Shikiar Asset Management Inc Top Holdings and 13F Report (2026) About Shikiar Asset Management IncInvestment ActivityShikiar Asset Management Inc has $397.74 million in total holdings as of September 30, 2026.Shikiar Asset Management Inc owns shares of 114 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.70% of the portfolio was purchased this quarter.About 6.49% of the portfolio was sold this quarter.This quarter, Shikiar Asset Management Inc has purchased 114 new stocks and bought additional shares in 29 stocks.Shikiar Asset Management Inc sold shares of 55 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $89,236,000Amazon.com $21,622,000Advanced Micro Devices $19,452,000Alphabet $18,441,000Microsoft $15,877,000 Largest New Holdings this Quarter 37045V100 - General Motors $5,361,000 Holding717081103 - Pfizer $2,267,000 Holding219350105 - Corning $2,033,000 Holding013091103 - Albertsons Companies $1,917,000 Holding552953101 - MGM Resorts International $776,000 Holding Largest Purchases this Quarter General Motors 69,620 shares (about $5.36M)Intel 36,010 shares (about $4.33M)Pfizer 79,500 shares (about $2.27M)Corning 13,225 shares (about $2.03M)Albertsons Companies 165,150 shares (about $1.92M) Largest Sales this Quarter Advanced Micro Devices 4,117 shares (about $2.52M)Capital One Financial 12,830 shares (about $2.48M)International Business Machines 11,180 shares (about $2.46M)LXP INDUSTRIAL TRUST 36,715 shares (about $2.24M)Constellation Energy 7,635 shares (about $1.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofShikiar Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$89,236,000$24,977 ▼0.0%267,95922.4%TechnologyAMZNAmazon.com$21,622,000$188,111 ▼-0.9%86,7825.4%Consumer DiscretionaryAMDAdvanced Micro Devices$19,452,000$2,518,678 ▼-11.5%31,7964.9%TechnologyGOOGAlphabet$18,441,000$353,344 ▼-1.9%54,1214.6%Communication ServicesMSFTMicrosoft$15,877,000$266,711 ▲1.7%30,9554.0%TechnologyTSMTaiwan Semiconductor Manufacturing$11,423,000$406,465 ▼-3.4%25,0402.9%TechnologyINCYIncyte$11,357,000$86,162 ▲0.8%93,5852.9%HealthcareCCitigroup$10,100,000$274,495 ▼-2.6%78,0052.5%FinanceLINDE PLC NEW$8,918,000$30,852 ▼-0.3%18,7892.2%COMAMLPAlerian MLP ETF$8,601,000$172,720 ▼-2.0%165,8252.2%ETFWPMWheaton Precious Metals$8,363,000$68,198 ▲0.8%62,5402.1%MaterialsNEENextEra Energy$8,015,000$120,723 ▲1.5%105,8282.0%UtilitiesDELLDell Technologies$7,748,000$983,429 ▼-11.3%14,4021.9%TechnologyMDGLMadrigal Pharmaceuticals$7,607,000$73,072 ▲1.0%15,0951.9%HealthcareFCXFreeport-McMoRan$6,754,000$8,400 ▼-0.1%96,4801.7%MaterialsBACBank of America$6,462,000$47,627 ▼-0.7%118,7201.6%FinanceRVMDRevolution Medicines$6,076,000$739,999 ▼-10.9%29,6001.5%HealthcareGMGeneral Motors$5,361,000$5,361,000 ▲New Holding69,6201.3%Consumer DiscretionarySLMBPSLM$5,334,000$69,747 ▲1.3%72,2701.3%FinanceRYRoyal Bank Of Canada$5,168,0000.0%26,2901.3%FinanceSYNCHRONY FINANCIAL SER B 8.25$4,907,000$232,052 ▼-4.5%192,4301.2%PFDLXP INDUSTRIAL TRUST$4,791,000$2,236,795 ▼-31.8%78,6401.2%COMINTCIntel$4,638,000$4,329,040 ▲1,401.2%38,5801.2%TechnologyBXSLBlackstone Secured Lending Fund$4,512,000$583,934 ▼-11.5%188,1501.1%FinanceGLDSPDR Gold Shares$4,490,000$9,520 ▲0.2%11,7911.1%ETFFTAI AVIATION PFD SER D 9.5$4,071,000$8,151 ▼-0.2%149,8301.0%PFDEQTEQT$4,002,000$759,754 ▼-16.0%82,4101.0%EnergyCOFCapital One Financial$3,403,000$2,476,769 ▼-42.1%17,6280.9%FinanceFORGENT POWER SOLUTIONS INC$2,917,000$313,711 ▼-9.7%77,9110.7%COMSLMSLM$2,864,000$205,945 ▼-6.7%126,5500.7%FinancePALANTIR TECHNOLOGIES INC CL A$2,779,000$434,920 ▼-13.5%14,8560.7%COMCICigna Group$2,779,000$1,276,404 ▼-31.5%10,2220.7%HealthcareGBDCGolub Capital BDC$2,453,000$373,255 ▼-13.2%194,2000.6%FinanceXLEEnergy Select Sector SPDR Fund$2,303,000$179,590 ▲8.5%37,4450.6%ETFPFEPfizer$2,267,000$2,267,000 ▲New Holding79,5000.6%HealthcareFRONTVIEW REIT INC$2,214,000$1,191,769 ▲116.6%132,8750.6%COMJACKSON FINANCIAL SER A 8$2,084,000$329,665 ▼-13.7%80,6000.5%PFDWLFCWillis Lease Finance$2,061,000$1,134,436 ▲122.4%41,2950.5%IndustrialsGLWCorning$2,033,000$2,033,000 ▲New Holding13,2250.5%TechnologyLINCOLN NATIONAL CO PFD SER D$1,979,000$123,406 ▼-5.9%76,9750.5%PFDACIAlbertsons Companies$1,917,000$1,917,000 ▲New Holding165,1500.5%Consumer StaplesPITNEY BOWES SER B 6.70$1,855,000$425,564 ▲29.8%90,8400.5%PFDBXMTBlackstone Mortgage Trust$1,841,000$505,631 ▼-21.5%160,7500.5%FinancePEBBLEBROOK HOTEL TR PFD SER G$1,824,000$65,073 ▲3.7%93,9000.5%PFDCEGConstellation Energy$1,754,000$1,939,996 ▼-52.5%6,9030.4%UtilitiesWCCWESCO International$1,730,000$370,457 ▼-17.6%4,8100.4%IndustrialsAFFILIATED MANAGERS GROUP PFD$1,699,000$36,422 ▼-2.1%79,3000.4%PFDTELEPHONE & DATA SYSTEMS SER U$1,664,000$8,784 ▼-0.5%85,2500.4%PFDDACDanaos$1,616,000$273,192 ▼-14.5%10,4700.4%IndustrialsVORNADO REALTY SER N 5.25$1,385,000$20,525 ▲1.5%84,3500.3%PFDCBChubb$1,310,000$47,146 ▼-3.5%4,0290.3%FinanceVALLEY NATL BANCORP PFD SER C$1,279,000$148,433 ▲13.1%51,7000.3%PFDAXONAxon Enterprise$1,268,0000.0%3,0000.3%IndustrialsMORGAN STANLEY DIRECT LENDING$1,238,000$298,428 ▼-19.4%90,8500.3%COMIBMInternational Business Machines$1,198,000$2,459,805 ▼-67.2%5,4450.3%TechnologyAPOLLO GLOBAL MGMT PFD 7.625$1,173,000$326,902 ▼-21.8%45,7500.3%PFDSL GREEN REALTY CORP PFD I 6.5$1,129,000$95,408 ▲9.2%53,2500.3%PFDVORNADO REALTY SER M 5.25$1,019,000$58,708 ▲6.1%60,7500.3%PFDUNIT CORP$1,016,000$224,073 ▲28.3%33,1000.3%COMCOSTCostco Wholesale$1,015,0000.0%1,1150.3%Consumer StaplesBABCOCK & WILCOX SER A 7.75$999,0000.0%51,5000.3%PFDNOKNokia$991,000$55,151 ▼-5.3%97,7500.2%TechnologyLLoews$902,000$107,008 ▲13.5%8,6400.2%FinanceDHRDanaher$901,000$155,077 ▼-14.7%4,0670.2%HealthcareJPMJPMorgan Chase & Co.