Boyar Asset Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Boyar Asset Management Inc. reported 77 stock positions worth $158.0 million. Its top holding was Microsoft (MSFT) at 13.6% of the portfolio, followed by JPMorgan Chase (JPM, 9.9%) and Home Depot (HD, 6.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 4, added to 13 and reduced 49. The biggest buy was Alphabet Class A (GOOGL, shares +16%) and the biggest sale Ameriprise Financial (AMP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001218254
- Portfolio Value
- $158.0M (Q3 2025)
- SEC Filing
- 0001218254-25-000005 ↗ filed Nov 18, 2025
Holdings Value
Holdings 77 stocks · $158.0M
| MSFT Microsoft Corp. | 13.63% | 41,603 | $21.5M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 9.95% | 49,831 | $15.7M | Reduce -1.9% |
| HD Home Depot Inc. | 6.37% | 24,838 | $10.1M | Reduce -0.4% |
| AMP Ameriprise Financial Inc. | 6.03% | 19,415 | $9.5M | Reduce -3.7% |
| UBER Uber Technologies Inc. | 5.52% | 89,079 | $8.7M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.88% | 149,478 | $7.7M | Reduce -1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.37% | 48,914 | $5.3M | Reduce -1.5% |
| MSGS Madison Square Garden Sports | 3.05% | 21,228 | $4.8M | Add +2.9% |
| CSCO Cisco Systems Inc. | 2.36% | 54,420 | $3.7M | Reduce -4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.20% | 30,334 | $3.5M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.95% | 16,616 | $3.1M | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 1.79% | 45,162 | $2.8M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.77% | 11,530 | $2.8M | Add +15.8% |
| CMCSA Comcast Corp. Class A | 1.76% | 88,605 | $2.8M | Reduce -1.6% |
| SPHR Sphere Entertainment Co. | 1.59% | 40,448 | $2.5M | Reduce -5.9% |
| PFE Pfizer Inc. | 1.46% | 90,793 | $2.3M | Add +0.6% |
| MSGE Madison Square Garden Entert | 1.43% | 50,026 | $2.3M | Add +9.6% |
| MAR Marriott International Class A | 1.37% | 8,307 | $2.2M | No change |
| BATRK Atlanta Braves Holdings in-C | 1.32% | 50,333 | $2.1M | Reduce -0.6% |
| SYY Sysco Corp. | 1.09% | 20,848 | $1.7M | Reduce -5.0% |
| BR Broadridge Financial Solutio | 1.08% | 7,182 | $1.7M | No change |
| SMG Scotts Miracle-Gro Co. | 1.07% | 29,618 | $1.7M | Add +5.4% |
| SSNC Ss&c Technologies Holdings | 1.04% | 18,596 | $1.7M | Add +8.2% |
| MCD McDonald's Corp. | 1.02% | 5,315 | $1.6M | Reduce -0.6% |
| C Citigroup Inc. | 1.02% | 15,806 | $1.6M | Reduce -0.4% |
| MWA Mueller Water Products Inc. Class A | 0.98% | 60,413 | $1.5M | Reduce -5.5% |
| AXP American Express Co. | 0.89% | 4,258 | $1.4M | Reduce -10.5% |
| MKL Markel Group Inc. | 0.87% | 719 | $1.4M | Add +49.5% |
| KO The Coca-Cola Co. | 0.87% | 20,646 | $1.4M | Reduce -4.4% |
| CVS CVS Health Corp. | 0.85% | 17,795 | $1.3M | Reduce -5.2% |
| WM Waste Management Inc. | 0.83% | 5,911 | $1.3M | No change |
| UPS United Parcel Service Class B | 0.79% | 15,033 | $1.3M | Reduce -1.5% |
| GOLF Acushnet Holdings Corp. | 0.79% | 15,975 | $1.3M | Reduce -0.7% |
| KVUE Kenvue Inc. | 0.78% | 76,048 | $1.2M | Add +156.2% |
| MTCH Match Group Inc. | 0.74% | 33,177 | $1.2M | Reduce -2.7% |
| LH Labcorp Holdings Inc. | 0.69% | 3,782 | $1.1M | Reduce -5.3% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.68% | 113,201 | $1.1M | Reduce -2.0% |
