Boyar Asset Management Inc. 13F 持仓 · 2026年Q2
Boyar Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 1.74 亿美元。前几大持仓：MSFT（9.18%）、JPM（8.95%）、AMP（5.24%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.0M | 9.18% | 42,900 | 增持 |
| 2 | JPM | JPMORGAN CHASE & CO | $15.6M | 8.95% | 47,685 | 增持 |
| 3 | AMP | AMERIPRISE FINL INC | $9.1M | 5.24% | 19,913 | 增持 |
| 4 | HD | HOME DEPOT INC | $9.0M | 5.17% | 25,558 | 增持 |
| 5 | MSGS | MADISON SQUARE GRDN SPRT COR | $8.9M | 5.12% | 22,236 | 减持 |
| 6 | BAC | BANK OF AMER CORP | $8.0M | 4.60% | 140,918 | 减持 |
| 7 | BNY | BANK OF NY MELLON CORP | $7.3M | 4.21% | 50,725 | 增持 |
| 8 | UBER | UBER TECHNOLOGIES INC | $6.6M | 3.79% | 91,508 | 减持 |
| 9 | CSCO | CISCO SYS INC | $6.0M | 3.47% | 51,453 | 减持 |
| 10 | SPHR | SPHERE ENTERTAINMENT CO | $5.0M | 2.86% | 28,793 | 减持 |
| 11 | MSGE | MADISON SQUARE GARDEN ENTMT | $4.4M | 2.55% | 54,918 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $4.1M | 2.37% | 16,298 | 减持 |
| 13 | GOOGL | ALPHABET INC | $3.9M | 2.23% | 10,859 | 减持 |
| 14 | DIS | DISNEY WALT CO | $3.1M | 1.78% | 32,210 | 增持 |
| 15 | BATRK | ATLANTA BRAVES HLDGS INC | $3.1M | 1.76% | 59,233 | 减持 |
| 16 | MDLZ | MONDELEZ INTL INC | $2.7M | 1.54% | 46,386 | 增持 |
| 17 | MAR | MARRIOTT INTL INC NEW | $2.6M | 1.50% | 7,077 | 减持 |
| 18 | SMG | SCOTTS MIRACLE-GRO CO | $2.5M | 1.44% | 36,968 | 减持 |
| 19 | INTC | INTEL CORP | $2.5M | 1.43% | 17,900 | 增持 |
| 20 | COO | COOPER COS INC | $2.3M | 1.29% | 31,407 | 增持 |
| 21 | PFE | PFIZER INC | $2.2M | 1.28% | 92,395 | 减持 |
| 22 | MKL | MARKEL GROUP INC | $2.1M | 1.23% | 1,096 | 减持 |
| 23 | C | CITIGROUP INC | $2.1M | 1.20% | 14,997 | 增持 |
| 24 | CMCSA | COMCAST CORP NEW | $2.1M | 1.18% | 83,958 | 减持 |
| 25 | CALY | CALLAWAY GOLF CO | $2.0M | 1.16% | 107,837 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR