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Latest BOYAR ASSET MANAGEMENT INC. Stock Portfolio

$175Million | No. of Holdings #78

BOYAR ASSET MANAGEMENT INC. Performance

2026 Q1-3.89%
YTD-3.89%
2025+14.56%

About BOYAR ASSET MANAGEMENT INC. and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, BOYAR ASSET MANAGEMENT INC. reported an equity portfolio of $175.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BOYAR ASSET MANAGEMENT INC. are MSFT, JPM, AMP. The fund has invested 8.7% of it's portfolio in MICROSOFT CORP and 7.9% of portfolio in JPMORGAN CHASE & CO. <br><br> The fund managers got completely rid off UNIFIRST CORP MASS (UNF), WARNER BROS DISCOVERY INC (WBD) and CITIZENS FINL GROUP INC (CFG) stocks. They significantly reduced their stock positions in CORNING INC (GLW), MATCH GROUP INC NEW (MTCH) and LOEWS CORP (L). BOYAR ASSET MANAGEMENT INC. opened new stock positions in SALESFORCE INC (CRM), RESTAURANT BRANDS INTL INC (QSR) and KNIFE RIVER CORP. The fund showed a lot of confidence in some stocks as they added substantially to MEDTRONIC PLC (MDT), GXO LOGISTICS INCORPORATED (GXO) and GENERAL DYNAMICS CORP (GD).
BOYAR ASSET MANAGEMENT INC. Equity Portfolio Value
Last Reported on: 08 May, 2026
$175Million
  as of May 08, 2026

BOYAR ASSET MANAGEMENT INC. Annual Return Estimates Vs S&P 500

Our best estimate is that BOYAR ASSET MANAGEMENT INC. made a return of -3.89% in the last quarter. In trailing 12 months, it's portfolio return was 12.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
salesforce inc1,436,240
restaurant brands intl inc973,485
knife river corp723,256
cullen frost bankers inc533,515
airbnb inc514,465
carrier global corporation468,781
watsco inc212,090
New stocks bought by BOYAR ASSET MANAGEMENT INC.

Additions

Ticker% Inc.
medtronic plc623
gxo logistics incorporated194
general dynamics corp166
news corp new136
townsquare media inc135
berkshire hathaway inc del131
iac inc117
ge healthcare technologies i107
Additions to existing portfolio by BOYAR ASSET MANAGEMENT INC.

Reductions

Ticker% Reduced
corning inc-35.04
match group inc new-12.89
loews corp-8.81
cvs health corp-8.18
labcorp holdings inc-7.73
waste mgmt inc del-7.16
citigroup inc-6.8
acushnet hldgs corp-5.39
BOYAR ASSET MANAGEMENT INC. reduced stake in above stock

Sold off

Ticker$ Sold
warner bros discovery inc-942,904
sunopta inc-102,190
unifirst corp mass-1,795,510
citizens finl group inc-271,606
BOYAR ASSET MANAGEMENT INC. got rid off the above stocks

Sector Distribution

BOYAR ASSET MANAGEMENT INC. has about 25.3% of it's holdings in Financial Services sector.

  • Financial Services
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Others
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Basic Materials
Sector%
Financial Services25.3
Technology20.1
Consumer Cyclical14.9
Communication Services11.4
Others9.2
Healthcare8.7
Industrials5.1
Consumer Defensive3.8
Basic Materials1.4

Market Cap. Distribution

BOYAR ASSET MANAGEMENT INC. has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP39.5
LARGE-CAP35.6
MID-CAP14.9
UNALLOCATED9.2

Stocks belong to which Index?

About 80.8% of the stocks held by BOYAR ASSET MANAGEMENT INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50070.4
Others19.2
RUSSELL 200010.4
Top 5 Winners (%)%
GLW
corning inc
45.6 %
TGT
target corp
23.8 %
MSGE
sphere entertainment co
22.3 %
MSGS
madison square grdn sprt cor
21.8 %
KLAC
kla corp
21.2 %
Top 5 Winners ($)$
MSGS
madison square grdn sprt cor
1.4 M
MSGE
sphere entertainment co
0.8 M
JNJ
johnson & johnson
0.6 M
GLW
corning inc
0.3 M
PFE
pfizer inc
0.3 M
Top 5 Losers (%)%
CNDT
conduent inc
-33.3 %
BR
broadridge finl solutions in
-27.2 %
TRIP
tripadvisor inc
-24.1 %
MSFT
microsoft corp
-23.3 %
SSNC
ss&c tech hldgs
-20.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.7 M
JPM
jpmorgan chase & co
-1.3 M
UBER
uber technologies inc
-1.0 M
BAC
bank america corp
-0.9 M
AMP
ameriprise finl inc
-0.9 M

BOYAR ASSET MANAGEMENT INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BOYAR ASSET MANAGEMENT INC.

BOYAR ASSET MANAGEMENT INC. has 78 stocks in it's portfolio. About 48.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MSGS was the most profitable stock for BOYAR ASSET MANAGEMENT INC. last quarter.

$175.72MTotal Value
82.00Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of BOYAR ASSET MANAGEMENT INC., last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BATRA
Atlanta Braves Hldgs Inc

Atlanta Braves Hldgs Inc

BATRA
BOYAR ASSET MANAGEMENT INC.'s holding in Atlanta Braves Hldgs Inc over time
1.9%78,101
$3.33M
1.9%
increased 54.9 percentadded
BATRA
Liberty Media Corp Del

Liberty Media Corp Del

BATRA
BOYAR ASSET MANAGEMENT INC.'s holding in Liberty Media Corp Del over time
0.42%9,334
$728.8K
0.42%
increased 12.96 percentadded
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
BOYAR ASSET MANAGEMENT INC.'s holding in Comcast Corp New over time
1.68%102,562
$2.94M
1.68%
increased 22.83 percentadded