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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.37B
$8.33 Million 2.09% of portfolio
319,330
Q3 2025 Reduced 7.48%
$3.79B
$7.9 Million 1.99% of portfolio
-
Q3 2025 Reduced 11.18%
$6.82B
$7.42 Million 1.87% of portfolio
268,000
Q3 2025 Added 33.23%
$2.41B
$5.55 Million 1.4% of portfolio
405,715
Q3 2025 Reduced 8.54%
$2.67B
$3.53 Million 0.89% of portfolio
393,900
Q3 2025 Added 9.63%
$7.05B
$1.84 Million 0.46% of portfolio
4,000
Q3 2025 Reduced 20.0%
$3.17B
$1.43 Million 0.36% of portfolio
77,900
Q3 2025 Added 60.95%
$9.69B
$1.27 Million 0.32% of portfolio
33,185
Q3 2025 Reduced 26.48%
$2.54B
$1.04 Million 0.26% of portfolio
40,700
Q3 2025 Added 3.17%
$3.31B
$141,000 0.04% of portfolio
35,000
Q3 2025 Added 16.67%

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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