Boyar deployed 30 new positions across Q1 2026 13F, emphasizing value amid market broadening; JPM (9%), UBER (5%), GOOGL (3%) lead.
Mark Boyar's Q1 2026 13F filing reveals a broad portfolio refresh, with 30 new positions opened across consumer staples, financials, technology, and healthcare. The largest allocations went to JPM (9% of disclosed book, $13.8M), UBER (5%, $7.7M), JNJ (3%, $4.0M), SPHR (3%, $4.4M), and GOOGL (3%, $4.6M), signaling conviction in financial services, mobility, pharmaceuticals, and large-cap tech. Smaller positions in SMG (2%), PFE (2%), and a diversified set of single-digit-percentage holdings across consumer names (KO, TGT, MCD), infrastructure (CARR), and marketplaces (EBAY, CRM) round out the deployment. Boyar's accompanying letter frames the activity as a response to emerging value opportunities as market leadership broadens beyond mega-cap stocks, citing geopolitical shocks and AI uncertainty as catalysts for repricing. The window shows no exits or trims—purely additive positioning—suggesting a constructive stance on finding undervalued names across multiple sectors as the market recalibrates.
Auto-generated beat summary over window ending Jun 19, 2026. Not investment advice. Verify before acting.
▲Added $7.4M to Communication Services — 4% of book
▲Added $3.4M to Industrials — 2% of book
▼Trimmed Information Technology by $1.6M
•$18.1M reshuffled across the book
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Mark Boyar deployed capital across three net-added sectors in the first quarter of 2026, adding $7.4M to Communication Services (≈4% of book), $3.4M to Industrials (≈2% of book), and $2.5M to Health Care (≈1% of book). He trimmed Information Technology by $1.6M, Financials by $338K, and Utilities by $12K over the same window. The total reshuffle across his portfolio reached $18.1M, representing approximately 11% of his disclosed book. Boyar's activity centered on opening 30 new positions in Q1 2026, anchored by large positions in JPM (9% of book), UBER (5%), and GOOGL (3%), alongside secondary holdings in healthcare names like JNJ and PFE and consumer plays including ABNB and MCD. His accompanying letter framed the broad refresh as a response to emerging value opportunities as market leadership broadened beyond mega-cap concentration, citing geopolitical shocks and AI uncertainty as catalysts for repricing across previously dislocated segments.
AI summary of filed 13F sector changes
Communication Services rose most (▲ +4pp) · Information Technology fell most (▼ −3pp)
76 of 78 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
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-Q130 opened▾
OpenedJPM+$13.8MUBER+$7.7MGOOGL+$4.6MSPHR+$4.4MJNJ+$4.0MPFE+$2.8M+24 more
