SHIKIAR ASSET MANAGEMENT INC

Est. AUM

$346.8M

13F long equity, this entity only

Positions

104

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE	COM	$69.2M	272669	19.95%	SOLE
2	AMAZON.COM	COM	$18.7M	89929	5.40%	SOLE
3	ALPHABET INC CL C	COM	$16.1M	56178	4.65%	SOLE
4	MICROSOFT	COM	$11.3M	30615	3.27%	SOLE
5	CITIGROUP INC	COM	$9.5M	83865	2.74%	SOLE
6	ALERIAN MLP ETF	COM	$9.4M	178545	2.71%	SOLE
7	TAIWAN SEMICONDUCTOR MFG CO	COM	$9.4M	27742	2.70%	SOLE
8	LINDE PLC NEW	COM	$9.4M	18879	2.70%	SOLE
9	NEXTERA ENERGY INC	COM	$9.3M	99723	2.67%	SOLE
10	CAPITAL ONE FINANCIAL	COM	$9.1M	49983	2.63%	SOLE
11	WHEATON PRECIOUS METALS CORP	COM	$9.0M	68995	2.61%	SOLE
12	FREEPORT MCMORAN, INC. CL B	COM	$8.9M	150770	2.56%	SOLE
13	INCYTE	COM	$8.8M	93600	2.54%	SOLE
14	EQT CORP	COM	$7.1M	110805	2.03%	SOLE
15	BLACKSTONE SECURED LENDING FUN	COM	$6.3M	264940	1.81%	SOLE
16	LXP INDUSTRIAL TRUST	COM	$6.2M	133480	1.78%	SOLE
17	BANK OF AMERICA	COM	$5.8M	119745	1.68%	SOLE
18	SLM CORP PFD SER B 5.635	PFD	$5.6M	75750	1.60%	SOLE
19	SYNCHRONY FINANCIAL SER B 8.25	PFD	$5.5M	219980	1.60%	SOLE
20	CBRE GROUP	COM	$5.5M	40831	1.59%	SOLE
21	ADVANCED MICRO DEVICES INC COM	COM	$5.5M	26946	1.58%	SOLE
22	SPDR GOLD TRUST	COM	$5.0M	11651	1.45%	SOLE
23	CONSTELLATION ENERGY CORP	COM	$4.6M	16623	1.34%	SOLE
24	SLM CORP	COM	$4.6M	213100	1.32%	SOLE
25	FTAI AVIATION PFD SER D 9.5	PFD	$4.4M	160930	1.25%	SOLE
26	ROYAL BANK OF CANADA	COM	$4.3M	26290	1.23%	SOLE
27	CIGNA GROUP	COM	$4.2M	15692	1.21%	SOLE
28	DELL TECHNOLOGIES INC	COM	$3.4M	20890	0.99%	SOLE
29	BLACKSTONE MORTGAGE TRUST INC	COM	$3.3M	174700	0.96%	SOLE
30	GOLUB CAPITAL BDC INC	COM	$3.2M	251300	0.92%	SOLE
31	PALANTIR TECHNOLOGIES INC CL A	COM	$3.0M	20811	0.88%	SOLE
32	SALESFORCE INC.	COM	$2.7M	14707	0.79%	SOLE
33	VANGUARD RUSSELL 1000 GROWTH I	COM	$2.6M	23500	0.74%	SOLE
34	ZSCALER	COM	$2.5M	17753	0.72%	SOLE
35	JACKSON FINANCIAL SER A 8	PFD	$2.4M	96850	0.70%	SOLE
36	WESCO INTL INC	COM	$2.4M	8635	0.68%	SOLE
37	ENERGY SELECT SECTOR SPDR	COM	$2.3M	37350	0.66%	SOLE
38	LINCOLN NATIONAL CO PFD SER D	PFD	$2.2M	84525	0.64%	SOLE
39	WILLIS LEASE FINANCIAL CORP	COM	$2.1M	12470	0.61%	SOLE
40	MADRIGAL PHARMACEUTICALS INC	COM	$2.1M	4000	0.60%	SOLE
41	HERMES INTERNATIONAL ADR	COM	$2.0M	10495	0.57%	SOLE
42	AFFILIATED MANAGERS GROUP PFD	PFD	$1.9M	84450	0.55%	SOLE
43	CHUBB LTD	COM	$1.9M	5700	0.54%	SOLE
44	DANAOS CORP	COM	$1.6M	14285	0.46%	SOLE
45	APOLLO GLOBAL MGMT PFD 7.625	PFD	$1.6M	63200	0.46%	SOLE
46	PEBBLEBROOK HOTEL TR PFD SER G	PFD	$1.5M	75950	0.42%	SOLE
47	MORGAN STANLEY DIRECT LENDING	COM	$1.5M	104600	0.42%	SOLE
48	TELEPHONE & DATA SYSTEMS SER U	PFD	$1.3M	66800	0.39%	SOLE
49	VORNADO REALTY SER N 5.25	PFD	$1.3M	80600	0.38%	SOLE
50	AXON ENTERPRISE INC	COM	$1.3M	3000	0.37%	SOLE

1–50 of 103

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.