SHIKIAR ASSET MANAGEMENT INC Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$395.1M
Holdings
113
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
AAPLAPPLE | $77.6M |
AMZNAMAZON.COM | $20.9M |
AMDADVANCED MICRO DEVICES INC COM | $20.9M |
GOOGALPHABET INC CL C | $19.5M |
TSMTAIWAN SEMICONDUCTOR MFG CO | $12.4M |
MSFTMICROSOFT | $11.4M |
TRVCCITIGROUP INC | $11.2M |
INCYINCYTE | $10.5M |
LINLINDE PLC NEW | $9.8M |
NEENEXTERA ENERGY INC | $9.1M |
AMLPALERIAN MLP ETF | $8.8M |
MDGLMADRIGAL PHARMACEUTICALS INC | $8.0M |
DELLDELL TECHNOLOGIES INC | $7.0M |
WPMWHEATON PRECIOUS METALS CORP | $7.0M |
BACBANK OF AMERICA | $6.8M |
RVMDREVOLUTION MEDICINES INC | $6.2M |
LXPLXP INDUSTRIAL TRUST | $6.2M |
COFCAPITAL ONE FINANCIAL | $6.1M |
FCXFREEPORT MCMORAN, INC. CL B | $6.1M |
RYROYAL BANK OF CANADA | $5.4M |
SLM V0 PERP BSLM CORP PFD SER B 5.626 | $5.3M |
EQTEQT CORP | $5.2M |
SYF V8.25 PERP BSYNCHRONY FINANCIAL SER B 8.25 | $5.2M |
BXSLBLACKSTONE SECURED LENDING FUN | $5.0M |
—FORGENT POWER SOLUTIONS INC | $4.8M |
IBMINTERNATIONAL BUSINESS MACHINE | $4.7M |
GQ9SPDR GOLD TRUST | $4.3M |
WLFCWILLIS LEASE FINANCIAL CORP | $4.2M |
FTAIFTAI AVIATION PFD SER D 9.5 | $4.1M |
CICIGNA GROUP | $4.1M |
CEGCONSTELLATION ENERGY CORP | $3.6M |
SLMSLM CORP | $3.5M |
BXMTBLACKSTONE MORTGAGE TRUST INC | $3.5M |
VONGVANGUARD RUSSELL 1000 GROWTH I | $3.0M |
GBDCGOLUB CAPITAL BDC INC | $2.9M |
JXN V8 PERPJACKSON FINANCIAL SER A 8 | $2.4M |
LNC 9 PERP DLINCOLN NATIONAL CO PFD SER D | $2.1M |
WCCWESCO INTL INC | $2.0M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $2.0M |
AMG 6.75 03/30/64AFFILIATED MANAGERS GROUP PFD | $1.9M |
XLEENERGY SELECT SECTOR SPDR | $1.8M |
PEB 6.375 PERP GPEBBLEBROOK HOTEL TR PFD SER G | $1.8M |
CRMSALESFORCE INC. | $1.8M |
—TELEPHONE & DATA SYSTEMS SER U | $1.7M |
MSDLMORGAN STANLEY DIRECT LENDING | $1.7M |
AXONAXON ENTERPRISE INC | $1.7M |
DACDANAOS CORP | $1.5M |
APO V7.625 09/15/53APOLLO GLOBAL MGMT PFD 7.625 | $1.5M |
VNO 5.25 PERP NVORNADO REALTY SER N 5.25 | $1.5M |
CBRECBRE GROUP | $1.4M |
CBCHUBB LTD | $1.4M |
PBI 6.7 03/07/43PITNEY BOWES SER B 6.70 | $1.4M |
NOKNOKIA | $1.4M |
FVRFRONTVIEW REIT INC | $1.2M |
—VALLEY NATL BANCORP PFD SER C | $1.2M |
—BABCOCK & WILCOX SER A 7.75 | $1.1M |
COSTCOSTCO WHOLESALE CORP | $1.0M |
VNO 5.25 PERP MVORNADO REALTY SER M 5.25 | $1.0M |
SLG 6.5 PERP ISL GREEN REALTY CORP PFD I 6.5 | $1.0M |
GSBDGOLDMAN SACHS BDC INC | $975K |
DHRDANAHER CORP COM | $908K |
LLOEWS CORP | $862K |
JPMJP MORGAN CHASE & CO | $834K |
PEB 5.7 PERP HPEBBLEBROOK HOTEL TR PFD SER H | $811K |
UNTCUNIT CORP | $807K |
GRBK 5.75 PERP AGREEN BRICK PARTNERS PFD SER A | $747K |
HOODROBINHOOD MKTS INC COM CL A | $745K |
HOV 7.625 PERPHOVNANIAN ENTERPRISES SER A 7. | $681K |
GLPIGAMING AND LEISURE PROPERTIES, | $666K |
CGEHCAPSTONE ENERGY INC | $641K |
ZSZSCALER | $639K |
AVGOBROADCOM INC | $604K |
XETYXEATON VANCE DIVERSIFIED EQUITY | $580K |
HESAYHERMES INTERNATIONAL ADR | $565K |
EXGEATON VANCE TAX ADV DIVID INCO | $554K |
GOOGLALPHABET INC CAP STK CL A | $552K |
FBIOFORTRESS BIOTECH UNIT, COMMON | $526K |
ASYSAMTECH SYSTEMS INC | $509K |
JNJJOHNSON & JOHNSON | $483K |
MCDMCDONALDS | $472K |
CORZCORE SCIENTIFIC INC | $444K |
ETWEATON VANCE TAX MANAGED GLOBAL | $435K |
NVDANVIDIA CORP | $422K |
OGEOGE ENERGY CORP | $414K |
FBIOFORTRESS BIOTECH INC | $409K |
INTCINTEL | $359K |
ETVEATON VANCE TAX MANAGED BUY-WR | $343K |
LLYELI LILLY & CO | $341K |
URGNUROGEN PHARMA LTD | $322K |
OTLYOATLY GROUP AB | $318K |
CRWVCOREWEAVE INC | $314K |
EPDENTERPRISE PRODUCTS PARTNERS L | $312K |
OCCOPTICAL CABLE CORP | $306K |
—SIVERS SEMICONDUCTORS AB REGIS | $302K |
PANWPALO ALTO NETWORKS INC | $297K |
ONDSONDAS HOLDINGS | $294K |
TGENTECOGEN INC | $282K |
GMRECHIRON REAL ESTATE INC | $281K |
PEPPEPSICO INC | $278K |
WMWASTE MANAGEMENT INC | $253K |
Page 1 of 2Next