BOYAR ASSET MANAGEMENT INC.
SEC Form 13F institutional filer · CIK 0001218254
13F-HR · 56 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
59.3%
BOYAR ASSET MANAGEMENT INC. — $137M AUM allocation strategy
BOYAR ASSET MANAGEMENT INC. files SEC Form 13F and reports $137M of long US equity value across 56 reported holdings for 2026-03-31.
Its largest sector bet is Financials 30.3%, followed by Information Technology 14.8% and Consumer Discretionary 9.3%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BOYAR ASSET MANAGEMENT INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$137M
total across 56 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MDT +38.6K sh · +$3.29M+$NWS +21K sh · +$506K+$UBER +19.3K sh · +$523K
Biggest trims (shares)
−$KVUE −3.72K sh · −$64.9K−$GLW −2.8K sh · +$6.15K−$CVS −1.4K sh · −$230K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks17.1%—
- Systems Software11.2%—
- Asset Management & Custody Banks10.5%—
- Home Improvement Retail6.1%—
- Passenger Ground Transportation5.6%—
- Pharmaceuticals4.9%—
- Communications Equipment3.6%—
- Interactive Media & Services3.3%—
- Other holdings37.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 41.4K | $15.3M | +677 | 11.2% |
| $JPM | JP Morgan Chase & Co | 46.9K | $13.8M | +284 | 10.1% |
| $AMP | Ameriprise Financial Inc | 19.7K | $8.76M | +638 | 6.4% |
| $HD | Home Depot Inc | 25.5K | $8.39M | +934 | 6.1% |
| $BAC | Bank of America Corporation | 161K | $7.86M | +18.7K | 5.8% |
| $UBER | Uber Technologies Inc | 108K | $7.73M | +19.3K | 5.7% |
| $BNY | The Bank of New York Mellon Corporation | 47.6K | $5.64M | -873 | 4.1% |
| $CSCO | Cisco Systems Inc | 63.1K | $4.89M | +9.45K | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.9K | $4.57M | +4.6K | 3.4% |
| $JNJ | Johnson & Johnson | 16.3K | $3.99M | -100 | 2.9% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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