SHIKIAR ASSET MANAGEMENT INC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$395,819
Net value change ($000)
+49,017 (14.1%)
New positions
15
Sold out positions
5
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 15,380 280.6%
AAPL 8,357 12.1%
RVMD 6,219 NEW
MDGL 5,933 283.3%
FPS 4,820 NEW
IBM 4,675 NEW
DELL 3,574 104.2%
GOOGL 3,374 20.9%
TSM 3,009 32.1%
AMZN 2,134 11.4%
Top Reduces (Value $000, Stocks/ETFs)
CBRE -4,088 -73.9%
COF -3,008 -33.0%
FCX -2,787 -31.4%
WPM -2,072 -22.9%
ZS -1,852 -74.3%
EQT -1,838 -26.1%
HESAY -1,426 -71.6%
BXSL -1,238 -19.7%
SLM -1,043 -22.9%
PLTR -1,039 -34.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type