Filed: 1/15/2025ACC: 0001058022-25-000001
📋 What this filing means
SHIKIAR ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $377.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$377.5K
Total AUM (reported)
7.47M
Total Shares
Allocation by class
COM$340.8K90.3%
PFD$36.8K9.7%
Portfolio Concentration
Top 3$111.5K29.5%
4–10$83.5K22.1%
11–25$115.9K30.7%
Rest$66.7K17.7%
Top 3 weight
29.5%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 7.29M
Sole
Full voting authority
7.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
APPLE
SOLEShares285.13K
TypeSH
Market value$71.4K
18.91%
Sole
285.08K
Shared
0.00
None
0.00
AMAZON.COM
SOLEShares106.87K
TypeSH
Market value$23.4K
6.21%
Sole
106.80K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares87.45K
TypeSH
Market value$16.7K
4.41%
Sole
87.35K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares38.78K
TypeSH
Market value$16.3K
4.33%
Sole
38.78K
Shared
0.00
None
0.00
BLACKSTONE SECURED LENDING FUN
SOLEShares414.50K
TypeSH
Market value$13.4K
3.55%
Sole
414.14K
Shared
0.00
None
0.00
ROYAL BANK OF CANADA
SOLEShares102.66K
TypeSH
Market value$12.4K
3.28%
Sole
102.66K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG CO
SOLEShares56.65K
TypeSH
Market value$11.2K
2.96%
Sole
56.65K
Shared
0.00
None
0.00
INCYTE
SOLEShares161.69K
TypeSH
Market value$11.2K
2.96%
Sole
161.69K
Shared
0.00
None
0.00
ALERIAN MLP ETF
SOLEShares200.93K
TypeSH
Market value$9.7K
2.56%
Sole
200.93K
Shared
0.00
None
0.00
CIGNA GROUP
SOLEShares33.72K
TypeSH
Market value$9.3K
2.47%
Sole
33.72K
Shared
0.00
None
0.00
CHUBB LTD
SOLEShares33.53K
TypeSH
Market value$9.3K
2.45%
Sole
33.53K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares39.93K
TypeSH
Market value$9.0K
2.39%
Sole
39.93K
Shared
0.00
None
0.00
SLM CORP PFD SER B 6.91
SOLEShares118.09K
TypeSH
Market value$8.7K
2.31%
Sole
118.09K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares120.40K
TypeSH
Market value$8.6K
2.29%
Sole
120.26K
Shared
0.00
None
0.00
HERMES INTERNATIONAL ADR
SOLEShares35.67K
TypeSH
Market value$8.6K
2.27%
Sole
35.67K
Shared
0.00
None
0.00
NOVO-NORDISK A/S-SPONS ADR
SOLEShares96.16K
TypeSH
Market value$8.3K
2.19%
Sole
96.16K
Shared
0.00
None
0.00
LINDE PLC NEW
SOLEShares19.13K
TypeSH
Market value$8.0K
2.12%
Sole
19.13K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC COM
SOLEShares66.29K
TypeSH
Market value$8.0K
2.12%
Sole
66.29K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL SER B 8.25
SOLEShares298.25K
TypeSH
Market value$7.8K
2.08%
Sole
297.95K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares126.72K
TypeSH
Market value$7.6K
2.02%
Sole
126.72K
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares217.89K
TypeSH
Market value$7.5K
2.00%
Sole
217.89K
Shared
0.00
None
0.00
GOLUB CAPITAL BDC INC
SOLEShares455.73K
TypeSH
Market value$6.9K
1.83%
Sole
454.98K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares142.91K
TypeSH
Market value$6.3K
1.66%
Sole
142.75K
Shared
0.00
None
0.00
SLM CORP
SOLEShares204.35K
TypeSH
Market value$5.6K
1.49%
Sole
204.35K
Shared
0.00
None
0.00
ARAMARK
SOLEShares148.28K
TypeSH
Market value$5.5K
1.47%
Sole
148.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 285.13K | SH | $71.4K 18.91% | 285.08K | 0.00 | 0.00 |
AMAZON.COMSOLE | COM | 106.87K | SH | $23.4K 6.21% | 106.80K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 87.45K | SH | $16.7K 4.41% | 87.35K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 38.78K | SH | $16.3K 4.33% | 38.78K | 0.00 | 0.00 |
BLACKSTONE SECURED LENDING FUNSOLE | COM | 414.50K | SH | $13.4K 3.55% | 414.14K | 0.00 | 0.00 |
ROYAL BANK OF CANADASOLE | COM | 102.66K | SH | $12.4K 3.28% | 102.66K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG COSOLE | COM | 56.65K | SH | $11.2K 2.96% | 56.65K | 0.00 | 0.00 |
INCYTESOLE | COM | 161.69K | SH | $11.2K 2.96% | 161.69K | 0.00 | 0.00 |
ALERIAN MLP ETFSOLE | COM | 200.93K | SH | $9.7K 2.56% | 200.93K | 0.00 | 0.00 |
CIGNA GROUPSOLE | COM | 33.72K | SH | $9.3K 2.47% | 33.72K | 0.00 | 0.00 |
CHUBB LTDSOLE | COM | 33.53K | SH | $9.3K 2.45% | 33.53K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 39.93K | SH | $9.0K 2.39% | 39.93K | 0.00 | 0.00 |
SLM CORP PFD SER B 6.91SOLE | PFD | 118.09K | SH | $8.7K 2.31% | 118.09K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 120.40K | SH | $8.6K 2.29% | 120.26K | 0.00 | 0.00 |
HERMES INTERNATIONAL ADRSOLE | COM | 35.67K | SH | $8.6K 2.27% | 35.67K | 0.00 | 0.00 |
NOVO-NORDISK A/S-SPONS ADRSOLE | COM | 96.16K | SH | $8.3K 2.19% | 96.16K | 0.00 | 0.00 |
LINDE PLC NEWSOLE | COM | 19.13K | SH | $8.0K 2.12% | 19.13K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 66.29K | SH | $8.0K 2.12% | 66.29K | 0.00 | 0.00 |
SYNCHRONY FINANCIAL SER B 8.25SOLE | PFD | 298.25K | SH | $7.8K 2.08% | 297.95K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 126.72K | SH | $7.6K 2.02% | 126.72K | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 217.89K | SH | $7.5K 2.00% | 217.89K | 0.00 | 0.00 |
GOLUB CAPITAL BDC INCSOLE | COM | 455.73K | SH | $6.9K 1.83% | 454.98K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 142.91K | SH | $6.3K 1.66% | 142.75K | 0.00 | 0.00 |
SLM CORPSOLE | COM | 204.35K | SH | $5.6K 1.49% | 204.35K | 0.00 | 0.00 |
ARAMARKSOLE | COM | 148.28K | SH | $5.5K 1.47% | 148.28K | 0.00 | 0.00 |
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