Boyar Asset Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Boyar Asset Management Inc. reported 78 stock positions worth $175.7 million. Its top holding was Microsoft (MSFT) at 8.7% of the portfolio, followed by JPMorgan Chase (JPM, 7.9%) and Ameriprise Financial (AMP, 5.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 37 and reduced 25. The biggest buy was Medtronic (MDT, shares +624%) and the biggest sale an exit from Unifirst (UNF).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001218254
- Portfolio Value
- $175.7M (Q1 2026)
- SEC Filing
- 0001218254-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 78 stocks · $175.7M
| MSFT Microsoft Corp. | 8.73% | 41,435 | $15.3M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 7.86% | 46,944 | $13.8M | Add +0.6% |
| AMP Ameriprise Financial Inc. | 4.98% | 19,706 | $8.8M | Add +3.4% |
| HD Home Depot Inc. | 4.77% | 25,506 | $8.4M | Add +3.8% |
| MSGS Madison Square Garden Sports | 4.59% | 25,102 | $8.1M | Add +20.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.47% | 161,277 | $7.9M | Add +13.1% |
| UBER Uber Technologies Inc. | 4.40% | 107,531 | $7.7M | Add +21.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 3.21% | 47,559 | $5.6M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 2.78% | 63,060 | $4.9M | Add +17.6% |
| GOOGL Alphabet Inc. Class A | 2.60% | 15,906 | $4.6M | Add +40.7% |
| SPHR Sphere Entertainment Co. | 2.48% | 37,113 | $4.4M | Add +8.8% |
| MSGE Madison Square Garden Entert | 2.29% | 68,337 | $4.0M | Add +37.5% |
| JNJ Johnson & Johnson | 2.27% | 16,306 | $4.0M | Reduce -0.6% |
| MDT Medtronic PLC | 2.21% | 44,844 | $3.9M | Add +623.9% |
| BATRK Atlanta Braves Holdings in-C | 1.90% | 78,101 | $3.3M | Add +54.9% |
| CMCSA Comcast Corp. Class A | 1.68% | 102,562 | $2.9M | Add +22.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.62% | 29,577 | $2.9M | Reduce -1.1% |
| PFE Pfizer Inc. | 1.59% | 99,212 | $2.8M | Add +9.1% |
| MAR Marriott International Class A | 1.51% | 8,132 | $2.7M | No change |
| MDLZ Mondelez International Inc. Class A | 1.47% | 44,762 | $2.6M | Reduce -0.2% |
| SMG Scotts Miracle-Gro Co. | 1.39% | 40,189 | $2.4M | Add +39.7% |
| MWA Mueller Water Products Inc. Class A | 1.29% | 82,256 | $2.3M | Add +40.5% |
| MKL Markel Group Inc. | 1.26% | 1,154 | $2.2M | Add +62.1% |
| CALY Callaway Golf Company | 1.19% | 151,183 | $2.1M | Add +39.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 4,274 | $2.0M | Add +131.9% |
| SSNC Ss&c Technologies Holdings | 1.00% | 25,983 | $1.8M | Add +37.9% |
| C Citigroup Inc. | 0.95% | 14,731 | $1.7M | Reduce -6.8% |
| MCD McDonald's Corp. | 0.90% | 5,108 | $1.6M | Reduce -3.2% |
| GPN Global Payments Inc. | 0.90% | 23,566 | $1.6M | Add +96.8% |
| KO The Coca-Cola Co. | 0.85% | 19,614 | $1.5M | Reduce -3.0% |
| UPS United Parcel Service Class B | 0.83% | 14,912 | $1.5M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.82% | 7,694 | $1.4M | New |
| SYY Sysco Corp. | 0.79% | 19,556 | $1.4M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.76% | 11,038 | $1.3M | Add +81.3% |
| CB Chubb Ltd. | 0.76% | 4,072 | $1.3M | Add +81.1% |
| AXP American Express Co. | 0.73% | 4,251 | $1.3M | Reduce -0.2% |
| HHH Howard Hughes Holdings Inc. | 0.72% | 20,095 | $1.3M | Add +91.8% |
| WM Waste Management Inc. | 0.72% | 5,488 | $1.3M | Reduce -7.2% |
| KVUE Kenvue Inc. | 0.70% | 71,620 | $1.2M | Reduce -4.9% |
