Shikiar Asset Management Inc

13F filer · CIK 0001058022

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$396MU.S. long equity reported on 13F

Positions9412 new · 3 closed

Net flow last quarter+$4.66MBuys minus sells

Top 10 positions weight51.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202694 positions
AAPLApple Inc.	$77.6M	19.59%	0.00%	-1.7%	Q2 2013
AMZNAmazon Com Inc	$20.9M	5.27%	0.00%	-2.7%	Q1 2016
AMDAdvanced Micro Devices Inc	$20.9M	5.27%	0.00%	+33.3%	Q1 2021
GOOGAlphabet Inc.	$19.5M	4.92%	Not reported	-1.8%	Q3 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.4M	3.13%	0.00%	-6.5%	Q1 2024
MSFTMicrosoft Corp	$11.4M	2.87%	0.00%	-0.6%	Q1 2016
CCitigroup Inc	$11.2M	2.83%	0.00%	-4.5%	Q2 2013
INCYIncyte Corp	$10.5M	2.66%	0.05%	-0.8%	Q2 2013
LINLinde PLC	$9.78M	2.47%	0.00%	-0.1%	Q4 2018
NEENextera Energy Inc	$9.15M	2.31%	0.01%	+4.5%	Q3 2019
MDGLMadrigal Pharmaceuticals, Inc.	$8.03M	2.03%	0.06%	+273.8%	Q2 2017
DELLDell Technologies Inc.	$7M	1.77%	0.00%	-22.3%	Q3 2025
WPMWheaton Precious Metals Corp.	$6.97M	1.76%	0.01%	-10.1%	Q3 2025
BACBank of America Corp	$6.82M	1.72%	0.00%	-0.1%	Q2 2013
RVMDRevolution Medicines, Inc.	$6.22M	1.57%	0.02%	New	Q2 2026
LXPLXP Industrial Trust	$6.22M	1.57%	0.20%	-13.6%	Q2 2013
COFCapital One Financial Corp	$6.11M	1.54%	0.01%	-39.1%	Q4 2013
FCXFreeport-Mcmoran Inc	$6.08M	1.53%	0.01%	-35.9%	Q2 2013
RYRoyal Bank of Canada	$5.44M	1.37%	0.00%	Not reported	Q1 2016
SLMBPSLM Corp	$5.27M	1.33%	Not reported	-5.8%	Q3 2023
EQTEQT Corp	$5.21M	1.32%	0.02%	-11.5%	Q1 2025
BXSLBlackstone Secured Lending Fund	$5.04M	1.27%	0.09%	-19.8%	Q1 2022
FPSForgent Power Solutions, Inc.	$4.82M	1.22%	Not reported	New	Q2 2026
