13F HOLDINGS REPORT
SHIKIAR ASSET MANAGEMENT INC
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001058022-25-000005
Total Value
$359,488
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 276,443 | $56,718 | 15.78% |
| 2 | AMAZON.COM | AMZN | 93,784 | $20,575 | 5.72% |
| 3 | MICROSOFT | MSFT | 33,426 | $16,626 | 4.62% |
| 4 | UBER TECHNOLOGIES INC | UBER | 136,012 | $12,690 | 3.53% |
| 5 | ALPHABET INC CL C | GOOG | 60,559 | $10,743 | 2.99% |
| 6 | BLACKSTONE SECURED LENDING FUN | BX | 345,165 | $10,614 | 2.95% |
| 7 | ALERIAN MLP ETF | 00162Q452 | 186,035 | $9,090 | 2.53% |
| 8 | LINDE PLC NEW | LIN | 19,129 | $8,975 | 2.50% |
| 9 | HONEYWELL INTL INC | 438516106 | 37,808 | $8,805 | 2.45% |
| 10 | HERMES INTERNATIONAL ADR | 42751Q105 | 32,590 | $8,795 | 2.45% |
| 11 | CITIGROUP INC | C-PR | 99,453 | $8,465 | 2.35% |
| 12 | SLM CORP PFD SER B 6.28 | SLMBP | 116,483 | $8,421 | 2.34% |
| 13 | CAPITAL ONE FINANCIAL | 14040H105 | 37,838 | $8,050 | 2.24% |
| 14 | TAIWAN SEMICONDUCTOR MFG CO | 874039100 | 34,422 | $7,796 | 2.17% |
| 15 | INCYTE | INCY | 113,995 | $7,763 | 2.16% |
| 16 | EQT CORP | EQT | 131,565 | $7,673 | 2.13% |
| 17 | NEXTERA ENERGY INC COM | NEE-PW | 107,058 | $7,432 | 2.07% |
| 18 | CIGNA GROUP | 125523100 | 21,312 | $7,045 | 1.96% |
| 19 | ZSCALER | ZS | 21,965 | $6,896 | 1.92% |
| 20 | SYNCHRONY FINANCIAL SER B 8.25 | SYF-PB | 274,100 | $6,809 | 1.89% |
| 21 | ROYAL BANK OF CANADA | 780087102 | 51,540 | $6,780 | 1.89% |
| 22 | CBRE GROUP | CBRE | 47,576 | $6,666 | 1.85% |
| 23 | SLM CORP | SLMBP | 201,150 | $6,596 | 1.83% |
| 24 | FREEPORT MCMORAN, INC. CL B | FCX | 151,235 | $6,556 | 1.82% |
| 25 | GOLUB CAPITAL BDC INC | 38173M102 | 443,605 | $6,499 | 1.81% |
| 26 | CHUBB LTD | CB | 22,391 | $6,487 | 1.80% |
| 27 | CYBERARK SOFTWARE | M2682V108 | 15,687 | $6,383 | 1.78% |
| 28 | BANK OF AMERICA | 060505104 | 133,085 | $6,298 | 1.75% |
| 29 | FTAI AVIATION PFD SER D 9.5 | FTAIN | 152,200 | $4,084 | 1.14% |
| 30 | MGM RESORTS INTERNATIONAL | MGM | 104,655 | $3,599 | 1.00% |
| 31 | BLACKSTONE INC | BX | 23,924 | $3,579 | 1.00% |
| 32 | KKR & CO INC | KKRT | 25,907 | $3,446 | 0.96% |
| 33 | SPDR GOLD TRUST | GLD | 10,927 | $3,331 | 0.93% |
| 34 | MORGAN STANLEY DIRECT LENDING | 61774A103 | 159,100 | $2,978 | 0.83% |
| 35 | LXP INDUSTRIAL TRUST | LXP-PC | 359,300 | $2,968 | 0.83% |
| 36 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 20,756 | $2,829 | 0.79% |
| 37 | LINCOLN NATIONAL CO PFD SER D | LNC-PD | 98,125 | $2,611 | 0.73% |
| 38 | GAMING AND LEISURE PROPERTIES, | 36467J108 | 55,001 | $2,567 | 0.71% |
