Shikiar Asset Management Inc Top Holdings and 13F Report (2026) About Shikiar Asset Management IncInvestment ActivityShikiar Asset Management Inc has $395.82 thousand in total holdings as of June 30, 2026.Shikiar Asset Management Inc owns shares of 114 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 9.84% of the portfolio was purchased this quarter.About 8.91% of the portfolio was sold this quarter.This quarter, Shikiar Asset Management Inc has purchased 104 new stocks and bought additional shares in 25 stocks.Shikiar Asset Management Inc sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $77,558Amazon.com $20,864Advanced Micro Devices $20,862Alphabet $19,489Taiwan Semiconductor Manufacturing $12,384 Largest New Holdings this Quarter 76155X100 - Revolution Medicines $6,219 Holding34631F102 - FORGENT POWER SOLUTIONS INC $4,820 Holding459200101 - International Business Machines $4,675 Holding654902204 - Nokia $1,370 Holding35922N100 - FRONTVIEW REIT INC $1,241 Holding Largest Purchases this Quarter Revolution Medicines 33,205 shares (about $6.22K)Madrigal Pharmaceuticals 10,950 shares (about $5.88K)Advanced Micro Devices 8,967 shares (about $5.21K)FORGENT POWER SOLUTIONS INC 86,290 shares (about $4.82K)International Business Machines 16,625 shares (about $4.68K) Largest Sales this Quarter CBRE Group 30,115 shares (about $4.06K)Capital One Financial 19,525 shares (about $3.92K)Freeport-McMoRan 54,170 shares (about $3.41K)Dell Technologies 4,660 shares (about $2.01K)SLM 77,450 shares (about $2.01K) 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$77,558$1,341 â–¼-1.7%268,03419.6%Computer and TechnologyAMZNAmazon.com$20,864$570 â–¼-2.7%87,5375.3%Retail/WholesaleAMDAdvanced Micro Devices$20,862$5,209 â–²33.3%35,9135.3%Computer and TechnologyGOOGAlphabet$19,489$360 â–¼-1.8%55,1584.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$12,384$865 â–¼-6.5%25,9313.1%Computer and TechnologyMSFTMicrosoft$11,353$67 â–¼-0.6%30,4352.9%Computer and TechnologyCCitigroup$11,214$523 â–¼-4.5%80,1252.8%Financial ServicesINCYIncyte$10,528$82 â–¼-0.8%92,8752.7%MedicalLINDE PLC NEW$9,784$13 â–¼-0.1%18,8542.5%COMNEENextEra Energy$9,149$396 â–²4.5%104,2342.3%UtilitiesAMLPAlerian MLP ETF$8,771$487 â–¼-5.3%169,1552.2%ETFMDGLMadrigal Pharmaceuticals$8,027$5,879 â–²273.8%14,9502.0%MedicalDELLDell Technologies$7,003$2,011 â–¼-22.3%16,2301.8%Computer and TechnologyWPMWheaton Precious Metals$6,967$782 â–¼-10.1%62,0301.8%Basic MaterialsBACBank of America$6,815$9 â–¼-0.1%119,5951.7%FinanceRVMDRevolution Medicines$6,219$6,219 â–²New Holding33,2051.6%MedicalLXP INDUSTRIAL TRUST$6,215$977 â–¼-13.6%115,3551.6%COMCOFCapital One Financial$6,110$3,917 â–¼-39.1%30,4581.5%FinanceFCXFreeport-McMoRan$6,075$3,407 â–¼-35.9%96,6001.5%Basic MaterialsRYRoyal Bank Of Canada$5,4410.0%26,2901.4%FinanceSLMBPSLM$5,271$327 â–¼-5.8%71,3251.3%Financial ServicesSYNCHRONY FINANCIAL SER B 8.25$5,214$477 â–¼-8.4%201,5301.3%PFDEQTEQT$5,214$678 â–¼-11.5%98,0551.3%EnergyBXSLBlackstone Secured Lending Fund$5,038$1,243 â–¼-19.8%212,5001.3%FinanceFORGENT POWER SOLUTIONS INC$4,820$4,820 â–²New Holding86,2901.2%COMIBMInternational Business Machines$4,675$4,675 â–²New Holding16,6251.2%Computer and TechnologyGLDSPDR Gold Shares$4,334$42 â–²1.0%11,7661.1%FinanceWLFCWillis Lease Finance$4,248$1,395 â–²48.9%18,5651.1%TransportationFTAI AVIATION PFD SER D 9.5$4,115$296 â–¼-6.7%150,1301.0%PFDCICigna Group$4,112$214 â–¼-4.9%14,9171.0%MedicalCEGConstellation Energy$3,611$518 â–¼-12.5%14,5380.9%EnergySLMSLM$3,519$2,009 â–¼-36.3%135,6500.9%FinanceBXMTBlackstone Mortgage Trust$3,473$512 â–²17.3%204,9000.9%FinanceVONGVanguard Russell 1000 Growth ETF$3,0040.0%23,5000.8%ETFGBDCGolub Capital BDC$2,882$355 â–¼-11.0%223,7500.7%FinanceJACKSON FINANCIAL SER A 8$2,355$88 â–¼-3.6%93,3500.6%PFDLINCOLN NATIONAL CO PFD SER D$2,129$72 â–¼-3.3%81,7750.5%PFDWCCWESCO International$2,017$965 â–¼-32.4%5,8400.