Shikiar Asset Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$347K
Q ending 2026-03-31
Prior quarter
$402K
Q ending 2025-12-31
Change
-13.7% QoQ · +3.5% YoY
Positions
103
reported holdings
Largest positions
Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple | AAPL | Shares | $69K | 273K |
| Amazon.Com | AMZN | Shares | $19K | 90K |
| Alphabet Inc Cl C | GOOG | Shares | $16K | 56K |
| Microsoft | MSFT | Shares | $11K | 31K |
| Citigroup Inc | C | Shares | $10K | 84K |
| Alerian Mlp Etf | AMLP | Shares | $9K | 179K |
| Taiwan Semiconductor Mfg Co | TSM | Shares | $9K | 28K |
| Linde Plc New | Shares | $9K | 19K | |
| Nextera Energy Inc | NEE | Shares | $9K | 100K |
| Capital One Financial | COF | Shares | $9K | 50K |
| Wheaton Precious Metals Corp | WPM | Shares | $9K | 69K |
| Freeport Mcmoran, Inc. Cl B | FCX | Shares | $9K | 151K |
| Incyte | INCY | Shares | $9K | 94K |
| Eqt Corp | EQT | Shares | $7K | 111K |
| Blackstone Secured Lending Fun | BXSL | Shares | $6K | 265K |
| Lxp Industrial Trust | LXP | Shares | $6K | 133K |
| Bank Of America | BAC | Shares | $6K | 120K |
| Slm Corp Pfd Ser B 5.635 | SLM V0 PERP B | Shares | $6K | 76K |
| Synchrony Financial Ser B 8.25 | SYF V8.25 PERP B | Shares | $6K | 220K |
| Cbre Group | CBRE | Shares | $6K | 41K |
| Advanced Micro Devices Inc Com | AMD | Shares | $5K | 27K |
| Spdr Gold Trust | GLD | Shares | $5K | 12K |
| Constellation Energy Corp | CEG | Shares | $5K | 17K |
| Slm Corp | SLM | Shares | $5K | 213K |
| Ftai Aviation Pfd Ser D 9.5 | Shares | $4K | 161K | |
| Royal Bank Of Canada | RY | Shares | $4K | 26K |
| Cigna Group | CI | Shares | $4K | 16K |
| Dell Technologies Inc | DELL | Shares | $3K | 21K |
| Blackstone Mortgage Trust Inc | BXMT | Shares | $3K | 175K |
| Golub Capital Bdc Inc | GBDC | Shares | $3K | 251K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $3K | 21K |
| Salesforce Inc. | CRM | Shares | $3K | 15K |
| Vanguard Russell 1000 Growth I | VONG | Shares | $3K | 24K |
| Zscaler | ZS | Shares | $2K | 18K |
| Jackson Financial Ser A 8 | JXN V8 PERP | Shares | $2K | 97K |
| Wesco Intl Inc | WCC | Shares | $2K | 9K |
| Energy Select Sector Spdr | XLE | Shares | $2K | 37K |
| Lincoln National Co Pfd Ser D | LNC 9 PERP D | Shares | $2K | 85K |
| Willis Lease Financial Corp | WLFC | Shares | $2K | 12K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $2K | 4K |
| Hermes International Adr | HESAY | Shares | $2K | 10K |
| Affiliated Managers Group Pfd | AMG 6.75 03/30/64 | Shares | $2K | 84K |
| Chubb Ltd | Shares | $2K | 6K | |
| Danaos Corp | Shares | $2K | 14K | |
| Apollo Global Mgmt Pfd 7.625 | APO V7.625 09/15/53 | Shares | $2K | 63K |
| Pebblebrook Hotel Tr Pfd Ser G | PEB 6.375 PERP G | Shares | $1K | 76K |
| Morgan Stanley Direct Lending | MSDL | Shares | $1K | 105K |
| Telephone & Data Systems Ser U | TDS 6.625 PERP UU | Shares | $1K | 67K |
| Vornado Realty Ser N 5.25 | VNO 5.25 PERP N | Shares | $1K | 81K |
