BOYAR ASSET MANAGEMENT INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 9,960 | 11,530 | +1,570 | 1,755,251 | 2,802,962 | 1.77% | +1,047,711 |
| JPMORGAN CHASE & CO.(JPM) | 50,806 | 49,831 | -975 | 14,729,178 | 15,718,099 | 9.95% | +988,921 |
| HOME DEPOT INC(HD) | 24,947 | 24,838 | -109 | 9,146,481 | 10,064,025 | 6.37% | +917,544 |
| BANK NEW YORK MELLON CORP | 49,650 | 48,914 | -736 | 4,523,616 | 5,329,654 | 3.37% | +806,038 |
| SPHERE ENTERTAINMENT CO(SPHR) | 42,993 | 40,448 | -2,545 | 1,797,108 | 2,512,630 | 1.59% | +715,522 |
| MICROSOFT CORP(MSFT) | 42,019 | 41,603 | -416 | 20,900,665 | 21,548,470 | 13.63% | +647,805 |
| KENVUE INC(KVUE) | 29,682 | 76,048 | +46,366 | 621,246 | 1,234,265 | 0.78% | +613,019 |
| BANK AMERICA CORP | 151,578 | 149,478 | -2,100 | 7,172,677 | 7,711,573 | 4.88% | +538,896 |
| JOHNSON & JOHNSON(JNJ) | 16,785 | 16,616 | -169 | 2,563,976 | 3,080,998 | 1.95% | +517,022 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 20,639 | 21,228 | +589 | 4,312,562 | 4,818,802 | 3.05% | +506,240 |
| MADISON SQUARE GARDEN ENTMT(MSGE) | 45,658 | 50,026 | +4,368 | 1,824,950 | 2,263,176 | 1.43% | +438,226 |
| MARKEL GROUP INC(MKL) | 481 | 719 | +238 | 960,730 | 1,374,268 | 0.87% | +413,538 |
| LOEWS CORP(L) | 0 | 3,785 | +3,785 | 0 | 379,976 | 0.24% | +379,976 |
| UBER TECHNOLOGIES INC(UBER) | 89,922 | 89,079 | -843 | 8,389,723 | 8,727,070 | 5.52% | +337,347 |
| CITIGROUP INC(C) | 15,872 | 15,806 | -66 | 1,351,048 | 1,604,336 | 1.02% | +253,288 |
| SS&C TECHNOLOGIES HLDGS INC(SSNC) | 17,180 | 18,596 | +1,416 | 1,422,469 | 1,650,618 | 1.04% | +228,149 |
| VANGUARD SPECIALIZED FUNDS | 0 | 1,034 | +1,034 | 0 | 223,127 | 0.14% | +223,127 |
| TRIPADVISOR INC(TRIP) | 60,346 | 61,881 | +1,535 | 787,515 | 1,006,185 | 0.64% | +218,670 |
| CORNING INC(GLW) | 8,792 | 8,019 | -773 | 462,371 | 657,799 | 0.42% | +195,428 |
| APPLE INC(AAPL) | 3,071 | 3,071 | 0 | 630,077 | 781,969 | 0.49% | +151,892 |
| TOPGOLF CALLAWAY BRANDS CORP(CALY) | 115,483 | 113,201 | -2,282 | 929,637 | 1,075,408 | 0.68% | +145,771 |
| HOWARD HUGHES HOLDINGS INC(HHH) | 10,921 | 10,729 | -192 | 737,167 | 881,602 | 0.56% | +144,435 |
| ALPHABET INC(GOOG) | 2,000 | 2,000 | 0 | 354,780 | 487,100 | 0.31% | +132,320 |
| PFIZER INC(PFE) | 90,294 | 90,793 | +499 | 2,188,729 | 2,313,418 | 1.46% | +124,689 |
| MATCH GROUP INC NEW(MTCH) | 34,087 | 33,177 | -910 | 1,052,958 | 1,171,807 | 0.74% | +118,849 |
| EBAY INC.(EBAY) | 8,771 | 8,242 | -529 | 653,099 | 749,620 | 0.47% | +96,521 |