$843,0000.0%2,5490.2%FinanceHOODRobinhood Markets$814,000$22,511 ▼-2.7%7,2320.2%FinanceGOOGLAlphabet$807,000$275,427 ▲51.8%2,3440.2%Communication ServicesMGMMGM Resorts International$776,000$776,000 ▲New Holding25,0000.2%Consumer DiscretionaryZSZscaler$776,000$127,671 ▼-14.1%3,8900.2%TechnologyBRK.ABerkshire Hathaway$747,0000.0%10.2%FinancePEBBLEBROOK HOTEL TR PFD SER H$745,000$83,275 ▼-10.1%41,6000.2%PFDCRMSalesforce$731,000$1,861,687 ▼-71.8%3,1860.2%TechnologyGSBDGoldman Sachs BDC$713,000$222,813 ▼-23.8%78,4000.2%FinanceGREEN BRICK PARTNERS PFD SER A$699,000$5,117 ▼-0.7%34,1500.2%PFDNVDANVIDIA$676,000$194,122 ▲40.3%2,9600.2%TechnologyHOVNANIAN ENTERPRISES SER A 7.$615,000$13,646 ▲2.3%33,8000.2%PFDEVTEaton Vance Tax-Advantaged Dividend Income Fund$558,0000.0%20,0000.1%FinanceCBRECBRE Group$558,000$817,869 ▼-59.4%4,3460.1%Real EstateJNJJohnson & Johnson$503,0000.0%1,9000.1%HealthcareGLPIGaming and Leisure Properties$492,000$75,973 ▼-13.4%12,9520.1%Real EstateHESAYHermes International$452,000$12,807 ▼-2.8%3,0000.1%Consumer DiscretionaryETYEaton Vance Tax-Managed Diversified Equity Income Fund$421,000$138,439 ▼-24.7%30,0000.1%FinanceMCDMcDonald's$403,0000.0%1,7450.1%Consumer DiscretionaryOATLY GROUP AB$390,000$19,091 ▲5.1%35,7500.1%COMETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$381,000$47,506 ▼-11.1%40,1000.1%FinanceFORTRESS BIOTECH UNIT, COMMON$368,000$81,689 ▲28.5%171,8030.1%COMPANWPalo Alto Networks$355,000$8,736 ▲2.5%8940.1%TechnologyETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$344,0000.0%23,0750.1%FinanceLLYEli Lilly and Company$340,000$11,565 ▲3.5%2940.1%HealthcareAVGOBroadcom$337,000$224,082 ▼-39.9%9610.1%TechnologyURGNUrogen Pharma$315,000$40,645 ▼-11.4%7,7500.1%HealthcareEPDEnterprise Products Partners$303,0000.0%8,5000.1%EnergyFORTRESS BIOTECH INC$286,0000.0%133,6660.1%COMCOREWEAVE INC$274,0000.0%3,1500.1%COMCHIRON REAL ESTATE INC$261,0000.0%7,5000.1%COMPEPPepsiCo$260,0000.0%2,0500.1%Consumer StaplesPGProcter & Gamble$246,0000.0%1,6900.1%Consumer StaplesETGEaton Vance Tax-Advantaged Global Dividend Income Fund$243,0000.0%10,5000.1%FinanceMUMicron Technology$229,000$229,000 ▲New Holding2150.1%TechnologyWMWaste Management$229,000$2,039 ▼-0.9%1,1230.1%IndustrialsShowing largest 100 holdings. 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