SHIKIAR ASSET MANAGEMENT INC
CIK: 1058022SEC EDGAR →
Portfolio Value
$395.1M
Holdings
113
As of
Q2 2026
New Positions
11
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 268,034 | $77.6M | 19.63% |
| 2 | AMAZON.COM | 87,537 | $20.9M | 5.28% |
| 3 | ADVANCED MICRO DEVICES INC COM | 35,913 | $20.9M | 5.28% |
| 4 | ALPHABET INC CL C | 55,158 | $19.5M | 4.93% |
| 5 | TAIWAN SEMICONDUCTOR MFG CO | 25,931 | $12.4M | 3.13% |
| 6 | MICROSOFT | 30,435 | $11.4M | 2.87% |
| 7 | CITIGROUP INC | 80,125 | $11.2M | 2.84% |
| 8 | INCYTE | 92,875 | $10.5M | 2.66% |
| 9 | LINDE PLC NEW | 18,854 | $9.8M | 2.48% |
| 10 | NEXTERA ENERGY INC | 104,234 | $9.1M | 2.32% |
Quarterly Changes
Top Buys
New Positions (15)
$6.2M · 33K shares
FORGENT POWER SOLUTIONS INC
$4.8M · 86K shares
$4.7M · 17K shares
$1.4M · 103K shares
$1.2M · 61K shares
$509K · 22K shares
$414K · 9K shares
$359K · 3K shares
SIVERS SEMICONDUCTORS AB REGIS
$302K · 45K shares
$281K · 8K shares
$247K · 569 shares
$242K · 7K shares
HONEYWELL TECHNOLOGIES
$220K · 982 shares
HONEYWELL AEROSPACE INC
$217K · 982 shares
$22K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $145.5M | 36.8% |
| Unknown | 28 | $53.8M | 13.6% |
| Financial Services | 17 | $50.9M | 12.9% |
| Healthcare | 11 | $31.9M | 8.1% |
| Basic Materials | 4 | $23.1M | 5.8% |
| Consumer Cyclical | 3 | $21.6M | 5.5% |
| Communication Services | 4 | $20.2M | 5.1% |
| Industrials | 7 | $14.1M | 3.6% |
| Real Estate | 6 | $13.3M | 3.4% |
| Utilities | 3 | $13.2M | 3.3% |
| Energy | 2 | $5.5M | 1.4% |
| Consumer Defensive | 5 | $2.0M | 0.5% |