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%TechnologyAMZNAmazon.com$20,864$570 â–¼-2.7%87,5375.3%Consumer DiscretionaryAMDAdvanced Micro Devices$20,862$5,209 â–²33.3%35,9135.3%TechnologyGOOGAlphabet$19,489$360 â–¼-1.8%55,1584.9%Communication ServicesTSMTaiwan Semiconductor Manufacturing$12,384$865 â–¼-6.5%25,9313.1%TechnologyMSFTMicrosoft$11,353$67 â–¼-0.6%30,4352.9%TechnologyCCitigroup$11,214$523 â–¼-4.5%80,1252.8%FinanceINCYIncyte$10,528$82 â–¼-0.8%92,8752.7%HealthcareLINDE 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%HealthcareDELLDell Technologies$7,003$2,011 â–¼-22.3%16,2301.8%TechnologyWPMWheaton Precious Metals$6,967$782 â–¼-10.1%62,0301.8%MaterialsBACBank of America$6,815$9 â–¼-0.1%119,5951.7%FinanceRVMDRevolution Medicines$6,219$6,219 â–²New Holding33,2051.6%HealthcareLXP 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%MaterialsRYRoyal Bank Of Canada$5,4410.0%26,2901.4%FinanceSLMBPSLM$5,271$327 â–¼-5.8%71,3251.3%FinanceSYNCHRONY 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%TechnologyGLDSPDR Gold Shares$4,334$42 â–²1.0%11,7661.1%ETFWLFCWillis Lease Finance$4,248$1,395 â–²48.9%18,5651.1%IndustrialsFTAI 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%HealthcareCEGConstellation Energy$3,611$518 â–¼-12.5%14,5380.9%UtilitiesSLMSLM$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%IndustrialsPALANTIR 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%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%IndustrialsDACDanaos$1,498$250 â–¼-14.3%12,2400.4%IndustrialsAPOLLO 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%Real EstateCBChubb$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%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%Consumer StaplesVORNADO 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%HealthcareLLoews$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%Real EstateCAPSTONE ENERGY INC$641$363 â–²130.4%69,7000.2%COMZSZscaler$639$1,865 â–¼-74.5%4,5300.2%TechnologyAVGOBroadcom$604$264 â–²77.8%1,6000.2%TechnologyETYEaton Vance Tax-Managed Diversified Equity Income Fund$5800.0%39,8650.1%FinanceHESAYHermes International$565$1,357 â–¼-70.6%3,0850.1%Consumer DiscretionaryEVTEaton Vance Tax-Advantaged Dividend Income Fund$5540.0%20,0000.1%FinanceGOOGLAlphabet$5520.0%1,5440.1%Communication ServicesFORTRESS BIOTECH UNIT, COMMON$526$117 â–²28.5%171,8030.1%COMASYSAmtech Systems$509$509 â–²New Holding22,0750.1%TechnologyJNJJohnson & Johnson$4830.0%1,9000.1%HealthcareMCDMcDonald's$4720.0%1,7450.1%Consumer DiscretionaryCORE 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%FinanceNVDANVIDIA$4220.0%2,1100.1%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%TechnologyETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3430.0%23,0750.1%FinanceLLYEli Lilly and Company$3410.0%2840.1%HealthcareURGNUrogen Pharma$322$74 â–¼-18.6%8,7500.1%HealthcareOATLY 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%TechnologySIVERS SEMICONDUCTORS AB REGIS$302$302 â–²New Holding45,1250.1%COMPANWPalo Alto Networks$297$101 â–¼-25.4%8720.1%TechnologyONDSOndas$294$156 â–²113.1%35,7000.1%IndustrialsTGENTecogen$282$190 â–²206.2%54,0500.1%IndustrialsCHIRON 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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