Institutions / Shikiar Asset Management Inc

Shikiar Asset Management Inc

CIK 1058022 · Institution · as of Mar 31, 2026
Portfolio value
$346.8K
Positions
103
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$346.8K-13.7%
$401.6K$374.2K$346.8KQ4 '25Q1 '26

Positions

103+5.1%
10310198Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 103 →
CompanyClassValueShares% of portfolio
Apple Inc.$69.2K272,66920.0%
Amazon.com Inc$18.7K89,9295.4%
Alphabet Inc.$16.1K56,1784.6%
Microsoft Corp$11.3K30,6153.3%
Citigroup Inc$9.5K83,8652.7%
Alerian Mlp ETF$9.4K178,5452.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$9.4K27,7422.7%
Linde PLC$9.4K18,8792.7%
Nextera Energy Inc$9.3K99,7232.7%
Capital One Financial Corp$9.1K49,9832.6%
Wheaton Precious Metals Corp$9.0K68,9952.6%
Freeport-McMoran Inc$8.9K150,7702.6%
Incyte Corp$8.8K93,6002.5%
EQT Corp$7.1K110,8052.0%
Blackstone Secured Lending FundBXSLCommon Stock$6.3K264,9401.8%
Lxp Industrial Trust$6.2K133,4801.8%
Bank of America Corp /De$5.8K119,7451.7%
Slm Corp Pfd Ser B 5.635$5.6K75,7501.6%
Synchrony Financial Ser B 8.25$5.5K219,9801.6%
CBRE Group Inc$5.5K40,8311.6%
Advanced Micro Devices Inc$5.5K26,9461.6%
SPDR Gold Trust$5.0K11,6511.4%
Constellation Energy Corp$4.6K16,6231.3%
SLM Corp$4.6K213,1001.3%
Ftai Aviation Pfd Ser D 9.5$4.4K160,9301.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitUber Technologies, Inc
Common stock
$-9.7K-119K
-100.00%
0
low
Q1 2026
as of
TrimDell Technologies Inc.
Common stock
$-5.8K-35K
-62.86%
20,890
0.99% of portfolio
low
Q1 2026
as of
NewConstellation Energy Corp
Common stock
$4.6K+17K
16,623
1.34% of portfolio
low
Q1 2026
as of
ExitM2682V108
Common stock
$-4.2K-10K
-100.00%
0
low
Q1 2026
as of
Trim780087102
Common stock
$-4.1K-25K
-48.99%
26,290
1.23% of portfolio
low
Q1 2026
as of
Trim42751Q105
Common stock
$-3.7K-19K
-64.80%
10,495
0.57% of portfolio
low
Q1 2026
as of
TrimFreeport-McMoran Inc
Common stock
$-3.0K-51K
-25.13%
150,770
2.56% of portfolio
low
Q1 2026
as of
TrimSalesforce Inc
Common stock
$-2.8K-15K
-50.92%
14,707
0.79% of portfolio
low
Q1 2026
as of
TrimZscaler, Inc.
Common stock
$-2.5K-18K
-49.89%
17,753
0.72% of portfolio
low
Q1 2026
as of
NewWesco International Inc
Common stock
$2.4K+9K
8,635
0.68% of portfolio
low