Boyar Asset Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Boyar Asset Management Inc. reported 79 stock positions worth $152.8 million. Its top holding was Microsoft (MSFT) at 13.7% of the portfolio, followed by JPMorgan Chase (JPM, 9.6%) and Ameriprise Financial (AMP, 7.0%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 33 and reduced 29. The biggest buy was Bank of America (BAC, shares +2%) and the biggest sale Home Depot (HD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001218254
- Portfolio Value
- $152.8M (Q2 2025)
- SEC Filing
- 0001085146-25-003997 ↗ filed Jul 21, 2025
Holdings Value
Holdings 79 stocks · $152.8M
| MSFT Microsoft Corp. | 13.68% | 42,019 | $20.9M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 9.64% | 50,806 | $14.7M | Reduce -0.3% |
| AMP Ameriprise Financial Inc. | 7.04% | 20,168 | $10.8M | Reduce -0.6% |
| HD Home Depot Inc. | 5.99% | 24,947 | $9.1M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 5.49% | 89,922 | $8.4M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.69% | 151,578 | $7.2M | Add +2.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.96% | 49,650 | $4.5M | Reduce -1.7% |
| MSGS Madison Square Garden Sports | 2.82% | 20,639 | $4.3M | Add +1.9% |
| CSCO Cisco Systems Inc. | 2.58% | 56,734 | $3.9M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.48% | 30,555 | $3.8M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 2.10% | 90,021 | $3.2M | Reduce -0.1% |
| MDLZ Mondelez International Inc. Class A | 2.03% | 45,960 | $3.1M | Add +0.0% |
| JNJ Johnson & Johnson | 1.68% | 16,785 | $2.6M | Add +0.0% |
| BATRK Atlanta Braves Holdings in-C | 1.55% | 50,629 | $2.4M | Add +4.2% |
| MAR Marriott International Class A | 1.49% | 8,307 | $2.3M | No change |
| PFE Pfizer Inc. | 1.43% | 90,294 | $2.2M | Reduce -0.4% |
| SMG Scotts Miracle-Gro Co. | 1.21% | 28,106 | $1.9M | Add +1.0% |
| MSGE Madison Square Garden Entert | 1.19% | 45,658 | $1.8M | Add +2.9% |
| SPHR Sphere Entertainment Co. | 1.18% | 42,993 | $1.8M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 1.15% | 9,960 | $1.8M | Add +7.4% |
| BR Broadridge Financial Solutio | 1.14% | 7,182 | $1.7M | Add +0.0% |
| SYY Sysco Corp. | 1.09% | 21,948 | $1.7M | Reduce -0.4% |
| MCD McDonald's Corp. | 1.02% | 5,345 | $1.6M | No change |
| UPS United Parcel Service Class B | 1.01% | 15,256 | $1.5M | Reduce -5.0% |
| MWA Mueller Water Products Inc. Class A | 1.01% | 63,927 | $1.5M | Add +3.4% |
| KO The Coca-Cola Co. | 1.00% | 21,594 | $1.5M | Reduce -0.3% |
| AXP American Express Co. | 0.99% | 4,758 | $1.5M | No change |
| SSNC Ss&c Technologies Holdings | 0.93% | 17,180 | $1.4M | Add +2.1% |
| WM Waste Management Inc. | 0.89% | 5,911 | $1.4M | Reduce -2.5% |
| C Citigroup Inc. | 0.88% | 15,872 | $1.4M | Reduce -13.5% |
| CVS CVS Health Corp. | 0.85% | 18,779 | $1.3M | Add +1.9% |
| GOLF Acushnet Holdings Corp. | 0.77% | 16,088 | $1.2M | Add +3.4% |
| BMY Bristol-Myers Squibb Co. | 0.70% | 23,165 | $1.1M | Reduce -7.3% |
| MTCH Match Group Inc. | 0.69% | 34,087 | $1.1M | Add +0.5% |
| LH Labcorp Holdings Inc. | 0.69% | 3,993 | $1.0M | Add +2.8% |
| GPN Global Payments Inc. | 0.64% | 12,252 | $981K | Add +32.9% |
| TGT Target Corp. | 0.64% | 9,907 | $977K | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 1,986 | $965K | Reduce -1.5% |
| MKL Markel Group Inc. | 0.63% | 481 | $961K | Add +36.6% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.61% | 115,483 | $930K | Add +5.0% |
