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SHIKIAR ASSET MANAGEMENT INC13F | |
| SHIKIAR ASSET MANAGEMENT INC | |
| Last update 2025-04-17 | 67 Stocks (6 new) |
| Value $314.00 Mil | Turnover 7 % |
SHIKIAR ASSET MANAGEMENT INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 275,889 | 61,280.0 | -3.24% | 19.550 | -0.65% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
AMZN | Amazon.com Inc | 102,714 | 19,540.0 | -3.89% | 6.230 | -0.26% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
MSFT | Microsoft Corp | 38,096 | 14,300.0 | -1.76% | 4.560 | -0.08% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
GOOG | Alphabet Inc | 83,420 | 13,030.0 | -4.61% | 4.160 | -0.22% | 0.000 | +13.88% | -4.57% | 2,192,674.9 | Interactive Media | |
BXSL | Blackstone Secured Lending Fund | 356,965 | 11,550.0 | -13.88% | 3.680 | -0.52% | 0.160 | +17.15% | +2.99% | 7,280.9 | Asset Management | |
UBER | Uber Technologies Inc | 151,622 | 11,050.0 | +19.65% | 3.520 | +0.58% | 0.010 | +31.97% | +58.14% | 199,476.5 | Software | |
AMLP | Alerian MLP ETF | 196,300 | 10,200.0 | -2.30% | 3.250 | -0.06% | 0.090 | +6.95% | +5.36% | 10,440.5 | ||
HON | Honeywell International Inc | 47,968 | 10,160.0 | +20.12% | 3.240 | +0.54% | 0.010 | +19.43% | +5.54% | 151,763.6 | Conglomerates | |
SLMBP.PFD | SLM Corp | 121,983 | 8,990.0 | +3.29% | 2.870 | +0.09% | - | +10.18% | +6.56% | 0 | Credit Services | |
HESAY | Hermes International SA | 34,520 | 8,990.0 | -3.22% | 2.870 | -0.08% | 0.000 | +7.80% | +20.30% | 298,360.4 | Retail - Cyclical |
SHIKIAR ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns
SHIKIAR ASSET MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EQT | EQT Corp | 2025-03-31 | New Buy New Buy | +2.29% | 46.16 ($51.08) 54.25 | $55.33 | 8.32% | New holding | 134,345 | 134,345 | |
NVO | Novo Nordisk AS | 2025-03-31 | Reduce Reduce | -2.19% | 69.3 ($82.59) 90.95 | $68.93 | -16.54% | Reduce -94.01% | 5,760 | -90,399 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -1.74% | 96.63 ($111.19) 129.55 | $146.42 | 31.68% | Reduce -77.18% | 15,126 | -51,161 | |
RY | Royal Bank of Canada | 2025-03-31 | Reduce Reduce | -1.72% | 108.81 ($117.75) 123.4 | $131.76 | 11.90% | Reduce -49.31% | 52,040 | -50,617 | |
C | Citigroup Inc | 2025-03-31 | Add Add | +1.55% | 67.23 ($76.25) 84.63 | $86.73 | 13.74% | Add 519.64% | 81,718 | 68,530 | |
CI | The Cigna Group | 2025-03-31 | Reduce Reduce | -0.84% | 274.49 ($301.26) 329 | $303.27 | 0.67% | Reduce -32.22% | 22,857 | -10,865 | |
CB | Chubb Ltd | 2025-03-31 | Reduce Reduce | -0.79% | 257.71 ($277.87) 301.99 | $278.05 | 0.06% | Reduce -30.09% | 23,441 | -10,090 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.65% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -3.24% | 275,889 | -9,238 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.58% | 63.17 ($72.04) 81.49 | $95.39 | 32.41% | Add 19.65% | 151,622 | 24,900 | |
GSBD | Goldman Sachs BDC Inc | 2025-03-31 | Reduce Reduce | -0.57% | 11.63 ($12.51) 13.3 | $11.80 | -5.68% | Reduce -36.95% | 283,790 | -166,300 |
SHIKIAR ASSET MANAGEMENT INC Total Holding History ($B)
SHIKIAR ASSET MANAGEMENT INC's Asset Allocation
SHIKIAR ASSET MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SHIKIAR ASSET MANAGEMENT INC's Hypothetical Growth since 2025-03-31
SHIKIAR ASSET MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SHIKIAR ASSET MANAGEMENT INC's Holdings Heat Map
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SHIKIAR ASSET MANAGEMENT INC's Holdings Bubble Chart
SHIKIAR ASSET MANAGEMENT INC News
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