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Boyar Asset Management Portfolio holdings

AUM $176M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
+2.93%
1 Year Est. Return
+20.04%
3 Year Est. Return
+58.36%
5 Year Est. Return
+53.63%
10 Year Est. Return
+232.77%
AUM
$158M
AUM Growth
-$343K
Cap. Flow
-$2.44M
Cap. Flow %
-1.55%
Top 10 Hldgs %
54.73%
Holding
80
New
3
Increased
8
Reduced
53
Closed
5

Top Buys

Rank Stock Value
1
UNF icon
Unifirst Corp
UNF
+$1.57M
2
FWONA icon
Liberty Media Series A
FWONA
+$741K
3
COO icon
Cooper Companies
COO
+$603K
4
MRK icon
Merck
MRK
+$112K
5
L icon
Loews
L
+$89.9K

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$982K
2
SPHR icon
Sphere Entertainment
SPHR
+$484K
3
MSFT icon
Microsoft
MSFT
+$423K
4
BAC icon
Bank of America
BAC
+$365K
5
GOLF icon
Acushnet Holdings
GOLF
+$363K

Sector Composition

Rank Sector Weight
1 Financials 29.33%
2 Technology 23.68%
3 Communication Services 17.51%
4 Consumer Discretionary 11%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BR icon
26
Broadridge
BR
$18.4B
$1.57M 1%
7,053
-129
-2% -$29.4K
MKL icon
27
Markel Group
MKL
$25.2B
$1.53M 0.97%
712
-7
-1% -$14.2K
UPS icon
28
United Parcel Service
UPS
$88.9B
$1.49M 0.94%
14,978
-55
-0.4% -$5.14K
SYY icon
29
Sysco
SYY
$40.8B
$1.48M 0.94%
20,049
-799
-4% -$60.8K
KO icon
30
Coca-Cola
KO
$383B
$1.41M 0.9%
20,230
-416
-2% -$29K
MWA icon
31
Mueller Water Products
MWA
$3.94B
$1.39M 0.88%
58,534
-1,879
-3% -$46.6K
CVS icon
32
CVS Health
CVS
$135B
$1.36M 0.86%
17,161
-634
-4% -$50K
KVUE icon
33
Kenvue
KVUE
$38B
$1.3M 0.82%
75,341
-707
-0.9% -$11.6K
WM icon
34
Waste Management
WM
$95B
$1.3M 0.82%
5,911
– –
CALY
35
Callaway Golf Company
CALY
$3.28B
$1.27M 0.8%
108,445
-4,756
-4% -$50.2K
MTCH icon
36
Match Group
MTCH
$9.19B
$1.05M 0.67%
32,536
-641
-2% -$21.1K
WBD icon
37
Warner Bros
WBD
$64.3B
$943K 0.6%
32,717
-2,511
-7% -$58.7K
LH icon
38
Labcorp
LH
$25.2B
$928K 0.59%
3,698
-84
-2% -$22.3K
GPN icon
39
Global Payments
GPN
$24.1B
$927K 0.59%
11,976
-512
-4% -$41.2K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.1T
$926K 0.59%
1,843
-135
-7% -$67.2K
GOLF icon
41
Acushnet Holdings
GOLF
$6B
$918K 0.58%
11,497
-4,478
-28% -$363K
TRIP icon
42
TripAdvisor
TRIP
$1.7B
$908K 0.58%
62,345
+464
+0.7% +$7.06K
BMY icon
43
Bristol-Myers Squibb
BMY
$129B
$894K 0.57%
16,569
-150
-0.9% -$7.22K
HHH icon
44
Howard Hughes
HHH
$3.94B
$836K 0.53%
10,479
-250
-2% -$20.7K
AAPL icon
45
Apple
AAPL
$4.97T
$835K 0.53%
3,071
– –
TGT icon
46
Target
TGT
$66.3B
$760K 0.48%
7,774
-106
-1% -$9.77K
MGM icon
47
MGM Resorts International
MGM
$11.7B
$742K 0.47%
20,339
+401
+2% +$13.6K
FWONA icon
48
Liberty Media Series A
FWONA
$23.4B
$739K 0.47%
+8,263
New +$741K
CB icon
49
Chubb
CB
$140B
$702K 0.44%
2,248
-109
-5% -$31.9K
EBAY icon
50
eBay
EBAY
$51.2B
$701K 0.44%
8,053
-189
-2% -$16.4K
1
2
3 4

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LWM
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TIM
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DAM
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FF
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Boyar Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, Boyar Asset Management held 80 positions worth $158M, down 0.22% from $158M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Boyar Asset Management's Q4 2025 filing shows 3 new, 8 increased, 53 reduced and 5 closed positions. Its largest new stake was Unifirst Corp: 9,308 shares worth $1.8M. The largest sale was JPMorgan Chase, an estimated $982K.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 29% a quarter earlier, followed by Technology and Communication Services.

  • Boyar Asset Management's largest Q4 2025 buy was Unifirst Corp: 9,308 shares worth $1.8M.
  • Boyar Asset Management added most to Merck in Q4 2025, an estimated $112K increase.
  • Boyar Asset Management's biggest Q4 2025 reduction was JPMorgan Chase, cutting an estimated $982K.
  • Boyar Asset Management fully exited Angi Inc in Q4 2025, selling an estimated $306K.
  • Boyar Asset Management's ten largest holdings make up 55% of its $158M portfolio in Q4 2025.
  • Boyar Asset Management opened 3 new positions and closed 5 in Q4 2025.
  • Boyar Asset Management's portfolio value fell 0.22% quarter-over-quarter to $158M.

Based on Boyar Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.