SHIKIAR ASSET MANAGEMENT INC
13F Reported Value
ⓘ$346,802
Holdings
103
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SHIKIAR ASSET MANAGEMENT INC disclosed 103 positions worth $346,802 in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 19.9% of the equity portfolio, followed by $AMZN and $GOOGL. During the quarter the fund opened 12 new positions and exited 7 — including a new stake in $CEG and a full exit from $UBER. The portfolio is most concentrated in Technology (36.5% of disclosed assets). All figures are sourced directly from SHIKIAR ASSET MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1058022.
AI Fund Analysis
Concentrating
$AAPL
$AMZN
$GOOG
$MSFT
$C
$BXMT
$AMD
$LSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$69.2K272,669 sh - 74.6#152
Quality
$18.7K89,929 sh - 80.2#45
Quality
$16.1K56,178 sh - 83.7
Quality
$11.3K30,615 sh - 54.8
Quality
$9.5K83,865 sh ALERIAN MLP ETF
—Quality
$9.4K178,545 sh- $9.4K27,742 sh
- —
Quality
$9.4K18,879 sh - 71.7
Quality
$9.3K99,723 sh - 71.0
Quality
$9.1K49,983 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $69.2K | 272,669 |
| AMAZON COM INC$AMZN | 74.6#152 | $18.7K | 89,929 |
 Alphabet Inc.$GOOGL | 80.2#45 | $16.1K | 56,178 |
| MICROSOFT CORP$MSFT | 83.7 | $11.3K | 30,615 |
| CITIGROUP INC$C | 54.8 | $9.5K | 83,865 |
| ALERIAN MLP ETF | — | $9.4K | 178,545 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $9.4K | 27,742 |
 LINDE PLC$LIN | — | $9.4K | 18,879 |
 NEXTERA ENERGY INC$NEE | 71.7 | $9.3K | 99,723 |
 CAPITAL ONE FINANCIAL CORP$COF | 71.0 | $9.1K | 49,983 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SHIKIAR ASSET MANAGEMENT INC's 103 positions.
Showing top 10 of 103 holdings.
Sector Allocation
Technology
$126,641
Other
$58,509
Financials
$50,142
Materials
$27,492
Consumer Discretionary
$24,869
Healthcare
$17,246
Real Estate
$15,915
Utilities
$14,201
Full Holdings — SHIKIAR ASSET MANAGEMENT INC (Q1 2026)
All 103 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $69,201 | 19.9% | -0% | 76.1 |
| 2 | $AMZN | AMAZON COM INC | $18,730 | 5.4% | -3% | 74.6 |
| 3 | $GOOGL | Alphabet Inc. | $16,115 | 4.7% | -4% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $11,333 | 3.3% | -8% | 83.7 |
| 5 | $C | CITIGROUP INC | $9,511 | 2.7% | -8% | 54.8 |
| 6 | — | ALERIAN MLP ETF | $9,399 | 2.7% | -3% | — |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9,375 | 2.7% | -7% | — |
| 8 | $LIN | LINDE PLC | $9,359 | 2.7% | +0% | — |
| 9 | $NEE | NEXTERA ENERGY INC | $9,262 | 2.7% | -1% | 71.7 |
| 10 | $COF | CAPITAL ONE FINANCIAL CORP | $9,118 | 2.6% | +15% | 71 |
| 11 |  $WPM | Wheaton Precious Metals Corp. | $9,039 | 2.6% | -6% | — |
| 12 |  $FCX | FREEPORT-MCMORAN INC | $8,862 | 2.6% | -25% | 73.1 |
| 13 |  $INCY | INCYTE CORP | $8,810 | 2.5% | -1% | 81.2 |
| 14 |  $EQT | EQT Corp | $7,052 | 2.0% | -1% | 83.3 |
| 15 |  $BXSL | Blackstone Secured Lending Fund | $6,276 | 1.8% | -11% | — |
| 16 |  $LXP | LXP Industrial Trust | $6,175 | 1.8% | +10% | 50.3 |
| 17 |  $BAC | BANK OF AMERICA CORP /DE/ | $5,838 | 1.7% | -7% | 68.4 |
