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Livermore
Livermore
ZHEN

Boyar Asset Management Inc.

SEC CIK
0001218254
Latest filing
Aug 14, 2026

The latest 13F from Boyar Asset Management Inc. covers Q2 2026 (filed Aug 14, 2026): 77 long positions worth $174.4M. The top 10 holdings make up 52.6% of the portfolio, and the largest is Microsoft Corp (MSFT) at 9.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$845.3K
Added
20
Est. +$4.77M
Reduced
49
Est. −$26.3M
Sold out
4
Est. −$1.87M

Top 5 holdings

Share of this quarter's portfolio value

  1. MSFTMicrosoft Corp
    9.2%$16.0MHistory
  2. JPMJPMorgan Chase & Co
    9.0%$15.6MHistory
  3. AMPAmeriprise Financial Inc
    5.2%$9.14MHistory
  4. HDHome Depot, Inc.
    5.2%$9.01MHistory
  5. MSGSMadison Square Garden Sports Corp.
    5.1%$8.94MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. COOCooper Companies, Inc.
    +$1.13MAddedHistory
  2. MSFTMicrosoft Corp
    +$546.5KAddedHistory
  3. MGMMGM Resorts International
    +$505.6KAddedHistory
  4. BNYBank of New York Mellon Corp
    +$457.8KAddedHistory
  5. CRMSalesforce, Inc.
    +$423.3KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. JPMJPMorgan Chase & Co
    +1.09 pp7.9% → 9.0%History
  2. INTCIntel Corp
    +1.00 pp0.4% → 1.4%History
  3. BNYBank of New York Mellon Corp
    +1.00 pp3.2% → 4.2%History
  4. COOCooper Companies, Inc.
    +0.65 pp0.6% → 1.3%History
  5. MSFTMicrosoft Corp
    +0.45 pp8.7% → 9.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MDTMedtronic plc
    −$2.90MReducedHistory
  2. GOOGLAlphabet Inc.
    −$1.80MReducedHistory
  3. SPHRSphere Entertainment Co.
    −$1.44MReducedHistory
  4. CSCOCisco Systems, Inc.
    −$1.36MReducedHistory
  5. BRK.BBerkshire Hathaway Inc
    −$1.26MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MDTMedtronic plc
    −1.86 pp2.2% → 0.3%History
  2. BRK.BBerkshire Hathaway Inc
    −0.66 pp1.2% → 0.5%History
  3. UBERUber Technologies, Inc
    −0.61 pp4.4% → 3.8%History
  4. CMCSAComcast Corp
    −0.49 pp1.7% → 1.2%History
  5. QSRRestaurant Brands International Inc.
    −0.43 pp0.6% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$174.4M
−$1.34M (−0.8%) vs. prior quarter
Positions
77
−1 vs. prior quarter
Top 10 concentration
52.6%
Top 10 as share of value
Turnover
3.2%
Q2 2026, one quarter
Average holding period
20.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $175.7M (Q1 2026)

Q1 2021: $147.9MQ2 2021: $155.2MQ3 2021: $151.8MQ4 2021: $166.0MQ1 2022: $155.7MQ2 2022: $121.1MQ3 2022: $121.4MQ4 2022: $122.6MQ1 2023: $129.6MQ2 2023: $135.2MQ3 2023: $127.4MQ4 2023: $133.2MQ1 2024: $153.3MQ2 2024: $145.8MQ3 2024: $155.3MQ4 2024: $151.6MQ1 2025: $137.9MQ2 2025: $152.8MQ3 2025: $158.0MQ4 2025: $157.7MQ1 2026: $175.7MQ2 2026: $174.4M
Q1 2021Q2 2026
13F filings of Boyar Asset Management Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202677$174.4MMSFTJPMAMPvs. Q1 2026SEC
Q1 2026May 8, 202678$175.7MMSFTJPMAMPvs. Q4 2025SEC
Q4 2025Feb 13, 202675$157.7MMSFTJPMAMPvs. Q3 2025SEC
Q3 2025Nov 18, 202577$158.0MMSFTJPMHDvs. Q2 2025SEC
Q2 2025Jul 21, 202579$152.8MMSFTJPMAMPvs. Q1 2025SEC
Q1 2025Apr 23, 202577$137.9MMSFTJPMAMPvs. Q4 2024SEC
Q4 2024Feb 14, 202578$151.6MMSFTJPMAMPvs. Q3 2024SEC
Q3 2024Nov 22, 202479$155.3MMSFTJPMAMPvs. Q2 2024SEC
Q2 2024Aug 5, 202478$145.8MMSFTJPMAMPvs. Q1 2024SEC
Q1 2024May 6, 202481$153.3MMSFTJPMAMPvs. Q4 2023SEC
Q4 2023Feb 14, 202480$133.2MMSFTJPMHDvs. Q3 2023SEC
Q3 2023Nov 8, 202380$127.4MMSFTHDAMPvs. Q2 2023SEC
Q2 2023Jul 27, 202380$135.2MMSFTHDAMPvs. Q1 2023SEC
Q1 2023Apr 27, 202376$129.6MMSFTHDAMPvs. Q4 2022SEC
Q4 2022Feb 10, 202377$122.6MMSFTHDAMPvs. Q3 2022SEC
Q3 2022Nov 8, 202284$121.4MMSFTHDAMPvs. Q2 2022SEC
Q2 2022Aug 8, 202280$121.1MMSFTHDJPMvs. Q1 2022SEC
Q1 2022Apr 27, 202286$155.7MMSFTHDJPMvs. Q4 2021SEC
Q4 2021Feb 10, 202285$166.0MMSFTHDJPMvs. Q3 2021SEC
Q3 2021Oct 18, 202185$151.8MMSFTHDJPMvs. Q2 2021SEC
Q2 2021Aug 4, 202184$155.2MMSFTHDJPMvs. Q1 2021SEC
Q1 2021May 4, 202183$147.9MMSFTHDJPM–SEC