| 39 | VANGUARD RUSSELL 1000 GROWTH I | 92206C680 | 23,500 | $2,566 | 0.71% |
| 40 | AXON ENTERPRISE INC | AXON | 3,002 | $2,485 | 0.69% |
| 41 | GOLDMAN SACHS BDC INC | GSBD | 216,500 | $2,436 | 0.68% |
| 42 | ARAMARK | ARMK | 45,140 | $1,890 | 0.53% |
| 43 | CORE SCIENTIFIC INC | 21874A106 | 101,550 | $1,733 | 0.48% |
| 44 | ADVANCED MICRO DEVICES INC COM | AMD | 11,756 | $1,668 | 0.46% |
| 45 | MADRIGAL PHARMACEUTICALS INC | MDGL | 5,000 | $1,513 | 0.42% |
| 46 | ROBINHOOD MKTS INC COM CL A | 770700102 | 15,631 | $1,464 | 0.41% |
| 47 | APOLLO GLOBAL MGMT PFD 7.625 | APOS | 56,000 | $1,458 | 0.41% |
| 48 | GREEN BRICK PARTNERS PFD SER A | GRBK-PA | 60,225 | $1,418 | 0.39% |
| 49 | PEBBLEBROOK HOTEL TR PFD SER G | PEB-PH | 77,050 | $1,352 | 0.38% |
| 50 | JACKSON FINANCIAL SER A 8 | JXN-PA | 53,300 | $1,350 | 0.38% |
| 51 | COSTCO WHOLESALE CORP | 22160K105 | 1,197 | $1,185 | 0.33% |
| 52 | DANAHER CORP COM | 235851102 | 5,512 | $1,089 | 0.30% |
| 53 | AFFILIATED MANAGERS GROUP PFD | MGRE | 44,600 | $1,037 | 0.29% |
| 54 | FTAI AVIATION PFD SER C 8.25 | FTAIN | 39,450 | $991 | 0.28% |
| 55 | BLACKSTONE MORTGAGE TRUST INC | BX | 48,400 | $932 | 0.26% |
| 56 | PEBBLEBROOK HOTEL TR PFD SER H | PEB-PH | 54,150 | $886 | 0.25% |
| 57 | JP MORGAN CHASE & CO | VYLD | 2,891 | $838 | 0.23% |
| 58 | UNIT CORP | UNTCW | 30,350 | $792 | 0.22% |
| 59 | BERKSHIRE HATHAWAY DEL CL A | BRK-A | 1 | $729 | 0.20% |
| 60 | COMPASS DIVERSIFIED HLDGS PFD | 20451Q302 | 32,250 | $599 | 0.17% |
| 61 | MCDONALDS | MCD | 1,770 | $517 | 0.14% |
| 62 | VORNADO REALTY SER M 5.25 | 929042828 | 27,100 | $449 | 0.12% |
| 63 | VORNADO REALTY SER N 5.25 | VNO-PO | 26,500 | $438 | 0.12% |
| 64 | OATLY GROUP AB | OTLY | 36,455 | $433 | 0.12% |
| 65 | ENTERPRISE PRODUCTS PARTNERS L | 293792107 | 11,000 | $341 | 0.09% |
| 66 | FORTRESS BIOTECH UNIT, COMMON | FBIOP | 171,803 | $320 | 0.09% |
| 67 | JOHNSON & JOHNSON | JNJ | 1,983 | $303 | 0.08% |
| 68 | PAYPAL HOLDINGS INC | PYPL | 4,000 | $297 | 0.08% |
| 69 | PEPSICO INC | PEP | 2,050 | $271 | 0.08% |
| 70 | PROCTER & GAMBLE | 742718109 | 1,690 | $269 | 0.07% |
| 71 | ALPHABET INC CAP STK CL A | GOOG | 1,435 | $253 | 0.07% |
| 72 | ELI LILLY & CO | LLY | 284 | $221 | 0.06% |
| 73 | FORTRESS BIOTECH INC | FBIOP | 106,666 | $198 | 0.06% |
| 74 | TECOGEN INC | TGEN | 22,000 | $150 | 0.04% |
| 75 | UROGEN PHARMA LTD | URGN | 10,750 | $147 | 0.04% |
| 76 | COTY INC | COTY | 30,000 | $139 | 0.04% |
| 77 | ORASURE TECHNOLOGIES | OSUR | 25,000 | $75 | 0.02% |
| 78 | ALLOGENE THERAPEUTICS INC | ALLO | 15,750 | $18 | 0.01% |