IBMInternational Business Machines Corp	$4.68M	1.18%	0.00%	New	Q2 2026
GLDSPDR Gold Trust	$4.33M	1.09%	0.00%	+1.0%	Q2 2013
WLFCWillis Lease Finance Corp	$4.25M	1.07%	0.26%	+48.9%	Q1 2026
FTAIMFTAI Aviation Ltd.	$4.12M	1.04%	Not reported	-6.7%	Q1 2024
CICigna Group	$4.11M	1.04%	0.01%	-4.9%	Q2 2013
CEGConstellation Energy Corp	$3.61M	0.91%	0.00%	-12.5%	Q1 2026
SLMSLM Corp	$3.52M	0.89%	0.07%	-36.3%	Q4 2023
BXMTBlackstone Mortgage Trust, Inc.	$3.47M	0.88%	0.12%	+17.3%	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$2.88M	0.73%	0.09%	-11.0%	Q1 2021
WCCWesco International Inc	$2.02M	0.51%	0.01%	-32.4%	Q1 2026
PLTRPalantir Technologies Inc.	$2.01M	0.51%	0.00%	-17.4%	Q2 2021
MGREAffiliated Managers Group, Inc.	$1.86M	0.47%	Not reported	-4.1%	Q2 2025
CRMSalesforce, Inc.	$1.77M	0.45%	0.00%	-23.2%	Q4 2018
MSDLMorgan Stanley Direct Lending Fund	$1.71M	0.43%	0.13%	+7.8%	Q4 2024
AXONAxon Enterprise, Inc.	$1.68M	0.42%	0.00%	Not reported	Q2 2020
DACDanaos Corp	$1.5M	0.38%	0.07%	-14.3%	Q1 2026
APOSApollo Global Management, Inc.	$1.49M	0.38%	Not reported	-7.4%	Q2 2025
CBRECbre Group, Inc.	$1.44M	0.36%	0.00%	-73.8%	Q2 2025
CBChubb Ltd	$1.42M	0.36%	0.00%	-26.8%	Q3 2023
NOKNokia Corp	$1.37M	0.35%	0.00%	New	Q2 2026
FVRFrontView REIT, Inc.	$1.24M	0.31%	0.26%	New	Q2 2026
VLYPNValley National Bancorp	$1.16M	0.29%	Not reported	+57.0%	Q1 2026
COSTCostco Wholesale Corp	$1.04M	0.26%	0.00%	Not reported	Q2 2013
GSBDGoldman Sachs BDC, Inc.	$975K	0.25%	0.09%	+49.2%	Q1 2021
FBIOFortress Biotech, Inc.	$935K	0.24%	0.92%	Not reported	Q4 2018
DHRDanaher Corp	$908K	0.23%	0.00%	Not reported	Q2 2016
LLoews Corp	$862K	0.22%	0.00%	-11.7%	Q3 2025

