SHIKIAR ASSET MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1058022 · latest 13F-HR filed 2026-04-23
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.
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AUM
$346.8K
Long-equity book
Holdings
104
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+12 / −7 / ↑24 / ↓52
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BLACKSTONE MORTGAGE TRUST INC$1.6K +96.6%
- LINDE PLC NEW$1.3K +16.3%
- NEXTERA ENERGY INC$1.2K +15.0%
- EQT CORP$1.0K +17.0%
- DANAOS CORP$1.0K +166.8%
Top Trims
- ZSCALER-$5.5K -68.7%
- HERMES INTERNATIONAL ADR-$5.4K -73.2%
- APPLE-$5.2K -7.0%
- SALESFORCE INC.-$5.2K -65.4%
- MICROSOFT-$4.8K -29.6%
New Positions
- CONSTELLATION ENERGY CORP$4.6K
- WESCO INTL INC$2.4K
- ENERGY SELECT SECTOR SPDR$2.3K
- WILLIS LEASE FINANCIAL CORP$2.1K
- TELEPHONE & DATA SYSTEMS SER U$1.3K
Exited Positions
- UBER TECHNOLOGIES INC$9.7K
- CYBERARK SOFTWARE$4.2K
- WHITEFIBER INC$771
- ARAMARK$515
- CELESTICA INC$252
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 | $69.2K | 19.95% | 272,669 | SH |
| 2 | AMAZON.COM | AMZN | 023135106 | $18.7K | 5.40% | 89,929 | SH |
| 3 | ALPHABET INC CL C | GOOG | 02079K107 | $16.1K | 4.65% | 56,178 | SH |
| 4 | MICROSOFT | MSFT | 594918104 | $11.3K | 3.27% | 30,615 | SH |
| 5 | CITIGROUP INC | C | 172967424 | $9.5K | 2.74% | 83,865 | SH |
| 6 | ALERIAN MLP ETF | AMLP | 00162Q452 | $9.4K | 2.71% | 178,545 | SH |
| 7 | TAIWAN SEMICONDUCTOR MFG CO | TSM | 874039100 | $9.4K | 2.70% | 27,742 | SH |
| 8 | LINDE PLC NEW | LIN | G54950103 | $9.4K | 2.70% | 18,879 | SH |
| 9 | NEXTERA ENERGY INC | NEE | 65339F101 | $9.3K | 2.67% | 99,723 | SH |
| 10 | CAPITAL ONE FINANCIAL | COF | 14040H105 | $9.1K | 2.63% | 49,983 | SH |
| 11 | WHEATON PRECIOUS METALS CORP | WPM | 962879102 | $9.0K | 2.61% | 68,995 | SH |
| 12 | FREEPORT MCMORAN, INC. CL B | FCX | 35671D857 | $8.9K | 2.56% | 150,770 | SH |
| 13 | INCYTE | INCY | 45337C102 | $8.8K | 2.54% | 93,600 | SH |
| 14 | EQT CORP | EQT | 26884L109 | $7.1K | 2.03% | 110,805 | SH |
| 15 | BLACKSTONE SECURED LENDING FUN | BXSL | 09261X102 | $6.3K | 1.81% | 264,940 | SH |
| 16 | LXP INDUSTRIAL TRUST | LXP | 529043408 | $6.2K | 1.78% | 133,480 | SH |
| 17 | BANK OF AMERICA | BAC | 060505104 | $5.8K | 1.68% | 119,745 | SH |
| 18 | SLM CORP PFD SER B 5.635 | SLMBP | 78442P502 | $5.6K | 1.60% | 75,750 | SH |
| 19 | SYNCHRONY FINANCIAL SER B 8.25 | — | 87165B400 | $5.5K | 1.60% | 219,980 | SH |
| 20 | CBRE GROUP | CBRE | 12504L109 | $5.5K | 1.59% | 40,831 | SH |
