SHIKIAR ASSET MANAGEMENT INC

CIK

1058022

Location

NEW YORK, NY

Portfolio Value

Micro $13,904,244

Diversification

Diversified

Filing Date

Global Rank

#3,216 / 8,232 ▼ 75

Top Industry

Consumer Electronics 25.2%

3Y Alpha vs SPY

-6.6%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.9%

SPY

+76.3%

Annualised alpha

-6.6%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.8%

+2.0 pts

Top 5

42.3%

+1.5 pts

Top 10

58.6%

+3.4 pts

HHI

814

Diversified+86

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.0%	$109,093,339	16
Financial Services	18.4%	$51,371,054	20
Basic Materials	9.9%	$27,533,704	4
Consumer Cyclical	6.9%	$19,271,840	2
Healthcare	6.4%	$17,877,799	10
Real Estate	5.7%	$15,914,341	4
Utilities	5.0%	$13,904,244	2
Energy	3.0%	$8,489,235	3
Industrials	3.0%	$8,350,356	8
Unclassified	1.8%	$5,013,308	1
Consumer Defensive	0.7%	$2,032,401	5
Communication Services	0.2%	$534,192	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
BXMT	Blackstone Mortgage Trust, Inc.	+85,750	174,700	$3,345,505
FBIO	Fortress Biotech, Inc.	+27,000	305,469	$852,258
LXP	LXP Industrial Trust	+12,365	133,480	$6,174,784
CGEH	Capstone Energy Plus, Inc.	+9,250	30,250	$164,862
DAC	Danaos Corp	+7,885	14,285	$1,609,062
COF	Capital One Financial Corp	+6,590	49,983	$9,118,398
ONDS	Ondas Inc.	+6,500	16,750	$151,420
AMD	Advanced Micro Devices Inc	+4,830	26,946	$5,481,624
TGEN	Tecogen Inc.	+4,350	17,650	$45,184
OCC	Optical Cable Corp	+3,550	28,150	$232,237
GLD	Spdr Gold Trust	+839	11,651	$5,013,308
WM	Waste Management Inc	+235	1,293	$297,118
L	Loews Corp	+5	8,620	$920,098
NVDA	Nvidia Corp	+1	2,110	$367,984
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSBD	Goldman Sachs BDC, Inc.	−151,900	68,950	$612,276
GBDC	GOLUB CAPITAL BDC, Inc.	−121,940	251,300	$3,181,458
SLM	SLM Corp	−54,850	213,100	$4,562,471
FCX	Freeport-Mcmoran Inc	−50,615	150,770	$8,862,260
DELL	Dell Technologies Inc.	−35,363	20,890	$3,428,675
CORZ	Core Scientific, Inc./tx	−32,675	20,275	$303,314
BXSL	Blackstone Secured Lending Fund	−32,050	264,940	$6,276,428
MSDL	Morgan Stanley Direct Lending Fund	−25,900	104,600	$1,460,216
RY	Royal Bank Of Canada	−25,250	26,290	$4,253,196
ZS	Zscaler, Inc.	−17,672	17,753	$2,490,568
CRM	Salesforce, Inc.	−15,260	14,707	$2,745,355
CBRE	Cbre Group, Inc.	−12,245	40,831	$5,530,967
BAC	Bank Of America Corp /De/	−9,225	119,745	$5,837,568
C	Citigroup Inc	−7,620	83,865	$9,511,129
GLPI	Gaming & Leisure Properties, Inc.	−6,550	19,452	$863,085
BX	Blackstone Inc.	−5,972	2,578	$296,444
UNTC	UNIT CORP	−5,300	32,300	$1,115,965
PSKY	Paramount Skydance Corp	−5,000	10,000	$90,200
WPM	Wheaton Precious Metals Corp.	−4,450	68,995	$9,039,034
AMZN	Amazon Com Inc	−2,728	89,929	$18,729,512
MSFT	Microsoft Corp	−2,648	30,615	$11,332,754
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,075	27,742	$9,375,408
OTLY	Oatly Group AB	−1,855	24,000	$243,360
CB	Chubb Ltd	−1,735	5,700	$1,857,801
EQT	EQT Corp	−1,640	110,805	$7,051,630
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	16,623	$4,641,972
WCC	Wesco International Inc	8,635	$2,362,708
WLFC	Willis Lease Finance Corp	12,470	$2,123,142
SOLS	Solstice Advanced Materials Inc.	3,584	$272,957
BKU	BankUnited, Inc.	5,500	$248,380
LITE	Lumentum Holdings Inc.	326	$229,099
PANW	Palo Alto Networks Inc	1,169	$187,414
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	119,271	$9,745,633
WYFI	WhiteFiber, Inc.	48,790	$770,882
ARMK	Aramark	13,985	$515,487
CLS	Celestica Inc	850	$251,268
PYPL	PayPal Holdings, Inc.	4,000	$233,520
BW	Babcock & Wilcox Enterprises, Inc.	20,000	$126,800
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $13,904,244 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	Reduced	99,723	-565	$9,262,272	+15.0%	66.61%
CEG	Constellation Energy Corp Utilities	NEW	16,623	NEW	$4,641,972	NEW	33.39%