BOYAR ASSET MANAGEMENT INC.

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/18/2025
Form type
13F-HR
Num holdings
77
Total value ($000)
$158,046
Net value change ($000)
+5,229 (3.4%)
New positions
2
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,048 59.7%
JPM 989 6.7%
HD 918 10.0%
BK 806 17.8%
SPHR 716 39.8%
MSFT 647 3.1%
KVUE 613 98.7%
BAC 539 7.5%
JNJ 517 20.2%
MSGS 506 11.7%
Top Reduces (Value $000, Stocks/ETFs)
AMP -1,227 -11.4%
PRGO -719 -100.0%
CMCSA -429 -13.4%
BMY -318 -29.7%
DIS -316 -8.3%
UPS -284 -18.4%
MDLZ -279 -9.0%
BATRA -275 -11.6%
BEN -272 -100.0%
TGT -270 -27.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type