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BOYAR ASSET MANAGEMENT INC.

Q1 2026 · 13F-HR

BOYAR ASSET MANAGEMENT INC.holdings as filed

Filed 2026-05-08 · accession 0001218254-26-000002

$175.7M
Reported value
78
Positions
2026-03-31
Period end
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The Brief · BOYAR ASSET MANAGEMENT INC. · Q1 2026

AI · grounded in 13F

BOYAR ASSET MANAGEMENT INC. closed its position in UniFirst Corp Mass UNF, reducing exposure by $1.79M. The fund established a new position in Salesforce Inc CRM valued at $1.43M and exited its holding in Warner Bros Discovery Inc WBD for $942,904. Additionally, the fund increased its stake in Medtronic PLC MDT by 623.87% and Berkshire Hathaway Inc Del BRK/B by 131.90%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$15.3M8.73%41,435CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$13.8M7.86%46,944CommonSOLE
03076C106AMPAMERIPRISE FINL INC$8.8M4.98%19,706CommonSOLE
437076102HDHOME DEPOT INC$8.4M4.77%25,506CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$8.1M4.59%25,102CommonSOLE
060505104BACBANK AMERICA CORP$7.9M4.47%161,277CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.7M4.40%107,531CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$5.6M3.21%47,559CommonSOLE
17275R102CSCOCISCO SYS INC$4.9M2.78%63,060CommonSOLE
02079K305GOOGLALPHABET INC$4.6M2.60%15,906CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$4.4M2.48%37,113CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$4.0M2.29%68,337CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.0M2.27%16,306CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.9M2.21%44,844CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$3.3M1.90%78,101CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.9M1.68%102,562CommonSOLE
254687106DISDISNEY WALT CO$2.9M1.62%29,577CommonSOLE
717081103PFEPFIZER INC$2.8M1.59%99,212CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.7M1.51%8,132CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.6M1.47%44,762CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$2.4M1.39%40,189CommonSOLE
624758108MWAMUELLER WTR PRODS INC$2.3M1.29%82,256CommonSOLE
570535104MKLMARKEL GROUP INC$2.2M1.26%1,154CommonSOLE
131193104CALYCALLAWAY GOLF CO$2.1M1.19%151,183CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M1.17%4,274CommonSOLE
78467J100SSNCSS&C TECH HLDGS$1.8M1.00%25,983CommonSOLE
172967424CCITIGROUP INC$1.7M0.95%14,731CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.90%5,108CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.6M0.90%23,566CommonSOLE
191216100KOCOCA COLA CO$1.5M0.85%19,614CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.5M0.83%14,912CommonSOLE
79466L302CRMSALESFORCE INC$1.4M0.82%7,694CommonSOLE
871829107SYYSYSCO CORP$1.4M0.79%19,556CommonSOLE
58933Y105MRKMERCK & CO INC$1.3M0.76%11,038CommonSOLE
H1467J104CBCHUBB LTD SWITZ$1.3M0.76%4,072CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.73%4,251CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$1.3M0.72%20,095CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.3M0.72%5,488CommonSOLE
49177J102KVUEKENVUE INC$1.2M0.70%71,620CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.65%3,340CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.1M0.65%7,053CommonSOLE
126650100CVSCVS HEALTH CORP$1.1M0.64%15,758CommonSOLE
44891N208IACIAC INC$1.1M0.64%28,175CommonSOLE
216648501COOCOOPER COS INC$1.1M0.64%15,718CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$1.0M0.58%10,877CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.0M0.57%16,532CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$973,4850.55%13,173CommonSOLE
87612E106TGTTARGET CORP$924,4670.53%7,628CommonSOLE
504922105LHLABCORP HOLDINGS INC$910,3560.52%3,412CommonSOLE
65249B109NWSANEWS CORP NEW$908,8980.52%36,458CommonSOLE
896945201TRIPTRIPADVISOR INC$903,7650.51%84,781CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$870,4140.50%28,343CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$808,8170.46%21,854CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$808,6540.46%11,361CommonSOLE
037833100AAPLAPPLE INC$779,3890.44%3,071CommonSOLE
458140100INTCINTEL CORP$760,7820.43%17,240CommonSOLE
278642103EBAYEBAY INC.$733,0990.42%8,054CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$728,7990.41%9,334CommonSOLE
498894104KNFKNIFE RIVER CORP$723,2560.41%8,858CommonSOLE
219350105GLWCORNING INC$706,3640.40%5,195CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$614,3710.35%11,849CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$609,4750.35%12,141CommonSOLE
02079K107GOOGALPHABET INC$560,5240.32%1,954CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$533,5150.30%3,892CommonSOLE
009066101ABNBAIRBNB INC$514,4650.29%4,074CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC$471,1770.27%86,773CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$468,7810.27%8,325CommonSOLE
540424108LLOEWS CORP$453,2180.26%4,246CommonSOLE
631103108NDAQNASDAQ INC$415,6210.24%4,896CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$397,8370.23%1,641CommonSOLE
482480100KLACKLA CORP$390,1890.22%265CommonSOLE
842587107SOSOUTHERN CO$266,8780.15%2,765CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$263,6140.15%2,805CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$259,3870.15%3,447CommonSOLE
942622200WSOWATSCO INC$212,0900.12%583CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$207,4100.12%2,150CommonSOLE
95058W100WENWENDYS CO$178,9100.10%25,742CommonSOLE
206787103CNDTCONDUENT INC$32,6160.02%25,481CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.