Q1 2026Reported Apr 23, 202684 positions
AAPLApple Inc.	$69.2M	19.95%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$18.7M	5.40%	0.00%	Not reported	Q1 2016
GOOGAlphabet Inc.	$16.1M	4.65%	Not reported	Not reported	Q3 2015
MSFTMicrosoft Corp	$11.3M	3.27%	0.00%	Not reported	Q1 2016
CCitigroup Inc	$9.51M	2.74%	0.00%	Not reported	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.38M	2.70%	0.00%	Not reported	Q1 2024
LINLinde PLC	$9.36M	2.70%	0.00%	Not reported	Q4 2018
NEENextera Energy Inc	$9.26M	2.67%	0.00%	Not reported	Q3 2019
COFCapital One Financial Corp	$9.12M	2.63%	0.01%	Not reported	Q4 2013
WPMWheaton Precious Metals Corp.	$9.04M	2.61%	0.02%	Not reported	Q3 2025
FCXFreeport-Mcmoran Inc	$8.86M	2.56%	0.01%	Not reported	Q2 2013
INCYIncyte Corp	$8.81M	2.54%	0.05%	Not reported	Q2 2013
EQTEQT Corp	$7.05M	2.03%	0.02%	Not reported	Q1 2025
BXSLBlackstone Secured Lending Fund	$6.28M	1.81%	0.11%	Not reported	Q1 2022
LXPLXP Industrial Trust	$6.18M	1.78%	0.23%	Not reported	Q2 2013
BACBank of America Corp	$5.84M	1.68%	0.00%	Not reported	Q2 2013
SLMBPSLM Corp	$5.56M	1.60%	Not reported	Not reported	Q3 2023
CBRECbre Group, Inc.	$5.53M	1.59%	0.01%	Not reported	Q2 2025
AMDAdvanced Micro Devices Inc	$5.48M	1.58%	0.00%	Not reported	Q1 2021
GLDSPDR Gold Trust	$5.01M	1.45%	0.00%	Not reported	Q2 2013
CEGConstellation Energy Corp	$4.64M	1.34%	0.00%	New	Q1 2026
SLMSLM Corp	$4.56M	1.32%	0.11%	Not reported	Q4 2023
FTAIMFTAI Aviation Ltd.	$4.35M	1.25%	Not reported	Not reported	Q1 2024
RYRoyal Bank of Canada	$4.25M	1.23%	0.00%	Not reported	Q1 2016
CICigna Group	$4.19M	1.21%	0.01%	Not reported	Q2 2013
DELLDell Technologies Inc.	$3.43M	0.99%	0.00%	Not reported	Q3 2025
BXMTBlackstone Mortgage Trust, Inc.	$3.35M	0.96%	0.10%	Not reported	Q4 2021
GBDCGOLUB CAPITAL BDC, Inc.	$3.18M	0.92%	0.10%	Not reported	Q1 2021
PLTRPalantir Technologies Inc.	$3.04M	0.88%	0.00%	Not reported	Q2 2021
CRMSalesforce, Inc.	$2.75M	0.79%	0.00%	Not reported	Q4 2018
ZSZscaler, Inc.	$2.49M	0.72%	0.01%	Not reported	Q2 2020
WCCWesco International Inc	$2.36M	0.68%	0.02%	New	Q1 2026
WLFCWillis Lease Finance Corp	$2.12M	0.61%	0.18%	New	Q1 2026
MDGLMadrigal Pharmaceuticals, Inc.	$2.09M	0.60%	0.02%	Not reported	Q2 2017
MGREAffiliated Managers Group, Inc.	$1.89M	0.55%	Not reported	Not reported	Q2 2025
CBChubb Ltd	$1.86M	0.54%	0.00%	Not reported	Q3 2023
DACDanaos Corp	$1.61M	0.46%	0.08%	New	Q1 2026
APOSApollo Global Management, Inc.	$1.61M	0.46%	Not reported	Not reported	Q2 2025
MSDLMorgan Stanley Direct Lending Fund	$1.46M	0.42%	0.12%	Not reported	Q4 2024
AXONAxon Enterprise, Inc.	$1.27M	0.37%	0.00%	Not reported	Q2 2020
COSTCostco Wholesale Corp	$1.11M	0.32%	0.00%	Not reported	Q2 2013
LLoews Corp	$920K	0.27%	0.00%	Not reported	Q3 2025
DHRDanaher Corp	$904K	0.26%	0.00%	Not reported	Q2 2016
GLPIGaming & Leisure Properties, Inc.	$863K	0.25%	0.01%	Not reported	Q1 2017
FBIOFortress Biotech, Inc.	$852K	0.25%	0.92%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$750K	0.22%	0.00%	Not reported	Q2 2013
VLYPNValley National Bancorp	$736K	0.21%	Not reported	New	Q1 2026
BRK.ABerkshire Hathaway Inc	$718K	0.21%	Not reported	Not reported	Q2 2013
GSBDGoldman Sachs BDC, Inc.	$612K	0.18%	0.06%	Not reported	Q1 2021
HOVNPHovnanian Enterprises Inc	$585K	0.17%	Not reported	Not reported	Q3 2025

