Q2 2026 13F · SEC CIK 1218254

Boyar Asset Management Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $174.4M
Reported positions: 77
Top holdings a year, 3 yrs: +16.7%
Assets under management: $228.2M

Boyar Asset Management Inc. is a wealth manager that reported 77 positions worth $174.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Microsoft Corp (MSFT, 9.2%), Jpmorgan Chase & Co (JPM, 9.0%), Ameriprise Finl Inc (AMP, 5.2%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 22.3% for the S&P 500.

Boyar Asset Management Inc. holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boyar Asset Management Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	9.2%	8.7%	42,900	+3.5%	$16.0M
JPMJpmorgan Chase & Co	9.0%	7.9%	47,685	+1.6%	$15.6M
AMPAmeriprise Finl Inc	5.2%	5.0%	19,913	+1.1%	$9.1M
HDHome Depot Inc	5.2%	4.8%	25,558	+0.2%	$9.0M
MSGKMadison Square Grdn Sprt Corp Cl A	5.1%	4.6%	22,236	-11.4%	$8.9M
BACBank of Amer Corp	4.6%	4.5%	140,918	-12.6%	$8.0M
BNYBank of Ny Mellon Corp	4.2%	3.2%	50,725	+6.7%	$7.3M
UBERUber Technologies Inc	3.8%	4.4%	91,508	-14.9%	$6.6M
CSCOCisco Sys Inc	3.5%	2.8%	51,453	-18.4%	$6.0M
SPHRSphere Entertainment Co	2.9%	2.5%	28,793	-22.4%	$5.0M
MSGEMadison Square Garden Entmt	2.5%	2.3%	54,918	-19.6%	$4.4M
JNJJohnson & Johnson	2.4%	2.3%	16,298	-0.0%	$4.1M
GOOGLAlphabet Inc	2.2%	2.6%	10,859	-31.7%	$3.9M
DISDisney Walt Co	1.8%	1.6%	32,210	+8.9%	$3.1M
BATRKAtlanta Braves Hldgs Inc	1.8%	1.9%	59,233	-24.2%	$3.1M
MDLZMondelez International	1.5%	1.5%	46,386	+3.6%	$2.7M
MARMarriott Intl Inc New	1.5%	1.5%	7,077	-13.0%	$2.6M
SMGScotts Miracle-Gro Co Cl A	1.4%	1.4%	36,968	-8.0%	$2.5M
INTCIntel Corp	1.4%	—	17,900	—	$2.5M
COOCooper Cos Inc	1.3%	0.6%	31,407	+99.8%	$2.3M
PFEPfizer Inc	1.3%	1.6%	92,395	-6.9%	$2.2M
MKLMarkel Group Inc	1.2%	1.3%	1,096	-5.0%	$2.1M
CCitigroup Inc	1.2%	1.0%	14,997	+1.8%	$2.1M
CMCSAComcast Corp New	1.2%	1.7%	83,958	-18.1%	$2.1M
MODGCallaway Golf Company	1.2%	1.2%	107,837	-28.7%	$2.0M
MWAMueller Wtr Prods Inc	1.0%	1.3%	66,262	-19.4%	$1.7M
KOCoca Cola Co	1.0%	0.8%	20,913	+6.6%	$1.7M
CVSCvs Health Corp	1.0%	0.6%	16,052	+1.9%	$1.7M
AXPAmerican Express Co	0.9%	0.7%	4,853	+14.2%	$1.6M
CRMSalesforce Inc	0.9%	0.8%	10,396	+35.1%	$1.6M
MGMMgm Resorts International	0.9%	—	32,429	—	$1.6M
SYYSysco Corp	0.9%	0.8%	18,230	-6.8%	$1.5M
MCDMcdonalds Corp	0.8%	0.9%	5,093	-0.3%	$1.4M
KVUEKenvue Inc	0.8%	0.7%	69,178	-3.4%	$1.3M
UPSUnited Parcel Svcs Inc	0.7%	0.8%	11,614	-22.1%	$1.2M
GLWCorning Inc	0.7%	—	4,722	—	$1.2M
WMWaste Mgmt Inc Del	0.7%	0.7%	5,308	-3.3%	$1.2M
SSNCSs&c Tech Hldgs	0.6%	1.0%	17,802	-31.5%	$1.1M
LHLabcorp Holdings Inc	0.6%	0.5%	3,854	+13.0%	$1.1M
TRIPTripadvisor Inc	0.6%	—	77,184	—	$1.1M
FWONALiberty Media Corp Del	0.6%	—	12,082	—	$1.1M
GPNGlobal Pmts Inc	0.6%	0.9%	13,982	-40.7%	$1.0M
GOLFAcushnet Holdings Co	0.6%	0.6%	8,174	-24.9%	$969K
TGTTarget Corp	0.5%	0.5%	7,272	-4.7%	$950K
BRBroadridge Finl Solutions in	0.5%	0.7%	6,853	-2.8%	$938K
HHHHoward Hughes Holdings Inc	0.5%	0.7%	12,457	-38.0%	$891K
AAPLApple Inc	0.5%	—	3,051	—	$883K
BRK-BBerkshire Hathaway Inc Del	0.5%	1.2%	1,754	-59.0%	$878K
BMYBristol-Myers Squibb Co	0.5%	0.6%	14,351	-13.2%	$827K
MRKMerck & Co Inc	0.5%	0.8%	6,406	-42.0%	$823K

