Shikiar Asset Management Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $343 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.4M, Amazon Com Inc with a value of $21.8M, Microsoft Corp with a value of $17.1M, Alphabet Inc. with a value of $17M, and Novo Nordisk A S with a value of $16.7M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $323M to 343M.

Below you can find more details about Shikiar Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
Technology: $90.7 Million
Financial Services: $78.2 Million
Healthcare: $37.3 Million
Consumer Cyclical: $37.1 Million
Communication Services: $17.6 Million
ETFs: $12.4 Million
Industrials: $12.1 Million
Utilities: $9.48 Million
Other: $18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 72
  • Current Value $343 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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