Boyar Asset Management
Mark BoyarNEW YORK, NYfiles as BOYAR ASSET MANAGEMENT INC.
$174m in 77 US stocks at the end of 30 June 2026. The top 10 are 52.6% of the money. It changed about 10.4% of the portfolio this quarter.
Value
$174m
Stocks
77
Top 10 share
52.6%
Turnover
10.4%
What changed this quarter
New
Bought for the first time this quarter.
- German American BancorpGABC0.2% of the fund
- FRP HoldingsFRPH0.2% of the fund
- Citizens Financial GroupCFG0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT9.2% of the fund+4%
- Bank of New York MellonBNY4.2% of the fund+7%
- Walt DisneyDIS1.8% of the fund+9%
- Mondelez InternationalMDLZ1.5% of the fund+4%
- IntelINTC1.4% of the fund+4%
- Cooper CompaniesCOO1.3% of the fund+100%
- Coca-ColaKO1.0% of the fund+7%
- American ExpressAXP0.9% of the fund+14%
- SalesforceCRM0.9% of the fund+35%
- MGM Resorts InternationalMGM0.9% of the fund+48%
- Labcorp HoldingsLH0.6% of the fund+13%
- Liberty MediaFWONA0.6% of the fund+29%
- International Business MachinesIBM0.3% of the fund+31%
- Verizon CommunicationsVZ0.3% of the fund+7%
- ConduentCNDT<0.1% of the fund+3%
Cut
Sold some of their stake.
- Madison Square Garden SportsMSGS5.1% of the fund-11%
- Bank of AmericaBAC4.6% of the fund-13%
- Uber TechnologiesUBER3.8% of the fund-15%
- Cisco SystemsCSCO3.5% of the fund-18%
- Sphere EntertainmentSPHR2.9% of the fund-22%
- Madison Square Garden EntertainmentMSGE2.5% of the fund-20%
- AlphabetGOOGL2.2% of the fund-32%
- Atlanta Braves HoldingsBATRK1.8% of the fund-24%
- Marriott InternationalMAR1.5% of the fund-13%
- Scotts Miracle-GroSMG1.4% of the fund-8%
- PfizerPFE1.3% of the fund-7%
- Markel GroupMKL1.2% of the fund-5%
- ComcastCMCSA1.2% of the fund-18%
- Callaway GolfCALY1.2% of the fund-29%
- Mueller Water ProductsMWA1.0% of the fund-19%
- SyscoSYY0.9% of the fund-7%
- KenvueKVUE0.8% of the fund-3%
- United Parcel ServiceUPS0.7% of the fund-22%
- CorningGLW0.7% of the fund-9%
- Waste ManagementWM0.7% of the fund-3%
- SS&C Technologies HoldingsSSNC0.6% of the fund-31%
- TripAdvisorTRIP0.6% of the fund-9%
- Global PaymentsGPN0.6% of the fund-41%
- Acushnet HoldingsGOLF0.6% of the fund-25%
- TargetTGT0.5% of the fund-5%
Sold out
Sold their entire stake.
- eBayEBAY-100%
- Carrier GlobalCARR-100%
- LoewsL-100%
- WatscoWSO-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 9.2% | $16m | 42,900 | +4% |
| JPMorgan ChaseJPM | 9.0% | $16m | 47,685 | Held |
| Ameriprise FinancialAMP | 5.2% | $9m | 19,913 | Held |
| Home DepotHD | 5.2% | $9m | 25,558 | Held |
| Madison Square Garden SportsMSGS | 5.1% | $9m | 22,236 | -11% |
| Bank of AmericaBAC | 4.6% | $8m | 140,918 | -13% |
| Bank of New York MellonBNY | 4.2% | $7m | 50,725 | +7% |
| Uber TechnologiesUBER | 3.8% | $7m | 91,508 | -15% |
| Cisco SystemsCSCO | 3.5% | $6m | 51,453 | -18% |
| Sphere EntertainmentSPHR | 2.9% | $5m | 28,793 | -22% |
| Madison Square Garden EntertainmentMSGE | 2.5% | $4m | 54,918 | -20% |
| Johnson & JohnsonJNJ | 2.4% | $4m | 16,298 | Held |
| AlphabetGOOGL | 2.2% | $4m | 10,859 | -32% |
| Walt DisneyDIS | 1.8% | $3m | 32,210 | +9% |
| Atlanta Braves HoldingsBATRK | 1.8% | $3m | 59,233 | -24% |
| Mondelez InternationalMDLZ | 1.5% | $3m | 46,386 | +4% |
| Marriott InternationalMAR | 1.5% | $3m | 7,077 | -13% |
| Scotts Miracle-GroSMG | 1.4% | $3m | 36,968 | -8% |
| IntelINTC | 1.4% | $2m | 17,900 | +4% |
| Cooper CompaniesCOO | 1.3% | $2m | 31,407 | +100% |
