SHIKIAR ASSET MANAGEMENT INC
CIK: 1058022SEC EDGAR →
Portfolio Value
$346.1M
Holdings
103
As of
Q1 2026
New Positions
104
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 272,669 | $69.2M | 20.00% |
| 2 | AMAZON.COM | 89,929 | $18.7M | 5.41% |
| 3 | ALPHABET INC CL C | 56,178 | $16.1M | 4.66% |
| 4 | MICROSOFT | 30,615 | $11.3M | 3.27% |
| 5 | CITIGROUP INC | 83,865 | $9.5M | 2.75% |
| 6 | ALERIAN MLP ETF | 178,545 | $9.4M | 2.72% |
| 7 | TAIWAN SEMICONDUCTOR MFG CO | 27,742 | $9.4M | 2.71% |
| 8 | LINDE PLC NEW | 18,879 | $9.4M | 2.70% |
| 9 | NEXTERA ENERGY INC | 99,723 | $9.3M | 2.68% |
| 10 | CAPITAL ONE FINANCIAL | 49,983 | $9.1M | 2.63% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $111.0M | 32.1% |
| Financial Services | 19 | $55.0M | 15.9% |
| Unknown | 24 | $46.3M | 13.4% |
| Basic Materials | 4 | $27.5M | 8.0% |
| Consumer Cyclical | 2 | $19.3M | 5.6% |
| Healthcare | 10 | $17.8M | 5.1% |
| Communication Services | 3 | $16.6M | 4.8% |
| Real Estate | 4 | $15.9M | 4.6% |
| Utilities | 2 | $13.9M | 4.0% |
| Industrials | 9 | $13.3M | 3.9% |
| Energy | 2 | $7.4M | 2.1% |
| Consumer Defensive | 5 | $2.0M | 0.6% |