SHIKIAR ASSET MANAGEMENT INC
CIK: 1058022SEC EDGAR →
Portfolio Value
$397.0M
Holdings
113
As of
Q3 2026
New Positions
10
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 267,959 | $89.2M | 22.48% |
| 2 | AMAZON.COM | 86,782 | $21.6M | 5.45% |
| 3 | ADVANCED MICRO DEVICES INC COM | 31,796 | $19.5M | 4.90% |
| 4 | ALPHABET INC CL C | 54,121 | $18.4M | 4.65% |
| 5 | MICROSOFT | 30,955 | $15.9M | 4.00% |
| 6 | TAIWAN SEMICONDUCTOR MFG CO | 25,040 | $11.4M | 2.88% |
| 7 | INCYTE | 93,585 | $11.4M | 2.86% |
| 8 | CITIGROUP INC | 78,005 | $10.1M | 2.54% |
| 9 | LINDE PLC NEW | 18,789 | $8.9M | 2.25% |
| 10 | ALERIAN MLP ETF | 165,825 | $8.6M | 2.17% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $160.9M | 40.5% |
| Unknown | 26 | $49.2M | 12.4% |
| Financial Services | 18 | $42.8M | 10.8% |
| Healthcare | 13 | $33.0M | 8.3% |
| Consumer Cyclical | 4 | $28.2M | 7.1% |
| Basic Materials | 3 | $24.0M | 6.1% |
| Communication Services | 2 | $19.2M | 4.8% |
| Industrials | 7 | $11.2M | 2.8% |
| Real Estate | 6 | $10.2M | 2.6% |
| Utilities | 2 | $9.8M | 2.5% |
| Energy | 2 | $4.3M | 1.1% |
| Consumer Defensive | 7 | $4.2M | 1.1% |