| GPN Global Payments Inc. | 0.66% | 12,488 | $1.0M | Add +1.9% |
| TRIP Tripadvisor Inc. | 0.64% | 61,881 | $1.0M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 1,978 | $994K | Reduce -0.4% |
| HHH Howard Hughes Holdings Inc. | 0.56% | 10,729 | $882K | Reduce -1.8% |
| AAPL Apple Inc. | 0.49% | 3,071 | $782K | No change |
| BMY Bristol-Myers Squibb Co. | 0.48% | 16,719 | $754K | Reduce -27.8% |
| EBAY eBay Inc. | 0.47% | 8,242 | $750K | Reduce -6.0% |
| TGT Target Corp. | 0.45% | 7,880 | $707K | Reduce -20.5% |
| MGM MGM Resorts International | 0.44% | 19,938 | $691K | No change |
| WBD Warner Bros Discovery Inc. | 0.44% | 35,228 | $688K | Reduce -44.1% |
| CB Chubb Ltd. | 0.42% | 2,357 | $665K | Reduce -8.5% |
| GLW Corning Inc. | 0.42% | 8,019 | $658K | Reduce -8.8% |
| INTC Intel Corp. | 0.40% | 18,720 | $628K | Reduce -45.8% |
| MDT Medtronic PLC | 0.36% | 5,985 | $570K | Reduce -3.0% |
| PPLI People Inc. filed as IAC INC | 0.36% | 16,696 | $569K | Reduce -1.5% |
| NWSA News Corp. Class A | 0.33% | 16,909 | $519K | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 0.31% | 2,000 | $487K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,641 | $463K | No change |
| GD General Dynamics Corp. | 0.27% | 1,270 | $433K | Reduce -12.1% |
| NDAQ Nasdaq Inc. | 0.27% | 4,896 | $433K | No change |
| GEHC GE Healthcare Technology | 0.27% | 5,758 | $432K | Add +1.7% |
| VZ Verizon Communications Inc. | 0.27% | 9,741 | $428K | No change |
| MRK Merck & Co. Inc. | 0.26% | 4,897 | $411K | Add +3.7% |
| L Loews Corp. | 0.24% | 3,785 | $380K | New |
| ANGI Angi Inc. | 0.19% | 18,827 | $306K | Reduce -8.2% |
| SCHW Schwab (charles) Corp. | 0.19% | 3,205 | $306K | Reduce -17.3% |
| KLAC KLA Corp. | 0.19% | 273 | $294K | No change |
| IBKR Interactive Brokers Gro Class A | 0.18% | 4,169 | $287K | Reduce -14.6% |
| TSQ Townsquare Media Inc. Class A | 0.18% | 41,778 | $281K | Reduce -1.8% |
| AIG American International Group | 0.17% | 3,447 | $271K | No change |
| KMB Kimberly-Clark Corp. | 0.17% | 2,150 | $267K | No change |
| SO The Southern Co. | 0.17% | 2,765 | $262K | No change |
| WEN The Wendy's Co. | 0.16% | 27,886 | $255K | Add +0.0% |
| CFG Citizens Financial Group | 0.16% | 4,763 | $253K | Reduce -7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,034 | $223K | New |
| GXO Gxo Logistics Inc. | 0.14% | 4,042 | $214K | Reduce -6.8% |
| HBI Hanesbrands Inc. | 0.13% | 32,012 | $211K | Reduce -10.7% |
| STKL Sunopta Inc. | 0.12% | 31,732 | $186K | Reduce -7.7% |
| NWL Newell Brands Inc. | 0.06% | 16,714 | $88K | Reduce -23.8% |
| CNDT Conduent Inc. | 0.05% | 28,224 | $79K | Reduce -40.7% |
Portfolio Sells Q2 2025 → Q3 2025
| AMP Ameriprise Financial Inc. | Reduce -3.7% | 6.03% | −1.01 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.47 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 1.76% | −0.34 |
| DIS The Walt Disney Co. | Reduce -0.7% | 2.20% | −0.28 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.7% | 1.79% | −0.24 |
| BATRK Atlanta Braves Holdings in-C | Reduce -0.6% | 1.32% | −0.23 |
| BMY Bristol-Myers Squibb Co. | Reduce -27.8% | 0.48% | −0.22 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 2.36% | −0.22 |
| UPS United Parcel Service Class B | Reduce -1.5% | 0.79% | −0.21 |
