DOSSIER · 13F-HR · Q2 2026

BOYAR ASSET MANAGEMENT INC.

$174M in tracked AUM across 77 positions as of Q2 2026.

BA
CIK 0001218254 · last filed Jun 30, 2026
Total AUM
$174M
as of Q2 2026
Holdings
77
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Boyar Asset Management Inc. reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 57.5%, dropping from $152.82 million to $64.95 million. This drastic reduction was driven primarily by capital deployment decisions rather than market depreciation alone, as evidenced by the exit of 34 positions and the initiation of 12 new ones. The firm has shifted toward a more conc...

Key Holdings

The portfolio is currently characterized by high concentration in its top-tier positions. The three largest holdings—JPMorgan Chase (JPM), Ameriprise Financial (AMP), and Uber Technologies (UBER)—collectively account for 52.33% of the total portfolio value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$16M43K9.2%
02
JPM
JPMORGAN CHASE & CO
$16M48K9.0%
03
AMP
AMERIPRISE FINL INC
$9M20K5.2%
04
HD
HOME DEPOT INC
$9M26K5.2%
05
MSGS
MADISON SQUARE GRDN SPRT COR
$9M22K5.1%
06
BAC
BANK OF AMER CORP
$8M141K4.6%
07
BK
BANK OF NY MELLON CORP
$7M51K4.2%
08
UBER
UBER TECHNOLOGIES INC
$7M92K3.8%
09
CSCO
CISCO SYS INC
$6M51K3.5%
10
SPHR
SPHERE ENTERTAINMENT CO
$5M29K2.9%

Filing history

2026Q2Jun 30
$174M 0.8%
77 positionsView →
2026Q1Mar 31
$176M 11.4%
78 positionsView →
2025Q4Dec 31
$158M 142.8%
75 positionsView →
2025Q3Sep 30
$65M 57.5%
28 positionsView →
2025Q2Jun 30
$153M 10.8%
79 positionsLocked
2025Q1Mar 31
$138M 9.0%
77 positionsLocked
2024Q4Dec 31
$152M 2.4%
78 positionsLocked
2024Q3Sep 30
$155M 6.6%
79 positionsLocked
2024Q2Jun 30
$146M 4.9%
78 positionsLocked
2024Q1Mar 31
$153M 15.1%
81 positionsLocked
2023Q4Dec 31
$133M 4.6%
80 positionsLocked
2023Q3Sep 30
$127M 5.8%
80 positionsLocked
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