| GD General Dynamics Corp. | 0.65% | 3,340 | $1.1M | Add +166.1% |
| BR Broadridge Financial Solutio | 0.65% | 7,053 | $1.1M | No change |
| CVS CVS Health Corp. | 0.64% | 15,758 | $1.1M | Reduce -8.2% |
| PPLI People Inc. filed as IAC INC | 0.64% | 28,175 | $1.1M | Add +117.0% |
| COO The Cooper Cos Inc. | 0.64% | 15,718 | $1.1M | Add +95.1% |
| GOLF Acushnet Holdings Corp. | 0.58% | 10,877 | $1.0M | Reduce -5.4% |
| BMY Bristol-Myers Squibb Co. | 0.57% | 16,532 | $1.0M | Reduce -0.2% |
| QSR Restaurant Brands Intern | 0.55% | 13,173 | $973K | New |
| TGT Target Corp. | 0.53% | 7,628 | $924K | Reduce -1.9% |
| LH Labcorp Holdings Inc. | 0.52% | 3,412 | $910K | Reduce -7.7% |
| NWSA News Corp. Class A | 0.52% | 36,458 | $909K | Add +136.6% |
| TRIP Tripadvisor Inc. | 0.51% | 84,781 | $904K | Add +36.0% |
| MTCH Match Group Inc. | 0.50% | 28,343 | $870K | Reduce -12.9% |
| MGM MGM Resorts International | 0.46% | 21,854 | $809K | Add +7.5% |
| GEHC GE Healthcare Technology | 0.46% | 11,361 | $809K | Add +107.9% |
| AAPL Apple Inc. | 0.44% | 3,071 | $779K | No change |
| INTC Intel Corp. | 0.43% | 17,240 | $761K | Reduce -5.1% |
| EBAY eBay Inc. | 0.42% | 8,054 | $733K | Add +0.0% |
| FWONA Liberty Media Corp. Class A | 0.41% | 9,334 | $729K | Add +13.0% |
| KNF Knife River Corp. | 0.41% | 8,858 | $723K | New |
| GLW Corning Inc. | 0.40% | 5,195 | $706K | Reduce -35.0% |
| GXO Gxo Logistics Inc. | 0.35% | 11,849 | $614K | Add +194.3% |
| VZ Verizon Communications Inc. | 0.35% | 12,141 | $609K | Add +24.6% |
| GOOG Alphabet Inc. Class C | 0.32% | 1,954 | $561K | Reduce -2.3% |
| CFR Cullen/Frost Bankers Inc. | 0.30% | 3,892 | $534K | New |
| ABNB Airbnb Inc. Class A | 0.29% | 4,074 | $514K | New |
| TSQ Townsquare Media Inc. Class A | 0.27% | 86,773 | $471K | Add +135.7% |
| CARR Carrier Global Corp. | 0.27% | 8,325 | $469K | New |
| L Loews Corp. | 0.26% | 4,246 | $453K | Reduce -8.8% |
| NDAQ Nasdaq Inc. | 0.24% | 4,896 | $416K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,641 | $398K | No change |
| KLAC KLA Corp. | 0.22% | 265 | $390K | No change |
| SO The Southern Co. | 0.15% | 2,765 | $267K | No change |
| SCHW Schwab (charles) Corp. | 0.15% | 2,805 | $264K | Reduce -3.4% |
| AIG American International Group | 0.15% | 3,447 | $259K | No change |
| WSO Watsco Inc. | 0.12% | 583 | $212K | New |
| KMB Kimberly-Clark Corp. | 0.12% | 2,150 | $207K | No change |
| WEN The Wendy's Co. | 0.10% | 25,742 | $179K | Reduce -0.5% |
| CNDT Conduent Inc. | 0.02% | 25,481 | $33K | Reduce -0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| UNF Unifirst Corp. | Sold out | 0.00% | −1.14 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.60 |
| DIS The Walt Disney Co. | Reduce -1.1% | 1.62% | −0.53 |
| BNY Bank of New York Mellon Corp. | Reduce -1.8% | 3.21% | −0.35 |
| AXP American Express Co. | Reduce -0.2% | 0.73% | −0.27 |
| CVS CVS Health Corp. | Reduce -8.2% | 0.64% | −0.22 |
| C Citigroup Inc. | Reduce -6.8% | 0.95% | −0.22 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.17 |
| MTCH Match Group Inc. | Reduce -12.9% | 0.50% | −0.17 |
| SYY Sysco Corp. | Reduce -2.5% | 0.79% | −0.14 |
| KVUE Kenvue Inc. | Reduce -4.9% | 0.70% | −0.12 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.90% | −0.12 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.83% | −0.11 |
| WM Waste Management Inc. | Reduce -7.2% | 0.72% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.32% | −0.08 |
