← Back to Discover

SHIKIAR ASSET MANAGEMENT INC

Period ended Sep 30, 2026 · Latest filing Oct 20, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $397,734

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE · COM · 037833100 · shares: $89,236
  2. AMAZON.COM · COM · 023135106 · shares: $21,622
  3. ADVANCED MICRO DEVICES INC COM · COM · 007903107 · shares: $19,452
  4. ALPHABET INC CL C · COM · 02079K107 · shares: $18,441
  5. MICROSOFT · COM · 594918104 · shares: $15,877
  6. TAIWAN SEMICONDUCTOR MFG CO · COM · 874039100 · shares: $11,423
  7. INCYTE · COM · 45337C102 · shares: $11,357
  8. CITIGROUP INC · COM · 172967424 · shares: $10,100
  9. LINDE PLC NEW · COM · G54950103 · shares: $8,918
  10. ALERIAN MLP ETF · COM · 00162Q452 · shares: $8,601
Filing totals differ

The filing summary reports $397,734, while the holdings entries total $397,737.

Reported holdings

114 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
APPLECOM037833100 — 267,959 shares $89,236
AMAZON.COMCOM023135106 — 86,782 shares $21,622
ADVANCED MICRO DEVICES INC COMCOM007903107 — 31,796 shares $19,452
ALPHABET INC CL CCOM02079K107 — 54,121 shares $18,441
MICROSOFTCOM594918104 — 30,955 shares $15,877
TAIWAN SEMICONDUCTOR MFG COCOM874039100 — 25,040 shares $11,423
INCYTECOM45337C102 — 93,585 shares $11,357
CITIGROUP INCCOM172967424 — 78,005 shares $10,100
LINDE PLC NEWCOMG54950103 — 18,789 shares $8,918
ALERIAN MLP ETFCOM00162Q452 — 165,825 shares $8,601
WHEATON PRECIOUS METALS CORPCOM962879102 — 62,540 shares $8,363
NEXTERA ENERGY INCCOM65339F101 — 105,828 shares $8,015
DELL TECHNOLOGIES INCCOM24703L202 — 14,402 shares $7,748
MADRIGAL PHARMACEUTICALS INCCOM558868105 — 15,095 shares $7,607
FREEPORT MCMORAN, INC. CL BCOM35671D857 — 96,480 shares $6,754
BANK OF AMERICACOM060505104 — 118,720 shares $6,462
REVOLUTION MEDICINES INCCOM76155X100 — 29,600 shares $6,076
GENERAL MOTORS COCOM37045V100 — 69,620 shares $5,361
SLM CORP PFD SER B 5.626PFD78442P502 — 72,270 shares $5,334
ROYAL BANK OF CANADACOM780087102 — 26,290 shares $5,168
SYNCHRONY FINANCIAL SER B 8.25PFD87165B400 — 192,430 shares $4,907
LXP INDUSTRIAL TRUSTCOM529043408 — 78,640 shares $4,791
INTELCOM458140100 — 38,580 shares $4,638
BLACKSTONE SECURED LENDING FUNCOM09261X102 — 188,150 shares $4,512
SPDR GOLD TRUSTCOM78463V107 — 11,791 shares $4,490
FTAI AVIATION PFD SER D 9.5PFDG3730V147 — 149,830 shares $4,071
EQT CORPCOM26884L109 — 82,410 shares $4,002
CAPITAL ONE FINANCIALCOM14040H105 — 17,628 shares $3,403
FORGENT POWER SOLUTIONS INCCOM34631F102 — 77,911 shares $2,917
SLM CORPCOM78442P106 — 126,550 shares $2,864
CIGNA GROUPCOM125523100 — 10,222 shares $2,779
PALANTIR TECHNOLOGIES INC CL ACOM69608A108 — 14,856 shares $2,779
GOLUB CAPITAL BDC INCCOM38173M102 — 194,200 shares $2,453
ENERGY SELECT SECTOR SPDRCOM81369Y506 — 37,445 shares $2,303
PFIZERCOM717081103 — 79,500 shares $2,267
FRONTVIEW REIT INCCOM35922N100 — 132,875 shares $2,214
JACKSON FINANCIAL SER A 8PFD46817M206 — 80,600 shares $2,084
WILLIS LEASE FINANCIAL CORPCOM970646105 — 41,295 shares $2,061
CORNINGCOM219350105 — 13,225 shares $2,033
LINCOLN NATIONAL CO PFD SER DPFD534187885 — 76,975 shares $1,979
ALBERTSON'S INCCOM013091103 — 165,150 shares $1,917