Q3 2025Reported Oct 14, 202584 positions
AAPLApple Inc.	$70.3M	17.69%	0.00%	-0.1%	Q2 2013
AMZNAmazon Com Inc	$20.7M	5.21%	0.00%	+0.5%	Q1 2016
MSFTMicrosoft Corp	$17.4M	4.38%	0.00%	+0.5%	Q1 2016
GOOGAlphabet Inc.	$14.7M	3.69%	Not reported	-0.5%	Q3 2015
UBERUber Technologies, Inc	$12.3M	3.10%	0.01%	-7.6%	Q4 2024
ZSZscaler, Inc.	$10.2M	2.58%	0.02%	+55.5%	Q2 2020
CCitigroup Inc	$9.66M	2.43%	0.01%	-4.3%	Q2 2013
COFCapital One Financial Corp	$9.49M	2.39%	0.01%	+17.9%	Q4 2013
LINLinde PLC	$8.97M	2.26%	0.00%	-1.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.56M	2.15%	0.00%	-10.9%	Q1 2024
CBRECbre Group, Inc.	$8.56M	2.15%	0.02%	+14.2%	Q2 2025
BXSLBlackstone Secured Lending Fund	$8.33M	2.09%	0.14%	-7.5%	Q1 2022
FCXFreeport-Mcmoran Inc	$8.19M	2.06%	0.01%	+38.1%	Q2 2013
INCYIncyte Corp	$8.14M	2.05%	0.05%	-15.8%	Q2 2013
SLMBPSLM Corp	$7.9M	1.99%	Not reported	-11.2%	Q3 2023
RYRoyal Bank of Canada	$7.59M	1.91%	0.00%	Not reported	Q1 2016
NEENextera Energy Inc	$7.45M	1.87%	0.00%	-7.8%	Q3 2019
SLMSLM Corp	$7.42M	1.87%	0.13%	+33.2%	Q4 2023
BACBank of America Corp	$6.67M	1.68%	0.00%	-2.8%	Q2 2013
EQTEQT Corp	$6.58M	1.65%	0.02%	-8.1%	Q1 2025
WPMWheaton Precious Metals Corp.	$6.57M	1.65%	0.01%	New	Q3 2025
GBDCGOLUB CAPITAL BDC, Inc.	$5.55M	1.40%	0.15%	-8.5%	Q1 2021
DELLDell Technologies Inc.	$5.42M	1.36%	0.01%	New	Q3 2025
CICigna Group	$5.37M	1.35%	0.01%	-12.7%	Q2 2013
BXBlackstone Inc.	$4.53M	1.14%	0.00%	+10.9%	Q2 2025
FTAIMFTAI Aviation Ltd.	$4.25M	1.07%	Not reported	+4.2%	Q1 2024
PLTRPalantir Technologies Inc.	$3.92M	0.98%	0.00%	+3.4%	Q2 2021
GLDSPDR Gold Trust	$3.88M	0.98%	0.00%	Not reported	Q2 2013
LXPLXP Industrial Trust	$3.53M	0.89%	0.13%	+9.6%	Q2 2013
KKRKKR & Co. Inc.	$3.43M	0.86%	0.00%	+1.8%	Q3 2014
CBChubb Ltd	$3.29M	0.83%	0.00%	-48.0%	Q3 2023
AMDAdvanced Micro Devices Inc	$2.9M	0.73%	0.00%	+52.2%	Q1 2021
GLPIGaming & Leisure Properties, Inc.	$2.26M	0.57%	0.02%	-11.8%	Q1 2017
GSBDGoldman Sachs BDC, Inc.	$2.25M	0.56%	0.19%	+2.0%	Q1 2021
AXONAxon Enterprise, Inc.	$2.16M	0.54%	0.00%	+0.1%	Q2 2020
MGREAffiliated Managers Group, Inc.	$1.95M	0.49%	Not reported	+79.5%	Q2 2025
MSDLMorgan Stanley Direct Lending Fund	$1.94M	0.49%	0.14%	-24.0%	Q4 2024
MDGLMadrigal Pharmaceuticals, Inc.	$1.84M	0.46%	0.02%	-20.0%	Q2 2017
APOSApollo Global Management, Inc.	$1.81M	0.46%	Not reported	+23.4%	Q2 2025
HOODRobinhood Markets, Inc.	$1.51M	0.38%	0.00%	-32.6%	Q1 2024
HONHoneywell International Inc	$1.48M	0.37%	0.00%	-81.4%	Q2 2013
BXMTBlackstone Mortgage Trust, Inc.	$1.43M	0.36%	0.05%	+61.0%	Q4 2021
ARMKAramark	$1.27M	0.32%	0.01%	-26.5%	Q2 2015
WYFIWhiteFiber, Inc.	$1.26M	0.32%	0.12%	New	Q3 2025
METCRamaco Resources, Inc.	$1.16M	0.29%	0.08%	New	Q3 2025
COSTCostco Wholesale Corp	$1.13M	0.28%	0.00%	+1.5%	Q2 2013
DHRDanaher Corp	$1.06M	0.27%	0.00%	-3.2%	Q2 2016
FBIOFortress Biotech, Inc.	$1.03M	0.26%	0.90%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$962K	0.24%	0.00%	+5.5%	Q2 2013
CORZCore Scientific, Inc./tx	$944K	0.24%	0.02%	-48.2%	Q4 2024

