# SHIKIAR ASSET MANAGEMENT INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1058022. Source: https://holderbook.com/funds/1058022-shikiar-asset-management-inc/

- Reported value: $395.8M
- Positions: 113
- Weight of the ten largest: 51.3%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $77.6M | 268,034 | 19.6% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.9M | 87,537 | 5.3% | 30 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $20.9M | 35,913 | 5.3% | 21 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $19.5M | 55,158 | 4.9% | 30 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $12.4M | 25,931 | 3.1% | 10 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $11.4M | 30,435 | 2.9% | 30 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $11.2M | 80,125 | 2.8% | 30 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $10.5M | 92,875 | 2.7% | 30 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $9.8M | 18,854 | 2.5% | 14 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $9.1M | 104,234 | 2.3% | 27 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $8.8M | 169,155 | 2.2% | 22 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $8.0M | 14,950 | 2.0% | 30 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $7.0M | 16,230 | 1.8% | 4 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $7.0M | 62,030 | 1.8% | 4 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $6.8M | 119,595 | 1.7% | 30 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $6.2M | 33,205 | 1.6% | 1 |
| LXP INDUSTRIAL TRUST | [LXP](https://holderbook.com/stocks/LXP/) | $6.2M | 115,355 | 1.6% | 3 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $6.1M | 30,458 | 1.5% | 5 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $6.1M | 96,600 | 1.5% | 30 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $5.4M | 26,290 | 1.4% | 30 |
| SLM CORP PFD SERIES B | [SLMBP](https://holderbook.com/stocks/SLMBP/) | $5.3M | 71,325 | 1.3% | 12 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $5.2M | 98,055 | 1.3% | 6 |
| SYNCHRONY FINANCIAL SER B 8.25 | [SYFPRB](https://holderbook.com/stocks/SYFPRB/) | $5.2M | 201,530 | 1.3% | 10 |
| BLACKSTONE SECD LENDING FD | [BXSL](https://holderbook.com/stocks/BXSL/) | $5.0M | 212,500 | 1.3% | 17 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $4.8M | 86,290 | 1.2% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $4.7M | 16,625 | 1.2% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $4.3M | 11,766 | 1.1% | 28 |
| WILLIS LEASE FIN CORP | [WLFC](https://holderbook.com/stocks/WLFC/) | $4.2M | 18,565 | 1.1% | 2 |
| FTAI AVIATION PFD SER D 9.5 | [FTAIM](https://holderbook.com/stocks/FTAIM/) | $4.1M | 150,130 | 1.0% | 10 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $4.1M | 14,917 | 1.0% | 30 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $3.6M | 14,538 | 0.9% | 2 |
| SLM CORP | [SLM](https://holderbook.com/stocks/SLM/) | $3.5M | 135,650 | 0.9% | 11 |
| BLACKSTONE MORTGAGE TRUST IN | [BXMT](https://holderbook.com/stocks/BXMT/) | $3.5M | 204,900 | 0.9% | 6 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $3.0M | 23,500 | 0.8% | 15 |
| GOLUB CAP BDC INC | [GBDC](https://holderbook.com/stocks/GBDC/) | $2.9M | 223,750 | 0.7% | 21 |
| JACKSON FINANCIAL SER A 8 | [JXNPRA](https://holderbook.com/stocks/JXNPRA/) | $2.4M | 93,350 | 0.6% | 13 |
