SHIKIAR ASSET MANAGEMENT INC

CIK

1058022

Location

NEW YORK, NY

Portfolio Value

Small $322,722,076

Diversification

Diversified

Filing Date

Global Rank

#3,598 / 8,700 ▲ 993

Top Industry

Consumer Electronics 24.4%

Period ended 2 months ago

Filed Jul 21, 2026 · 54d

25 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

24.0%

+2.6 pts

Top 5

44.3%

+5.3 pts

Top 10

59.4%

+5.9 pts

HHI

787

Diversified+131

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	−153,200	135,650	$3,518,761
GOOGL	Alphabet Inc.	−56,178	1,544	$551,779
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
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

12 positions

Ticker	Company	Shares	Value
ACES	ALPS Clean Energy ETF	178,545	$9,398,608
FTAI	FTAI Aviation Ltd.	160,930	$4,368,283
BNDW	Vanguard Total World Bond ETF	23,500	$2,577,715
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	37,350	$2,288,061
AMG	Affiliated Managers Group, Inc.	84,450	$1,891,680
APO	Apollo Global Management, Inc.	63,200	$1,607,176
VLY	Valley National Bancorp	29,100	$736,230
BRK-B	Berkshire Hathaway Inc	1	$718,140
HOV	Hovnanian Enterprises Inc	28,550	$585,275
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	-153,200	$3,518,761	−65.2%	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	+66592.9%	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	—	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.