SHIKIAR ASSET MANAGEMENT INC

CIK

1058022

Location

NEW YORK, NY

Portfolio Value

Small $322,722,076

Diversification

Diversified

Filing Date

Global Rank

#836 / 2,968 ▲ 2678

Top Industry

Consumer Electronics 24.4%

3Y Alpha vs SPY

-4.5%

Period ended 29 days ago

Filed Jul 21, 2026 · 8d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+49.6%

SPY

+67.9%

Annualised alpha

-4.5%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.0%

−0.4 pts

Top 5

44.3%

+2.7 pts

Top 10

59.4%

+1.7 pts

HHI

787

Diversified−8

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.4%	$143,416,245	20
Financial Services	15.4%	$49,722,363	18
Healthcare	9.9%	$31,974,255	11
Basic Materials	7.2%	$23,078,366	4
Consumer Cyclical	6.7%	$21,577,583	3
Real Estate	4.1%	$13,320,042	6
Utilities	4.1%	$13,173,031	3
Industrials	4.0%	$13,045,597	10
Energy	2.0%	$6,333,326	3
Unclassified	1.3%	$4,334,359	1
Consumer Defensive	0.6%	$2,010,540	5
Communication Services	0.2%	$736,369	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
CEPL	Capstone Energy Plus, Inc.	+39,450	69,700	$641,240
TGEN	Tecogen Inc.	+36,400	54,050	$282,141
GSBD	Goldman Sachs BDC, Inc.	+33,950	102,900	$975,492
BXMT	Blackstone Mortgage Trust, Inc.	+30,200	204,900	$3,473,055
ONDS	Ondas Inc.	+18,950	35,700	$294,168
MDGL	Madrigal Pharmaceuticals, Inc.	+10,950	14,950	$8,027,402
OTLY	Oatly Group AB	+10,000	34,000	$317,900
AMD	Advanced Micro Devices Inc	+8,967	35,913	$20,862,220
MSDL	Morgan Stanley Direct Lending Fund	+8,150	112,750	$1,704,780
PSKY	Paramount Skydance Corp	+6,500	16,500	$162,690
WLFC	Willis Lease Finance Corp	+6,095	18,565	$1,415,891
NEE	Nextera Energy Inc	+4,511	104,234	$9,148,618
AVGO	Broadcom Inc.	+700	1,600	$604,400
GLD	Spdr Gold Trust	+115	11,766	$4,334,359
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLM	SLM Corp	−77,450	135,650	$3,518,761
FCX	Freeport-Mcmoran Inc	−54,170	96,600	$6,075,174
BXSL	Blackstone Secured Lending Fund	−52,440	212,500	$5,038,375
CBRE	Cbre Group, Inc.	−30,115	10,716	$1,443,338
GBDC	GOLUB CAPITAL BDC, Inc.	−27,550	223,750	$2,881,900
COF	Capital One Financial Corp	−19,525	30,458	$6,110,483
LXP	LXP Industrial Trust	−18,125	115,355	$6,215,327
OCC	Optical Cable Corp	−13,550	14,600	$306,162
ZS	Zscaler, Inc.	−13,223	4,530	$639,409
EQT	EQT Corp	−12,750	98,055	$5,213,584
OSUR	Orasure Technologies Inc	−10,000	15,000	$66,900
WPM	Wheaton Precious Metals Corp.	−6,965	62,030	$6,967,209
UNTC	UNIT CORP	−6,500	25,800	$807,282
DELL	Dell Technologies Inc.	−4,660	16,230	$7,002,595
AAPL	Apple Inc.	−4,635	268,034	$77,558,318
GLPI	Gaming & Leisure Properties, Inc.	−4,500	14,952	$665,812
C	Citigroup Inc	−3,740	80,125	$11,214,295
PLTR	Palantir Technologies Inc.	−3,630	17,181	$2,004,507
CRM	Salesforce, Inc.	−3,407	11,300	$1,770,258
CORZ	Core Scientific, Inc./tx	−2,925	17,350	$443,986
WCC	Wesco International Inc	−2,795	5,840	$2,017,311
AMZN	Amazon Com Inc	−2,392	87,537	$20,863,568
CEG	Constellation Energy Corp	−2,085	14,538	$3,610,803
DAC	Danaos Corp	−2,045	12,240	$1,497,808
URGN	UroGen Pharma Ltd.	−2,000	8,750	$322,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
RVMD	Revolution Medicines, Inc.	33,205	$6,218,632
FPS	Forgent Power Solutions, Inc.	86,290	$4,820,159
IBM	International Business Machines Corp	16,625	$4,675,116
NOK	Nokia Corp	103,190	$1,370,363
FVR	FrontView REIT, Inc.	61,350	$1,241,110
ASYS	Amtech Systems Inc	22,075	$509,491
OGE	Oge Energy Corp.	8,500	$413,610
INTC	Intel Corp	2,570	$358,849
XRN	Chiron Real Estate Inc.	7,500	$281,400
LRCX	Lam Research Corp	569	$246,564
DIN	Dine Brands Global, Inc.	6,750	$242,325
HONA	Honeywell Aerospace Inc.	982	$216,825
BZFD	BuzzFeed, Inc.	15,000	$21,900
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	2,578	$296,444
BKU	BankUnited, Inc.	5,500	$248,380
LITE	Lumentum Holdings Inc.	326	$229,099
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $322,722,076 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	268,034	-4,635	$77,558,318	+12.1%	24.03%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	87,537	-2,392	$20,863,568	+11.4%	6.46%