| 18 | — | SLM CORP PFD SER B 5.635 | $5,556 | 1.6% | -14% | — |
| 19 | — | SYNCHRONY FINANCIAL SER B 8.25 | $5,539 | 1.6% | -7% | — |
| 20 |  $CBRE | CBRE GROUP, INC. | $5,531 | 1.6% | -23% | 62.9 |
| 21 | $AMD | ADVANCED MICRO DEVICES INC | $5,482 | 1.6% | +22% | 78.8 |
| 22 |  $GLD | SPDR GOLD TRUST | $5,013 | 1.4% | +8% | — |
| 23 |  $CEG | Constellation Energy Corp | $4,642 | 1.3% | NEW | 62.5 |
| 24 |  $SLM | SLM Corp | $4,562 | 1.3% | -20% | — |
| 25 | — | FTAI AVIATION PFD SER D 9.5 | $4,352 | 1.3% | +2% | — |
| 26 |  $RY | ROYAL BANK OF CANADA | $4,253 | 1.2% | -49% | — |
| 27 |  $CI | Cigna Group | $4,186 | 1.2% | -9% | 66.8 |
| 28 |  $DELL | Dell Technologies Inc. | $3,429 | 1.0% | -63% | 76 |
| 29 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $3,346 | 1.0% | +96% | — |
| 30 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $3,181 | 0.9% | -33% | — |
| 31 |  $PLTR | Palantir Technologies Inc. | $3,044 | 0.9% | -3% | 85.8 |
| 32 |  $CRM | Salesforce, Inc. | $2,745 | 0.8% | -51% | 75.2 |
| 33 | — | VANGUARD RUSSELL 1000 GROWTH I | $2,578 | 0.7% | +0% | — |
| 34 |  $ZS | Zscaler, Inc. | $2,491 | 0.7% | -50% | 57.9 |
| 35 |  $JXN | Jackson Financial Inc. | $2,416 | 0.7% | -4% | 67.5 |
| 36 |  $WCC | WESCO INTERNATIONAL INC | $2,363 | 0.7% | NEW | 55.4 |
| 37 | — | ENERGY SELECT SECTOR SPDR | $2,288 | 0.7% | NEW | — |
| 38 |  $LNC | LINCOLN NATIONAL CORP | $2,209 | 0.6% | -8% | 50.8 |
| 39 |  $WLFC | WILLIS LEASE FINANCE CORP | $2,123 | 0.6% | NEW | 70.2 |
| 40 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $2,094 | 0.6% | +0% | 25.4 |
| 41 | — | HERMES INTERNATIONAL ADR | $1,991 | 0.6% | -65% | — |
| 42 | — | AFFILIATED MANAGERS GROUP PFD | $1,892 | 0.6% | +6% | — |
| 43 |  $CB | Chubb Ltd | $1,858 | 0.5% | -23% | — |
| 44 |  $DAC | Danaos Corp | $1,609 | 0.5% | +123% | — |
| 45 |  $APO | Apollo Global Management, Inc. | $1,607 | 0.5% | -10% | 55.7 |
| 46 | — | PEBBLEBROOK HOTEL TR PFD SER G | $1,473 | 0.4% | +12% | — |
| 47 |  $MSDL | Morgan Stanley Direct Lending Fund | $1,460 | 0.4% | -20% | — |
| 48 | — | TELEPHONE & DATA SYSTEMS SER U | $1,337 | 0.4% | NEW | — |
| 49 | — | VORNADO REALTY SER N 5.25 | $1,310 | 0.4% | +13% | — |
| 50 |  $AXON | AXON ENTERPRISE, INC. | $1,274 | 0.4% | -0% | 55.6 |
| 51 | — | UNIT CORP | $1,116 | 0.3% | -14% | — |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $1,111 | 0.3% | -8% | 67 |
| 53 | — | VORNADO REALTY SER M 5.25 | $931 | 0.3% | +33% | — |
| 54 | $L | LOEWS CORP | $920 | 0.3% | +0% | 75.2 |
| 55 |  $DHR | DANAHER CORP /DE/ | $904 | 0.3% | -8% | 63.9 |
| 56 | — | SL GREEN REALTY CORP PFD I 6.5 | $898 | 0.3% | +106% | — |
| 57 |  $GLPI | Gaming & Leisure Properties, Inc. | $863 | 0.3% | -25% | 72.4 |
| 58 |  $FBIO | Fortress Biotech, Inc. | $852 | 0.3% | +10% | 61.8 |
| 59 | — | FTAI AVIATION PFD SER C 8.25 | $798 | 0.2% | -23% | — |
| 60 |  $JPM | JPMORGAN CHASE & CO | $750 | 0.2% | -16% | 35.6 |
| 61 | — | GREEN BRICK PARTNERS PFD SER A | $739 | 0.2% | -26% | — |
| 62 | — | VALLEY NATL BANCORP PFD SER C | $736 | 0.2% | NEW | — |