| TRIP Tripadvisor Inc. | 0.52% | 60,346 | $788K | Reduce -1.2% |
| INTC Intel Corp. | 0.51% | 34,534 | $774K | Reduce -6.0% |
| CB Chubb Ltd. | 0.49% | 2,576 | $746K | Add +0.5% |
| HHH Howard Hughes Holdings Inc. | 0.48% | 10,921 | $737K | Reduce -3.9% |
| WBD Warner Bros Discovery Inc. | 0.47% | 63,067 | $723K | Reduce -12.6% |
| PRGO Perrigo Co. PLC | 0.47% | 26,914 | $719K | Add +2.8% |
| MGM MGM Resorts International | 0.45% | 19,938 | $686K | No change |
| EBAY eBay Inc. | 0.43% | 8,771 | $653K | Reduce -3.6% |
| PPLI People Inc. filed as IAC INC | 0.41% | 16,955 | $633K | Add +5.4% |
| AAPL Apple Inc. | 0.41% | 3,071 | $630K | No change |
| KVUE Kenvue Inc. | 0.41% | 29,682 | $621K | Add +0.8% |
| MDT Medtronic PLC | 0.35% | 6,169 | $538K | Add +8.9% |
| NWSA News Corp. Class A | 0.34% | 17,575 | $522K | Add +15.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,641 | $484K | No change |
| GLW Corning Inc. | 0.30% | 8,792 | $462K | Add +3.4% |
| NDAQ Nasdaq Inc. | 0.29% | 4,896 | $438K | Reduce -8.4% |
| VZ Verizon Communications Inc. | 0.28% | 9,741 | $421K | No change |
| GD General Dynamics Corp. | 0.28% | 1,445 | $421K | Add +3.3% |
| GEHC GE Healthcare Technology | 0.27% | 5,664 | $420K | Add +5.8% |
| MRK Merck & Co. Inc. | 0.24% | 4,723 | $374K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,000 | $355K | No change |
| SCHW Schwab (charles) Corp. | 0.23% | 3,875 | $354K | Reduce -1.9% |
| TSQ Townsquare Media Inc. Class A | 0.22% | 42,540 | $336K | Add +17.7% |
| WEN The Wendy's Co. | 0.21% | 27,878 | $318K | Add +0.0% |
| ANGI Angi Inc. | 0.20% | 20,498 | $313K | Add +34.6% |
| AIG American International Group | 0.19% | 3,447 | $295K | No change |
| KMB Kimberly-Clark Corp. | 0.18% | 2,150 | $277K | No change |
| BEN Franklin Templeton Inc. | 0.18% | 11,398 | $272K | Reduce -21.4% |
| IBKR Interactive Brokers Gro Class A | 0.18% | 4,884 | $271K | New |
| SO The Southern Co. | 0.17% | 2,765 | $254K | No change |
| KLAC KLA Corp. | 0.16% | 273 | $245K | New |
| CFG Citizens Financial Group | 0.15% | 5,161 | $231K | New |
| LEVI Levi Strauss & Co. Class A | 0.14% | 11,502 | $213K | Add +3.7% |
| GXO Gxo Logistics Inc. | 0.14% | 4,338 | $211K | New |
| PLAY Dave & Buster's Entertainmen | 0.13% | 6,825 | $205K | New |
| STKL Sunopta Inc. | 0.13% | 34,386 | $199K | Add +15.1% |
| HBI Hanesbrands Inc. | 0.11% | 35,856 | $164K | Reduce -5.0% |
| CNDT Conduent Inc. | 0.08% | 47,569 | $126K | No change |
| NWL Newell Brands Inc. | 0.08% | 21,938 | $118K | Reduce -14.6% |
Portfolio Sells Q1 2025 → Q2 2025
| HD Home Depot Inc. | Reduce -0.5% | 5.99% | −0.68 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.3% | 0.70% | −0.40 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 2.10% | −0.31 |
| UPS United Parcel Service Class B | Reduce -5.0% | 1.01% | −0.27 |
| PFE Pfizer Inc. | Reduce -0.4% | 1.43% | −0.23 |
| ENR Energizer Holdings Inc. | Sold out | 0.00% | −0.21 |
| EPC Edgewell Personal Care Co. | Sold out | 0.00% | −0.17 |
| TGT Target Corp. | Reduce -5.4% | 0.64% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.63% | −0.15 |
| WM Waste Management Inc. | Reduce -2.5% | 0.89% | −0.13 |
| HHH Howard Hughes Holdings Inc. | Reduce -3.9% | 0.48% | −0.13 |
| KO The Coca-Cola Co. | Reduce -0.3% | 1.00% | −0.13 |
| TRIP Tripadvisor Inc. | Reduce -1.2% | 0.52% | −0.11 |
