Arkolith/Funds/Boyar Asset Management Inc.

Boyar Asset Management Inc.

CIK 1218254
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Boyar Asset Management Inc. holds a focused book of 77 reported positions worth $174.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened German American Bancorp and trimmed Madison Square Garden Sports. Their largest long position is Microsoft Corp at 9% of the reported non-option book.

Sold out
4
exited the position entirely
+1 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
53%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
29%
Consumer Discretionary
25%
Information Technology
20%
Industrials
7%
Health Care
7%
Consumer Staples
3%
Materials
3%
Communication Services
3%

+3 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Boyar Asset Management Inc.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC36 / 77$2.5B
Warren Buffett7 / 77$226.7B
Independent Investors Inc21 / 77$390.3M
Ardent Capital Management, Inc.11 / 77$171.2M
Daniel Investment Group, Inc.8 / 77$116.8M
Citadel Investment Advisory, Inc.18 / 77$143.3M
Founders Capital Management, LLC20 / 77$429.9M
Westchester Capital Management, Inc.21 / 77$333.1M

Ranked by the share of each fund's own book sitting in the names it shares with Boyar Asset Management Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

77 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$16.0M42.9K
9.2%
+3.5%
Added · +1K sh
2JPMorgan Chase & Co
COM
$15.6M47.7K
9.0%
+1.6%
Added · +741 sh
3Ameriprise Finl Inc
COM
$9.1M19.9K
5.2%
+1.1%
Added · +207 sh
4Home Depot Inc
COM
$9.0M25.6K
5.2%
+0.2%
Added · +52 sh
5Madison Square GRDN SPRT Cor
CL A
$8.9M22.2K
5.1%
−11%
Reduced · −3K sh
6Bank Of Amer Corp
COM
$8.0M140.9K
4.6%
−13%
Reduced · −20K sh
7Bank Of NY Mellon Corp
COM
$7.3M50.7K
4.2%
+6.7%
Added · +3K sh
8Uber Technologies Inc
COM
$6.6M91.5K
3.8%
−15%
Reduced · −16K sh
9Cisco Sys Inc
COM
$6.0M51.5K
3.5%
−18%
Reduced · −12K sh
10Sphere Entertainment Co
CL A
$5.0M28.8K
2.9%
−22%
Reduced · −8K sh
11Madison Square Garden Entmt
COM CL A
$4.4M54.9K
2.5%
−20%
Reduced · −13K sh
12Johnson & Johnson
COM
$4.1M16.3K
2.4%
~0%
Reduced · −8 sh
13Alphabet Inc
CAP STK CL A
$3.9M10.9K
2.2%
−32%
Reduced · −5K sh
14Disney Walt Co
COM
$3.1M32.2K
1.8%
+8.9%
Added · +3K sh
15Atlanta Braves Hldgs Inc
COM SER C
$3.1M59.2K
1.8%
−24%
Reduced · −19K sh
16Mondelez Intl Inc
CL A
$2.7M46.4K
1.5%
+3.6%
Added · +2K sh
17Marriott Intl Inc New
CL A
$2.6M7.1K
1.5%
−13%
Reduced · −1K sh
18Scotts Miracle-Gro Co
CL A
$2.5M37.0K
1.4%
−8.0%
Reduced · −3K sh
19Intel Corp
COM
$2.5M17.9K
1.4%
+3.8%
Added · +660 sh
20Cooper Cos Inc
COM
$2.3M31.4K
1.3%
+100%
Added · +16K sh
21Pfizer Inc
COM
$2.2M92.4K
1.3%
−6.9%
Reduced · −7K sh
22Markel Group Inc
COM
$2.1M1.1K
1.2%
−5.0%
Reduced · −58 sh
23Citigroup Inc
COM NEW
$2.1M15.0K
1.2%
+1.8%
Added · +266 sh
24Comcast Corp New
CL A
$2.1M84.0K
1.2%
−18%
Reduced · −19K sh
25Callaway Golf Co
COM
$2.0M107.8K
1.2%
−29%
Reduced · −43K sh
26Mueller WTR Prods Inc
COM SER A
$1.7M66.3K
1.0%
−19%
Reduced · −16K sh
27Coca Cola Co
COM
$1.7M20.9K
1.0%
+6.6%
Added · +1K sh
28CVS Health Corp
COM
$1.7M16.1K
1.0%
+1.9%
Added · +294 sh
29American Express Co
COM
$1.6M4.9K
0.9%
+14%
Added · +602 sh
30Salesforce Inc
COM
$1.6M10.4K
0.9%
+35%
Added · +3K sh
31MGM Resorts International
COM
$1.6M32.4K
0.9%
+48%
Added · +11K sh
32Sysco Corp
COM
$1.5M18.2K
0.9%
−6.8%
Reduced · −1K sh
33McDonalds Corp
COM
$1.4M5.1K
0.8%
−0.3%
Reduced · −15 sh
34Kenvue Inc
COM
$1.3M69.2K
0.8%
−3.4%
Reduced · −2K sh
35United Parcel Svcs Inc
CL B
$1.2M11.6K
0.7%
−22%
Reduced · −3K sh
36Corning Inc
COM
$1.2M4.7K
0.7%
−9.1%
Reduced · −473 sh
37Waste Mgmt Inc Del
COM
$1.2M5.3K
0.7%
−3.3%
Reduced · −180 sh
38SS&C Tech Hldgs
COM
$1.1M17.8K
0.6%
−31%
Reduced · −8K sh
39Labcorp Holdings Inc
COM SHS
$1.1M3.9K
0.6%
+13%
Added · +442 sh
40Tripadvisor Inc
COM
$1.1M77.2K
0.6%
−9.0%
Reduced · −8K sh
41Liberty Media Corp Del
COM LBTY ONE S A
$1.1M12.1K
0.6%
+29%
Added · +3K sh
42Global PMTS Inc
COM
$1.0M14.0K
0.6%
−41%
Reduced · −10K sh
43Acushnet Hldgs Corp
COM
$969K8.2K
0.6%
−25%
Reduced · −3K sh
44Target Corp
COM
$950K7.3K
0.5%
−4.7%
Reduced · −356 sh
45Broadridge Finl Solutions In
COM
$938K6.9K
0.5%
−2.8%
Reduced · −200 sh
46Howard Hughes Holdings Inc
COM
$891K12.5K
0.5%
−38%
Reduced · −8K sh
47Apple Inc
COM
$883K3.1K
0.5%
−0.7%
Reduced · −20 sh
48Berkshire Hathaway Inc Del
CL B NEW
$878K1.8K
0.5%
−59%
Reduced · −3K sh
49Bristol-Myers Squibb Co
COM
$827K14.4K
0.5%
−13%
Reduced · −2K sh
50Merck & Co Inc
COM
$823K6.4K
0.5%
−42%
Reduced · −5K sh
Showing 50 of 77 positions
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Filing history

As-of date vs the date the SEC received each filing

$175.7M · Q1 2026Q3 2025 · $158.0MQ2 2026 · $174.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d77$174.4M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d78$175.7M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d75$157.7M13F-HR
Q3 2025Sep 30, 2025Nov 18, 202549d77$158.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.