13F HOLDINGS REPORT
SHIKIAR ASSET MANAGEMENT INC
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001058022-25-000004
Total Value
$335,003
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 275,889 | $61,283 | 18.29% |
| 2 | AMAZON.COM | AMZN | 102,714 | $19,542 | 5.83% |
| 3 | MICROSOFT | MSFT | 38,096 | $14,301 | 4.27% |
| 4 | ALPHABET INC CL C | GOOG | 83,420 | $13,033 | 3.89% |
| 5 | BLACKSTONE SECURED LENDING FUN | BX | 356,965 | $11,551 | 3.45% |
| 6 | UBER TECHNOLOGIES INC | UBER | 151,622 | $11,047 | 3.30% |
| 7 | ALERIAN MLP ETF | 00162Q452 | 196,300 | $10,196 | 3.04% |
| 8 | HONEYWELL INTL INC | 438516106 | 47,968 | $10,157 | 3.03% |
| 9 | SLM CORP PFD SER B 6.32 | SLMBP | 121,983 | $8,990 | 2.68% |
| 10 | HERMES INTERNATIONAL ADR | 42751Q105 | 34,520 | $8,990 | 2.68% |
| 11 | LINDE PLC NEW | LIN | 19,129 | $8,907 | 2.66% |
| 12 | INCYTE | INCY | 138,325 | $8,376 | 2.50% |
| 13 | NEXTERA ENERGY INC COM | NEE-PW | 118,118 | $8,373 | 2.50% |
| 14 | TAIWAN SEMICONDUCTOR MFG CO | 874039100 | 46,462 | $7,713 | 2.30% |
| 15 | CIGNA GROUP | 125523100 | 22,857 | $7,520 | 2.24% |
| 16 | SYNCHRONY FINANCIAL SER B 8.25 | SYF-PB | 292,000 | $7,306 | 2.18% |
| 17 | EQT CORP | EQT | 134,345 | $7,178 | 2.14% |
| 18 | CHUBB LTD | CB | 23,441 | $7,079 | 2.11% |
| 19 | GOLUB CAPITAL BDC INC | 38173M102 | 445,680 | $6,748 | 2.01% |
| 20 | SLM CORP | SLMBP | 218,550 | $6,419 | 1.92% |
| 21 | ROYAL BANK OF CANADA | 780087102 | 52,040 | $5,866 | 1.75% |
| 22 | BANK OF AMERICA | 060505104 | 140,555 | $5,865 | 1.75% |
| 23 | CITIGROUP INC | C-PR | 81,718 | $5,801 | 1.73% |
| 24 | MGM RESORTS INTERNATIONAL | MGM | 180,725 | $5,357 | 1.60% |
| 25 | FREEPORT MCMORAN, INC. CL B | FCX | 138,185 | $5,232 | 1.56% |
| 26 | FTAI AVIATION PFD SER D 9.5 | FTAIN | 152,950 | $3,961 | 1.18% |
| 27 | ARAMARK | ARMK | 105,130 | $3,629 | 1.08% |
| 28 | MORGAN STANLEY DIRECT LENDING | 61774A103 | 173,850 | $3,470 | 1.04% |
| 29 | GOLDMAN SACHS BDC INC | GSBD | 283,790 | $3,300 | 0.99% |
| 30 | SPDR GOLD TRUST | GLD | 10,927 | $3,149 | 0.94% |
| 31 | GAMING AND LEISURE PROPERTIES, | 36467J108 | 56,328 | $2,867 | 0.86% |
| 32 | LINCOLN NATIONAL CO PFD SER D | LNC-PD | 105,525 | $2,807 | 0.84% |
| 33 | LXP INDUSTRIAL TRUST | LXP-PC | 317,250 | $2,744 | 0.82% |
| 34 | COMPASS DIVERSIFIED HLDGS PFD | 20451Q302 | 107,591 | $2,423 | 0.72% |
| 35 | COMPASS DIVERSIFIED HLDGS PFD | COMP | 103,375 | $2,311 | 0.69% |
| 36 | VANGUARD RUSSELL 1000 GROWTH I | 92206C680 | 23,500 | $2,181 | 0.65% |
| 37 | COSTCO WHOLESALE CORP | 22160K105 | 1,762 | $1,666 | 0.50% |
