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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

#IssuerSharesValue% of book
1AAPLAPPLE268,034$77,55819.6%
2AMZNAMAZON.COM87,537$20,8645.3%
3AMDADVANCED MICRO DEVICES INC COM35,913$20,8625.3%
4GOOGALPHABET INC CL C55,158$19,4894.9%
5TSMTAIWAN SEMICONDUCTOR MFG CO25,931$12,3843.1%
6MSFTMICROSOFT30,435$11,3532.9%
7CCITIGROUP INC80,125$11,2142.8%
8INCYINCYTE92,875$10,5282.7%
9LINDE PLC NEW18,854$9,7842.5%
10NEENEXTERA ENERGY INC104,234$9,1492.3%
11AMLPALERIAN MLP ETF169,155$8,7712.2%
12MDGLMADRIGAL PHARMACEUTICALS INC14,950$8,0272%
13DELLDELL TECHNOLOGIES INC16,230$7,0031.8%
14WPMWHEATON PRECIOUS METALS CORP62,030$6,9671.8%
15BACBANK OF AMERICA119,595$6,8151.7%
16RVMDREVOLUTION MEDICINES INC33,205$6,2191.6%
17LXPLXP INDUSTRIAL TRUST115,355$6,2151.6%
18COFCAPITAL ONE FINANCIAL30,458$6,1101.5%
19FCXFREEPORT MCMORAN, INC. CL B96,600$6,0751.5%
20RYROYAL BANK OF CANADA26,290$5,4411.4%
21SLM V0 PERP BSLM CORP PFD SER B 5.62671,325$5,2711.3%
22EQTEQT CORP98,055$5,2141.3%
23SYF V8.25 PERP BSYNCHRONY FINANCIAL SER B 8.25201,530$5,2141.3%
24BXSLBLACKSTONE SECURED LENDING FUN212,500$5,0381.3%
25FPSFORGENT POWER SOLUTIONS INC86,290$4,8201.2%
26IBMINTERNATIONAL BUSINESS MACHINE16,625$4,6751.2%
27GLDSPDR GOLD TRUST11,766$4,3341.1%
28WLFCWILLIS LEASE FINANCIAL CORP18,565$4,2481.1%
29FTAI AVIATION PFD SER D 9.5150,130$4,1151%
30CICIGNA GROUP14,917$4,1121%
31CEGCONSTELLATION ENERGY CORP14,538$3,6110.9%
32SLMSLM CORP135,650$3,5190.9%
33BXMTBLACKSTONE MORTGAGE TRUST INC204,900$3,4730.9%
34VONGVANGUARD RUSSELL 1000 GROWTH I23,500$3,0040.8%
35GBDCGOLUB CAPITAL BDC INC223,750$2,8820.7%
36JXN V8 PERPJACKSON FINANCIAL SER A 893,350$2,3550.6%
37LNC 9 PERP DLINCOLN NATIONAL CO PFD SER D81,775$2,1290.5%
38WCCWESCO INTL INC5,840$2,0170.5%
39PLTRPALANTIR TECHNOLOGIES INC CL A17,181$2,0050.5%
40AMG 6.75 03/30/64AFFILIATED MANAGERS GROUP PFD81,000$1,8580.5%
41XLEENERGY SELECT SECTOR SPDR34,525$1,8340.5%
42PEB 6.375 PERP GPEBBLEBROOK HOTEL TR PFD SER G90,550$1,7810.4%
43CRMSALESFORCE INC.11,300$1,7700.4%
44TDS 6.625 PERP UUTELEPHONE & DATA SYSTEMS SER U85,700$1,7380.4%
45MSDLMORGAN STANLEY DIRECT LENDING112,750$1,7050.4%
46AXONAXON ENTERPRISE INC3,000$1,6820.4%
47DANAOS CORP12,240$1,4980.4%
48APO V7.625 09/15/53APOLLO GLOBAL MGMT PFD 7.62558,500$1,4920.4%
