Boyar Asset Management Inc. reported 77 positions worth $174.38M for the quarter ended Jun 30, 2026, down 0.8% on the prior quarter. It opened 3 new positions, added to 20, trimmed 49 and exited 4. Its largest holding is Microsoft Corp at 9.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COO Cooper Companies, Inc. | +15.7K | +99.8% | $1.13M | 1.29% |
| MSFT Microsoft Corp | +1,465 | +3.5% | $546.48K | 9.18% |
| MGM MGM Resorts International | +10.6K | +48.4% | $505.59K | 0.889% |
| BNY Bank of New York Mellon Corp | +3,166 | +6.7% | $457.84K | 4.21% |
| CRM Salesforce, Inc. | +2,702 | +35.1% | $423.30K | 0.934% |
| GABC German American Bancorp, Inc. | +7,640 | – | $362.59K | 0.208% |
| FRPH Frp Holdings, Inc. | +10.9K | – | $273.09K | 0.157% |
| DIS Walt Disney Co | +2,633 | +8.9% | $253.43K | 1.78% |
| JPM Jpmorgan Chase & Co | +741 | +1.6% | $242.55K | 8.95% |
| FWONA Liberty Media Corp | +2,748 | +29.4% | $240.56K | 0.607% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MDT Medtronic plc | -37.1K | -82.6% | $2.90M | 0.349% |
| GOOGL Alphabet Inc. | -5,047 | -31.7% | $1.80M | 2.23% |
| SPHR Sphere Entertainment Co. | -8,320 | -22.4% | $1.44M | 2.86% |
| CSCO Cisco Systems, Inc. | -11.6K | -18.4% | $1.36M | 3.47% |
| BRK-B Berkshire Hathaway Inc | -2,520 | -59.0% | $1.26M | 0.503% |
| BAC Bank Of America Corp | -20.4K | -12.6% | $1.16M | 4.6% |
| UBER Uber Technologies, Inc | -16.0K | -14.9% | $1.16M | 3.79% |
| MSGS Madison Square Garden Sports Corp. | -2,866 | -11.4% | $1.15M | 5.12% |
| MSGE Madison Square Garden Entertainment Corp. | -13.4K | -19.6% | $1.09M | 2.55% |
| BATRK Atlanta Braves Holdings, Inc. | -18.9K | -24.2% | $979.25K | 1.76% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 42.9K | $16.00M | 9.18% | +1,465 | +3.5% | Added | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 47.7K | $15.61M | 8.95% | +741 | +1.6% | Added | 0% |
| 3 | AMP Ameriprise Financial Inc | Financial Services | 19.9K | $9.14M | 5.24% | +207 | +1.1% | Added | 0.02% |
| 4 | HD Home Depot, Inc. | Consumer Discretionary | 25.6K | $9.01M | 5.17% | +52 | +0.2% | Added | 0% |
| 5 | MSGS Madison Square Garden Sports Corp. | Consumer Discretionary | 22.2K | $8.94M | 5.12% | -2,866 | -11.4% | Reduced | 0.09% |
| 6 | BAC Bank Of America Corp | Financial Services | 140.9K | $8.03M | 4.6% | -20.4K | -12.6% | Reduced | 0% |
| 7 | BNY Bank of New York Mellon Corp | Financial Services | 50.7K | $7.34M | 4.21% | +3,166 | +6.7% | Added | 0.01% |
| 8 | UBER Uber Technologies, Inc | Technology | 91.5K | $6.60M | 3.79% | -16.0K | -14.9% | Reduced | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 51.5K | $6.04M | 3.47% | -11.6K | -18.4% | Reduced | 0% |
| 10 | SPHR Sphere Entertainment Co. | Consumer Discretionary | 28.8K | $4.98M | 2.86% | -8,320 | -22.4% | Reduced | 0.08% |
| 11 | MSGE Madison Square Garden Entertainment Corp. | Communication Services | 54.9K | $4.44M | 2.55% | -13.4K | -19.6% | Reduced | 0.12% |
| 12 | JNJ Johnson & Johnson | Healthcare | 16.3K | $4.14M | 2.37% | -8 | 0.0% | Reduced | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 10.9K | $3.88M | 2.23% | -5,047 | -31.7% | Reduced | 0% |
| 14 | DIS Walt Disney Co | Communication Services | 32.2K | $3.10M | 1.78% | +2,633 | +8.9% | Added | 0% |
| 15 | BATRK Atlanta Braves Holdings, Inc. | Consumer Discretionary | 59.2K | $3.07M | 1.76% | -18.9K | -24.2% | Reduced | 0.09% |
Tip. Select a row to see that position’s full history at Boyar Asset Management.
As of its Q2 2026 13F filing, Boyar Asset Management Inc.’s five largest positions were Microsoft Corp (MSFT) at 9.2%, Jpmorgan Chase & Co (JPM) at 9.0%, Ameriprise Financial Inc (AMP) at 5.2%, Home Depot, Inc. (HD) at 5.2%, Madison Square Garden Sports Corp. (MSGS) at 5.1% of the reported portfolio.
Boyar Asset Management Inc. reported a 13F portfolio worth $174.38M across 77 positions for Q2 2026. That is down 0.8% from the previous quarter.
Its largest purchases by value were Cooper Companies, Inc. ($1.13M), Microsoft Corp ($546.48K), MGM Resorts International ($505.59K). It opened 3 new positions.
Its largest sales by value were Medtronic plc ($2.90M), Alphabet Inc. ($1.80M), Sphere Entertainment Co. ($1.44M). It exited 4 positions entirely.
From the Form 13F-HR reports Boyar Asset Management Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.