| LINCOLN NATIONAL CO PFD SER D | [LNCPRD](https://holderbook.com/stocks/LNCPRD/) | $2.1M | 81,775 | 0.5% | 14 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $2.0M | 5,840 | 0.5% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.0M | 17,181 | 0.5% | 10 |
| AFFILIATED MANAGERS GROUP INC-CALL | [MGRE](https://holderbook.com/stocks/MGRE/) | $1.9M | 81,000 | 0.5% | 5 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.8M | 34,525 | 0.5% | 2 |
| PEBBLEBROOK HOTEL TR PFD SER G | [PEBPRG](https://holderbook.com/stocks/PEBPRG/) | $1.8M | 90,550 | 0.4% | 19 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.8M | 11,300 | 0.4% | 3 |
| TELEPHONE & DATA SYSTEMS SER U | [TDSPRU](https://holderbook.com/stocks/TDSPRU/) | $1.7M | 85,700 | 0.4% | 2 |
| MORGAN STANLEY DIRECT LENDIN | [MSDL](https://holderbook.com/stocks/MSDL/) | $1.7M | 112,750 | 0.4% | 7 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $1.7M | 3,000 | 0.4% | 26 |
| DANAOS CORPORATION | [DAC](https://holderbook.com/stocks/DAC/) | $1.5M | 12,240 | 0.4% | 3 |
| APOLLO GLOBAL MGMT INC NT  7.6 | [APOS](https://holderbook.com/stocks/APOS/) | $1.5M | 58,500 | 0.4% | 5 |
| VORNADO REALTY SER N 5.25 | [VNOPRN](https://holderbook.com/stocks/VNOPRN/) | $1.5M | 83,100 | 0.4% | 13 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $1.4M | 10,716 | 0.4% | 5 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.4M | 4,174 | 0.4% | 13 |
| Pitney Bowes Inc 6.7PFD Due 03/07/43 | [PBIPRB](https://holderbook.com/stocks/PBIPRB/) | $1.4M | 70,000 | 0.3% | 2 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $1.4M | 103,190 | 0.3% | 1 |
| FRONTVIEW REIT INC | [FVR](https://holderbook.com/stocks/FVR/) | $1.2M | 61,350 | 0.3% | 1 |
| VALLEY NATL BANCORP PFD SER C | [VLYPN](https://holderbook.com/stocks/VLYPN/) | $1.2M | 45,700 | 0.3% | 2 |
| BABCOCK WILCOX ENTERPRISES SRS A PRF | [BWPRA](https://holderbook.com/stocks/BWPRA/) | $1.1M | 51,500 | 0.3% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.0M | 1,115 | 0.3% | 30 |
| SL GREEN RLTY CORP PFD SER I | [SLGPRI](https://holderbook.com/stocks/SLGPRI/) | $1.0M | 48,750 | 0.3% | 4 |
| Vornado Realty Preferred M 2022 | [VNOPRM](https://holderbook.com/stocks/VNOPRM/) | $1.0M | 57,250 | 0.3% | 6 |
| GOLDMAN SACHS BDC INC | [GSBD](https://holderbook.com/stocks/GSBD/) | $975.0K | 102,900 | 0.2% | 21 |
| FORTRESS BIOTECH INC | [FBIO](https://holderbook.com/stocks/FBIO/) | $935.0K | 305,469 | 0.2% | 12 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $908.0K | 4,767 | 0.2% | 30 |
| LOEWS CORP | [L](https://holderbook.com/stocks/L/) | $862.0K | 7,615 | 0.2% | 4 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $834.0K | 2,549 | 0.2% | 14 |
| PEBBLEBROOK HOTEL TR PFD SER H | [PEBPRH](https://holderbook.com/stocks/PEBPRH/) | $811.0K | 46,250 | 0.2% | 19 |
| UNIT CORP | [UNTC](https://holderbook.com/stocks/UNTC/) | $807.0K | 25,800 | 0.2% | 12 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $749.0K | 1 | 0.2% | 30 |
| GREEN BRICK PARTNERS PFD SER A | [GRBKPRA](https://holderbook.com/stocks/GRBKPRA/) | $747.0K | 34,400 | 0.2% | 15 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $745.0K | 7,432 | 0.2% | 10 |
| HOVNANIAN ENTERPRISES SER A 7. | [HOVNP](https://holderbook.com/stocks/HOVNP/) | $681.0K | 33,050 | 0.2% | 4 |