| 38 | MADRIGAL PHARMACEUTICALS INC | MDGL | 5,000 | $1,656 | 0.49% |
| 39 | GREEN BRICK PARTNERS PFD SER A | GRBK-PA | 68,325 | $1,598 | 0.48% |
| 40 | AXON ENTERPRISE INC | AXON | 3,002 | $1,579 | 0.47% |
| 41 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 18,436 | $1,556 | 0.46% |
| 42 | ADVANCED MICRO DEVICES INC COM | AMD | 15,126 | $1,554 | 0.46% |
| 43 | PEBBLEBROOK HOTEL TR PFD SER G | PEB-PH | 87,300 | $1,546 | 0.46% |
| 44 | JACKSON FINANCIAL SER A 8 | JXN-PA | 58,400 | $1,537 | 0.46% |
| 45 | ZSCALER | ZS | 7,215 | $1,432 | 0.43% |
| 46 | DANAHER CORP COM | 235851102 | 6,341 | $1,300 | 0.39% |
| 47 | FTAI AVIATION PFD SER C 8.25 | FTAIN | 46,950 | $1,185 | 0.35% |
| 48 | UNIT CORP | UNTCW | 38,600 | $1,078 | 0.32% |
| 49 | PEBBLEBROOK HOTEL TR PFD SER H | PEB-PH | 60,650 | $989 | 0.30% |
| 50 | BIRKENSTOCK HOLDING PLC | BIRK | 19,250 | $883 | 0.26% |
| 51 | ROBINHOOD MKTS INC COM CL A | 770700102 | 19,359 | $806 | 0.24% |
| 52 | BERKSHIRE HATHAWAY DEL CL A | BRK-A | 1 | $798 | 0.24% |
| 53 | COTY INC | COTY | 130,500 | $714 | 0.21% |
| 54 | CORE SCIENTIFIC INC | 21874A106 | 84,400 | $611 | 0.18% |
| 55 | JP MORGAN CHASE & CO | VYLD | 2,391 | $587 | 0.18% |
| 56 | DEVON ENERGY | 25179M103 | 15,565 | $582 | 0.17% |
| 57 | MCDONALDS | MCD | 1,770 | $553 | 0.17% |
| 58 | OATLY GROUP AB | OTLY | 46,705 | $459 | 0.14% |
| 59 | ENTERPRISE PRODUCTS PARTNERS L | 293792107 | 12,500 | $427 | 0.13% |
| 60 | JOHNSON & JOHNSON | JNJ | 2,563 | $425 | 0.13% |
| 61 | NOVO-NORDISK A/S-SPONS ADR | NONOF | 5,760 | $400 | 0.12% |
| 62 | REGENERON PHARMACEUTICALS | REGN | 550 | $349 | 0.10% |
| 63 | PEPSICO INC | PEP | 2,050 | $307 | 0.09% |
| 64 | 38259P508 | 1,975 | $305 | 0.09% | |
| 65 | BLACKSTONE MORTGAGE TRUST INC | BX | 14,500 | $290 | 0.09% |
| 66 | VORNADO REALTY SER N 5.25 | VNO-PO | 17,500 | $289 | 0.09% |
| 67 | PROCTER & GAMBLE | 742718109 | 1,690 | $288 | 0.09% |
| 68 | FORTRESS BIOTECH UNIT, COMMON | FBIOP | 171,803 | $268 | 0.08% |
| 69 | PAYPAL HOLDINGS INC | PYPL | 4,000 | $261 | 0.08% |
| 70 | VORNADO REALTY SER M 5.25 | 929042828 | 15,000 | $245 | 0.07% |
| 71 | ELI LILLY & CO | LLY | 284 | $235 | 0.07% |
| 72 | QVC GROUP INC PFD SER A 8 | QVCGP | 8,000 | $206 | 0.06% |
| 73 | UROGEN PHARMA LTD | URGN | 10,750 | $119 | 0.04% |
| 74 | FORTRESS BIOTECH INC | FBIOP | 64,166 | $100 | 0.03% |
| 75 | ORASURE TECHNOLOGIES | OSUR | 25,000 | $84 | 0.03% |
| 76 | TECOGEN INC | TGEN | 12,500 | $28 | 0.01% |
| 77 | ALLOGENE THERAPEUTICS INC | ALLO | 15,750 | $23 | 0.01% |
| 78 | ONDAS HOLDINGS | ONDS | 11,500 | $12 | 0.00% |