Shikiar Asset Management Inc Portfolio Holdings

Shikiar Asset Management Inc

  • $397 Million
  • Q3 2025

Shikiar Asset Management Inc has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $397 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.3M, Amazon Com Inc with a value of $20.7M, Microsoft Corp with a value of $17.4M, Alphabet Inc. with a value of $14.7M, and Uber Technologies, Inc with a value of $12.3M.

Examining the 13F form we can see an increase of $38M in the current position value, from $359M to 397M.

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

Portfolio value $397 Million
Technology: $141 Million
Financial Services: $80.7 Million
Consumer Cyclical: $30.1 Million
Healthcare: $17.3 Million
Real Estate: $15.8 Million
ETFs: $15.6 Million
Communication Services: $15.2 Million
Basic Materials: $14.8 Million
Other: $23.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$12.3 Million 3.1% of portfolio
125,708
Q3 2025 Reduced 7.58%
$47B
$10.2 Million 2.58% of portfolio
34,156
Q3 2025 Added 55.5%
$196B
$9.66 Million 2.43% of portfolio
95,145
Q3 2025 Reduced 4.33%
$84.7B
$9.49 Million 2.39% of portfolio
44,628
Q3 2025 Added 17.94%
$48.6B
$8.56 Million 2.15% of portfolio
54,346
Q3 2025 Added 14.23%
$56.3B
$8.19 Million 2.06% of portfolio
208,885
Q3 2025 Added 38.12%
$22.9B
$8.14 Million 2.05% of portfolio
95,950
Q3 2025 Reduced 15.83%
$161B
$7.45 Million 1.87% of portfolio
98,718
Q3 2025 Reduced 7.79%
$20.7B
$7.02 Million 1.76% of portfolio
14,519
Q3 2025 Reduced 7.45%
$20.5B
$6.58 Million 1.65% of portfolio
120,860
Q3 2025 Reduced 8.14%
$42.6B
$6.57 Million 1.65% of portfolio
58,775
Q3 2025 New
$40.1B
$5.42 Million 1.36% of portfolio
38,213
Q3 2025 New
$80.8B
$5.37 Million 1.35% of portfolio
18,612
Q3 2025 Reduced 12.67%
$101B
$4.53 Million 1.14% of portfolio
26,524
Q3 2025 Added 10.87%
$102B
$3.43 Million 0.86% of portfolio
26,376
Q3 2025 Added 1.81%
$119B
$3.29 Million 0.83% of portfolio
11,640
Q3 2025 Reduced 48.01%
$50.2B
$2.16 Million 0.54% of portfolio
3,005
Q3 2025 Added 0.1%
$114B
$1.51 Million 0.38% of portfolio
10,532
Q3 2025 Reduced 32.62%
$132B
$1.48 Million 0.37% of portfolio
7,043
Q3 2025 Reduced 81.37%
$156B
$1.06 Million 0.27% of portfolio
5,337
Q3 2025 Reduced 3.17%
$12.5B
$860,000 0.22% of portfolio
24,825
Q3 2025 Reduced 76.28%
$24B
$503,000 0.13% of portfolio
5,015
Q3 2025 New
$49.4B
$324,000 0.08% of portfolio
5,297
Q3 2025 New
$143B
$316,000 0.08% of portfolio
957
Q3 2025 New
$197B
$288,000 0.07% of portfolio
2,050
Q1 2021 Reduced 10.87%
$76.4B
$268,000 0.07% of portfolio
4,000
Q1 2024 Reduced 40.3%
$65.7B
$266,000 0.07% of portfolio
8,500
Q3 2025 Reduced 22.73%
$82.4B
$281,000 0.07% of portfolio
1,273
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $397 Million
  • Prior Value $359 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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