SHIKIAR ASSET MANAGEMENT INC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$397,737
Net value change ($000)
+1,918 (0.5%)
New positions
10
Sold out positions
10
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 11,678 15.1%
GM 5,361 NEW
MSFT 4,524 39.8%
INTC 4,279 1191.9%
PFE 2,267 NEW
GLW 2,033 NEW
ACI 1,917 NEW
WPM 1,396 20.0%
FVR 973 78.4%
INCY 829 7.9%
Top Reduces (Value $000, Stocks/ETFs)
IBM -3,477 -74.4%
VONG -3,004 -100.0%
COF -2,707 -44.3%
WLFC -2,187 -51.5%
FPS -1,903 -39.5%
CEG -1,857 -51.4%
BXMT -1,632 -47.0%
LXP -1,424 -22.9%
AMD -1,410 -6.8%
CI -1,333 -32.4%
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