Institutional Manager · CIK 0001058022
SHIKIAR ASSET MANAGEMENT INC
NEW YORK, NY · File #028-07060
Latest AUM
$401,641
Positions
100
Top-10 Concentration
50.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | SALESFORCE INC. | CRM | +29,967 | +$7,939 | $0 |
| NEW | LXP INDUSTRIAL TRUST | LXP-PC | +121,115 | +$6,005 | $0 |
| EXITED | LXP INDUSTRIAL TRUST | 529043101 | -393,900 | -$3,529 | $0 |
| EXITED | KKR & CO INC | 48251W104 | -26,376 | -$3,428 | $0 |
| REDUCE | BLACKSTONE INC | BX | -17,974 | -$2,771 | -$443 |
| ADD | DELL TECHNOLOGIES INC | DELL | +18,040 | +$2,271 | -$607 |
| REDUCE | CYBERARK SOFTWARE | M2682V108 | -4,993 | -$2,227 | -$539 |
| ADD | WHEATON PRECIOUS METALS CORP | WPM | +14,670 | +$1,724 | +$334 |
| REDUCE | CHUBB LTD | CB | -4,205 | -$1,313 | +$349 |
| EXITED | RAMACO RES INC CL A | 75134P600 | -35,000 | -$1,162 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025100 pos · $401,641
- 13F HOLDINGS REPORTQ/E Sep 2025103 pos · $397,470
- 13F HOLDINGS REPORTQ/E Jun 202578 pos · $359,488
- 13F HOLDINGS REPORTQ/E Mar 202578 pos · $335,003
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $377,539
- 13F HOLDINGS REPORTQ/E Sep 202474 pos · $354,617
- 13F HOLDINGS REPORTQ/E Jun 202471 pos · $371,822
- 13F HOLDINGS REPORTQ/E Mar 202472 pos · $342,606
- 13F HOLDINGS REPORTQ/E Dec 202378 pos · $287,512
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 273,764 | $74,425 | 19.63% |
| 2 | AMAZON.COM | AMZN | 92,657 | $21,387 | 5.64% |
| 3 | ALPHABET INC CL C | GOOG | 58,799 | $18,451 | 4.87% |
| 4 | MICROSOFT | MSFT | 33,263 | $16,087 | 4.24% |
| 5 | CITIGROUP INC | C-PR | 91,485 | $10,675 | 2.82% |
| 6 | CAPITAL ONE FINANCIAL | 14040H105 | 43,393 | $10,517 | 2.77% |
| 7 | FREEPORT MCMORAN, INC. CL B | FCX | 201,385 | $10,228 | 2.70% |
| 8 | UBER TECHNOLOGIES INC | UBER | 119,271 | $9,746 | 2.57% |
| 9 | INCYTE | INCY | 94,375 | $9,321 | 2.46% |
| 10 | TAIWAN SEMICONDUCTOR MFG CO | 874039100 | 29,817 | $9,061 | 2.39% |
| 11 | ROYAL BANK OF CANADA | 780087102 | 51,540 | $8,787 | 2.32% |
| 12 | ALERIAN MLP ETF | 00162Q452 | 183,675 | $8,636 | 2.28% |
| 13 | WHEATON PRECIOUS METALS CORP | WPM | 73,445 | $8,631 | 2.28% |
| 14 | CBRE GROUP | CBRE | 53,076 | $8,534 | 2.25% |
| 15 | NEXTERA ENERGY INC | NEE-PW | 100,288 | $8,051 | 2.12% |
| 16 | LINDE PLC NEW | LIN | 18,879 | $8,050 | 2.12% |
| 17 | ZSCALER | ZS | 35,425 | $7,968 | 2.10% |
| 18 | SALESFORCE INC. | CRM | 29,967 | $7,939 | 2.09% |
| 19 | BLACKSTONE SECURED LENDING FUN | BX | 296,990 | $7,820 | 2.06% |
| 20 | HERMES INTERNATIONAL ADR | 42751Q105 | 29,815 | $7,430 | 1.96% |