What Boyar Asset Management Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

COO Cooper Cos Inc+99.8% shares
CRM Salesforce Inc+35.1% shares
AXP American Express Co+14.2% shares
LH Labcorp Holdings Inc+13.0% shares
DIS Disney Walt Co+8.9% shares
BNY Bank of Ny Mellon Corp+6.7% shares
KO Coca Cola Co+6.6% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-59.0% shares
MRK Merck & Co Inc-42.0% shares
GPN Global Pmts Inc-40.7% shares
HHH Howard Hughes Holdings Inc-38.0% shares
GOOGL Alphabet Inc-31.7% shares
SSNC Ss&c Tech Hldgs-31.5% shares
MODG Callaway Golf Company-28.7% shares
GOLF Acushnet Holdings Co-24.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.0% /yr; S&P 500 +11.7%
3 years: +16.7% /yr; S&P 500 +22.3%
5 years: +4.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$174.4M	77
Q1 2026	$175.7M	78
Q4 2025	$157.7M	75
Q3 2025	$158.0M	77
Q2 2025	$152.8M	79
Q1 2025	$137.9M	77
Q4 2024	$151.6M	78
Q3 2024	$155.3M	79
Q2 2024	$145.8M	78
Q1 2024	$153.3M	81
Q4 2023	$133.2M	80
Q3 2023	$127.4M	80

Questions about Boyar Asset Management Inc.'s portfolio

What stocks does Boyar Asset Management Inc. own?

Boyar Asset Management Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 77 positions worth $174.4M. The largest are Microsoft Corp (MSFT) at 9.2%, Jpmorgan Chase & Co (JPM) at 9.0%, Ameriprise Finl Inc (AMP) at 5.2%, Home Depot Inc (HD) at 5.2% and Madison Square Grdn Sprt Corp Cl A (MSGK) at 5.1%.

What did Boyar Asset Management Inc. buy last quarter?

In Q2 2026, Boyar Asset Management Inc. added Cooper Cos Inc (COO) (+99.8% shares), Salesforce Inc (CRM) (+35.1% shares) and American Express Co (AXP) (+14.2% shares), compared with its Q1 2026 filing.

What did Boyar Asset Management Inc. sell last quarter?

In Q2 2026, Boyar Asset Management Inc. cut from its top 50 Medtronic PLC (MDT), cut from its top 50 Chubb Limited (CB), cut from its top 50 General Dynamics Corp (GD), cut from its top 50 People Inc (PPLI), cut from its top 50 Restaurant Brands Intl Inc (QSR), Berkshire Hathaway Inc Del (BRK-B) (-59.0% shares), Merck & Co Inc (MRK) (-42.0% shares) and Global Pmts Inc (GPN) (-40.7% shares), compared with its Q1 2026 filing.

How has Boyar Asset Management Inc.'s portfolio performed?

A portfolio copying Boyar Asset Management Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +7.0% against +11.7%. Over 5 years: +4.7% a year against +10.6%.

When is Boyar Asset Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Boyar Asset Management Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boyar Asset Management Inc. manage?

Boyar Asset Management Inc. reported $228.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $174.4M.