| 63 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718 | 0.2% | +0% | 64.5 |
| 64 | — | PEBBLEBROOK HOTEL TR PFD SER H | $669 | 0.2% | -7% | — |
| 65 | — | BABCOCK & WILCOX SER A 7.75 | $624 | 0.2% | NEW | — |
| 66 |  $PBI | PITNEY BOWES INC /DE/ | $620 | 0.2% | NEW | 54.4 |
| 67 |  $GSBD | Goldman Sachs BDC, Inc. | $612 | 0.2% | -69% | — |
| 68 | — | HOVNANIAN ENTERPRISES SER A 7. | $585 | 0.2% | +4% | — |
| 69 | — | EATON VANCE DIVERSIFIED EQUITY | $550 | 0.2% | +0% | — |
| 70 |  $MCD | MCDONALDS CORP | $542 | 0.2% | +0% | 73.9 |
| 71 |  $HOOD | Robinhood Markets, Inc. | $522 | 0.1% | -11% | 75.8 |
| 72 | — | EATON VANCE TAX ADV DIVID INCO | $491 | 0.1% | +0% | — |
| 73 |  $HON | HONEYWELL INTERNATIONAL INC | $474 | 0.1% | -9% | 65.7 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $464 | 0.1% | +0% | 72.8 |
| 75 | $GOOG | Alphabet Inc. | $444 | 0.1% | -16% | 80.2 |
| 76 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $396 | 0.1% | +0% | — |
| 77 |  $NVDA | NVIDIA CORP | $368 | 0.1% | +0% | 90.2 |
| 78 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $322 | 0.1% | +0% | 66.4 |
| 79 |  $PEP | PEPSICO INC | $318 | 0.1% | +0% | 62.7 |
| 80 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $315 | 0.1% | +0% | — |
| 81 |  $CORZ | Core Scientific, Inc./tx | $303 | 0.1% | -62% | 14 |
| 82 |  $WM | WASTE MANAGEMENT INC | $297 | 0.1% | +22% | 70.7 |
| 83 |  $BX | Blackstone Inc. | $296 | 0.1% | -70% | 68 |
| 84 |  $AVGO | Broadcom Inc. | $279 | 0.1% | -6% | 86.4 |
| 85 |  $SOLS | Solstice Advanced Materials Inc. | $273 | 0.1% | NEW | — |
| 86 |  $LLY | ELI LILLY & Co | $261 | 0.1% | +0% | 89.3 |
| 87 |  $BKU | BankUnited, Inc. | $248 | 0.1% | NEW | 54 |
| 88 |  $PG | PROCTER & GAMBLE Co | $244 | 0.1% | +0% | 72.9 |
| 89 |  $CRWV | CoreWeave, Inc. | $244 | 0.1% | -4% | 46.5 |
| 90 |  $OTLY | Oatly Group AB | $243 | 0.1% | -7% | — |
| 91 |  $OCC | OPTICAL CABLE CORP | $232 | 0.1% | +14% | 42.5 |
| 92 |  $LITE | Lumentum Holdings Inc. | $229 | 0.1% | NEW | 63.4 |
| 93 |  $ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $211 | 0.1% | +0% | — |
| 94 |  $URGN | UroGen Pharma Ltd. | $193 | 0.1% | +0% | — |
| 95 |  $PANW | Palo Alto Networks Inc | $187 | 0.1% | NEW | 66.5 |
| 96 | — | CAPSTONE GREEN ENERGY HLDGS | $165 | 0.1% | +44% | — |
| 97 |  $ONDS | Ondas Inc. | $151 | 0.0% | +63% | 31.8 |
| 98 |  $COTY | COTY INC. | $116 | 0.0% | +0% | 35.2 |
| 99 |  $PSKY | Paramount Skydance Corp | $90 | 0.0% | -33% | 62.5 |
| 100 |  $OSUR | ORASURE TECHNOLOGIES INC | $75 | 0.0% | +0% | 11.5 |
| 101 |  $TGEN | TECOGEN INC. | $45 | 0.0% | +33% | 24.3 |
| 102 | — | HONEY BADGER SILVER INC | $41 | 0.0% | +33% | — |
| 103 |  $ALLO | Allogene Therapeutics, Inc. | $38 | 0.0% | +0% | — |
New Positions (12)
$CEG Constellation Energy Corp$4,642$WCC WESCO INTERNATIONAL INC$2,363$WLFC WILLIS LEASE FINANCE CORP$2,123$PBI PITNEY BOWES INC /DE/$620$SOLS Solstice Advanced Materials Inc.$273$BKU BankUnited, Inc.$248$LITE Lumentum Holdings Inc.$229$PANW Palo Alto Networks Inc$187
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