SHIKIAR ASSET MANAGEMENT INC

PrivateCIK: 1058022
Location

NEW YORK, NY

📋 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

TOTAL AUM$395.8K113 positions
COM$360.4K91.1%
PFD$35.4K8.9%

Portfolio Concentration

Top 330.1%4–1021.2%11–2523.5%Rest25.1%TOP 1051.3%0%100%
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

SOLE
COM
Shares268.03K
TypeSH
Market value$77.6K
19.59%
Sole
268.01K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
COM
Shares87.54K
TypeSH
Market value$20.9K
5.27%
Sole
87.46K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
COM
Shares35.91K
TypeSH
Market value$20.9K
5.27%
Sole
35.91K
Shared
0.00
None
0.00

ALPHABET INC CL C

SOLE
COM
Shares55.16K
TypeSH
Market value$19.5K
4.92%
Sole
55.11K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG CO

SOLE
COM
Shares25.93K
TypeSH
Market value$12.4K
3.13%
Sole
25.93K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares30.43K
TypeSH
Market value$11.4K
2.87%
Sole
30.43K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares80.13K
TypeSH
Market value$11.2K
2.83%
Sole
80.13K
Shared
0.00
None
0.00

INCYTE

SOLE
COM
Shares92.88K
TypeSH
Market value$10.5K
2.66%
Sole
92.88K
Shared
0.00
None
0.00

LINDE PLC NEW

SOLE
COM
Shares18.85K
TypeSH
Market value$9.8K
2.47%
Sole
18.85K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares104.23K
TypeSH
Market value$9.1K
2.31%
Sole
104.09K
Shared
0.00
None
0.00

ALERIAN MLP ETF

SOLE
COM
Shares169.16K
TypeSH
Market value$8.8K
2.22%
Sole
169.16K
Shared
0.00
None
0.00

MADRIGAL PHARMACEUTICALS INC

SOLE
COM
Shares14.95K
TypeSH
Market value$8.0K
2.03%
Sole
14.95K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
COM
Shares16.23K
TypeSH
Market value$7.0K
1.77%
Sole
16.23K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares62.03K
TypeSH
Market value$7.0K
1.76%
Sole
62.03K
Shared
0.00
None
0.00

BANK OF AMERICA

SOLE
COM
Shares119.59K
TypeSH
Market value$6.8K
1.72%
Sole
119.44K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares33.20K
TypeSH
Market value$6.2K
1.57%
Sole
33.20K
Shared
0.00
None
0.00

LXP INDUSTRIAL TRUST

SOLE
COM
Shares115.36K
TypeSH
Market value$6.2K
1.57%
Sole
115.25K
Shared
0.00
None
0.00

CAPITAL ONE FINANCIAL

SOLE
COM
Shares30.46K
TypeSH
Market value$6.1K
1.54%
Sole
30.46K
Shared
0.00
None
0.00

FREEPORT MCMORAN, INC. CL B

SOLE
COM
Shares96.60K
TypeSH
Market value$6.1K
1.53%
Sole
96.60K
Shared
0.00
None
0.00

ROYAL BANK OF CANADA

SOLE
COM
Shares26.29K
TypeSH
Market value$5.4K
1.37%
Sole
26.29K
Shared
0.00
None
0.00

SLM CORP PFD SER B 5.626

SOLE
PFD
Shares71.33K
TypeSH
Market value$5.3K
1.33%
Sole
71.22K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL SER B 8.25

SOLE
PFD
Shares201.53K
TypeSH
Market value$5.2K
1.32%
Sole
201.23K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares98.06K
TypeSH
Market value$5.2K
1.32%
Sole
98.06K
Shared
0.00
None
0.00

BLACKSTONE SECURED LENDING FUN

SOLE
COM
Shares212.50K
TypeSH
Market value$5.0K
1.27%
Sole
212.35K
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

SOLE
COM
Shares86.29K
TypeSH
Market value$4.8K
1.22%
Sole
86.29K
Shared
0.00
None
0.00
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