SHIKIAR ASSET MANAGEMENT INC

PrivateCIK: 1058022
Location

NEW YORK, NY

πŸ“‹ What this filing means

SHIKIAR ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $397.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

102
Positions
$397.5K
Total AUM (reported)
6.23M
Total Shares

Allocation by class

TOTAL AUM$397.5K102 positions
COM$361.5K91.0%
PFD$35.9K9.0%

Portfolio Concentration

Top 327.3%4–1018.7%11–2528.7%Rest25.4%TOP 1046.0%0%100%
Top 3$108.4K27.3%
4–10$74.3K18.7%
11–25$113.9K28.7%
Rest$100.8K25.4%

Top 3 weight

27.3%

Top 10 weight

46.0%

Voting Authority Distribution

Total shares with voting rights: 6.23M

Sole

Full voting authority

6.23M

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)

Sole102
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings102
Rows:

APPLE

SOLE
COM
Shares276.20K
TypeSH
Market value$70.3K
17.69%
Sole
276.18K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
COM
Shares94.29K
TypeSH
Market value$20.7K
5.21%
Sole
94.21K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares33.61K
TypeSH
Market value$17.4K
4.38%
Sole
33.61K
Shared
0.00
None
0.00

ALPHABET INC CL C

SOLE
COM
Shares60.28K
TypeSH
Market value$14.7K
3.69%
Sole
60.23K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares125.71K
TypeSH
Market value$12.3K
3.10%
Sole
125.71K
Shared
0.00
None
0.00

ZSCALER

SOLE
COM
Shares34.16K
TypeSH
Market value$10.2K
2.58%
Sole
34.16K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares95.14K
TypeSH
Market value$9.7K
2.43%
Sole
95.14K
Shared
0.00
None
0.00

CAPITAL ONE FINANCIAL

SOLE
COM
Shares44.63K
TypeSH
Market value$9.5K
2.39%
Sole
44.63K
Shared
0.00
None
0.00

LINDE PLC NEW

SOLE
COM
Shares18.88K
TypeSH
Market value$9.0K
2.26%
Sole
18.88K
Shared
0.00
None
0.00

ALERIAN MLP ETF

SOLE
COM
Shares189.90K
TypeSH
Market value$8.9K
2.24%
Sole
189.90K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG CO

SOLE
COM
Shares30.66K
TypeSH
Market value$8.6K
2.15%
Sole
30.66K
Shared
0.00
None
0.00

CBRE GROUP

SOLE
COM
Shares54.35K
TypeSH
Market value$8.6K
2.15%
Sole
54.35K
Shared
0.00
None
0.00

BLACKSTONE SECURED LENDING FUN

SOLE
COM
Shares319.33K
TypeSH
Market value$8.3K
2.09%
Sole
319.18K
Shared
0.00
None
0.00

FREEPORT MCMORAN, INC. CL B

SOLE
COM
Shares208.88K
TypeSH
Market value$8.2K
2.06%
Sole
208.88K
Shared
0.00
None
0.00

INCYTE

SOLE
COM
Shares95.95K
TypeSH
Market value$8.1K
2.05%
Sole
95.95K
Shared
0.00
None
0.00

HERMES INTERNATIONAL ADR

SOLE
COM
Shares32.68K
TypeSH
Market value$8.0K
2.01%
Sole
32.68K
Shared
0.00
None
0.00

SLM CORP PFD SER B 6.28

SOLE
PFD
Shares103.46K
TypeSH
Market value$7.9K
1.99%
Sole
103.36K
Shared
0.00
None
0.00

ROYAL BANK OF CANADA

SOLE
COM
Shares51.54K
TypeSH
Market value$7.6K
1.91%
Sole
51.54K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares98.72K
TypeSH
Market value$7.5K
1.87%
Sole
98.58K
Shared
0.00
None
0.00

SLM CORP

SOLE
COM
Shares268K
TypeSH
Market value$7.4K
1.87%
Sole
268K
Shared
0.00
None
0.00

CYBERARK SOFTWARE

SOLE
COM
Shares14.52K
TypeSH
Market value$7.0K
1.76%
Sole
14.52K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL SER B 8.25

SOLE
PFD
Shares268.43K
TypeSH
Market value$6.9K
1.75%
Sole
268.13K
Shared
0.00
None
0.00

BANK OF AMERICA

SOLE
COM
Shares129.34K
TypeSH
Market value$6.7K
1.68%
Sole
129.19K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares120.86K
TypeSH
Market value$6.6K
1.65%
Sole
120.86K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares58.77K
TypeSH
Market value$6.6K
1.65%
Sole
58.77K
Shared
0.00
None
0.00
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SHIKIAR ASSET MANAGEMENT INC 13F Holdings β€” 102 Positions | Finecho