| PfizerPFE | 1.3% | $2m | 92,395 | -7% |
| Markel GroupMKL | 1.2% | $2m | 1,096 | -5% |
| CitigroupC | 1.2% | $2m | 14,997 | Held |
| ComcastCMCSA | 1.2% | $2m | 83,958 | -18% |
| Callaway GolfCALY | 1.2% | $2m | 107,837 | -29% |
| Mueller Water ProductsMWA | 1.0% | $2m | 66,262 | -19% |
| Coca-ColaKO | 1.0% | $2m | 20,913 | +7% |
| CVS HealthCVS | 1.0% | $2m | 16,052 | Held |
| American ExpressAXP | 0.9% | $2m | 4,853 | +14% |
| SalesforceCRM | 0.9% | $2m | 10,396 | +35% |
| MGM Resorts InternationalMGM | 0.9% | $2m | 32,429 | +48% |
| SyscoSYY | 0.9% | $2m | 18,230 | -7% |
| McDonald'sMCD | 0.8% | $1m | 5,093 | Held |
| KenvueKVUE | 0.8% | $1m | 69,178 | -3% |
| United Parcel ServiceUPS | 0.7% | $1m | 11,614 | -22% |
| CorningGLW | 0.7% | $1m | 4,722 | -9% |
| Waste ManagementWM | 0.7% | $1m | 5,308 | -3% |
| SS&C Technologies HoldingsSSNC | 0.6% | $1m | 17,802 | -31% |
| Labcorp HoldingsLH | 0.6% | $1m | 3,854 | +13% |
| TripAdvisorTRIP | 0.6% | $1m | 77,184 | -9% |
| Liberty MediaFWONA | 0.6% | $1m | 12,082 | +29% |
| Global PaymentsGPN | 0.6% | $1m | 13,982 | -41% |
| Acushnet HoldingsGOLF | 0.6% | $968,864 | 8,174 | -25% |
| TargetTGT | 0.5% | $949,842 | 7,272 | -5% |
| Broadridge Financial SolutionsBR | 0.5% | $938,453 | 6,853 | -3% |
| Howard Hughes HoldingsHHH | 0.5% | $890,551 | 12,457 | -38% |
| AppleAAPL | 0.5% | $882,837 | 3,051 | Held |
| Berkshire HathawayBRK-B | 0.5% | $877,684 | 1,754 | -59% |
| Bristol-Myers SquibbBMY | 0.5% | $826,898 | 14,351 | -13% |
| MerckMRK | 0.5% | $823,204 | 6,406 | -42% |
| People Inc.PPLI | 0.5% | $813,062 | 17,614 | -37% |
| ChubbCB | 0.4% | $726,470 | 2,132 | -48% |
| AlphabetGOOG | 0.4% | $690,407 | 1,954 | Held |
| MedtronicMDT | 0.3% | $608,786 | 7,782 | -83% |
| NewsNWSA | 0.3% | $606,771 | 24,437 | -33% |
| KLAKLAC | 0.3% | $603,420 | 2,000 | -25% |
| International Business MachinesIBM | 0.3% | $603,282 | 2,145 | +31% |
| Verizon CommunicationsVZ | 0.3% | $550,956 | 13,013 | +7% |
| Cullen/frost BankersCFR | 0.3% | $463,096 | 2,997 | -23% |
| General DynamicsGD | 0.2% | $405,605 | 1,145 | -66% |
| Townsquare MediaTSQ | 0.2% | $395,050 | 55,877 | -36% |
| Match GroupMTCH | 0.2% | $393,361 | 10,338 | -64% |
| NasdaqNDAQ | 0.2% | $385,903 | 4,896 | Held |
| German American BancorpGABC | 0.2% | $362,594 | 7,640 | New |
| Knife RiverKNF | 0.2% | $343,885 | 4,111 | -54% |
| GE HealthCare TechnologiesGEHC | 0.2% | $305,314 | 4,770 | -58% |
| GXO LogisticsGXO | 0.2% | $293,857 | 5,796 | -51% |
| FRP HoldingsFRPH | 0.2% | $273,091 | 10,928 | New |
| Southern CompanySO | 0.2% | $264,638 | 2,765 | Held |
| American International GroupAIG | 0.1% | $256,905 | 3,447 | Held |
| Charles SchwabSCHW | 0.1% | $246,822 | 2,675 | -5% |
| Kimberly-ClarkKMB | 0.1% | $236,005 | 2,150 | Held |
| Restaurant Brands InternationalQSR | 0.1% | $212,454 | 2,930 | -78% |
| Citizens Financial GroupCFG | 0.1% | $209,649 | 2,992 | New |
| AirbnbABNB | 0.1% | $205,635 | 1,437 | -65% |
| Wendy'sWEN | 0.1% | $203,384 | 24,534 | -5% |
| ConduentCNDT | <0.1% | $38,383 | 26,290 | +3% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.1% since 30 June 2025.
Where the money is
Financial services29.0%
Retail & consumer22.7%
Technology18.9%
Health care8.0%
Industrials7.1%
Media & telecom7.1%
Everyday goods4.8%
Materials1.6%
Real estate0.7%
Utilities0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.