SHIKIAR ASSET MANAGEMENT INC
•CIK: 1058022•Filing: Q4 2025
SHIKIAR ASSET MANAGEMENT INC oversees $402M in assets, with a diversified portfolio of 98 positions. The fund's top holdings are dominated by tech giants, with AAPL comprising $74.4M, or 18.5% of AUM, followed by AMZN at $21.4M and GOOG at $18.5M. Notable positions also include MSFT at $16.1M and TRVC at $10.7M, with the top 10 holdings accounting for 63% of total AUM. The fund's investment strategy is characterized by a significant allocation to large-cap tech stocks, with AAPL alone representing 18.5% of the portfolio.
Total AUM
$401.6M
QoQ Performance
+1.1%
Positions
98
Top 10 Concentration
47.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AMZN
AAPL18.5%
AMZN5.3%
GOOG4.6%
MSFT4.0%
TRVC2.7%
COF2.6%
FCX2.5%
UBER2.4%
📈 Biggest Buys
📉 Biggest Sells
BX
BLACKSTONE INC
-67.8%
0.3% of portfolio
CYBR
CYBERARK SOFTWARE
-34.4%
1.1% of portfolio
CB
CHUBB LTD
-36.1%
0.6% of portfolio
SLM V0 PERP B
SLM CORP PFD SER B 5.685
-14.7%
1.6% of portfolio
GLPI
GAMING AND LEISURE PROPERTIES
-46.4%
0.3% of portfolio
Sector Breakdown
Other47.5%
Technology30.6%
Consumer8.1%
Financial5.4%
Materials4.6%
Utilities2.0%
Healthcare1.7%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW5 new positions
↑22 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023