Filed: 7/24/2025ACC: 0001058022-25-000005
📋 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 $359.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$359.5K
Total AUM (reported)
5.68M
Total Shares
Allocation by class
COM$327.6K91.1%
PFD$31.9K8.9%
Portfolio Concentration
Top 3$93.9K26.1%
4–10$69.7K19.4%
11–25$109.4K30.4%
Rest$86.4K24.0%
Top 3 weight
26.1%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 5.68M
Sole
Full voting authority
5.68M
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
SOLEShares276.44K
TypeSH
Market value$56.7K
15.78%
Sole
276.42K
Shared
0.00
None
0.00
AMAZON.COM
SOLEShares93.78K
TypeSH
Market value$20.6K
5.72%
Sole
93.71K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares33.43K
TypeSH
Market value$16.6K
4.62%
Sole
33.43K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares136.01K
TypeSH
Market value$12.7K
3.53%
Sole
136.01K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares60.56K
TypeSH
Market value$10.7K
2.99%
Sole
60.51K
Shared
0.00
None
0.00
BLACKSTONE SECURED LENDING FUN
SOLEShares345.17K
TypeSH
Market value$10.6K
2.95%
Sole
344.92K
Shared
0.00
None
0.00
ALERIAN MLP ETF
SOLEShares186.03K
TypeSH
Market value$9.1K
2.53%
Sole
186.03K
Shared
0.00
None
0.00
LINDE PLC NEW
SOLEShares19.13K
TypeSH
Market value$9.0K
2.50%
Sole
19.13K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares37.81K
TypeSH
Market value$8.8K
2.45%
Sole
37.81K
Shared
0.00
None
0.00
HERMES INTERNATIONAL ADR
SOLEShares32.59K
TypeSH
Market value$8.8K
2.45%
Sole
32.59K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares99.45K
TypeSH
Market value$8.5K
2.35%
Sole
99.45K
Shared
0.00
None
0.00
SLM CORP PFD SER B 6.28
SOLEShares116.48K
TypeSH
Market value$8.4K
2.34%
Sole
116.38K
Shared
0.00
None
0.00
CAPITAL ONE FINANCIAL
SOLEShares37.84K
TypeSH
Market value$8.1K
2.24%
Sole
37.84K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG CO
SOLEShares34.42K
TypeSH
Market value$7.8K
2.17%
Sole
34.42K
Shared
0.00
None
0.00
INCYTE
SOLEShares114K
TypeSH
Market value$7.8K
2.16%
Sole
114K
Shared
0.00
None
0.00
EQT CORP
SOLEShares131.56K
TypeSH
Market value$7.7K
2.13%
Sole
131.56K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares107.06K
TypeSH
Market value$7.4K
2.07%
Sole
106.92K
Shared
0.00
None
0.00
CIGNA GROUP
SOLEShares21.31K
TypeSH
Market value$7.0K
1.96%
Sole
21.31K
Shared
0.00
None
0.00
ZSCALER
SOLEShares21.96K
TypeSH
Market value$6.9K
1.92%
Sole
21.96K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL SER B 8.25
SOLEShares274.10K
TypeSH
Market value$6.8K
1.89%
Sole
273.80K
Shared
0.00
None
0.00
ROYAL BANK OF CANADA
SOLEShares51.54K
TypeSH
Market value$6.8K
1.89%
Sole
51.54K
Shared
0.00
None
0.00
CBRE GROUP
SOLEShares47.58K
TypeSH
Market value$6.7K
1.85%
Sole
47.58K
Shared
0.00
None
0.00
SLM CORP
SOLEShares201.15K
TypeSH
Market value$6.6K
1.83%
Sole
201.15K
Shared
0.00
None
0.00
FREEPORT MCMORAN, INC. CL B
SOLEShares151.24K
TypeSH
Market value$6.6K
1.82%
Sole
151.24K
Shared
0.00
None
0.00
GOLUB CAPITAL BDC INC
SOLEShares443.61K
TypeSH
Market value$6.5K
1.81%
Sole
442.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 276.44K | SH | $56.7K 15.78% | 276.42K | 0.00 | 0.00 |
AMAZON.COMSOLE | COM | 93.78K | SH | $20.6K 5.72% | 93.71K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 33.43K | SH | $16.6K 4.62% | 33.43K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 136.01K | SH | $12.7K 3.53% | 136.01K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 60.56K | SH | $10.7K 2.99% | 60.51K | 0.00 | 0.00 |
BLACKSTONE SECURED LENDING FUNSOLE | COM | 345.17K | SH | $10.6K 2.95% | 344.92K | 0.00 | 0.00 |
ALERIAN MLP ETFSOLE | COM | 186.03K | SH | $9.1K 2.53% | 186.03K | 0.00 | 0.00 |
LINDE PLC NEWSOLE | COM | 19.13K | SH | $9.0K 2.50% | 19.13K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 37.81K | SH | $8.8K 2.45% | 37.81K | 0.00 | 0.00 |
HERMES INTERNATIONAL ADRSOLE | COM | 32.59K | SH | $8.8K 2.45% | 32.59K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM | 99.45K | SH | $8.5K 2.35% | 99.45K | 0.00 | 0.00 |
SLM CORP PFD SER B 6.28SOLE | PFD | 116.48K | SH | $8.4K 2.34% | 116.38K | 0.00 | 0.00 |
CAPITAL ONE FINANCIALSOLE | COM | 37.84K | SH | $8.1K 2.24% | 37.84K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG COSOLE | COM | 34.42K | SH | $7.8K 2.17% | 34.42K | 0.00 | 0.00 |
INCYTESOLE | COM | 114K | SH | $7.8K 2.16% | 114K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 131.56K | SH | $7.7K 2.13% | 131.56K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 107.06K | SH | $7.4K 2.07% | 106.92K | 0.00 | 0.00 |
CIGNA GROUPSOLE | COM | 21.31K | SH | $7.0K 1.96% | 21.31K | 0.00 | 0.00 |
ZSCALERSOLE | COM | 21.96K | SH | $6.9K 1.92% | 21.96K | 0.00 | 0.00 |
SYNCHRONY FINANCIAL SER B 8.25SOLE | PFD | 274.10K | SH | $6.8K 1.89% | 273.80K | 0.00 | 0.00 |
ROYAL BANK OF CANADASOLE | COM | 51.54K | SH | $6.8K 1.89% | 51.54K | 0.00 | 0.00 |
CBRE GROUPSOLE | COM | 47.58K | SH | $6.7K 1.85% | 47.58K | 0.00 | 0.00 |
SLM CORPSOLE | COM | 201.15K | SH | $6.6K 1.83% | 201.15K | 0.00 | 0.00 |
FREEPORT MCMORAN, INC. CL BSOLE | COM | 151.24K | SH | $6.6K 1.82% | 151.24K | 0.00 | 0.00 |
GOLUB CAPITAL BDC INCSOLE | COM | 443.61K | SH | $6.5K 1.81% | 442.86K | 0.00 | 0.00 |
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