| LH Labcorp Holdings Inc. | Reduce -7.7% | 0.52% | −0.07 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 1.47% | −0.06 |
| L Loews Corp. | Reduce -8.8% | 0.26% | −0.05 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.85% | −0.05 |
| GLW Corning Inc. | Reduce -35.0% | 0.40% | −0.04 |
| WEN The Wendy's Co. | Reduce -0.5% | 0.10% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -3.4% | 0.15% | −0.03 |
| CNDT Conduent Inc. | Reduce -0.5% | 0.02% | −0.01 |
| GOLF Acushnet Holdings Corp. | Reduce -5.4% | 0.58% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.2% | 0.57% | +0.00 |
| INTC Intel Corp. | Reduce -5.1% | 0.43% | +0.01 |
| TGT Target Corp. | Reduce -1.9% | 0.53% | +0.04 |
| JNJ Johnson & Johnson | Reduce -0.6% | 2.27% | +0.12 |
Portfolio Buys Q4 2025 → Q1 2026
| MDT Medtronic PLC | Add +623.9% | 2.21% | +1.83 |
| MSGS Madison Square Garden Sports | Add +20.0% | 4.59% | +1.16 |
| CRM Salesforce Inc. | New | 0.82% | +0.82 |
| BATRK Atlanta Braves Holdings in-C | Add +54.9% | 1.90% | +0.64 |
| MSGE Madison Square Garden Entert | Add +37.5% | 2.29% | +0.59 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +131.9% | 1.17% | +0.58 |
| QSR Restaurant Brands Intern | New | 0.55% | +0.55 |
| SPHR Sphere Entertainment Co. | Add +8.8% | 2.48% | +0.42 |
| KNF Knife River Corp. | New | 0.41% | +0.41 |
| MWA Mueller Water Products Inc. Class A | Add +40.5% | 1.29% | +0.40 |
| CALY Callaway Golf Company | Add +39.4% | 1.19% | +0.39 |
| GD General Dynamics Corp. | Add +166.1% | 0.65% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +40.7% | 2.60% | +0.36 |
| MRK Merck & Co. Inc. | Add +81.3% | 0.76% | +0.35 |
| SMG Scotts Miracle-Gro Co. | Add +39.7% | 1.39% | +0.33 |
| PPLI People Inc. | Add +117.0% | 0.64% | +0.32 |
| GPN Global Payments Inc. | Add +96.8% | 0.90% | +0.31 |
| CB Chubb Ltd. | Add +81.1% | 0.76% | +0.31 |
| CFR Cullen/Frost Bankers Inc. | New | 0.30% | +0.30 |
| ABNB Airbnb Inc. Class A | New | 0.29% | +0.29 |
| MKL Markel Group Inc. | Add +62.1% | 1.26% | +0.29 |
| CARR Carrier Global Corp. | New | 0.27% | +0.27 |
| NWSA News Corp. Class A | Add +136.6% | 0.52% | +0.26 |
| COO The Cooper Cos Inc. | Add +95.1% | 0.64% | +0.22 |
| GXO Gxo Logistics Inc. | Add +194.3% | 0.35% | +0.22 |
| HHH Howard Hughes Holdings Inc. | Add +91.8% | 0.72% | +0.19 |
| GEHC GE Healthcare Technology | Add +107.9% | 0.46% | +0.18 |
| CSCO Cisco Systems Inc. | Add +17.6% | 2.78% | +0.17 |
| PFE Pfizer Inc. | Add +9.1% | 1.59% | +0.15 |
| TSQ Townsquare Media Inc. Class A | Add +135.7% | 0.27% | +0.15 |
| WSO Watsco Inc. | New | 0.12% | +0.12 |
| VZ Verizon Communications Inc. | Add +24.6% | 0.35% | +0.10 |
| CMCSA Comcast Corp. Class A | Add +22.8% | 1.68% | +0.09 |
| MGM MGM Resorts International | Add +7.5% | 0.46% | −0.01 |
| EBAY eBay Inc. | Add +0.0% | 0.42% | −0.03 |
| SSNC Ss&c Technologies Holdings | Add +37.9% | 1.00% | −0.05 |
| FWONA Liberty Media Corp. Class A | Add +13.0% | 0.41% | −0.05 |
| TRIP Tripadvisor Inc. | Add +36.0% | 0.51% | −0.06 |
| UBER Uber Technologies Inc. | Add +21.8% | 4.40% | −0.17 |
| BAC Bank of America Corp. | Add +13.1% | 4.47% | −0.50 |
| HD Home Depot Inc. | Add +3.8% | 4.77% | −0.59 |
| AMP Ameriprise Financial Inc. | Add +3.4% | 4.98% | −0.94 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 7.86% | −1.68 |
| MSFT Microsoft Corp. | Add +1.7% | 8.73% | −3.77 |
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 |