SHIKIAR ASSET MANAGEMENT INC
Q3 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0001058022
· CRD 107533
· SEC-registered investment adviser
$397.7M Reported Value Total
SHIKIAR ASSET MANAGEMENT INC reports 238 total accounts under management (AUM). There are 226 discretionary accounts valued at $557,000,000, and 12 non-discretionary accounts valued at $7,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-24
Reported value
$397.7M
Quarter over quarter
+3.2%
Holdings
113
Top-10 concentration
54.1%
Key People
Form ADV owners & control persons
Stuart Alan Shikiar
PRESIDENT, CO-CHIEF EXECUTIVE OFFICER, SECRETARY, TREASURER
Diane Maria Mcdermott
CHIEF COMPLIANCE OFFICER
Samuel Max Shikiar
CO-CHIEF EXECUTIVE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 20, 2026 |
| Form | 13F-HR |
| Reported value | $397.7M |
| Positions | 113 |
| Change in reported value | +0.5% |
| New positions | 10 |
| Exited positions | 10 |
| Position turnover | 16.3% |
| Top-10 concentration | 54.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
113 | $397.7M |
|
Q2 2026 13F
Filed Jul 21, 2026
|
113 | $395.8M |
|
Q1 2026 13F
Filed Apr 23, 2026
|
103 | $346.8M |
|
Q4 2025 13F
Filed Jan 22, 2026
|
98 | $401.6M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
102 | $397.5M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
77 | $359.5M |
|
Q1 2025 13F
Filed Apr 17, 2025
|
77 | $335.0M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
76 | $377.5M |
|
Q3 2024 13F
Filed Oct 10, 2024
|
74 | $380.5M |
|
Q2 2024 13F
Filed Jul 16, 2024
|
71 | $374.0M |
|
Q1 2024 13F
Filed Apr 22, 2024
|
72 | $342.6M |
|
Q4 2023 13F
Filed Feb 1, 2024
|
70 | $322.9M |
|
Q3 2023 13F
Filed Oct 31, 2023
|
78 | $287.5M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
79 | $310.1M |
|
Q1 2023 13F
Filed Apr 20, 2023
|
80 | $281.4M |
|
Q3 2022 13F
Filed Oct 25, 2022
|
83 | $248.6M |
|
Q2 2022 13F
Filed Jul 15, 2022
|
89 | $260.2M |
|
Q1 2022 13F
Filed Apr 13, 2022
|
98 | $353.3M |
|
Q4 2021 13F
Filed Jan 21, 2022
|
102 | $392.7M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE | $89.2M | 22.44% |
| 2 | AMZN AMAZON.COM | $21.6M | 5.44% |
| 3 | AMD ADVANCED MICRO DEVICES INC COM | $19.5M | 4.89% |
| 4 | GOOG ALPHABET INC CL C | $18.4M | 4.64% |
| 5 | MSFT MICROSOFT | $15.9M | 3.99% |
| 6 | TSM TAIWAN SEMICONDUCTOR MFG CO | $11.4M | 2.87% |
| 7 | INCY INCYTE | $11.4M | 2.86% |
| 8 | C CITIGROUP INC | $10.1M | 2.54% |
| 9 | LIN LINDE PLC NEW | $8.9M | 2.24% |
| 10 | AMLP ALERIAN MLP ETF | $8.6M | 2.16% |
| 11 | WPM WHEATON PRECIOUS METALS CORP | $8.4M | 2.1% |
| 12 | NEE NEXTERA ENERGY INC | $8.0M | 2.02% |
| 13 | DELL DELL TECHNOLOGIES INC | $7.7M | 1.95% |
| 14 | MDGL MADRIGAL PHARMACEUTICALS INC | $7.6M | 1.91% |
| 15 | FCX FREEPORT MCMORAN, INC. CL B | $6.8M | 1.7% |
| 16 | BAC BANK OF AMERICA | $6.5M | 1.62% |
| 17 | RVMD REVOLUTION MEDICINES INC | $6.1M | 1.53% |
| 18 | GM GENERAL MOTORS CO | $5.4M | 1.35% |
| 19 | SLMBP SLM CORP PFD SER B 5.626 | $5.3M | 1.34% |
| 20 | RY ROYAL BANK OF CANADA | $5.2M | 1.3% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.