Shikiar Asset Management Inc Portfolio Holdings

Shikiar Asset Management Inc

  • $359 Million
  • Q2 2025

Shikiar Asset Management Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.7M, Amazon Com Inc with a value of $20.6M, Microsoft Corp with a value of $16.6M, Uber Technologies, Inc with a value of $12.7M, and Alphabet Inc. with a value of $10.7M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $335M to 359M.

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

Portfolio value $359 Million
Technology: $113 Million
Financial Services: $79.5 Million
Consumer Cyclical: $33.5 Million
Healthcare: $18.2 Million
ETFs: $15 Million
Industrials: $14.3 Million
Real Estate: $13.1 Million
Communication Services: $11 Million
Other: $24.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.98B
$10.6 Million 2.95% of portfolio
345,165
Q2 2025 Reduced 3.31%
$3.79B
$8.42 Million 2.34% of portfolio
-
Q2 2025 Reduced 4.51%
$8.13B
$6.6 Million 1.83% of portfolio
201,150
Q2 2025 Reduced 7.96%
$2.54B
$6.5 Million 1.81% of portfolio
443,605
Q2 2025 Reduced 0.47%
$2.27B
$2.97 Million 0.83% of portfolio
359,300
Q2 2025 Added 13.25%
$6.14B
$1.51 Million 0.42% of portfolio
5,000
Q4 2024 Reduced 7.41%
$2.51B
$991,000 0.28% of portfolio
39,450
Q2 2025 Reduced 15.97%
$3.25B
$932,000 0.26% of portfolio
48,400
Q2 2025 Added 233.79%
$4.08B
$139,000 0.04% of portfolio
30,000
Q2 2025 Reduced 77.01%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $359 Million
  • Prior Value $335 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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