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SHIKIAR ASSET MANAGEMENT INC — 13F Holdings & Portfolio

CIK 1058022 · latest 13F-HR filed 2026-07-21

Backtest portfolio

SHIKIAR ASSET MANAGEMENT INC manages $395.8K in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (19.59%), AMZN (5.27%), AMD (5.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 5, added to 50, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1350 AVENUE OF THE AMERICAS
16TH FLOOR
NEW YORK, NY 10019
Phone
(212) 888-6565
Filing Manager
SHIKIAR ASSET MANAGEMENT INC
NEW YORK, NY
Signatory
DIANE MCDERMOTT
CCO
Loading holdings…
AUM

$395.8K

Long-equity book

Holdings

114

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+15 / −5 / ↑50 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC COM$15.4K +280.6%
  • APPLE$8.4K +12.1%
  • MADRIGAL PHARMACEUTICALS INC$5.9K +283.3%
  • DELL TECHNOLOGIES INC$3.6K +104.2%
  • ALPHABET INC CL C$3.4K +20.9%
Show all 50 →

Top Trims

  • CBRE GROUP-$4.1K -73.9%
  • CAPITAL ONE FINANCIAL-$3.0K -33.0%
  • FREEPORT MCMORAN, INC. CL B-$2.8K -31.4%
  • WHEATON PRECIOUS METALS CORP-$2.1K -22.9%
  • ZSCALER-$1.9K -74.3%
Show all 33 →

New Positions

  • REVOLUTION MEDICINES INC$6.2K
  • FORGENT POWER SOLUTIONS INC$4.8K
  • INTERNATIONAL BUSINESS MACHINE$4.7K
  • NOKIA$1.4K
  • FRONTVIEW REIT INC$1.2K
Show all 15 →

Exited Positions

  • FTAI AVIATION PFD SER C 8.25$798
  • HONEYWELL INTL INC$474
  • BLACKSTONE INC$296
  • BANKUNITED INC$248
  • LUMENTUM HLDGS INC$229
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE AAPL 037833100 $77.6K 19.59% 268,034 SH
2 AMAZON.COM AMZN 023135106 $20.9K 5.27% 87,537 SH
3 ADVANCED MICRO DEVICES INC COM AMD 007903107 $20.9K 5.27% 35,913 SH
4 ALPHABET INC CL C GOOG 02079K107 $19.5K 4.92% 55,158 SH
5 TAIWAN SEMICONDUCTOR MFG CO TSM 874039100 $12.4K 3.13% 25,931 SH
6 MICROSOFT MSFT 594918104 $11.4K 2.87% 30,435 SH
7 CITIGROUP INC C 172967424 $11.2K 2.83% 80,125 SH
8 INCYTE INCY 45337C102 $10.5K 2.66% 92,875 SH
9 LINDE PLC NEW LIN G54950103 $9.8K 2.47% 18,854 SH
10 NEXTERA ENERGY INC NEE 65339F101 $9.1K 2.31% 104,234 SH
11 ALERIAN MLP ETF AMLP 00162Q452 $8.8K 2.22% 169,155 SH
12 MADRIGAL PHARMACEUTICALS INC MDGL 558868105 $8.0K 2.03% 14,950 SH
13 DELL TECHNOLOGIES INC DELL 24703L202 $7.0K 1.77% 16,230 SH
14 WHEATON PRECIOUS METALS CORP WPM 962879102 $7.0K 1.76% 62,030 SH
15 BANK OF AMERICA BAC 060505104 $6.8K 1.72% 119,595 SH
16 REVOLUTION MEDICINES INC RVMD 76155X100 $6.2K 1.57% 33,205 SH
17 LXP INDUSTRIAL TRUST LXP 529043408 $6.2K 1.57% 115,355 SH
18 CAPITAL ONE FINANCIAL COF 14040H105 $6.1K 1.54% 30,458 SH
19 FREEPORT MCMORAN, INC. CL B FCX 35671D857 $6.1K 1.53% 96,600 SH
20 ROYAL BANK OF CANADA RY 780087102 $5.4K 1.37% 26,290 SH
21 SLM CORP PFD SER B 5.626 SLMBP 78442P502 $5.3K 1.33% 71,325 SH
22 SYNCHRONY FINANCIAL SER B 8.25 SYFPB 87165B400 $5.2K 1.32% 201,530 SH
23 EQT CORP EQT 26884L109 $5.2K 1.32% 98,055 SH
24 BLACKSTONE SECURED LENDING FUN BXSL 09261X102 $5.0K 1.27% 212,500 SH
25 FORGENT POWER SOLUTIONS INC FPS 34631F102 $4.8K 1.22% 86,290 SH
26 INTERNATIONAL BUSINESS MACHINE IBM 459200101 $4.7K 1.18% 16,625 SH
27 SPDR GOLD TRUST GLD 78463V107 $4.3K 1.09% 11,766 SH
28 WILLIS LEASE FINANCIAL CORP WLFC 970646105 $4.2K 1.07% 18,565 SH
29 FTAI AVIATION PFD SER D 9.5 FTAIM G3730V147 $4.1K 1.04% 150,130 SH
30 CIGNA GROUP CI 125523100 $4.1K 1.04% 14,917 SH
31 CONSTELLATION ENERGY CORP CEG 21037T109 $3.6K 0.91% 14,538 SH
32 SLM CORP SLM 78442P106 $3.5K 0.89% 135,650 SH
33 BLACKSTONE MORTGAGE TRUST INC BXMT 09257W100 $3.5K 0.88% 204,900 SH
34 VANGUARD RUSSELL 1000 GROWTH I VONG 92206C680 $3.0K 0.76% 23,500 SH
35 GOLUB CAPITAL BDC INC GBDC 38173M102 $2.9K 0.73% 223,750 SH
36 JACKSON FINANCIAL SER A 8 JXNPA 46817M206 $2.4K 0.59% 93,350 SH
37 LINCOLN NATIONAL CO PFD SER D LNCPD 534187885 $2.1K 0.54% 81,775 SH
38 WESCO INTL INC WCC 95082P105 $2.0K 0.51% 5,840 SH
39 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $2.0K 0.51% 17,181 SH
40 AFFILIATED MANAGERS GROUP PFD MGRE 008252827 $1.9K 0.47% 81,000 SH
41 ENERGY SELECT SECTOR SPDR XLE 81369Y506 $1.8K 0.46% 34,525 SH
42 PEBBLEBROOK HOTEL TR PFD SER G PEBPG 70509V803 $1.8K 0.45% 90,550 SH
43 SALESFORCE INC. CRM 79466L302 $1.8K 0.45% 11,300 SH
44 TELEPHONE & DATA SYSTEMS SER U TDSPU 879433787 $1.7K 0.44% 85,700 SH
45 MORGAN STANLEY DIRECT LENDING MSDL 61774A103 $1.7K 0.43% 112,750 SH
46 AXON ENTERPRISE INC AXON 05464C101 $1.7K 0.42% 3,000 SH
47 DANAOS CORP DAC Y1968P121 $1.5K 0.38% 12,240 SH
48 APOLLO GLOBAL MGMT PFD 7.625 APOS 03769M205 $1.5K 0.38% 58,500 SH
49 VORNADO REALTY SER N 5.25 VNOPN 929042810 $1.5K 0.37% 83,100 SH
50 CBRE GROUP CBRE 12504L109 $1.4K 0.36% 10,716 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $395.8K 114 0001058022-26-000005
2026-03-31 2026-04-23 $346.8K 104 0001058022-26-000003
2025-12-31 2026-01-22 $401.6K 99 0001058022-26-000001