SHIKIAR ASSET MANAGEMENT INC Q3 2026 Filing
Filed October 20, 2026
Portfolio Value
$397.0M
Holdings
113
Report Date
Q3 2026
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
AAPLAPPLE | $89.2M |
AMZNAMAZON.COM | $21.6M |
AMDADVANCED MICRO DEVICES INC COM | $19.5M |
GOOGALPHABET INC CL C | $18.4M |
MSFTMICROSOFT | $15.9M |
TSMTAIWAN SEMICONDUCTOR MFG CO | $11.4M |
INCYINCYTE | $11.4M |
TRVCCITIGROUP INC | $10.1M |
LINLINDE PLC NEW | $8.9M |
AMLPALERIAN MLP ETF | $8.6M |
WPMWHEATON PRECIOUS METALS CORP | $8.4M |
NEENEXTERA ENERGY INC | $8.0M |
DELLDELL TECHNOLOGIES INC | $7.7M |
MDGLMADRIGAL PHARMACEUTICALS INC | $7.6M |
FCXFREEPORT MCMORAN, INC. CL B | $6.8M |
BACBANK OF AMERICA | $6.5M |
RVMDREVOLUTION MEDICINES INC | $6.1M |
GMGENERAL MOTORS CO | $5.4M |
SLM V0 PERP BSLM CORP PFD SER B 5.626 | $5.3M |
RYROYAL BANK OF CANADA | $5.2M |
SYF V8.25 PERP BSYNCHRONY FINANCIAL SER B 8.25 | $4.9M |
LXPLXP INDUSTRIAL TRUST | $4.8M |
INTCINTEL | $4.6M |
BXSLBLACKSTONE SECURED LENDING FUN | $4.5M |
GQ9SPDR GOLD TRUST | $4.5M |
FTAIFTAI AVIATION PFD SER D 9.5 | $4.1M |
EQTEQT CORP | $4.0M |
COFCAPITAL ONE FINANCIAL | $3.4M |
—FORGENT POWER SOLUTIONS INC | $2.9M |
SLMSLM CORP | $2.9M |
CICIGNA GROUP | $2.8M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $2.8M |
GBDCGOLUB CAPITAL BDC INC | $2.5M |
XLEENERGY SELECT SECTOR SPDR | $2.3M |
PFEPFIZER | $2.3M |
FVRFRONTVIEW REIT INC | $2.2M |
JXN V8 PERPJACKSON FINANCIAL SER A 8 | $2.1M |
WLFCWILLIS LEASE FINANCIAL CORP | $2.1M |
GLWCORNING | $2.0M |
LNC 9 PERP DLINCOLN NATIONAL CO PFD SER D | $2.0M |
ACIALBERTSON'S INC | $1.9M |
PBI 6.7 03/07/43PITNEY BOWES SER B 6.70 | $1.9M |
BXMTBLACKSTONE MORTGAGE TRUST INC | $1.8M |
PEB 6.375 PERP GPEBBLEBROOK HOTEL TR PFD SER G | $1.8M |
CEGCONSTELLATION ENERGY CORP | $1.8M |
WCCWESCO INTL INC | $1.7M |
AMG 6.75 03/30/64AFFILIATED MANAGERS GROUP PFD | $1.7M |
—TELEPHONE & DATA SYSTEMS SER U | $1.7M |
DACDANAOS CORP | $1.6M |
VNO 5.25 PERP NVORNADO REALTY SER N 5.25 | $1.4M |
CBCHUBB LTD | $1.3M |
—VALLEY NATL BANCORP PFD SER C | $1.3M |
AXONAXON ENTERPRISE INC | $1.3M |
MSDLMORGAN STANLEY DIRECT LENDING | $1.2M |
IBMINTERNATIONAL BUSINESS MACHINE | $1.2M |
APO V7.625 09/15/53APOLLO GLOBAL MGMT PFD 7.625 | $1.2M |
SLG 6.5 PERP ISL GREEN REALTY CORP PFD I 6.5 | $1.1M |
VNO 5.25 PERP MVORNADO REALTY SER M 5.25 | $1.0M |
UNTCUNIT CORP | $1.0M |
COSTCOSTCO WHOLESALE CORP | $1.0M |
—BABCOCK & WILCOX SER A 7.75 | $999K |
NOKNOKIA | $991K |
LLOEWS CORP | $902K |
DHRDANAHER CORP COM | $901K |
JPMJP MORGAN CHASE & CO | $843K |
HOODROBINHOOD MKTS INC COM CL A | $814K |
GOOGLALPHABET INC CAP STK CL A | $807K |
ZSZSCALER | $776K |
MGMMGM RESORTS INTERNATIONAL | $776K |
PEB 5.7 PERP HPEBBLEBROOK HOTEL TR PFD SER H | $745K |
CRMSALESFORCE INC. | $731K |
GSBDGOLDMAN SACHS BDC INC | $713K |
GRBK 5.75 PERP AGREEN BRICK PARTNERS PFD SER A | $699K |
NVDANVIDIA CORP | $676K |
HOV 7.625 PERPHOVNANIAN ENTERPRISES SER A 7. | $615K |
CBRECBRE GROUP | $558K |
EXGEATON VANCE TAX ADV DIVID INCO | $558K |
JNJJOHNSON & JOHNSON | $503K |
GLPIGAMING AND LEISURE PROPERTIES | $492K |
HESAYHERMES INTERNATIONAL ADR | $452K |
XETYXEATON VANCE DIVERSIFIED EQUITY | $421K |
MCDMCDONALDS | $403K |
OTLYOATLY GROUP AB | $390K |
ETWEATON VANCE TAX MANAGED GLOBAL | $381K |
FBIOFORTRESS BIOTECH UNIT, COMMON | $368K |
PANWPALO ALTO NETWORKS INC | $355K |
ETVEATON VANCE TAX MANAGED BUY-WR | $344K |
LLYELI LILLY & CO | $340K |
AVGOBROADCOM INC | $337K |
URGNUROGEN PHARMA LTD | $315K |
EPDENTERPRISE PRODUCTS PARTNERS L | $303K |
FBIOFORTRESS BIOTECH INC | $286K |
CRWVCOREWEAVE INC | $274K |
GMRECHIRON REAL ESTATE INC | $261K |
PEPPEPSICO INC | $260K |
PGPROCTER & GAMBLE | $246K |
ETGEATON VANCE TAX ADV GLOBAL DIV | $243K |
MUMICRON TECHNOLOGY | $229K |
WMWASTE MANAGEMENT INC | $229K |
TEVATEVA PHARMACEUTICAL | $220K |
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