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$2,005$424 â–¼-17.4%17,1810.5%COMAFFILIATED MANAGERS GROUP PFD$1,858$79 â–¼-4.1%81,0000.5%PFDXLEEnergy Select Sector SPDR Fund$1,834$150 â–¼-7.6%34,5250.5%ETFPEBBLEBROOK HOTEL TR PFD SER G$1,781$287 â–²19.2%90,5500.4%PFDCRMSalesforce$1,770$534 â–¼-23.2%11,3000.4%Computer and TechnologyTELEPHONE & DATA SYSTEMS SER U$1,738$383 â–²28.3%85,7000.4%PFDMORGAN STANLEY DIRECT LENDING$1,705$123 â–²7.8%112,7500.4%COMAXONAxon Enterprise$1,6820.0%3,0000.4%AerospaceDACDanaos$1,498$250 â–¼-14.3%12,2400.4%TransportationAPOLLO GLOBAL MGMT PFD 7.625$1,492$120 â–¼-7.4%58,5000.4%PFDVORNADO REALTY SER N 5.25$1,471$44 â–²3.1%83,1000.4%PFDCBRECBRE Group$1,443$4,055 â–¼-73.8%10,7160.4%FinanceCBChubb$1,422$520 â–¼-26.8%4,1740.4%FinancePITNEY BOWES SER B 6.70$1,378$742 â–²116.7%70,0000.3%PFDNOKNokia$1,370$1,370 â–²New Holding103,1900.3%Computer and TechnologyFRONTVIEW REIT INC$1,241$1,241 â–²New Holding61,3500.3%COMVALLEY NATL BANCORP PFD SER C$1,161$422 â–²57.0%45,7000.3%PFDBABCOCK & WILCOX SER A 7.75$1,134$418 â–²58.5%51,5000.3%PFDCOSTCostco Wholesale$1,0430.0%1,1150.3%Retail/WholesaleVORNADO REALTY SER M 5.25$1,028$4 â–¼-0.4%57,2500.3%PFDSL GREEN REALTY CORP PFD I 6.5$1,028$95 â–²10.2%48,7500.3%PFDGSBDGoldman Sachs BDC$975$322 â–²49.2%102,9000.2%FinanceDHRDanaher$9080.0%4,7670.2%MedicalLLoews$862$114 â–¼-11.7%7,6150.2%FinanceJPMJPMorgan Chase & Co.$8340.0%2,5490.2%FinancePEBBLEBROOK HOTEL TR PFD SER H$811$137 â–²20.3%46,2500.2%PFDUNIT CORP$807$203 â–¼-20.1%25,8000.2%COMBRK.ABerkshire Hathaway$7490.0%10.2%FinanceGREEN BRICK PARTNERS PFD SER A$7470.0%34,4000.2%PFDHOODRobinhood Markets$745$10 â–¼-1.3%7,4320.2%FinanceHOVNANIAN ENTERPRISES SER A 7.$681$93 â–²15.8%33,0500.2%PFDGLPIGaming and Leisure Properties$666$200 â–¼-23.1%14,9520.2%FinanceCAPSTONE ENERGY INC$641$363 â–²130.4%69,7000.2%COMZSZscaler$639$1,865 â–¼-74.5%4,5300.2%Computer and TechnologyAVGOBroadcom$604$264 â–²77.8%1,6000.2%Computer and TechnologyETYEaton Vance Tax-Managed Diversified Equity Income Fund$5800.0%39,8650.1%Financial ServicesHESAYHermes International$565$1,357 â–¼-70.6%3,0850.1%Consumer StaplesEVTEaton Vance Tax-Advantaged Dividend Income Fund$5540.0%20,0000.1%Financial ServicesGOOGLAlphabet$5520.0%1,5440.1%Computer and TechnologyFORTRESS BIOTECH UNIT, COMMON$526$117 â–²28.5%171,8030.1%COMASYSAmtech Systems$509$509 â–²New Holding22,0750.1%Computer and TechnologyJNJJohnson & Johnson$4830.0%1,9000.1%MedicalMCDMcDonald's$4720.0%1,7450.1%Retail/WholesaleCORE SCIENTIFIC INC$444$75 â–¼-14.4%17,3500.1%COMETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$4350.0%45,1000.1%Financial ServicesNVDANVIDIA$4220.0%2,1100.1%Computer and TechnologyOGEOGE Energy$414$414 â–²New Holding8,5000.1%UtilitiesFORTRESS BIOTECH INC$4090.0%133,6660.1%COMINTCIntel$359$359 â–²New Holding2,5700.1%Computer and TechnologyETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3430.0%23,0750.1%Financial ServicesLLYEli Lilly and Company$3410.0%2840.1%MedicalURGNUrogen Pharma$322$74 â–¼-18.6%8,7500.1%MedicalOATLY GROUP AB$318$94 â–²41.7%34,0000.1%COMCOREWEAVE INC$3140.0%3,1500.1%COMEPDEnterprise Products Partners$3120.0%8,5000.1%EnergyOCCOptical Cable$306$284 â–¼-48.1%14,6000.1%Computer and TechnologySIVERS SEMICONDUCTORS AB REGIS$302$302 â–²New Holding45,1250.1%COMPANWPalo Alto Networks$297$101 â–¼-25.4%8720.1%Computer and TechnologyONDSOndas$294$156 â–²113.1%35,7000.1%Computer and TechnologyTGENTecogen$282$190 â–²206.2%54,0500.1%ConstructionCHIRON REAL ESTATE INC$281$281 â–²New Holding7,5000.1%COMPEPPepsiCo$2780.0%2,0500.1%Consumer StaplesShowing largest 100 holdings. 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