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MB
United States
Mark Boyar
FollowChairman of Boyar Value Group; deep-value research with a 50-year track record; quarterly + year-end client letters co-authored with Jonathan Boyar.
Portfolio · 2026-Q2
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| MICROSOFT CORP COM | 42,900Shares increased 4% | $16.0M | 9.2% |
| JPMORGAN CHASE & CO COM | 47,685Shares increased 2% | $15.6M | 9.0% |
Sector allocationHow the book's sector weights moved
Communication Services rose most (▲ +5pp) · Consumer Discretionary fell most (▼ −3pp)
75 of 77 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-06-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q29 added · 15 trimmed · +7 disclosed
Added toINTC +$1.7MMGM +$741.6kMSFT +$664.4kHD +$625.1kCVS +$528.9kC +$428.3k+3 more
TrimmedMDT −$3.3MUBER −$1.1MCB −$600.7kMRK −$504.6k