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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
-2.42%
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
$176M
AUM Growth
+$18M
Cap. Flow
+$26M
Cap. Flow %
14.78%
Top 10 Hldgs %
48.41%
Holding
82
New
7
Increased
37
Reduced
25
Closed
4

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$3.7M
2
CRM icon
Salesforce
CRM
+$1.59M
3
UBER icon
Uber
UBER
+$1.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.45M
5
MSGS icon
Madison Square Garden
MSGS
+$1.25M

Top Sells

Rank Stock Value
1
UNF icon
Unifirst Corp
UNF
+$1.8M
2
WBD icon
Warner Bros
WBD
+$943K
3
GLW icon
Corning
GLW
+$338K
4
CFG icon
Citizens Financial Group
CFG
+$272K
5
MTCH icon
Match Group
MTCH
+$131K

Sector Composition

Rank Sector Weight
1 Financials 26.48%
2 Communication Services 20.16%
3 Technology 20.13%
4 Consumer Discretionary 11.3%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
76
Kimberly-Clark
KMB
$36B
$207K 0.12%
2,150
– –
WEN icon
77
Wendy's
WEN
$1.48B
$179K 0.1%
25,742
-116
-0.4% -$893
CNDT icon
78
Conduent
CNDT
$251M
$32.6K 0.02%
25,481
-122
-0.5% -$186
CFG icon
79
Citizens Financial Group
CFG
$30.6B
– –
-4,650
Closed -$272K
STKL
80
DELISTED
SunOpta
STKL
– –
-26,892
Closed -$102K
UNF icon
81
Unifirst Corp
UNF
$5.27B
– –
-9,308
Closed -$1.8M
WBD icon
82
Warner Bros
WBD
$67.4B
– –
-32,717
Closed -$943K
1 2 3
4

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Boyar Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Boyar Asset Management held 82 positions worth $176M, up 11% from $158M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Boyar Asset Management deployed $26M of net new capital in Q1 2026, opening 7 new positions and adding to 37 existing holdings. Its largest new stake was Salesforce: 7,694 shares worth $1.44M.

By sector, the portfolio is most concentrated in Financials at 26% of assets, down from 29% a quarter earlier, followed by Communication Services and Technology.

On the sell side, the largest reduction was Corning, an estimated $338K trimmed.

  • Boyar Asset Management's largest Q1 2026 buy was Salesforce: 7,694 shares worth $1.44M.
  • Boyar Asset Management added most to Medtronic in Q1 2026, an estimated $3.7M increase.
  • Boyar Asset Management's biggest Q1 2026 reduction was Corning, cutting an estimated $338K.
  • Boyar Asset Management fully exited Unifirst Corp in Q1 2026, selling an estimated $1.8M.
  • Boyar Asset Management's ten largest holdings make up 48% of its $176M portfolio in Q1 2026.
  • Boyar Asset Management opened 7 new positions and closed 4 in Q1 2026.
  • Boyar Asset Management's portfolio value rose 11% quarter-over-quarter to $176M.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.