| 21 | ADVANCED MICRO DEVICES INC COM | AMD | 007903107 | $5.5K | 1.58% | 26,946 | SH |
| 22 | SPDR GOLD TRUST | GLD | 78463V107 | $5.0K | 1.45% | 11,651 | SH |
| 23 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $4.6K | 1.34% | 16,623 | SH |
| 24 | SLM CORP | SLM | 78442P106 | $4.6K | 1.32% | 213,100 | SH |
| 25 | FTAI AVIATION PFD SER D 9.5 | — | G3730V147 | $4.4K | 1.25% | 160,930 | SH |
| 26 | ROYAL BANK OF CANADA | RY | 780087102 | $4.3K | 1.23% | 26,290 | SH |
| 27 | CIGNA GROUP | CI | 125523100 | $4.2K | 1.21% | 15,692 | SH |
| 28 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $3.4K | 0.99% | 20,890 | SH |
| 29 | BLACKSTONE MORTGAGE TRUST INC | BXMT | 09257W100 | $3.3K | 0.96% | 174,700 | SH |
| 30 | GOLUB CAPITAL BDC INC | GBDC | 38173M102 | $3.2K | 0.92% | 251,300 | SH |
| 31 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 69608A108 | $3.0K | 0.88% | 20,811 | SH |
| 32 | SALESFORCE INC. | CRM | 79466L302 | $2.7K | 0.79% | 14,707 | SH |
| 33 | VANGUARD RUSSELL 1000 GROWTH I | VONG | 92206C680 | $2.6K | 0.74% | 23,500 | SH |
| 34 | ZSCALER | ZS | 98980G102 | $2.5K | 0.72% | 17,753 | SH |
| 35 | JACKSON FINANCIAL SER A 8 | JXNPA | 46817M206 | $2.4K | 0.70% | 96,850 | SH |
| 36 | WESCO INTL INC | WCC | 95082P105 | $2.4K | 0.68% | 8,635 | SH |
| 37 | ENERGY SELECT SECTOR SPDR | XLE | 81369Y506 | $2.3K | 0.66% | 37,350 | SH |
| 38 | LINCOLN NATIONAL CO PFD SER D | LNCPD | 534187885 | $2.2K | 0.64% | 84,525 | SH |
| 39 | WILLIS LEASE FINANCIAL CORP | WLFC | 970646105 | $2.1K | 0.61% | 12,470 | SH |
| 40 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $2.1K | 0.60% | 4,000 | SH |
| 41 | HERMES INTERNATIONAL ADR | HESAY | 42751Q105 | $2.0K | 0.57% | 10,495 | SH |
| 42 | AFFILIATED MANAGERS GROUP PFD | MGRE | 008252827 | $1.9K | 0.55% | 84,450 | SH |
| 43 | CHUBB LTD | CB | H1467J104 | $1.9K | 0.54% | 5,700 | SH |
| 44 | DANAOS CORP | DAC | Y1968P121 | $1.6K | 0.46% | 14,285 | SH |
| 45 | APOLLO GLOBAL MGMT PFD 7.625 | APOS | 03769M205 | $1.6K | 0.46% | 63,200 | SH |
| 46 | PEBBLEBROOK HOTEL TR PFD SER G | PEBPG | 70509V803 | $1.5K | 0.42% | 75,950 | SH |
| 47 | MORGAN STANLEY DIRECT LENDING | MSDL | 61774A103 | $1.5K | 0.42% | 104,600 | SH |
| 48 | TELEPHONE & DATA SYSTEMS SER U | TDSPU | 879433787 | $1.3K | 0.39% | 66,800 | SH |
| 49 | VORNADO REALTY SER N 5.25 | — | 929042810 | $1.3K | 0.38% | 80,600 | SH |
| 50 | AXON ENTERPRISE INC | AXON | 05464C101 | $1.3K | 0.37% | 3,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $346.8K | 104 | 0001058022-26-000003 |
| 2025-12-31 | 2026-01-22 | $401.6K | 99 | 0001058022-26-000001 |