AMD	Advanced Micro Devices Inc Technology	Added	35,913	+8,967	$20,862,220	+280.6%	6.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	25,931	-1,811	$12,383,867	+32.1%	3.84%
MSFT	Microsoft Corp Technology	Reduced	30,435	-180	$11,352,863	+0.2%	3.52%
C	Citigroup Inc Financial Services	Reduced	80,125	-3,740	$11,214,295	+17.9%	3.47%
INCY	Incyte Corp Healthcare	Reduced	92,875	-725	$10,528,310	+19.5%	3.26%
LIN	Linde PLC Basic Materials	Reduced	18,854	-25	$9,784,094	+4.5%	3.03%
NEE	Nextera Energy Inc Utilities	Added	104,234	+4,511	$9,148,618	−1.2%	2.83%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Added	14,950	+10,950	$8,027,402	+283.4%	2.49%
DELL	Dell Technologies Inc. Technology	Reduced	16,230	-4,660	$7,002,595	+104.2%	2.17%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	62,030	-6,965	$6,967,209	−22.9%	2.16%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	119,595	-150	$6,814,523	+16.7%	2.11%
RVMD	Revolution Medicines, Inc. Healthcare	NEW	33,205	NEW	$6,218,632	NEW	1.93%
LXP	LXP Industrial Trust Real Estate	Reduced	115,355	-18,125	$6,215,327	+0.7%	1.93%
COF	Capital One Financial Corp Financial Services	Reduced	30,458	-19,525	$6,110,483	−33.0%	1.89%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	96,600	-54,170	$6,075,174	−31.4%	1.88%
RY	Royal Bank Of Canada Financial Services	Held	26,290	0	$5,441,241	+27.9%	1.69%
EQT	EQT Corp Energy	Reduced	98,055	-12,750	$5,213,584	−26.1%	1.62%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	212,500	-52,440	$5,038,375	−19.7%	1.56%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	86,290	NEW	$4,820,159	NEW	1.49%
IBM	International Business Machines Corp Technology	NEW	16,625	NEW	$4,675,116	NEW	1.45%
GLD	Spdr Gold Trust	Added	11,766	+115	$4,334,359	−13.5%	1.34%
CI	Cigna Group Healthcare	Reduced	14,917	-775	$4,112,318	−1.8%	1.27%
CEG	Constellation Energy Corp Utilities	Reduced	14,538	-2,085	$3,610,803	−22.2%	1.12%
SLM	SLM Corp Financial Services	Reduced	135,650	-77,450	$3,518,761	−22.9%	1.09%
BXMT	Blackstone Mortgage Trust, Inc. Real Estate	Added	204,900	+30,200	$3,473,055	+3.8%	1.08%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Reduced	223,750	-27,550	$2,881,900	−9.4%	0.89%
WCC	Wesco International Inc Industrials	Reduced	5,840	-2,795	$2,017,311	−14.6%	0.63%
PLTR	Palantir Technologies Inc. Technology	Reduced	17,181	-3,630	$2,004,507	−34.2%	0.62%
CRM	Salesforce, Inc. Technology	Reduced	11,300	-3,407	$1,770,258	−35.5%	0.55%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Added	112,750	+8,150	$1,704,780	+16.7%	0.53%
AXON	Axon Enterprise, Inc. Industrials	Held	3,000	0	$1,681,830	+32.0%	0.52%
DAC	Danaos Corp Industrials	Reduced	12,240	-2,045	$1,497,808	−6.9%	0.46%
CBRE	Cbre Group, Inc. Real Estate	Reduced	10,716	-30,115	$1,443,338	−73.9%	0.45%
CB	Chubb Ltd Financial Services	Reduced	4,174	-1,526	$1,422,248	−23.4%	0.44%
WLFC	Willis Lease Finance Corp Industrials	Added	18,565	+6,095	$1,415,891	−77.8%	0.44%
NOK	Nokia Corp Technology	NEW	103,190	NEW	$1,370,363	NEW	0.42%
FVR	FrontView REIT, Inc. Real Estate	NEW	61,350	NEW	$1,241,110	NEW	0.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,115	0	$1,043,049	−6.1%	0.32%
GSBD	Goldman Sachs BDC, Inc. Financial Services	Added	102,900	+33,950	$975,492	+59.3%	0.30%
FBIO	Fortress Biotech, Inc. Healthcare	Held	305,469	0	$934,734	+9.7%	0.29%
DHR	Danaher Corp /De/ Healthcare	Held	4,767	0	$908,018	+0.5%	0.28%
L	Loews Corp Financial Services	Reduced	7,615	-1,005	$862,094	−6.3%	0.27%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,549	0	$834,364	+11.3%	0.26%
UNTC	UNIT CORP Energy	Reduced	25,800	-6,500	$807,282	−27.7%	0.25%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	7,432	-100	$745,280	+42.8%	0.23%
GLPI	Gaming & Leisure Properties, Inc. Real Estate	Reduced	14,952	-4,500	$665,812	−22.9%	0.21%
CEPL	Capstone Energy Plus, Inc. Industrials	Added	69,700	+39,450	$641,240	+289.0%	0.20%
ZS	Zscaler, Inc. Technology	Reduced	4,530	-13,223	$639,409	−74.3%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.