| Axon Enterprise Inc | AXON | Shares | $1K | 3K |
| Unit Corp | UNTC | Shares | $1K | 32K |
| Costco Wholesale Corp | COST | Shares | $1K | 1K |
| Vornado Realty Ser M 5.25 | VNO 5.25 PERP M | Shares | $931 | 58K |
| Loews Corp | L | Shares | $920 | 9K |
| Danaher Corp Com | DHR | Shares | $904 | 5K |
| Sl Green Realty Corp Pfd I 6.5 | SLG 6.5 PERP I | Shares | $898 | 44K |
| Gaming And Leisure Properties, | GLPI | Shares | $863 | 19K |
| Fortress Biotech Inc | FBIO | Shares | $852 | 305K |
| Ftai Aviation Pfd Ser C 8.25 | Shares | $798 | 32K | |
| Jp Morgan Chase & Co | JPM | Shares | $750 | 3K |
| Green Brick Partners Pfd Ser A | GRBK 5.75 PERP A | Shares | $739 | 34K |
| Valley Natl Bancorp Pfd Ser C | VLY V8.25 PERP C | Shares | $736 | 29K |
| Berkshire Hathaway Del Cl A | BRK/A | Shares | $718 | 1 |
| Pebblebrook Hotel Tr Pfd Ser H | PEB 5.7 PERP H | Shares | $669 | 38K |
| Babcock & Wilcox Ser A 7.75 | BW 7.75 PERP A | Shares | $624 | 33K |
| Pitney Bowes Ser B 6.70 | PBI 6.7 03/07/43 | Shares | $620 | 32K |
| Goldman Sachs Bdc Inc | GSBD | Shares | $612 | 69K |
| Hovnanian Enterprises Ser A 7. | HOV 7.625 PERP | Shares | $585 | 29K |
| Eaton Vance Diversified Equity | XETYX | Shares | $550 | 40K |
| Mcdonalds | MCD | Shares | $542 | 2K |
| Robinhood Mkts Inc Com Cl A | HOOD | Shares | $522 | 8K |
| Eaton Vance Tax Adv Divid Inco | XEVTX | Shares | $491 | 20K |
| Honeywell Intl Inc | HONGBP | Shares | $474 | 2K |
| Johnson & Johnson | JNJ | Shares | $464 | 2K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $444 | 2K |
| Eaton Vance Tax Managed Global | ETW | Shares | $396 | 45K |
| Nvidia Corp | NVDA | Shares | $368 | 2K |
| Enterprise Products Partners L | EPD | Shares | $322 | 9K |
| Pepsico Inc | PEP | Shares | $318 | 2K |
| Eaton Vance Tax Managed Buy-Wr | ETV | Shares | $315 | 23K |
| Core Scientific Inc | CORZ | Shares | $303 | 20K |
| Waste Management Inc | WM | Shares | $297 | 1K |
| Blackstone Inc | BX | Shares | $296 | 3K |
| Broadcom Inc | AVGO | Shares | $279 | 900 |
| Solstice Advanced Materials In | SOLS | Shares | $273 | 4K |
| Eli Lilly & Co | LLY | Shares | $261 | 284 |
| Bankunited Inc | BKU | Shares | $248 | 6K |
| Coreweave Inc | CRWV | Shares | $244 | 3K |
| Procter & Gamble | PG | Shares | $244 | 2K |
| Oatly Group Ab | OTLY | Shares | $243 | 24K |
| Optical Cable Corp | OCC | Shares | $232 | 28K |
| Lumentum Hldgs Inc | LITE | Shares | $229 | 326 |
| Eaton Vance Tax Adv Global Div | ETG | Shares | $211 | 11K |
| Urogen Pharma Ltd | Shares | $193 | 11K | |
| Palo Alto Networks Inc | PANW | Shares | $187 | 1K |
| Capstone Green Energy Hldgs | CEPL | Shares | $165 | 30K |
| Ondas Holdings | ONDS | Shares | $151 | 17K |
| Coty Inc | COTY | Shares | $116 | 58K |
| Paramount Skydance Corp | PSKY | Shares | $90 | 10K |
| Orasure Technologies | OSUR | Shares | $75 | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.