Boyar Asset Management Inc. Portfolio Holdings

Boyar Asset Management Inc.

  • $149 Million
  • Q3 2024

Boyar Asset Management Inc. has filed its 13F form on November 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.9M, Jpmorgan Chase & CO with a value of $11.8M, Ameriprise Financial Inc with a value of $11.6M, Home Depot, Inc. with a value of $11.3M, and Uber Technologies, Inc with a value of $7.18M.

Examining the 13F form we can see an increase of $8.94M in the current position value, from $140M to 149M.

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 $149 Million
Financial Services: $40.7 Million
Technology: $36.4 Million
Consumer Cyclical: $21.8 Million
Communication Services: $20.8 Million
Consumer Defensive: $9.86 Million
Healthcare: $9.76 Million
Industrials: $6.82 Million
Basic Materials: $2.65 Million
Other: $303,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$953M
$1.87 Million 1.25% of portfolio
43,915
Q3 2024 Reduced 1.84%
$1.82B
$284,000 0.19% of portfolio
7,829
Q3 2024 Reduced 4.33%
$1.64B
$250,000 0.17% of portfolio
11,498
Q1 2024 Reduced 2.95%
$932M
$220,000 0.15% of portfolio
54,757
Q3 2024 Reduced 43.64%
$847M
$190,000 0.13% of portfolio
29,886
Q3 2024 Reduced 3.24%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $149 Million
  • Prior Value $140 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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