SHIKIAR ASSET MANAGEMENT INC

13F filer · CIK 1058022 · New York, NY

Summary

SHIKIAR ASSET MANAGEMENT INC reported $395.8K across 113 positions in its 13F for 2026 Q2, filed Jul 21, 2026. The largest holdings are AAPL (19.6%), AMZN (5.3%), AMD (5.3%). Versus 2026 Q1, leaving options aside, it opened 15 new positions, added to 24, trimmed 49 and sold out of 5.

Reported value$395.8K

Positions113

Report period2026 Q2

FiledJul 21, 2026

New positions15

Added24

Trimmed49

Sold out5

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

AAPLAPPLETrim

Weight 19.6%Value $77.6KPrice $329.40Shares 268K -1.70%Since Jun 30 +113737.90%

AMZNAMAZON.COMTrim

Weight 5.3%Value $20.9KPrice $246.67Shares 88K -2.66%Since Jun 30 +103392.87%

AMDADVANCED MICRO DEVICES INC COMAdd

Weight 5.3%Value $20.9KPrice $607.57Shares 36K +33.28%Since Jun 30 +104490.46%

GOOGALPHABET INC CL CTrim

Weight 4.9%Value $19.5KPrice $339.16Shares 55K -1.82%Since Jun 30 +95889.47%

TSMTAIWAN SEMICONDUCTOR MFG COTrim

Weight 3.1%Value $12.4KPrice $452.88Shares 26K -6.53%Since Jun 30 +94729.06%

MSFTMICROSOFTTrim

Weight 2.9%Value $11.4KPrice $509.22Shares 30K -0.59%Since Jun 30 +136411.15%

CCITIGROUP INCTrim

Weight 2.8%Value $11.2KPrice $130.80Shares 80K -4.46%Since Jun 30 +93357.73%

INCYINCYTETrim

Weight 2.7%Value $10.5KPrice $124.82Shares 93K -0.77%Since Jun 30 +110012.63%

LINLINDE PLC NEWTrim

Weight 2.5%Value $9.8KPrice $472.04Shares 19K -0.13%Since Jun 30 +90863.23%

NEENEXTERA ENERGY INCAdd

Weight 2.3%Value $9.1KPrice $75.49Shares 104K +4.52%Since Jun 30 +85905.29%

AMLPALERIAN MLP ETFTrim

Weight 2.2%Value $8.8KPrice $52.26Shares 169K -5.26%Since Jun 30 +100687.14%

MDGLMADRIGAL PHARMACEUTICALS INCAdd

Weight 2.0%Value $8.0KPrice $517.04Shares 15K +273.75%Since Jun 30 +96196.84%

DELLDELL TECHNOLOGIES INCTrim

Weight 1.8%Value $7.0KPrice $543.43Shares 16K -22.31%Since Jun 30 +125844.15%

WPMWHEATON PRECIOUS METALS CORPTrim

Weight 1.8%Value $7.0KPrice $135.62Shares 62K -10.09%Since Jun 30 +120647.93%

BACBANK OF AMERICATrim

Weight 1.7%Value $6.8KPrice $54.96Shares 120K -0.13%Since Jun 30 +96348.15%

RVMDREVOLUTION MEDICINES INCNew

Weight 1.6%Value $6.2KPrice $201.74Shares 33KSince Jun 30 +107614.70%

LXPLXP INDUSTRIAL TRUSTTrim

Weight 1.6%Value $6.2KPrice $60.91Shares 115K -13.58%Since Jun 30 +112953.47%

COFCAPITAL ONE FINANCIALTrim

Weight 1.5%Value $6.1KPrice $196.46Shares 30K -39.06%Since Jun 30 +97834.19%

FCXFREEPORT MCMORAN, INC. CL BTrim

Weight 1.5%Value $6.1KPrice $71.96Shares 97K -35.93%Since Jun 30 +114325.28%

RYROYAL BANK OF CANADAHold

Weight 1.4%Value $5.4KPrice $200.95Shares 26KSince Jun 30 +96995.67%

SLM CORP PFD SER B 5.626No ticker matchTrim

Weight 1.3%Value $5.3KShares 71K -5.84%

EQTEQT CORPTrim

Weight 1.3%Value $5.2KPrice $49.87Shares 98K -11.51%Since Jun 30 +93686.01%

SYNCHRONY FINANCIAL SER B 8.25No ticker matchTrim

Weight 1.3%Value $5.2KShares 202K -8.39%

BXSLBLACKSTONE SECURED LENDING FUNTrim

Weight 1.3%Value $5.0KPrice $24.63Shares 213K -19.79%Since Jun 30 +103787.95%

FPSFORGENT POWER SOLUTIONS INCNew

Weight 1.2%Value $4.8KPrice $36.59Shares 86KSince Jun 30 +65405.21%

Stock	Weight	Value	Price	Shares	Since Jun 30	Shares change	Action
AAPLAPPLE	19.6%	$77.6K	$329.40	268K	+113737.90%	-1.70%	Trim
AMZNAMAZON.COM	5.3%	$20.9K	$246.67	88K	+103392.87%	-2.66%	Trim
AMDADVANCED MICRO DEVICES INC COM	5.3%	$20.9K	$607.57	36K	+104490.46%	+33.28%	Add
GOOGALPHABET INC CL C	4.9%	$19.5K	$339.16	55K	+95889.47%	-1.82%	Trim
TSMTAIWAN SEMICONDUCTOR MFG CO	3.1%	$12.4K	$452.88	26K	+94729.06%	-6.53%	Trim
MSFTMICROSOFT	2.9%	$11.4K	$509.22	30K	+136411.15%	-0.59%	Trim
CCITIGROUP INC	2.8%	$11.2K	$130.80	80K	+93357.73%	-4.46%	Trim
INCYINCYTE	2.7%	$10.5K	$124.82	93K	+110012.63%	-0.77%	Trim
LINLINDE PLC NEW	2.5%	$9.8K	$472.04	19K	+90863.23%	-0.13%	Trim
NEENEXTERA ENERGY INC	2.3%	$9.1K	$75.49	104K	+85905.29%	+4.52%	Add
AMLPALERIAN MLP ETF	2.2%	$8.8K	$52.26	169K	+100687.14%	-5.26%	Trim
MDGLMADRIGAL PHARMACEUTICALS INC	2.0%	$8.0K	$517.04	15K	+96196.84%	+273.75%	Add
DELLDELL TECHNOLOGIES INC	1.8%	$7.0K	$543.43	16K	+125844.15%	-22.31%	Trim
WPMWHEATON PRECIOUS METALS CORP	1.8%	$7.0K	$135.62	62K	+120647.93%	-10.09%	Trim
BACBANK OF AMERICA	1.7%	$6.8K	$54.96	120K	+96348.15%	-0.13%	Trim
RVMDREVOLUTION MEDICINES INC	1.6%	$6.2K	$201.74	33K	+107614.70%	—	New
LXPLXP INDUSTRIAL TRUST	1.6%	$6.2K	$60.91	115K	+112953.47%	-13.58%	Trim
COFCAPITAL ONE FINANCIAL	1.5%	$6.1K	$196.46	30K	+97834.19%	-39.06%	Trim
FCXFREEPORT MCMORAN, INC. CL B	1.5%	$6.1K	$71.96	97K	+114325.28%	-35.93%	Trim
RYROYAL BANK OF CANADA	1.4%	$5.4K	$200.95	26K	+96995.67%	—	Hold
SLM CORP PFD SER B 5.626No ticker match	1.3%	$5.3K	—	71K	—	-5.84%	Trim
EQTEQT CORP	1.3%	$5.2K	$49.87	98K	+93686.01%	-11.51%	Trim
SYNCHRONY FINANCIAL SER B 8.25No ticker match	1.3%	$5.2K	—	202K	—	-8.39%	Trim
BXSLBLACKSTONE SECURED LENDING FUN	1.3%	$5.0K	$24.63	213K	+103787.95%	-19.79%	Trim
FPSFORGENT POWER SOLUTIONS INC	1.2%	$4.8K	$36.59	86K	+65405.21%	—	New

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

RVMDREVOLUTION MEDICINES INC≈ $6.2KNew

MDGLMADRIGAL PHARMACEUTICALS INC≈ $5.9KAdd

AMDADVANCED MICRO DEVICES INC COM≈ $5.2KAdd

FPSFORGENT POWER SOLUTIONS INC≈ $4.8KNew

IBMINTERNATIONAL BUSINESS MACHINE≈ $4.7KNew

Largest sells in 2026 Q2

CBRECBRE GROUP≈ $4.1KTrim

COFCAPITAL ONE FINANCIAL≈ $3.6KTrim

FCXFREEPORT MCMORAN, INC. CL B≈ $3.2KTrim

ZSZSCALER≈ $1.9KTrim

SLMSLM CORP≈ $1.7KTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR