HLDGS INC | 0.16% | 10,928 | $273K | New |
| SO The Southern Co. | 0.15% | 2,765 | $265K | No change |
| AIG American International Group | 0.15% | 3,447 | $257K | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 2,675 | $247K | Reduce -4.6% |
| KMB Kimberly-Clark Corp. | 0.14% | 2,150 | $236K | No change |
| QSR Restaurant Brands Intern | 0.12% | 2,930 | $212K | Reduce -77.8% |
| CFG Citizens Financial Group | 0.12% | 2,992 | $210K | New |
| ABNB Airbnb Inc. Class A | 0.12% | 1,437 | $206K | Reduce -64.7% |
| WEN The Wendy's Co. | 0.12% | 24,534 | $203K | Reduce -4.7% |
| CNDT Conduent Inc. | 0.02% | 26,290 | $38K | Add +3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MDT Medtronic PLC | Reduce -82.7% | 0.35% | −1.86 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -59.0% | 0.50% | −0.66 |
| UBER Uber Technologies Inc. | Reduce -14.9% | 3.79% | −0.61 |
| CMCSA Comcast Corp. Class A | Reduce -18.1% | 1.18% | −0.49 |
| QSR Restaurant Brands Intern | Reduce -77.8% | 0.12% | −0.43 |
| GD General Dynamics Corp. | Reduce -65.7% | 0.23% | −0.42 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -31.7% | 2.23% | −0.38 |
| SSNC Ss&c Technologies Holdings | Reduce -31.5% | 0.63% | −0.37 |
| CB Chubb Ltd. | Reduce -47.6% | 0.42% | −0.34 |
| GPN Global Payments Inc. | Reduce -40.7% | 0.58% | −0.32 |
| PFE Pfizer Inc. | Reduce -6.9% | 1.28% | −0.31 |
| MWA Mueller Water Products Inc. Class A | Reduce -19.4% | 0.98% | −0.31 |
| GEHC GE Healthcare Technology | Reduce -58.0% | 0.18% | −0.29 |
| MRK Merck & Co. Inc. | Reduce -42.0% | 0.47% | −0.28 |
| MTCH Match Group Inc. | Reduce -63.5% | 0.23% | −0.27 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.27 |
| L Loews Corp. | Sold out | 0.00% | −0.26 |
| KNF Knife River Corp. | Reduce -53.6% | 0.20% | −0.21 |
| HHH Howard Hughes Holdings Inc. | Reduce -38.0% | 0.51% | −0.21 |
| GXO Gxo Logistics Inc. | Reduce -51.1% | 0.17% | −0.18 |
| PPLI People Inc. | Reduce -37.5% | 0.47% | −0.18 |
| ABNB Airbnb Inc. Class A | Reduce -64.7% | 0.12% | −0.17 |
| NWSA News Corp. Class A | Reduce -33.0% | 0.35% | −0.17 |
| BATRK Atlanta Braves Holdings in-C | Reduce -24.2% | 1.76% | −0.13 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.12 |
| UPS United Parcel Service Class B | Reduce -22.1% | 0.72% | −0.12 |
| BR Broadridge Financial Solutio | Reduce -2.8% | 0.54% | −0.11 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.79% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.2% | 0.47% | −0.10 |
| TSQ Townsquare Media Inc. Class A | Reduce -35.6% | 0.23% | −0.04 |
| WM Waste Management Inc. | Reduce -3.3% | 0.68% | −0.04 |
| CFR Cullen/Frost Bankers Inc. | Reduce -23.0% | 0.27% | −0.04 |
| CALY Callaway Golf Company | Reduce -28.7% | 1.16% | −0.03 |
| MKL Markel Group Inc. | Reduce -5.0% | 1.23% | −0.03 |
| GOLF Acushnet Holdings Corp. | Reduce -24.9% | 0.56% | −0.02 |
| MAR Marriott International Class A | Reduce -13.0% | 1.50% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -4.6% | 0.14% | −0.01 |
| WEN The Wendy's Co. | Reduce -4.7% | 0.12% | +0.01 |
| TGT Target Corp. | Reduce -4.7% | 0.54% | +0.02 |
| SMG Scotts Miracle-Gro Co. | Reduce -8.0% | 1.44% | +0.05 |
| KVUE Kenvue Inc. | Reduce -3.4% | 0.76% | +0.06 |
| AAPL Apple Inc. | Reduce -0.7% | 0.51% | +0.06 |
| SYY Sysco Corp. | Reduce -6.8% | 0.87% | +0.08 |
| TRIP Tripadvisor Inc. | Reduce -9.0% | 0.61% | +0.09 |
| JNJ Johnson & Johnson | Reduce -0.1% | 2.37% | +0.11 |
| KLAC KLA Corp. | Reduce -24.5% | 0.35% | +0.12 |
| BAC Bank of America Corp. | Reduce -12.6% | 4.60% | +0.13 |
| MSGE Madison Square Garden Entert | Reduce -19.6% | 2.55% | +0.26 |
| GLW Corning Inc. | Reduce -9.1% | 0.69% | +0.29 |
Portfolio Buys Q1 2026 → Q2 2026
| JPM JPMorgan Chase & Co. | Add +1.6% | 8.95% | +1.09 |
| INTC Intel Corp. | Add +3.8% | 1.43% | +1.00 |
| BNY Bank of New York Mellon Corp. | Add +6.7% | 4.21% | +1.00 |
| COO The Cooper Cos Inc. | Add +99.8% | 1.29% | +0.65 |
| MSFT Microsoft Corp. | Add +3.5% | 9.18% | +0.45 |
| MGM MGM Resorts International | Add +48.4% | 0.89% | +0.43 |
| HD Home Depot Inc. | Add +0.2% | 5.17% | +0.40 |
| CVS CVS Health Corp. | Add +1.9% | 0.95% | +0.31 |
| AMP Ameriprise Financial Inc. | Add +1.1% | 5.24% | +0.26 |
| C Citigroup Inc. | Add +1.8% | 1.20% | +0.25 |
| AXP American Express Co. | Add +14.2% | 0.94% | +0.21 |
| GABC German American Bancorp | New | 0.21% | +0.21 |
| FWONA Liberty Media Corp. Class A | Add +29.4% | 0.61% | +0.19 |
| FRPH FRP Holdings Inc. | New | 0.16% | +0.16 |
| DIS The Walt Disney Co. | Add +8.9% | 1.78% | +0.16 |
| KO The Coca-Cola Co. | Add +6.6% | 0.97% | +0.13 |
| CFG Citizens Financial Group | New | 0.12% | +0.12 |
| IBM Intl Business Machines Corp. | Add +30.7% | 0.35% | +0.12 |
| CRM Salesforce Inc. | Add +35.1% | 0.93% | +0.12 |
| LH Labcorp Holdings Inc. | Add +12.9% | 0.62% | +0.10 |
| MDLZ Mondelez International Inc. Class A | Add +3.6% | 1.54% | +0.07 |
| CNDT Conduent Inc. | Add +3.2% | 0.02% | +0.00 |
| VZ Verizon Communications Inc. | Add +7.2% | 0.32% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $174.4M | MSFT, JPM, AMP, HD, MSGS |
| Q1 2026 | 78 | $175.7M | MSFT, JPM, AMP, HD, MSGS |
| Q4 2025 | 75 | $157.7M | MSFT, JPM, AMP, HD, BAC |
| Q3 2025 | 77 | $158.0M | MSFT, JPM, HD, AMP, UBER |
| Q2 2025 | 79 | $152.8M | MSFT, JPM, AMP, HD, UBER |
| Q1 2025 | 77 | $137.9M | MSFT, JPM, AMP, HD, UBER |
| Q4 2024 | 78 | $151.6M | MSFT, JPM, AMP, HD, BAC |
| Q3 2024 | 79 | $155.3M | MSFT, JPM, AMP, HD, UBER |
| Q2 2024 | 78 | $145.8M | MSFT, JPM, AMP, HD, UBER |
| Q1 2024 | 81 | $153.3M | MSFT, JPM, AMP, HD, UBER |