Filed: 4/17/2025ACC: 0001058022-25-000004
📋 What this filing means
SHIKIAR ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $335.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$335.0K
Total AUM (reported)
6.04M
Total Shares
Allocation by class
COM$299.6K89.4%
PFD$35.4K10.6%
Portfolio Concentration
Top 3$95.1K28.4%
4–10$74.0K22.1%
11–25$103.7K31.0%
Rest$62.2K18.6%
Top 3 weight
28.4%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 6.03M
Sole
Full voting authority
6.03M
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)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
APPLE
SOLEShares275.89K
TypeSH
Market value$61.3K
18.29%
Sole
275.85K
Shared
0.00
None
0.00
AMAZON.COM
SOLEShares102.71K
TypeSH
Market value$19.5K
5.83%
Sole
102.64K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares38.10K
TypeSH
Market value$14.3K
4.27%
Sole
38.10K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares83.42K
TypeSH
Market value$13.0K
3.89%
Sole
83.34K
Shared
0.00
None
0.00
BLACKSTONE SECURED LENDING FUN
SOLEShares356.96K
TypeSH
Market value$11.6K
3.45%
Sole
356.71K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares151.62K
TypeSH
Market value$11.0K
3.30%
Sole
151.62K
Shared
0.00
None
0.00
ALERIAN MLP ETF
SOLEShares196.30K
TypeSH
Market value$10.2K
3.04%
Sole
196.30K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares47.97K
TypeSH
Market value$10.2K
3.03%
Sole
47.97K
Shared
0.00
None
0.00
SLM CORP PFD SER B 6.32
SOLEShares121.98K
TypeSH
Market value$9.0K
2.68%
Sole
121.88K
Shared
0.00
None
0.00
HERMES INTERNATIONAL ADR
SOLEShares34.52K
TypeSH
Market value$9.0K
2.68%
Sole
34.52K
Shared
0.00
None
0.00
LINDE PLC NEW
SOLEShares19.13K
TypeSH
Market value$8.9K
2.66%
Sole
19.13K
Shared
0.00
None
0.00
INCYTE
SOLEShares138.32K
TypeSH
Market value$8.4K
2.50%
Sole
138.32K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares118.12K
TypeSH
Market value$8.4K
2.50%
Sole
117.98K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG CO
SOLEShares46.46K
TypeSH
Market value$7.7K
2.30%
Sole
46.46K
Shared
0.00
None
0.00
CIGNA GROUP
SOLEShares22.86K
TypeSH
Market value$7.5K
2.24%
Sole
22.86K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL SER B 8.25
SOLEShares292K
TypeSH
Market value$7.3K
2.18%
Sole
291.70K
Shared
0.00
None
0.00
EQT CORP
SOLEShares134.34K
TypeSH
Market value$7.2K
2.14%
Sole
134.34K
Shared
0.00
None
0.00
CHUBB LTD
SOLEShares23.44K
TypeSH
Market value$7.1K
2.11%
Sole
23.44K
Shared
0.00
None
0.00
GOLUB CAPITAL BDC INC
SOLEShares445.68K
TypeSH
Market value$6.7K
2.01%
Sole
444.93K
Shared
0.00
None
0.00
SLM CORP
SOLEShares218.55K
TypeSH
Market value$6.4K
1.92%
Sole
218.55K
Shared
0.00
None
0.00
ROYAL BANK OF CANADA
SOLEShares52.04K
TypeSH
Market value$5.9K
1.75%
Sole
52.04K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares140.56K
TypeSH
Market value$5.9K
1.75%
Sole
140.41K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares81.72K
TypeSH
Market value$5.8K
1.73%
Sole
81.72K
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares180.72K
TypeSH
Market value$5.4K
1.60%
Sole
180.72K
Shared
0.00
None
0.00
FREEPORT MCMORAN, INC. CL B
SOLEShares138.19K
TypeSH
Market value$5.2K
1.56%
Sole
138.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 275.89K | SH | $61.3K 18.29% | 275.85K | 0.00 | 0.00 |
AMAZON.COMSOLE | COM | 102.71K | SH | $19.5K 5.83% | 102.64K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 38.10K | SH | $14.3K 4.27% | 38.10K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 83.42K | SH | $13.0K 3.89% | 83.34K | 0.00 | 0.00 |
BLACKSTONE SECURED LENDING FUNSOLE | COM | 356.96K | SH | $11.6K 3.45% | 356.71K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 151.62K | SH | $11.0K 3.30% | 151.62K | 0.00 | 0.00 |
ALERIAN MLP ETFSOLE | COM | 196.30K | SH | $10.2K 3.04% | 196.30K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 47.97K | SH | $10.2K 3.03% | 47.97K | 0.00 | 0.00 |
SLM CORP PFD SER B 6.32SOLE | PFD | 121.98K | SH | $9.0K 2.68% | 121.88K | 0.00 | 0.00 |
HERMES INTERNATIONAL ADRSOLE | COM | 34.52K | SH | $9.0K 2.68% | 34.52K | 0.00 | 0.00 |
LINDE PLC NEWSOLE | COM | 19.13K | SH | $8.9K 2.66% | 19.13K | 0.00 | 0.00 |
INCYTESOLE | COM | 138.32K | SH | $8.4K 2.50% | 138.32K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 118.12K | SH | $8.4K 2.50% | 117.98K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG COSOLE | COM | 46.46K | SH | $7.7K 2.30% | 46.46K | 0.00 | 0.00 |
CIGNA GROUPSOLE | COM | 22.86K | SH | $7.5K 2.24% | 22.86K | 0.00 | 0.00 |
SYNCHRONY FINANCIAL SER B 8.25SOLE | PFD | 292K | SH | $7.3K 2.18% | 291.70K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 134.34K | SH | $7.2K 2.14% | 134.34K | 0.00 | 0.00 |
CHUBB LTDSOLE | COM | 23.44K | SH | $7.1K 2.11% | 23.44K | 0.00 | 0.00 |
GOLUB CAPITAL BDC INCSOLE | COM | 445.68K | SH | $6.7K 2.01% | 444.93K | 0.00 | 0.00 |
SLM CORPSOLE | COM | 218.55K | SH | $6.4K 1.92% | 218.55K | 0.00 | 0.00 |
ROYAL BANK OF CANADASOLE | COM | 52.04K | SH | $5.9K 1.75% | 52.04K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 140.56K | SH | $5.9K 1.75% | 140.41K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM | 81.72K | SH | $5.8K 1.73% | 81.72K | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 180.72K | SH | $5.4K 1.60% | 180.72K | 0.00 | 0.00 |
FREEPORT MCMORAN, INC. CL BSOLE | COM | 138.19K | SH | $5.2K 1.56% | 138.19K | 0.00 | 0.00 |
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