49VNO 5.25 PERP NVORNADO REALTY SER N 5.2583,100$1,4710.4%
50CBRECBRE GROUP10,716$1,4430.4%
51CHUBB LTD4,174$1,4220.4%
52PBI 6.7 03/07/43PITNEY BOWES SER B 6.7070,000$1,3780.3%
53NOKNOKIA103,190$1,3700.3%
54FVRFRONTVIEW REIT INC61,350$1,2410.3%
55VLY V8.25 PERP CVALLEY NATL BANCORP PFD SER C45,700$1,1610.3%
56BW 7.75 PERP ABABCOCK & WILCOX SER A 7.7551,500$1,1340.3%
57COSTCOSTCO WHOLESALE CORP1,115$1,0430.3%
58SLG 6.5 PERP ISL GREEN REALTY CORP PFD I 6.548,750$1,0280.3%
59VNO 5.25 PERP MVORNADO REALTY SER M 5.2557,250$1,0280.3%
60GSBDGOLDMAN SACHS BDC INC102,900$9750.2%
61DHRDANAHER CORP COM4,767$9080.2%
62LLOEWS CORP7,615$8620.2%
63JPMJP MORGAN CHASE & CO2,549$8340.2%
64PEB 5.7 PERP HPEBBLEBROOK HOTEL TR PFD SER H46,250$8110.2%
65UNTCUNIT CORP25,800$8070.2%
66BRK/ABERKSHIRE HATHAWAY DEL CL A1$7490.2%
67GRBK 5.75 PERP AGREEN BRICK PARTNERS PFD SER A34,400$7470.2%
68HOODROBINHOOD MKTS INC COM CL A7,432$7450.2%
69HOV 7.625 PERPHOVNANIAN ENTERPRISES SER A 7.33,050$6810.2%
70GLPIGAMING AND LEISURE PROPERTIES,14,952$6660.2%
71CEPLCAPSTONE ENERGY INC69,700$6410.2%
72ZSZSCALER4,530$6390.2%
73AVGOBROADCOM INC1,600$6040.2%
74XETYXEATON VANCE DIVERSIFIED EQUITY39,865$5800.1%
75HESAYHERMES INTERNATIONAL ADR3,085$5650.1%
76XEVTXEATON VANCE TAX ADV DIVID INCO20,000$5540.1%
77GOOGLALPHABET INC CAP STK CL A1,544$5520.1%
78FBIOFORTRESS BIOTECH UNIT, COMMON171,803$5260.1%
79ASYSAMTECH SYSTEMS INC22,075$5090.1%
80JNJJOHNSON & JOHNSON1,900$4830.1%
81MCDMCDONALDS1,745$4720.1%
82CORZCORE SCIENTIFIC INC17,350$4440.1%
83ETWEATON VANCE TAX MANAGED GLOBAL45,100$4350.1%
84NVDANVIDIA CORP2,110$4220.1%
85OGEOGE ENERGY CORP8,500$4140.1%
86FBIOFORTRESS BIOTECH INC133,666$4090.1%
87INTCINTEL2,570$3590.1%
88ETVEATON VANCE TAX MANAGED BUY-WR23,075$3430.1%
89LLYELI LILLY & CO284$3410.1%
90UROGEN PHARMA LTD8,750$3220.1%
91OTLYOATLY GROUP AB34,000$3180.1%
92CRWVCOREWEAVE INC3,150$3140.1%
93EPDENTERPRISE PRODUCTS PARTNERS L8,500$3120.1%
94OCCOPTICAL CABLE CORP14,600$3060.1%
95SIVERS SEMICONDUCTORS AB REGIS45,125$3020.1%
96PANWPALO ALTO NETWORKS INC872$2970.1%
97ONDSONDAS HOLDINGS35,700$2940.1%
98TGENTECOGEN INC54,050$2820.1%
99XRNCHIRON REAL ESTATE INC7,500$2810.1%
100PEPPEPSICO INC2,050$2780.1%

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.

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