Boyar Asset Management Inc. Portfolio Holdings

Boyar Asset Management Inc.

  • $140 Million
  • Q2 2024

Boyar Asset Management Inc. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5M, Jpmorgan Chase & CO with a value of $11.3M, Ameriprise Financial Inc with a value of $10.6M, Home Depot, Inc. with a value of $9.58M, and Uber Technologies, Inc with a value of $6.93M.

Examining the 13F form we can see an decrease of $7.99M in the current position value, from $148M to 140M.

Boyar Asset Management Inc. is based out at New York, NY

Below you can find more details about Boyar Asset Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
Financial Services: $38.4 Million
Technology: $36.3 Million
Consumer Cyclical: $19.6 Million
Communication Services: $18.8 Million
Consumer Defensive: $9.44 Million
Healthcare: $8.82 Million
Industrials: $6.57 Million
Basic Materials: $2 Million
Other: $271,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38B
$4.18 Million 2.98% of portfolio
22,222
Q2 2024 Added 0.01%
$4.97B
$2 Million 1.43% of portfolio
30,757
Q2 2024 Reduced 0.24%
$3.94B
$1.67 Million 1.19% of portfolio
89,008
Q2 2024 Reduced 0.79%
$3.43B
$1.23 Million 0.88% of portfolio
68,900
Q2 2024 Reduced 0.57%
$4.41B
$1.16 Million 0.83% of portfolio
18,329
Q1 2024 Reduced 1.19%
$4.08B
$904,000 0.65% of portfolio
19,302
Q2 2024 Added 51.8%
$4.18B
$509,000 0.36% of portfolio
30,021
Q2 2024 Added 0.02%
$2.31B
$473,000 0.34% of portfolio
16,036
Q2 2024 Reduced 1.47%
$2.47B
$386,000 0.28% of portfolio
78,306
Q2 2024 Reduced 6.82%
$3.64B
$233,000 0.17% of portfolio
36,447
Q2 2024 Reduced 15.52%
$4.14B
$170,000 0.12% of portfolio
13,917
Q2 2024 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $140 Million
  • Prior Value $148 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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