PITNEY BOWES SER B 6.70PFD724479506 — 90,840 shares $1,855
BLACKSTONE MORTGAGE TRUST INCCOM09257W100 — 160,750 shares $1,841
PEBBLEBROOK HOTEL TR PFD SER GPFD70509V803 — 93,900 shares $1,824
CONSTELLATION ENERGY CORPCOM21037T109 — 6,903 shares $1,754
WESCO INTL INCCOM95082P105 — 4,810 shares $1,730
AFFILIATED MANAGERS GROUP PFDPFD008252827 — 79,300 shares $1,699
TELEPHONE & DATA SYSTEMS SER UPFD879433787 — 85,250 shares $1,664
DANAOS CORPCOMY1968P121 — 10,470 shares $1,616
VORNADO REALTY SER N 5.25PFD929042810 — 84,350 shares $1,385
CHUBB LTDCOMH1467J104 — 4,029 shares $1,310
VALLEY NATL BANCORP PFD SER CPFD919794404 — 51,700 shares $1,279
AXON ENTERPRISE INCCOM05464C101 — 3,000 shares $1,268
MORGAN STANLEY DIRECT LENDINGCOM61774A103 — 90,850 shares $1,238
INTERNATIONAL BUSINESS MACHINECOM459200101 — 5,445 shares $1,198
APOLLO GLOBAL MGMT PFD 7.625PFD03769M205 — 45,750 shares $1,173
SL GREEN REALTY CORP PFD I 6.5PFD78440X507 — 53,250 shares $1,129
VORNADO REALTY SER M 5.25PFD929042828 — 60,750 shares $1,019
UNIT CORPCOM909218406 — 33,100 shares $1,016
COSTCO WHOLESALE CORPCOM22160K105 — 1,115 shares $1,015
BABCOCK & WILCOX SER A 7.75PFD05614L407 — 51,500 shares $999
NOKIACOM654902204 — 97,750 shares $991
LOEWS CORPCOM540424108 — 8,640 shares $902
DANAHER CORP COMCOM235851102 — 4,067 shares $901
JP MORGAN CHASE & COCOM46625H100 — 2,549 shares $843
ROBINHOOD MKTS INC COM CL ACOM770700102 — 7,232 shares $814
ALPHABET INC CAP STK CL ACOM02079K305 — 2,344 shares $807
MGM RESORTS INTERNATIONALCOM552953101 — 25,000 shares $776
ZSCALERCOM98980G102 — 3,890 shares $776
BERKSHIRE HATHAWAY DEL CL ACOM084670108 — 1 shares $747
PEBBLEBROOK HOTEL TR PFD SER HPFD70509V886 — 41,600 shares $745
SALESFORCE INC.COM79466L302 — 3,186 shares $731
GOLDMAN SACHS BDC INCCOM38147U107 — 78,400 shares $713
GREEN BRICK PARTNERS PFD SER APFD392709200 — 34,150 shares $699
NVIDIA CORPCOM67066G104 — 2,960 shares $676
HOVNANIAN ENTERPRISES SER A 7.PFD442487112 — 33,800 shares $615
CBRE GROUPCOM12504L109 — 4,346 shares $558
EATON VANCE TAX ADV DIVID INCOCOM27828G107 — 20,000 shares $558
JOHNSON & JOHNSONCOM478160104 — 1,900 shares $503
GAMING AND LEISURE PROPERTIESCOM36467J108 — 12,952 shares $492
HERMES INTERNATIONAL ADRCOM42751Q105 — 3,000 shares $452
EATON VANCE DIVERSIFIED EQUITYCOM27828N102 — 30,000 shares $421
MCDONALDSCOM580135101 — 1,745 shares $403
OATLY GROUP ABCOM67421J207 — 35,750 shares $390
EATON VANCE TAX MANAGED GLOBALCOM27829C105 — 40,100 shares $381
FORTRESS BIOTECH UNIT, COMMONCOM34960Q307 — 171,803 shares $368
PALO ALTO NETWORKS INCCOM697435105 — 894 shares $355
EATON VANCE TAX MANAGED BUY-WRCOM27828Y108 — 23,075 shares $344
ELI LILLY & COCOM532457108 — 294 shares $340
BROADCOM INCCOM11135F101 — 961 shares $337
UROGEN PHARMA LTDCOMM96088105 — 7,750 shares $315
ENTERPRISE PRODUCTS PARTNERS LCOM293792107 — 8,500 shares $303
FORTRESS BIOTECH INCCOM34960Q307 — 133,666 shares $286
COREWEAVE INCCOM21873S108 — 3,150 shares $274
CHIRON REAL ESTATE INCCOM37954A303 — 7,500 shares $261
PEPSICO INCCOM713448108 — 2,050 shares $260
PROCTER & GAMBLECOM742718109 — 1,690 shares $246
EATON VANCE TAX ADV GLOBAL DIVCOM27828S101 — 10,500 shares $243
MICRON TECHNOLOGYCOM595112103 — 215 shares $229
WASTE MANAGEMENT INCCOM94106L109 — 1,123 shares $229