BOYAR ASSET MANAGEMENT INC. — 13F holdings
BOYAR ASSET MANAGEMENT INC. reported 77 holdings worth $174M in its 13F filing for Q2 2026, filed August 14, 2026. That's down 0.8% from $176M in Q1 2026, when it reported 78 holdings. Its 10 largest positions make up 52.6% of the portfolio.
BOYAR ASSET MANAGEMENT INC.'s largest positions in Q2 2026
- MSFT MICROSOFT CORP — $16.0M (9.2%) · added 4%
- JPM JPMorgan Chase & Co. — $15.6M (9.0%) · added 2%
- AMP AMERIPRISE FINL INC — $9.14M (5.2%) · added 1%
- HD HOME DEPOT INC — $9.01M (5.2%) · unchanged
- MSGS MADISON SQUARE GRDN SPRT COR — $8.94M (5.1%) · cut 11%
- BAC BANK AMERICA CORP — $8.03M (4.6%) · cut 13%
- BNY BANK NEW YORK MELLON CORP — $7.34M (4.2%) · added 7%
- UBER UBER TECHNOLOGIES INC — $6.60M (3.8%) · cut 15%
- CSCO CISCO SYS INC — $6.04M (3.5%) · cut 18%
- SPHR SPHERE ENTERTAINMENT CO — $4.98M (2.9%) · cut 22%
- MSGE MADISON SQUARE GARDEN ENTMT — $4.44M (2.5%) · cut 20%
- JNJ Johnson & Johnson — $4.14M (2.4%) · unchanged
- GOOGL ALPHABET INC — $3.88M (2.2%) · cut 32%
- DIS DISNEY WALT CO — $3.10M (1.8%) · added 9%
- BATRK ATLANTA BRAVES HLDGS INC — $3.07M (1.8%) · cut 24%
- MDLZ MONDELEZ INTL INC — $2.68M (1.5%) · added 4%
- MAR MARRIOTT INTL INC NEW — $2.62M (1.5%) · cut 13%
- SMG SCOTTS MIRACLE-GRO CO — $2.52M (1.4%) · cut 8%
- INTC Intel Corp — $2.50M (1.4%) · added 4%
- COO COOPER COS INC — $2.25M (1.3%) · added 100%
What BOYAR ASSET MANAGEMENT INC. bought in Q2 2026
3 new positions and 19 positions added to.
- COO COOPER COS INC — added, about $1.13M
- MSFT MICROSOFT CORP — added, about $546K
- MGM MGM RESORTS INTERNATIONAL — added, about $506K
- BNY BANK NEW YORK MELLON CORP — added, about $458K
- CRM SALESFORCE INC — added, about $423K
- GABC GERMAN AMERN BANCORP INC — new position, about $363K
- FRPH FRP HLDGS INC — new position, about $273K
- DIS DISNEY WALT CO — added, about $253K
- JPM JPMorgan Chase & Co. — added, about $243K
- FWONA LIBERTY MEDIA CORP DEL — added, about $241K
What BOYAR ASSET MANAGEMENT INC. sold in Q2 2026
4 positions sold out and 46 reduced.
- MDT MEDTRONIC PLC — cut 83%, about $2.90M
- GOOGL ALPHABET INC — cut 32%, about $1.80M
- SPHR SPHERE ENTERTAINMENT CO — cut 22%, about $1.44M
- CSCO CISCO SYS INC — cut 18%, about $1.36M
- BRK.B BERKSHIRE HATHAWAY INC DEL — cut 59%, about $1.26M
- BAC BANK AMERICA CORP — cut 13%, about $1.16M
- UBER UBER TECHNOLOGIES INC — cut 15%, about $1.16M
- MSGS MADISON SQUARE GRDN SPRT COR — cut 11%, about $1.15M
- MSGE MADISON SQUARE GARDEN ENTMT — cut 20%, about $1.09M
- BATRK ATLANTA BRAVES HLDGS INC — cut 24%, about $979K
BOYAR ASSET MANAGEMENT INC. portfolio value by quarter
- Q2 2026: $174M in 77 holdings
- Q1 2026: $176M in 78 holdings
- Q4 2025: $158M in 75 holdings
- Q3 2025: $158M in 77 holdings
- Q2 2025: $153M in 79 holdings
- Q1 2025: $138M in 77 holdings
- Q4 2024: $152M in 78 holdings
What does BOYAR ASSET MANAGEMENT INC. own?
Its largest positions in Q2 2026 were MSFT, JPM, AMP, HD, MSGS, out of 77 holdings worth $174M.
What did BOYAR ASSET MANAGEMENT INC. buy last quarter?
In Q2 2026 it opened 3 new positions and added to 19; the largest buys were COO, MSFT, MGM.
What did BOYAR ASSET MANAGEMENT INC. sell last quarter?
In Q2 2026 it sold out of 4 positions and reduced 46, including EBAY, CARR, L.