Holders — by stockHoldings — by fund
SHIKIAR ASSET MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001058022
$395,818
disclosed book value
113
positions
19.6%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE | 268,034 | $77,558 | 19.6% |
| 2 | AMZNAMAZON.COM | 87,537 | $20,864 | 5.3% |
| 3 | AMDADVANCED MICRO DEVICES INC COM | 35,913 | $20,862 | 5.3% |
| 4 | GOOGALPHABET INC CL C | 55,158 | $19,489 | 4.9% |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG CO | 25,931 | $12,384 | 3.1% |
| 6 | MSFTMICROSOFT | 30,435 | $11,353 | 2.9% |
| 7 | CCITIGROUP INC | 80,125 | $11,214 | 2.8% |
| 8 | INCYINCYTE | 92,875 | $10,528 | 2.7% |
| 9 | LINDE PLC NEW | 18,854 | $9,784 | 2.5% |
| 10 | NEENEXTERA ENERGY INC | 104,234 | $9,149 | 2.3% |
| 11 | AMLPALERIAN MLP ETF | 169,155 | $8,771 | 2.2% |
| 12 | MDGLMADRIGAL PHARMACEUTICALS INC | 14,950 | $8,027 | 2% |
| 13 | DELLDELL TECHNOLOGIES INC | 16,230 | $7,003 | 1.8% |
| 14 | WPMWHEATON PRECIOUS METALS CORP | 62,030 | $6,967 | 1.8% |
| 15 | BACBANK OF AMERICA | 119,595 | $6,815 | 1.7% |
| 16 | RVMDREVOLUTION MEDICINES INC | 33,205 | $6,219 | 1.6% |
| 17 | LXPLXP INDUSTRIAL TRUST | 115,355 | $6,215 | 1.6% |
| 18 | COFCAPITAL ONE FINANCIAL | 30,458 | $6,110 | 1.5% |
| 19 | FCXFREEPORT MCMORAN, INC. CL B | 96,600 | $6,075 | 1.5% |
| 20 | RYROYAL BANK OF CANADA | 26,290 | $5,441 | 1.4% |
| 21 | SLM V0 PERP BSLM CORP PFD SER B 5.626 | 71,325 | $5,271 | 1.3% |
| 22 | EQTEQT CORP | 98,055 | $5,214 | 1.3% |
| 23 | SYF V8.25 PERP BSYNCHRONY FINANCIAL SER B 8.25 | 201,530 | $5,214 | 1.3% |
| 24 | BXSLBLACKSTONE SECURED LENDING FUN | 212,500 | $5,038 | 1.3% |
| 25 | FPSFORGENT POWER SOLUTIONS INC | 86,290 | $4,820 | 1.2% |
| 26 | IBMINTERNATIONAL BUSINESS MACHINE | 16,625 | $4,675 | 1.2% |
| 27 | GLDSPDR GOLD TRUST | 11,766 | $4,334 | 1.1% |
| 28 | WLFCWILLIS LEASE FINANCIAL CORP | 18,565 | $4,248 | 1.1% |
| 29 | FTAI AVIATION PFD SER D 9.5 | 150,130 | $4,115 | 1% |
| 30 | CICIGNA GROUP | 14,917 | $4,112 | 1% |
| 31 | CEGCONSTELLATION ENERGY CORP | 14,538 | $3,611 | 0.9% |
| 32 | SLMSLM CORP | 135,650 | $3,519 | 0.9% |
| 33 | BXMTBLACKSTONE MORTGAGE TRUST INC | 204,900 | $3,473 | 0.9% |
| 34 | VONGVANGUARD RUSSELL 1000 GROWTH I | 23,500 | $3,004 | 0.8% |
| 35 | GBDCGOLUB CAPITAL BDC INC | 223,750 | $2,882 | 0.7% |
| 36 | JXN V8 PERPJACKSON FINANCIAL SER A 8 | 93,350 | $2,355 | 0.6% |
| 37 | LNC 9 PERP DLINCOLN NATIONAL CO PFD SER D | 81,775 | $2,129 | 0.5% |
| 38 | WCCWESCO INTL INC | 5,840 | $2,017 | 0.5% |
| 39 | PLTRPALANTIR TECHNOLOGIES INC CL A | 17,181 | $2,005 | 0.5% |
| 40 | AMG 6.75 03/30/64AFFILIATED MANAGERS GROUP PFD | 81,000 | $1,858 | 0.5% |
| 41 | XLEENERGY SELECT SECTOR SPDR | 34,525 | $1,834 | 0.5% |
| 42 | PEB 6.375 PERP GPEBBLEBROOK HOTEL TR PFD SER G | 90,550 | $1,781 | 0.4% |
| 43 | CRMSALESFORCE INC. | 11,300 | $1,770 | 0.4% |
| 44 | TDS 6.625 PERP UUTELEPHONE & DATA SYSTEMS SER U | 85,700 | $1,738 | 0.4% |
| 45 | MSDLMORGAN STANLEY DIRECT LENDING | 112,750 | $1,705 | 0.4% |
| 46 | AXONAXON ENTERPRISE INC | 3,000 | $1,682 | 0.4% |
| 47 | DANAOS CORP | 12,240 | $1,498 | 0.4% |