| ACUSHNET HLDGS CORP | 16,088 | 15,975 | -113 | 1,171,528 | 1,253,878 | 0.79% | +82,350 |
| GLOBAL PMTS INC(GPN) | 12,252 | 12,488 | +236 | 980,674 | 1,037,478 | 0.66% | +56,804 |
| SYSCO CORP(SYY) | 21,948 | 20,848 | -1,100 | 1,662,332 | 1,716,614 | 1.09% | +54,282 |
| MCDONALDS CORP(MCD) | 5,345 | 5,315 | -30 | 1,561,649 | 1,615,175 | 1.02% | +53,526 |
| KLA CORP(KLAC) | 273 | 273 | 0 | 244,537 | 294,458 | 0.19% | +49,921 |
| HANESBRANDS INC | 35,856 | 32,012 | -3,844 | 164,221 | 210,959 | 0.13% | +46,738 |
| CVS HEALTH CORP(CVS) | 18,779 | 17,795 | -984 | 1,295,400 | 1,341,592 | 0.85% | +46,192 |
| LABCORP HOLDINGS INC(LH) | 3,993 | 3,782 | -211 | 1,048,202 | 1,085,661 | 0.69% | +37,459 |
| MERCK & CO INC(MRK) | 4,723 | 4,897 | +174 | 373,893 | 411,026 | 0.26% | +37,133 |
| MEDTRONIC PLC(MDT) | 6,169 | 5,985 | -184 | 537,752 | 570,011 | 0.36% | +32,259 |
| BERKSHIRE HATHAWAY INC DEL | 1,986 | 1,978 | -8 | 964,739 | 994,420 | 0.63% | +29,681 |
| CITIZENS FINL GROUP INC(CFG) | 5,161 | 4,763 | -398 | 230,955 | 253,201 | 0.16% | +22,246 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 4,884 | 4,169 | -715 | 270,622 | 286,869 | 0.18% | +16,247 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 5,664 | 5,758 | +94 | 419,565 | 432,390 | 0.27% | +12,825 |
| GENERAL DYNAMICS CORP(GD) | 1,445 | 1,270 | -175 | 421,449 | 433,070 | 0.27% | +11,621 |
| SOUTHERN CO(SO) | 2,765 | 2,765 | 0 | 253,910 | 262,039 | 0.17% | +8,129 |
| VERIZON COMMUNICATIONS INC(VZ) | 9,741 | 9,741 | 0 | 421,490 | 428,114 | 0.27% | +6,624 |
| MGM RESORTS INTERNATIONAL(MGM) | 19,938 | 19,938 | 0 | 685,668 | 691,051 | 0.44% | +5,383 |
| MUELLER WTR PRODS INC(MWA) | 63,927 | 60,413 | -3,514 | 1,536,799 | 1,541,751 | 0.98% | +4,952 |
| GXO LOGISTICS INCORPORATED(GXO) | 4,338 | 4,042 | -296 | 211,261 | 213,781 | 0.14% | +2,520 |
| NEWS CORP NEW(NWS) | 17,575 | 16,909 | -666 | 522,329 | 519,275 | 0.33% | -3,054 |
| NASDAQ INC(NDAQ) | 4,896 | 4,896 | 0 | 437,800 | 433,051 | 0.27% | -4,749 |
| ANGI INC | 20,498 | 18,827 | -1,671 | 312,799 | 306,127 | 0.19% | -6,672 |
| KIMBERLY-CLARK CORP(KMB) | 2,150 | 2,150 | 0 | 277,178 | 267,331 | 0.17% | -9,847 |
| SUNOPTA INC | 34,386 | 31,732 | -2,654 | 199,439 | 185,950 | 0.12% | -13,489 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,641 | 1,641 | 0 | 483,825 | 463,111 | 0.29% | -20,714 |
| AMERICAN INTL GROUP INC | 3,447 | 3,447 | 0 | 295,029 | 270,727 | 0.17% | -24,302 |
| NEWELL BRANDS INC(NWL) | 21,938 | 16,714 | -5,224 | 118,463 | 87,581 | 0.06% | -30,882 |