Q2 2025Reported Jul 24, 202562 positions
AAPLApple Inc.	$56.7M	15.78%	0.00%	+0.2%	Q2 2013
AMZNAmazon Com Inc	$20.6M	5.72%	0.00%	-8.7%	Q1 2016
MSFTMicrosoft Corp	$16.6M	4.62%	0.00%	-12.3%	Q1 2016
UBERUber Technologies, Inc	$12.7M	3.53%	0.01%	-10.3%	Q4 2024
GOOGAlphabet Inc.	$10.7M	2.99%	Not reported	-27.4%	Q3 2015
BXSLBlackstone Secured Lending Fund	$10.6M	2.95%	0.15%	-3.3%	Q1 2022
LINLinde PLC	$8.98M	2.50%	0.00%	Not reported	Q4 2018
HONHoneywell International Inc	$8.81M	2.45%	0.01%	-21.2%	Q2 2013
CCitigroup Inc	$8.47M	2.35%	0.01%	+21.7%	Q2 2013
SLMBPSLM Corp	$8.42M	2.34%	Not reported	-4.5%	Q3 2023
COFCapital One Financial Corp	$8.05M	2.24%	0.01%	Not reported	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.8M	2.17%	0.00%	-25.9%	Q1 2024
INCYIncyte Corp	$7.76M	2.16%	0.06%	-17.6%	Q2 2013
EQTEQT Corp	$7.67M	2.13%	0.02%	-2.1%	Q1 2025
NEENextera Energy Inc	$7.43M	2.07%	0.01%	-9.4%	Q3 2019
CICigna Group	$7.05M	1.96%	0.01%	-6.8%	Q2 2013
ZSZscaler, Inc.	$6.9M	1.92%	0.01%	+204.4%	Q2 2020
RYRoyal Bank of Canada	$6.78M	1.89%	0.00%	-1.0%	Q1 2016
CBRECbre Group, Inc.	$6.67M	1.85%	0.02%	New	Q2 2025
SLMSLM Corp	$6.6M	1.83%	0.10%	-8.0%	Q4 2023
FCXFreeport-Mcmoran Inc	$6.56M	1.82%	0.01%	+9.4%	Q2 2013
GBDCGOLUB CAPITAL BDC, Inc.	$6.5M	1.81%	0.17%	-0.5%	Q1 2021
CBChubb Ltd	$6.49M	1.80%	0.01%	-4.5%	Q3 2023
BACBank of America Corp	$6.3M	1.75%	0.00%	-5.3%	Q2 2013
FTAIMFTAI Aviation Ltd.	$4.08M	1.14%	Not reported	-0.5%	Q1 2024
MGMMGM Resorts International	$3.6M	1.00%	0.04%	-42.1%	Q2 2013
BXBlackstone Inc.	$3.58M	1.00%	0.00%	New	Q2 2025
KKRKKR & Co. Inc.	$3.45M	0.96%	0.00%	Not reported	Q3 2014
GLDSPDR Gold Trust	$3.33M	0.93%	0.00%	Not reported	Q2 2013
MSDLMorgan Stanley Direct Lending Fund	$2.98M	0.83%	0.18%	-8.5%	Q4 2024
LXPLXP Industrial Trust	$2.97M	0.83%	0.12%	+13.3%	Q2 2013
PLTRPalantir Technologies Inc.	$2.83M	0.79%	0.00%	+12.6%	Q2 2021
GLPIGaming & Leisure Properties, Inc.	$2.57M	0.71%	0.02%	-2.4%	Q1 2017
AXONAxon Enterprise, Inc.	$2.49M	0.69%	0.00%	Not reported	Q2 2020
GSBDGoldman Sachs BDC, Inc.	$2.44M	0.68%	0.19%	-23.7%	Q1 2021
ARMKAramark	$1.89M	0.53%	0.02%	-57.1%	Q2 2015
CORZCore Scientific, Inc./tx	$1.73M	0.48%	0.03%	+20.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.67M	0.46%	0.00%	-22.3%	Q1 2021
MDGLMadrigal Pharmaceuticals, Inc.	$1.51M	0.42%	0.02%	Not reported	Q2 2017
HOODRobinhood Markets, Inc.	$1.46M	0.41%	0.01%	-19.3%	Q1 2024
APOSApollo Global Management, Inc.	$1.46M	0.41%	Not reported	New	Q2 2025
COSTCostco Wholesale Corp	$1.19M	0.33%	0.00%	-32.1%	Q2 2013
DHRDanaher Corp	$1.09M	0.30%	0.00%	-13.1%	Q2 2016
MGREAffiliated Managers Group, Inc.	$1.04M	0.29%	Not reported	New	Q2 2025
BXMTBlackstone Mortgage Trust, Inc.	$932K	0.26%	0.03%	+233.8%	Q4 2021
JPMJPMorgan Chase & Co	$838K	0.23%	0.00%	+20.9%	Q2 2013
BRK.ABerkshire Hathaway Inc	$729K	0.20%	Not reported	Not reported	Q2 2013
FBIOFortress Biotech, Inc.	$518K	0.14%	0.94%	+18.0%	Q4 2018
MCDMcdonalds Corp	$517K	0.14%	0.00%	Not reported	Q1 2016
OTLYOatly Group AB	$433K	0.12%	0.12%	-22.0%	Q4 2024

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