Filed: 7/21/2026ACC: 0001058022-26-000005
📋 What this filing means
SHIKIAR ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $395.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$395.8K
Total AUM (reported)
5.70M
Total Shares
Allocation by class
COM$360.4K91.1%
PFD$35.4K8.9%
Portfolio Concentration
Top 3$119.3K30.1%
4–10$83.9K21.2%
11–25$93.2K23.5%
Rest$99.4K25.1%
Top 3 weight
30.1%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 5.70M
Sole
Full voting authority
5.70M
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)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
APPLE
SOLEShares268.03K
TypeSH
Market value$77.6K
19.59%
Sole
268.01K
Shared
0.00
None
0.00
AMAZON.COM
SOLEShares87.54K
TypeSH
Market value$20.9K
5.27%
Sole
87.46K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC COM
SOLEShares35.91K
TypeSH
Market value$20.9K
5.27%
Sole
35.91K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares55.16K
TypeSH
Market value$19.5K
4.92%
Sole
55.11K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG CO
SOLEShares25.93K
TypeSH
Market value$12.4K
3.13%
Sole
25.93K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares30.43K
TypeSH
Market value$11.4K
2.87%
Sole
30.43K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares80.13K
TypeSH
Market value$11.2K
2.83%
Sole
80.13K
Shared
0.00
None
0.00
INCYTE
SOLEShares92.88K
TypeSH
Market value$10.5K
2.66%
Sole
92.88K
Shared
0.00
None
0.00
LINDE PLC NEW
SOLEShares18.85K
TypeSH
Market value$9.8K
2.47%
Sole
18.85K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares104.23K
TypeSH
Market value$9.1K
2.31%
Sole
104.09K
Shared
0.00
None
0.00
ALERIAN MLP ETF
SOLEShares169.16K
TypeSH
Market value$8.8K
2.22%
Sole
169.16K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares14.95K
TypeSH
Market value$8.0K
2.03%
Sole
14.95K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares16.23K
TypeSH
Market value$7.0K
1.77%
Sole
16.23K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares62.03K
TypeSH
Market value$7.0K
1.76%
Sole
62.03K
Shared
0.00
None
0.00
BANK OF AMERICA
SOLEShares119.59K
TypeSH
Market value$6.8K
1.72%
Sole
119.44K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares33.20K
TypeSH
Market value$6.2K
1.57%
Sole
33.20K
Shared
0.00
None
0.00
LXP INDUSTRIAL TRUST
SOLEShares115.36K
TypeSH
Market value$6.2K
1.57%
Sole
115.25K
Shared
0.00
None
0.00
CAPITAL ONE FINANCIAL
SOLEShares30.46K
TypeSH
Market value$6.1K
1.54%
Sole
30.46K
Shared
0.00
None
0.00
FREEPORT MCMORAN, INC. CL B
SOLEShares96.60K
TypeSH
Market value$6.1K
1.53%
Sole
96.60K
Shared
0.00
None
0.00
ROYAL BANK OF CANADA
SOLEShares26.29K
TypeSH
Market value$5.4K
1.37%
Sole
26.29K
Shared
0.00
None
0.00
SLM CORP PFD SER B 5.626
SOLEShares71.33K
TypeSH
Market value$5.3K
1.33%
Sole
71.22K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL SER B 8.25
SOLEShares201.53K
TypeSH
Market value$5.2K
1.32%
Sole
201.23K
Shared
0.00
None
0.00
EQT CORP
SOLEShares98.06K
TypeSH
Market value$5.2K
1.32%
Sole
98.06K
Shared
0.00
None
0.00
BLACKSTONE SECURED LENDING FUN
SOLEShares212.50K
TypeSH
Market value$5.0K
1.27%
Sole
212.35K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares86.29K
TypeSH
Market value$4.8K
1.22%
Sole
86.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 268.03K | SH | $77.6K 19.59% | 268.01K | 0.00 | 0.00 |
AMAZON.COMSOLE | COM | 87.54K | SH | $20.9K 5.27% | 87.46K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | COM | 35.91K | SH | $20.9K 5.27% | 35.91K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 55.16K | SH | $19.5K 4.92% | 55.11K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG COSOLE | COM | 25.93K | SH | $12.4K 3.13% | 25.93K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 30.43K | SH | $11.4K 2.87% | 30.43K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM | 80.13K | SH | $11.2K 2.83% | 80.13K | 0.00 | 0.00 |
INCYTESOLE | COM | 92.88K | SH | $10.5K 2.66% | 92.88K | 0.00 | 0.00 |
LINDE PLC NEWSOLE | COM | 18.85K | SH | $9.8K 2.47% | 18.85K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 104.23K | SH | $9.1K 2.31% | 104.09K | 0.00 | 0.00 |
ALERIAN MLP ETFSOLE | COM | 169.16K | SH | $8.8K 2.22% | 169.16K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 14.95K | SH | $8.0K 2.03% | 14.95K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | COM | 16.23K | SH | $7.0K 1.77% | 16.23K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 62.03K | SH | $7.0K 1.76% | 62.03K | 0.00 | 0.00 |
BANK OF AMERICASOLE | COM | 119.59K | SH | $6.8K 1.72% | 119.44K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 33.20K | SH | $6.2K 1.57% | 33.20K | 0.00 | 0.00 |
LXP INDUSTRIAL TRUSTSOLE | COM | 115.36K | SH | $6.2K 1.57% | 115.25K | 0.00 | 0.00 |
CAPITAL ONE FINANCIALSOLE | COM | 30.46K | SH | $6.1K 1.54% | 30.46K | 0.00 | 0.00 |
FREEPORT MCMORAN, INC. CL BSOLE | COM | 96.60K | SH | $6.1K 1.53% | 96.60K | 0.00 | 0.00 |
ROYAL BANK OF CANADASOLE | COM | 26.29K | SH | $5.4K 1.37% | 26.29K | 0.00 | 0.00 |
SLM CORP PFD SER B 5.626SOLE | PFD | 71.33K | SH | $5.3K 1.33% | 71.22K | 0.00 | 0.00 |
SYNCHRONY FINANCIAL SER B 8.25SOLE | PFD | 201.53K | SH | $5.2K 1.32% | 201.23K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 98.06K | SH | $5.2K 1.32% | 98.06K | 0.00 | 0.00 |
BLACKSTONE SECURED LENDING FUNSOLE | COM | 212.50K | SH | $5.0K 1.27% | 212.35K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM | 86.29K | SH | $4.8K 1.22% | 86.29K | 0.00 | 0.00 |
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