BOYAR ASSET MANAGEMENT INC.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$175,721
Net value change ($000)
+18,018 (11.4%)
New positions
7
Sold out positions
4
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
MDT 3,291 553.1%
MSGS 2,658 49.1%
CRM 1,436 NEW
MSGE 1,348 50.3%
BATRA 1,346 67.7%
BRK-B 1,122 121.2%
SPHR 1,115 34.4%
GOOGL 1,035 29.2%
QSR 973 NEW
MWA 867 62.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,373 -22.2%
UNF -1,796 -100.0%
JPM -1,226 -8.2%
WBD -943 -100.0%
AMP -592 -6.3%
DIS -551 -16.2%
BR -428 -27.2%
AXP -289 -18.3%
CFG -272 -100.0%
CVS -230 -16.9%
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