| BNY Bank of New York Mellon Corp. | Reduce -1.7% | 2.96% | −0.11 |
| SYY Sysco Corp. | Reduce -0.4% | 1.09% | −0.11 |
| INTC Intel Corp. | Reduce -6.0% | 0.51% | −0.10 |
| WBD Warner Bros Discovery Inc. | Reduce -12.6% | 0.47% | −0.09 |
| AMP Ameriprise Financial Inc. | Reduce -0.6% | 7.04% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.24% | −0.07 |
| C Citigroup Inc. | Reduce -13.5% | 0.88% | −0.06 |
| HBI Hanesbrands Inc. | Reduce -5.0% | 0.11% | −0.05 |
| NWL Newell Brands Inc. | Reduce -14.6% | 0.08% | −0.04 |
| BEN Franklin Templeton Inc. | Reduce -21.4% | 0.18% | −0.02 |
| EBAY eBay Inc. | Reduce -3.6% | 0.43% | −0.02 |
| NDAQ Nasdaq Inc. | Reduce -8.4% | 0.29% | −0.01 |
| QVCG QVC Group Inc. | Sold out | 0.00% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -1.9% | 0.23% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 2.58% | +0.01 |
| DIS The Walt Disney Co. | Reduce -0.2% | 2.48% | +0.29 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 9.64% | +0.57 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 5.49% | +0.69 |
| MSFT Microsoft Corp. | Reduce -1.2% | 13.68% | +2.10 |
Portfolio Buys Q1 2025 → Q2 2025
| BAC Bank of America Corp. | Add +2.3% | 4.69% | +0.21 |
| SPHR Sphere Entertainment Co. | Add +2.3% | 1.18% | +0.18 |
| IBKR Interactive Brokers Gro Class A | New | 0.18% | +0.18 |
| KLAC KLA Corp. | New | 0.16% | +0.16 |
| MKL Markel Group Inc. | Add +36.6% | 0.63% | +0.15 |
| CFG Citizens Financial Group | New | 0.15% | +0.15 |
| BATRK Atlanta Braves Holdings in-C | Add +4.2% | 1.55% | +0.14 |
| MSGE Madison Square Garden Entert | Add +2.9% | 1.19% | +0.14 |
| GXO Gxo Logistics Inc. | New | 0.14% | +0.14 |
| PLAY Dave & Buster's Entertainmen | New | 0.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +7.4% | 1.15% | +0.11 |
| SMG Scotts Miracle-Gro Co. | Add +1.0% | 1.21% | +0.11 |
| CALY Callaway Golf Company | Add +5.0% | 0.61% | +0.08 |
| NWSA News Corp. Class A | Add +15.4% | 0.34% | +0.04 |
| ANGI Angi Inc. | Add +34.6% | 0.20% | +0.03 |
| LH Labcorp Holdings Inc. | Add +2.8% | 0.69% | +0.03 |
| STKL Sunopta Inc. | Add +15.1% | 0.13% | +0.03 |
| GLW Corning Inc. | Add +3.4% | 0.30% | +0.02 |
| LEVI Levi Strauss & Co. Class A | Add +3.7% | 0.14% | +0.01 |
| TSQ Townsquare Media Inc. Class A | Add +17.7% | 0.22% | +0.01 |
| GD General Dynamics Corp. | Add +3.3% | 0.28% | −0.00 |
| GOLF Acushnet Holdings Corp. | Add +3.4% | 0.77% | −0.01 |
| GPN Global Payments Inc. | Add +32.9% | 0.64% | −0.01 |
| MDT Medtronic PLC | Add +8.9% | 0.35% | −0.02 |
| MSGS Madison Square Garden Sports | Add +1.9% | 2.82% | −0.04 |
| GEHC GE Healthcare Technology | Add +5.8% | 0.27% | −0.04 |
| CVS CVS Health Corp. | Add +1.9% | 0.85% | −0.06 |
| PRGO Perrigo Co. PLC | Add +2.8% | 0.47% | −0.06 |
| CB Chubb Ltd. | Add +0.5% | 0.49% | −0.07 |
| MTCH Match Group Inc. | Add +0.5% | 0.69% | −0.08 |
| WEN The Wendy's Co. | Add +0.0% | 0.21% | −0.09 |
| SSNC Ss&c Technologies Holdings | Add +2.1% | 0.93% | −0.09 |
| KVUE Kenvue Inc. | Add +0.8% | 0.41% | −0.11 |
| BR Broadridge Financial Solutio | Add +0.0% | 1.14% | −0.12 |
| PPLI People Inc. | Add +5.4% | 0.41% | −0.12 |
| MWA Mueller Water Products Inc. Class A | Add +3.4% | 1.01% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Add +0.0% | 2.03% | −0.23 |
| JNJ Johnson & Johnson | Add +0.0% | 1.68% | −0.34 |
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 |