| TGT Target Corp. | Reduce -20.5% | 0.45% | −0.19 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.18 |
| LEVI Levi Strauss & Co. Class A | Sold out | 0.00% | −0.14 |
| PLAY Dave & Buster's Entertainmen | Sold out | 0.00% | −0.13 |
| KO The Coca-Cola Co. | Reduce -4.4% | 0.87% | −0.13 |
| INTC Intel Corp. | Reduce -45.8% | 0.40% | −0.11 |
| AXP American Express Co. | Reduce -10.5% | 0.89% | −0.10 |
| CB Chubb Ltd. | Reduce -8.5% | 0.42% | −0.07 |
| PPLI People Inc. | Reduce -1.5% | 0.36% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.0% | 13.63% | −0.04 |
| TSQ Townsquare Media Inc. Class A | Reduce -1.8% | 0.18% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -17.3% | 0.19% | −0.04 |
| WBD Warner Bros Discovery Inc. | Reduce -44.1% | 0.44% | −0.04 |
| CNDT Conduent Inc. | Reduce -40.7% | 0.05% | −0.03 |
| MWA Mueller Water Products Inc. Class A | Reduce -5.5% | 0.98% | −0.03 |
| NWL Newell Brands Inc. | Reduce -23.8% | 0.06% | −0.02 |
| NWSA News Corp. Class A | Reduce -3.8% | 0.33% | −0.01 |
| STKL Sunopta Inc. | Reduce -7.7% | 0.12% | −0.01 |
| ANGI Angi Inc. | Reduce -8.2% | 0.19% | −0.01 |
| GXO Gxo Logistics Inc. | Reduce -6.8% | 0.14% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.63% | −0.00 |
| GD General Dynamics Corp. | Reduce -12.1% | 0.27% | −0.00 |
| SYY Sysco Corp. | Reduce -5.0% | 1.09% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.6% | 1.02% | +0.00 |
| LH Labcorp Holdings Inc. | Reduce -5.3% | 0.69% | +0.00 |
| CVS CVS Health Corp. | Reduce -5.2% | 0.85% | +0.00 |
| IBKR Interactive Brokers Gro Class A | Reduce -14.6% | 0.18% | +0.00 |
| MDT Medtronic PLC | Reduce -3.0% | 0.36% | +0.01 |
| CFG Citizens Financial Group | Reduce -7.7% | 0.16% | +0.01 |
| HBI Hanesbrands Inc. | Reduce -10.7% | 0.13% | +0.03 |
| GOLF Acushnet Holdings Corp. | Reduce -0.7% | 0.79% | +0.03 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 5.52% | +0.03 |
| EBAY eBay Inc. | Reduce -6.0% | 0.47% | +0.05 |
| MTCH Match Group Inc. | Reduce -2.7% | 0.74% | +0.05 |
| CALY Callaway Golf Company | Reduce -2.0% | 0.68% | +0.07 |
| HHH Howard Hughes Holdings Inc. | Reduce -1.8% | 0.56% | +0.08 |
| GLW Corning Inc. | Reduce -8.8% | 0.42% | +0.11 |
| C Citigroup Inc. | Reduce -0.4% | 1.02% | +0.13 |
| BAC Bank of America Corp. | Reduce -1.4% | 4.88% | +0.19 |
| JNJ Johnson & Johnson | Reduce -1.0% | 1.95% | +0.27 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 9.95% | +0.31 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +15.8% | 1.77% | +0.62 |
| KVUE Kenvue Inc. | Add +156.2% | 0.78% | +0.37 |
| MKL Markel Group Inc. | Add +49.5% | 0.87% | +0.24 |
| L Loews Corp. | New | 0.24% | +0.24 |
| MSGE Madison Square Garden Entert | Add +9.6% | 1.43% | +0.24 |
| MSGS Madison Square Garden Sports | Add +2.9% | 3.05% | +0.23 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| TRIP Tripadvisor Inc. | Add +2.5% | 0.64% | +0.12 |
| SSNC Ss&c Technologies Holdings | Add +8.2% | 1.04% | +0.11 |
| PFE Pfizer Inc. | Add +0.6% | 1.46% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.7% | 0.26% | +0.02 |
| GPN Global Payments Inc. | Add +1.9% | 0.66% | +0.01 |
| GEHC GE Healthcare Technology | Add +1.7% | 0.27% | −0.00 |
| WEN The Wendy's Co. | Add +0.0% | 0.16% | −0.05 |
| SMG Scotts Miracle-Gro Co. | Add +5.4% | 1.07% | −0.15 |
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 |