| 48 | APO V7.625 09/15/53APOLLO GLOBAL MGMT PFD 7.625 | 58,500 | $1,492 | 0.4% |
| 49 | VNO 5.25 PERP NVORNADO REALTY SER N 5.25 | 83,100 | $1,471 | 0.4% |
| 50 | CBRECBRE GROUP | 10,716 | $1,443 | 0.4% |
| 51 | CHUBB LTD | 4,174 | $1,422 | 0.4% |
| 52 | PBI 6.7 03/07/43PITNEY BOWES SER B 6.70 | 70,000 | $1,378 | 0.3% |
| 53 | NOKNOKIA | 103,190 | $1,370 | 0.3% |
| 54 | FVRFRONTVIEW REIT INC | 61,350 | $1,241 | 0.3% |
| 55 | VLY V8.25 PERP CVALLEY NATL BANCORP PFD SER C | 45,700 | $1,161 | 0.3% |
| 56 | BW 7.75 PERP ABABCOCK & WILCOX SER A 7.75 | 51,500 | $1,134 | 0.3% |
| 57 | COSTCOSTCO WHOLESALE CORP | 1,115 | $1,043 | 0.3% |
| 58 | SLG 6.5 PERP ISL GREEN REALTY CORP PFD I 6.5 | 48,750 | $1,028 | 0.3% |
| 59 | VNO 5.25 PERP MVORNADO REALTY SER M 5.25 | 57,250 | $1,028 | 0.3% |
| 60 | GSBDGOLDMAN SACHS BDC INC | 102,900 | $975 | 0.2% |
| 61 | DHRDANAHER CORP COM | 4,767 | $908 | 0.2% |
| 62 | LLOEWS CORP | 7,615 | $862 | 0.2% |
| 63 | JPMJP MORGAN CHASE & CO | 2,549 | $834 | 0.2% |
| 64 | PEB 5.7 PERP HPEBBLEBROOK HOTEL TR PFD SER H | 46,250 | $811 | 0.2% |
| 65 | UNTCUNIT CORP | 25,800 | $807 | 0.2% |
| 66 | BRK/ABERKSHIRE HATHAWAY DEL CL A | 1 | $749 | 0.2% |
| 67 | GRBK 5.75 PERP AGREEN BRICK PARTNERS PFD SER A | 34,400 | $747 | 0.2% |
| 68 | HOODROBINHOOD MKTS INC COM CL A | 7,432 | $745 | 0.2% |
| 69 | HOV 7.625 PERPHOVNANIAN ENTERPRISES SER A 7. | 33,050 | $681 | 0.2% |
| 70 | GLPIGAMING AND LEISURE PROPERTIES, | 14,952 | $666 | 0.2% |
| 71 | CEPLCAPSTONE ENERGY INC | 69,700 | $641 | 0.2% |
| 72 | ZSZSCALER | 4,530 | $639 | 0.2% |
| 73 | AVGOBROADCOM INC | 1,600 | $604 | 0.2% |
| 74 | XETYXEATON VANCE DIVERSIFIED EQUITY | 39,865 | $580 | 0.1% |
| 75 | HESAYHERMES INTERNATIONAL ADR | 3,085 | $565 | 0.1% |
| 76 | XEVTXEATON VANCE TAX ADV DIVID INCO | 20,000 | $554 | 0.1% |
| 77 | GOOGLALPHABET INC CAP STK CL A | 1,544 | $552 | 0.1% |
| 78 | FBIOFORTRESS BIOTECH UNIT, COMMON | 171,803 | $526 | 0.1% |
| 79 | ASYSAMTECH SYSTEMS INC | 22,075 | $509 | 0.1% |
| 80 | JNJJOHNSON & JOHNSON | 1,900 | $483 | 0.1% |
| 81 | MCDMCDONALDS | 1,745 | $472 | 0.1% |
| 82 | CORZCORE SCIENTIFIC INC | 17,350 | $444 | 0.1% |
| 83 | ETWEATON VANCE TAX MANAGED GLOBAL | 45,100 | $435 | 0.1% |
| 84 | NVDANVIDIA CORP | 2,110 | $422 | 0.1% |
| 85 | OGEOGE ENERGY CORP | 8,500 | $414 | 0.1% |
| 86 | FBIOFORTRESS BIOTECH INC | 133,666 | $409 | 0.1% |
| 87 | INTCINTEL | 2,570 | $359 | 0.1% |
| 88 | ETVEATON VANCE TAX MANAGED BUY-WR | 23,075 | $343 | 0.1% |
| 89 | LLYELI LILLY & CO | 284 | $341 | 0.1% |
| 90 | UROGEN PHARMA LTD | 8,750 | $322 | 0.1% |
| 91 | OTLYOATLY GROUP AB | 34,000 | $318 | 0.1% |
| 92 | CRWVCOREWEAVE INC | 3,150 | $314 | 0.1% |
| 93 | EPDENTERPRISE PRODUCTS PARTNERS L | 8,500 | $312 | 0.1% |
| 94 | OCCOPTICAL CABLE CORP | 14,600 | $306 | 0.1% |
| 95 | SIVERS SEMICONDUCTORS AB REGIS | 45,125 | $302 | 0.1% |
| 96 | PANWPALO ALTO NETWORKS INC | 872 | $297 | 0.1% |
| 97 | ONDSONDAS HOLDINGS | 35,700 | $294 | 0.1% |
| 98 | TGENTECOGEN INC | 54,050 | $282 | 0.1% |
| 99 | XRNCHIRON REAL ESTATE INC | 7,500 | $281 | 0.1% |
| 100 | PEPPEPSICO INC | 2,050 | $278 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.