| GAMING & LEISURE P | [GLPI](https://holderbook.com/stocks/GLPI/) | $666.0K | 14,952 | 0.2% | 30 |
| CAPSTONE GREEN ENERGY CORP COM | [CEPL](https://holderbook.com/stocks/CEPL/) | $641.0K | 69,700 | 0.2% | 3 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $639.0K | 4,530 | 0.2% | 24 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $604.0K | 1,600 | 0.2% | 4 |
| EATON VANCE TAX-MANAGED DIVE | [ETY](https://holderbook.com/stocks/ETY/) | $580.0K | 39,865 | 0.1% | 4 |
| HERMES INTERNATIONAL SA ADR | [HESAY](https://holderbook.com/stocks/HESAY/) | $565.0K | 3,085 | 0.1% | 8 |
| EATON VANCE TAX ADVT DIV INC | [EVT](https://holderbook.com/stocks/EVT/) | $554.0K | 20,000 | 0.1% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $552.0K | 1,544 | 0.1% | 5 |
| AMTECH SYS INC | [ASYS](https://holderbook.com/stocks/ASYS/) | $509.0K | 22,075 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $483.0K | 1,900 | 0.1% | 30 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $472.0K | 1,745 | 0.1% | 30 |
| CORE SCIENTIFIC INC NEW | [CORZ](https://holderbook.com/stocks/CORZ/) | $444.0K | 17,350 | 0.1% | 8 |
| EATON VANCE TAX-MANAGED GLOB | [ETW](https://holderbook.com/stocks/ETW/) | $435.0K | 45,100 | 0.1% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $422.0K | 2,110 | 0.1% | 4 |
| OGE ENERGY CORP | [OGE](https://holderbook.com/stocks/OGE/) | $414.0K | 8,500 | 0.1% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $359.0K | 2,570 | 0.1% | 1 |
| EATON VANCE TAX-MANAGED BUY- | [ETV](https://holderbook.com/stocks/ETV/) | $343.0K | 23,075 | 0.1% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $341.0K | 284 | 0.1% | 10 |
| UROGEN PHARMA LTD | [URGN](https://holderbook.com/stocks/URGN/) | $322.0K | 8,750 | 0.1% | 30 |
| OATLY GROUP AB | [OTLY](https://holderbook.com/stocks/OTLY/) | $318.0K | 34,000 | 0.1% | 6 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $314.0K | 3,150 | 0.1% | 4 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $312.0K | 8,500 | 0.1% | 17 |
| OPTICAL CABLE CORP | [OCC](https://holderbook.com/stocks/OCC/) | $306.0K | 14,600 | 0.1% | 4 |
|  | - | $302.0K | 45,125 | 0.1% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $297.0K | 872 | 0.1% | 2 |
| ONDAS INC | [ONDS](https://holderbook.com/stocks/ONDS/) | $294.0K | 35,700 | 0.1% | 4 |
| TECOGEN INC NEW | [TGEN](https://holderbook.com/stocks/TGEN/) | $282.0K | 54,050 | 0.1% | 6 |
| CHIRON REAL ESTATE INC | [XRN](https://holderbook.com/stocks/XRN/) | $281.0K | 7,500 | 0.1% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $278.0K | 2,050 | 0.1% | 26 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $253.0K | 1,133 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.3% | +14.8% | -0.5% | 90% |
| Q1 2026 | -6.1% | -4.6% | -1.4% | 91% |
| Q4 2025 | +7.5% | +2.4% | +5.1% | 91% |
| Q3 2025 | +7.7% | +7.8% | -0.1% | 91% |
| Q2 2025 | +7.6% | +10.5% | -2.9% | 89% |
| Q1 2025 | -2.4% | -4.6% | +2.1% | 90% |
| Q4 2024 | -0.7% | +2.1% | -2.9% | 91% |
| Q3 2024 | +2.0% | +5.4% | -3.4% | 91% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $395.8M | 113 |
| Q1 2026 | $346.8M | 103 |
| Q4 2025 | $401.6M | 98 |
| Q3 2025 | $397.5M | 102 |
| Q2 2025 | $359.5M | 77 |
| Q1 2025 | $335.0M | 77 |
| Q4 2024 | $377.5M | 76 |
| Q3 2024 | $380.5M | 74 |
| Q2 2024 | $374.0M | 71 |
| Q1 2024 | $342.6M | 72 |
| Q4 2023 | $322.9M | 70 |
| Q3 2023 | $287.5M | 78 |