Q4 2025 · 13F-HR
BOYAR ASSET MANAGEMENT INC.holdings as filed
Filed 2026-02-13 · accession 0001218254-26-000001
$157.7M
Reported value
75
Positions
2025-12-31
Period end
The Brief · BOYAR ASSET MANAGEMENT INC. · Q4 2025
AI · grounded in 13F
BOYAR ASSET MANAGEMENT INC. established a new position in UNF valued at $1.79M. The fund also added new stakes in FWONA for $738,547 and COO for $660,352. On the sell side, the manager reduced holdings in GOLF by 28.03% and SPHR by 15.70%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $19.7M | 12.5% | 40,758 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $15.0M | 9.53% | 46,660 | Common | SOLE |
| 03076C106 | AMP | AMERIPRISE FINL INC | $9.3M | 5.93% | 19,068 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $8.5M | 5.36% | 24,572 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $7.8M | 4.97% | 142,566 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $7.2M | 4.57% | 88,262 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $5.6M | 3.57% | 48,432 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $5.4M | 3.43% | 20,918 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $4.1M | 2.62% | 53,615 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $3.5M | 2.24% | 11,306 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.4M | 2.16% | 29,900 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.4M | 2.15% | 16,406 | Common | SOLE |
| 55826T102 | SPHR | SPHERE ENTERTAINMENT CO | $3.2M | 2.06% | 34,097 | Common | SOLE |
| 558256103 | MSGE | MADISON SQUARE GARDEN ENTMT | $2.7M | 1.70% | 49,699 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $2.5M | 1.60% | 8,132 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $2.5M | 1.58% | 83,500 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $2.4M | 1.53% | 44,862 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.3M | 1.44% | 90,946 | Common | SOLE |
| 047726302 | BATRK | ATLANTA BRAVES HLDGS INC | $2.0M | 1.26% | 50,420 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $1.8M | 1.17% | 15,806 | Common | SOLE |
| 904708104 | UNF | UNIFIRST CORP MASS | $1.8M | 1.14% | 9,308 | Common | SOLE |
| 810186106 | SMG | SCOTTS MIRACLE-GRO CO | $1.7M | 1.06% | 28,775 | Common | SOLE |
| 78467J100 | SSNC | SS&C TECHNOLOGIES HLDGS INC | $1.6M | 1.04% | 18,846 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.6M | 1.02% | 5,275 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1.6M | 1.00% | 4,258 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $1.6M | 1.00% | 7,053 | Common | SOLE |
| 570535104 | MKL | MARKEL GROUP INC | $1.5M | 0.97% | 712 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $1.5M | 0.94% | 14,978 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $1.5M | 0.94% | 20,049 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.4M | 0.90% | 20,230 | Common | SOLE |
| 624758108 | MWA | MUELLER WTR PRODS INC | $1.4M | 0.88% | 58,534 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $1.4M | 0.86% | 17,161 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $1.3M | 0.82% | 75,341 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.3M | 0.82% | 5,911 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $1.3M | 0.80% | 108,445 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $1.1M | 0.67% | 32,536 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $942,904 | 0.60% | 32,717 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $927,754 | 0.59% | 3,698 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $926,952 | 0.59% | 11,976 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $926,384 | 0.59% | 1,843 | Common | SOLE |
| 005098108 | GOLF | ACUSHNET HLDGS CORP | $917,691 | 0.58% | 11,497 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $907,743 | 0.58% | 62,345 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $893,752 | 0.57% | 16,569 | Common | SOLE |
| 44267T102 | HHH | HOWARD HUGHES HOLDINGS INC | $835,910 | 0.53% | 10,479 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $834,882 | 0.53% | 3,071 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $759,889 | 0.48% | 7,774 | Common | SOLE |
| 552953101 | MGM | MGM RESORTS INTERNATIONAL | $742,170 | 0.47% | 20,339 | Common | SOLE |
| 531229771 | FWONA | LIBERTY MEDIA CORP DEL | $738,547 | 0.47% | 8,263 | Common | SOLE |
| H1467J104 | CB | CHUBB LIMITED | $701,657 | 0.44% | 2,248 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $701,433 | 0.44% | 8,053 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $700,217 | 0.44% | 7,997 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $670,420 | 0.43% | 18,169 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $660,352 | 0.42% | 8,057 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $640,955 | 0.41% | 6,089 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $627,600 | 0.40% | 2,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $595,092 | 0.38% | 6,195 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $507,557 | 0.32% | 12,981 | Common | SOLE |
| 540424108 | L | LOEWS CORP | $490,323 | 0.31% | 4,656 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $486,172 | 0.31% | 1,641 | Common | SOLE |
| 631103108 | NDAQ | NASDAQ INC | $475,548 | 0.30% | 4,896 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $448,207 | 0.28% | 5,465 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $422,508 | 0.27% | 1,255 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $402,535 | 0.26% | 15,411 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $396,748 | 0.25% | 9,741 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $321,996 | 0.20% | 265 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $294,891 | 0.19% | 3,447 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $290,239 | 0.18% | 2,905 | Common | SOLE |
| 174610105 | CFG | CITIZENS FINL GROUP INC | $271,606 | 0.17% | 4,650 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $241,108 | 0.15% | 2,765 | Common | SOLE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $216,913 | 0.14% | 2,150 | Common | SOLE |
| 95058W100 | WEN | WENDYS CO | $215,400 | 0.14% | 25,858 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $211,929 | 0.13% | 4,026 | Common | SOLE |
| 892231101 | TSQ | TOWNSQUARE MEDIA INC | $189,250 | 0.12% | 36,819 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $102,190 | 0.06% | 26,892 | Common | SOLE |
| 206787103 | CNDT | CONDUENT INC | $49,158 | 0.03% | 25,603 | Common | SOLE |
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.