| WARNER BROS DISCOVERY INC(WBD) | 63,067 | 35,228 | -27,839 | 722,748 | 688,003 | 0.44% | -34,745 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 7,182 | 7,182 | 0 | 1,745,339 | 1,710,532 | 1.08% | -34,807 |
| CONDUENT INC | 47,569 | 28,224 | -19,345 | 125,582 | 79,027 | 0.05% | -46,555 |
| WASTE MGMT INC DEL(WM) | 5,911 | 5,911 | 0 | 1,352,560 | 1,305,331 | 0.83% | -47,229 |
| SCHWAB CHARLES CORP(SCHW) | 3,875 | 3,205 | -670 | 353,555 | 305,981 | 0.19% | -47,574 |
| TOWNSQUARE MEDIA INC | 42,540 | 41,778 | -762 | 336,491 | 280,748 | 0.18% | -55,743 |
| WENDYS CO(WEN) | 27,878 | 27,886 | +8 | 318,371 | 255,431 | 0.16% | -62,940 |
| IAC INC(PPLI) | 16,955 | 16,696 | -259 | 633,100 | 568,833 | 0.36% | -64,267 |
| CHUBB LIMITED | 2,576 | 2,357 | -219 | 746,329 | 665,273 | 0.42% | -81,056 |
| AMERICAN EXPRESS CO(AXP) | 4,758 | 4,258 | -500 | 1,517,762 | 1,414,395 | 0.89% | -103,367 |
| MARRIOTT INTL INC NEW(MAR) | 8,307 | 8,307 | 0 | 2,269,531 | 2,163,521 | 1.37% | -106,010 |
| INTEL CORP(INTC) | 34,534 | 18,720 | -15,814 | 773,551 | 628,041 | 0.40% | -145,510 |
| COCA COLA CO(KO) | 21,594 | 20,646 | -948 | 1,527,807 | 1,369,220 | 0.87% | -158,587 |
| SCOTTS MIRACLE-GRO CO(SMG) | 28,106 | 29,618 | +1,512 | 1,853,882 | 1,686,735 | 1.07% | -167,147 |
| DAVE & BUSTERS ENTMT INC | 6,825 | 0 | -6,825 | 205,296 | 0 | — | -205,296 |
| LEVI STRAUSS & CO NEW(LEVI) | 11,502 | 0 | -11,502 | 212,672 | 0 | — | -212,672 |
| CISCO SYS INC(CSCO) | 56,734 | 54,420 | -2,314 | 3,936,188 | 3,723,430 | 2.36% | -212,758 |
| TARGET CORP(TGT) | 9,907 | 7,880 | -2,027 | 977,313 | 706,819 | 0.45% | -270,494 |
| FRANKLIN RESOURCES INC(BEN) | 11,398 | 0 | -11,398 | 271,851 | 0 | — | -271,851 |
| ATLANTA BRAVES HLDGS INC | 50,629 | 50,333 | -296 | 2,367,918 | 2,093,349 | 1.32% | -274,569 |
| MONDELEZ INTL INC(MDLZ) | 45,960 | 45,162 | -798 | 3,099,516 | 2,821,274 | 1.79% | -278,242 |
| UNITED PARCEL SERVICE INC(UPS) | 15,256 | 15,033 | -223 | 1,539,917 | 1,255,725 | 0.79% | -284,192 |
| DISNEY WALT CO(DIS) | 30,555 | 30,334 | -221 | 3,789,137 | 3,473,236 | 2.20% | -315,901 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 23,165 | 16,719 | -6,446 | 1,072,307 | 754,044 | 0.48% | -318,263 |
| COMCAST CORP NEW(CCZ) | 90,021 | 88,605 | -1,416 | 3,212,856 | 2,783,967 | 1.76% | -428,889 |
| PERRIGO CO PLC(PRGO) | 26,914 | 0 | -26,914 | 719,142 | 0 | — | -719,142 |
| AMERIPRISE FINL INC(AMP) | 20,168 | 19,415 | -753 | 10,764,531 | 9,537,720 | 6.03% | -1,226,811 |