BV
| |
Boyar Value Fund | BOYAXMutual Fund | |
| Boyar Value Fund | |
| Last update 2025-06-19 | 31 Stocks (0 new) |
| Value $19.00 Mil | Turnover 0 % |
Boyar Value Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP | Ameriprise Financial Inc | 4,620 | 2,236.6 | -31.15% | 11.980 | -4.18% | 0.000 | +15.12% | +1.39% | 51,094.6 | Asset Management | |
HD | The Home Depot Inc | 4,345 | 1,592.4 | -26.17% | 8.530 | -2.25% | 0.000 | +5.33% | -3.42% | 369,128.2 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 6,060 | 1,486.5 | -26.19% | 7.960 | -1.94% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
MSFT | Microsoft Corp | 3,903 | 1,465.2 | -26.12% | 7.850 | -2.18% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
UBER | Uber Technologies Inc | 14,948 | 1,089.1 | -26.18% | 5.840 | -1.20% | 0.000 | +23.31% | +52.17% | 191,948.3 | Software | |
BAC | Bank of America Corp | 21,191 | 884.3 | -32.56% | 4.740 | -1.69% | 0.000 | +25.40% | +10.02% | 355,250.2 | Banks | |
BATRK | Atlanta Braves Holdings Inc | 19,727 | 789.3 | -26.19% | 4.230 | -1.01% | 0.030 | +20.50% | +21.85% | 2,963.6 | Media - Diversified | |
BK | Bank of New York Mellon Corp | 9,387 | 787.3 | -26.13% | 4.220 | -0.96% | 0.000 | +29.60% | +30.24% | 69,748.3 | Banks | |
MSGS | Madison Square Garden Sports Corp | 3,644 | 709.6 | -26.15% | 3.800 | -1.09% | 0.020 | +8.96% | -9.19% | 4,922.2 | Media - Diversified | |
MCD | McDonald's Corp | 2,220 | 693.5 | -26.00% | 3.720 | -0.85% | 0.000 | -5.71% | +4.39% | 213,916.3 | Restaurants |
Boyar Value Fund's Historical Top Holdings Breakdowns
Boyar Value Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMP | Ameriprise Financial Inc | 2025-03-31 | Reduce Reduce | -4.18% | 472.29 ($524.46) 575.13 | $536.58 | 2.31% | Reduce -31.15% | 4,620 | -2,090 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -2.25% | 347.25 ($389.72) 424.87 | $371.01 | -4.80% | Reduce -26.17% | 4,345 | -1,540 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -2.18% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -26.12% | 3,903 | -1,380 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.94% | 225.19 ($254.94) 279.95 | $291.43 | 14.31% | Reduce -26.19% | 6,060 | -2,150 | |
BAC | Bank of America Corp | 2025-03-31 | Reduce Reduce | -1.69% | 39.61 ($44.56) 47.74 | $47.77 | 7.20% | Reduce -32.56% | 21,191 | -10,230 | |
UBER | Uber Technologies Inc | 2025-03-31 | Reduce Reduce | -1.20% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | Reduce -26.18% | 14,948 | -5,300 | |
MSGS | Madison Square Garden Sports Corp | 2025-03-31 | Reduce Reduce | -1.09% | 185.75 ($206.57) 223.33 | $204.94 | -0.79% | Reduce -26.15% | 3,644 | -1,290 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -1.04% | 96.87 ($107.47) 114 | $121.06 | 12.65% | Reduce -26.11% | 7,020 | -2,480 | |
BATRK | Atlanta Braves Holdings Inc | 2025-03-31 | Reduce Reduce | -1.01% | 36.1 ($39.01) 40.71 | $46.62 | 19.51% | Reduce -26.19% | 19,727 | -7,000 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | Reduce Reduce | -0.96% | 75.42 ($84.04) 88.95 | $98.90 | 17.68% | Reduce -26.13% | 9,387 | -3,320 |
Boyar Value Fund Total Holding History ($B)
Boyar Value Fund's Asset Allocation
Boyar Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Boyar Value Fund's Hypothetical Growth since 2025-03-31
Boyar Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boyar Value Fund's Holdings Heat Map
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Boyar Value Fund's Holdings Bubble Chart
Boyar Value Fund News
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