Shikiar Asset Management Inc Top Holdings and 13F Report (2025) About Shikiar Asset Management IncInvestment ActivityShikiar Asset Management Inc has $377.54 thousand in total holdings as of December 31, 2024.Shikiar Asset Management Inc owns shares of 76 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.29% of the portfolio was purchased this quarter.About 6.37% of the portfolio was sold this quarter.This quarter, Shikiar Asset Management Inc has purchased 74 new stocks and bought additional shares in 21 stocks.Shikiar Asset Management Inc sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $71,402Amazon.com $23,447Alphabet $16,654Microsoft $16,345Blackstone Secured Lending Fund $13,392 Largest New Holdings this Quarter MORGAN STANLEY DIRECT LENDING $1,780 HoldingREDDIT INC CL A $368 HoldingMplx $263 HoldingShell $219 HoldingRUBRIK INC CL A $203 Holding Largest Purchases this Quarter Honeywell International 38,433 shares (about $8.68K)Hermès International Société en commandite par actions 15,190 shares (about $3.65K)The Cigna Group 7,397 shares (about $2.04K)Uber Technologies 31,897 shares (about $1.92K)MORGAN STANLEY DIRECT LENDING 86,150 shares (about $1.78K) Largest Sales this Quarter Devon Energy 155,490 shares (about $5.09K)Aramark 85,905 shares (about $3.20K)Blackstone Secured Lending Fund 64,280 shares (about $2.08K)Taiwan Semiconductor Manufacturing 8,155 shares (about $1.61K)Advanced Micro Devices 13,115 shares (about $1.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShikiar Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$71,402$787 ▼-1.1%285,12718.9%Computer and TechnologyAMZNAmazon.com$23,447$816 ▼-3.4%106,8746.2%Retail/WholesaleGOOGAlphabet$16,654$591 ▼-3.4%87,4524.4%Computer and TechnologyMSFTMicrosoft$16,345$39 ▼-0.2%38,7774.3%Computer and TechnologyBXSLBlackstone Secured Lending Fund$13,392$2,077 ▼-13.4%414,4953.5%FinanceRYRoyal Bank of Canada$12,3710.0%102,6573.3%FinanceTSMTaiwan Semiconductor Manufacturing$11,187$1,610 ▼-12.6%56,6483.0%Computer and TechnologyINCYIncyte$11,168$380 ▼-3.3%161,6903.0%MedicalAMLPAlerian MLP ETF$9,677$422 ▲4.6%200,9252.6%ETFCIThe Cigna Group$9,312$2,043 ▲28.1%33,7222.5%MedicalCBChubb$9,265$924 ▼-9.1%33,5312.5%FinanceHONHoneywell International$9,020$8,681 ▲2,562.2%39,9332.4%Multi-Sector ConglomeratesSLMBPSLM$8,739$285 ▲3.4%118,0932.3%Financial ServicesNEENextEra Energy$8,631$239 ▼-2.7%120,3982.3%UtilitiesHESAYHermès International Société en commandite par actions$8,577$3,652 ▲74.2%35,6702.3%Consumer StaplesNVONovo Nordisk A/S$8,272$1,298 ▼-13.6%96,1592.2%MedicalLINDE PLC NEW$8,009$398 ▼-4.7%19,1292.1%COMAMDAdvanced Micro Devices$8,007$1,584 ▼-16.5%66,2872.1%Computer and TechnologySYNCHRONY FINANCIAL SER B 8.25$7,844$973 ▲14.2%298,2502.1%PFDUBERUber Technologies$7,644$1,924 ▲33.6%126,7222.0%Computer and TechnologyMGMMGM Resorts International$7,550$571 ▼-7.0%217,8902.0%Consumer DiscretionaryGBDCGolub Capital BDC$6,909$101 ▲1.5%455,7301.8%FinanceBACBank of America$6,281$302 ▼-4.6%142,9051.7%FinanceSLMSLM$5,636$758 ▼-11.9%204,3501.5%FinanceARMKAramark$5,532$3,205 ▼-36.7%148,2801.5%Consumer StaplesGSBDGoldman Sachs BDC$5,446$340 ▲6.7%450,0901.4%FinanceFCXFreeport-McMoRan$4,449$388 ▼-8.0%116,8201.2%Basic MaterialsFTAI AVIATION PFD SER D 9.5$4,359$919 ▲26.7%162,6501.2%PFDGLDSPDR Gold Shares$2,948$61 ▼-2.0%12,1770.8%FinanceLINCOLN NATIONAL CO PFD SER D$2,945$55 ▼-1.8%107,5250.8%PFDGLPIGaming and Leisure Properties$2,660$187 ▼-6.6%55,2280.7%FinanceCOMPASS DIVERSIFIED HLDGS PFD$2,586$381 ▲17.3%106,6910.7%PFDCOMPASS DIVERSIFIED HLDGS PFD$2,559$80 ▲3.2%103,3750.7%PFDVONGVanguard Russell 1000 Growth ETF$2,4280.0%23,5000.6%ETFLXPLXP Industrial Trust$2,109$272 ▲14.8%259,7000.6%FinanceCOSTCostco Wholesale$1,9790.0%2,1600.5%Retail/WholesaleCOTYCoty$1,905$56 ▼-2.8%273,7000.5%Consumer StaplesAXONAxon Enterprise$1,7830.0%3,0000.5%AerospaceMORGAN STANLEY DIRECT LENDING$1,780$1,780 ▲New Holding86,1500.5%COMPEBBLEBROOK HOTEL TR PFD SER G$1,640$62 ▲3.9%83,0500.4%PFDGREEN BRICK PARTNERS PFD SER A$1,596$90 ▼-5.3%69,4250.4%PFDDHRDanaher$1,543$149 ▼-8.8%6,7210.4%Multi-Sector ConglomeratesMDGLMadrigal Pharmaceuticals$1,543$123 ▼-7.4%5,0000.4%MedicalJACKSON FINANCIAL SER A 8$1,528$20 ▲1.3%58,4000.4%PFDHOODRobinhood Markets$1,340$358 ▼-21.1%35,9590.4%FinanceCORE SCIENTIFIC INC$1,338$284 ▲27.0%95,2500.4%COMZSZscaler$1,303$230 ▼-15.0%7,2250.3%Computer and TechnologyUNIT CORP$1,244$78 ▲6.7%41,2000.3%COMFTAINFTAI Aviation$1,206$112 ▲10.3%45,6500.3%IndustrialsPEBBLEBROOK HOTEL TR PFD SER H$1,122$9 ▼-0.8%60,6500.3%PFDPALANTIR TECHNOLOGIES INC CL A$1,059$38 ▼-3.4%14,0000.3%COMDVNDevon Energy$997$5,089 ▼-83.6%30,4650.3%Oils/EnergyCCitigroup$928$53 ▲6.0%13,1880.2%FinanceOTLYOatly Group$757$18 ▼-2.4%1,141,6040.2%Consumer StaplesJPMJPMorgan Chase & Co.$7530.0%3,1410.2%FinanceBRK.ABerkshire Hathaway$6810.0%10.2%FinanceREGNRegeneron Pharmaceuticals$548$12 ▼-2.2%7700.1%MedicalMCDMcDonald's$5120.0%1,7660.1%Retail/WholesaleFORTRESS BIOTECH INC$4770.0%235,9690.1%COMEPDEnterprise Products Partners$470$204 ▲76.5%15,0000.1%Oils/EnergyJNJJohnson & Johnson$3850.0%2,6630.1%MedicalGOOGLAlphabet$374$18 ▼-4.6%1,9750.1%Computer and TechnologyREDDIT INC CL A$368$368 ▲New Holding2,2500.1%COMQRTEPQurate Retail$345$17 ▲5.3%10,0000.1%Consumer CyclicalPYPLPayPal$3410.0%4,0000.1%Computer and TechnologyVORNADO REALTY SER N 5.25$3140.0%17,5000.1%PFDPEPPepsiCo$3120.0%2,0500.1%Consumer StaplesDEAEasterly Government Properties$2950.0%26,0000.1%FinancePGProcter & Gamble$2830.0%1,6900.1%Consumer StaplesMPLXMplx$263$263 ▲New Holding5,5000.1%Oils/EnergySHELShell$219$219 ▲New Holding3,5000.1%Oils/EnergyLLYEli Lilly and Company$2160.0%2800.1%MedicalRUBRIK INC CL A$203$203 ▲New Holding3,1000.1%COMURGNUroGen Pharma$1140.0%10,7500.0%MedicalOSUROraSure Technologies$810.0%22,5000.0%MedicalALLOAllogene Therapeutics$340.0%15,7500.0%MedicalLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$0$1,475 ▼-100.0%00.0%Consumer DiscretionaryULBIUltralife$0$90 ▼-100.0%00.0%Computer and TechnologyCDLXCardlytics$0$33 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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