SHIKIAR ASSET MANAGEMENT INC

RIA/Wealth

SHIKIAR ASSET MANAGEMENT INC is a RIA/Wealth based in New York, NY led by Stuart Alan Shikiar, reporting $532.0M in AUM as of Q3 2025 with 40% Technology concentration, 54% concentrated in top 10 holdings, and 21% allocation to AAPL.

CEOStuart Alan Shikiar

Portfolio Value: $337.6M
Positions: 73
Top Holding: AAPL at 20.83%
Last Reported: Q3 2025

Address1350 Avenue Of The Americas, Ste. 1608, New York, NY, 10019, United States

Top Holdings

Largest long holdings in SHIKIAR ASSET MANAGEMENT INC's portfolio (54.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$70.3M	20.83%	-$61.1K Sold	0.00% 276.2K shares	Q1 2023 Held for 2y 8m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$20.7M	6.13%	+$110.4K Bought	0.00% 94.3K shares	Q1 2023 Held for 2y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$17.4M	5.16%	+$94.3K Bought	0.00% 33.6K shares	Q1 2023 Held for 2y 8m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$14.7M	4.35%	-$67.0K Sold	0.00% 60.3K shares	Q1 2023 Held for 2y 8m
5 Uber Technologies UBER	Software - Application Technology	$12.3M	3.65%	-$1.0M Sold	0.01% 125.7K shares	Q3 2024 Held for 1y 2m
6 Zscaler ZS	Software - Infrastructure Technology	$10.2M	3.03%	+$3.7M Bought	0.02% 34.2K shares	Q1 2023 Held for 2y 8m
7 Citigroup C	Banks - Diversified Financial Services	$9.7M	2.86%	-$437.3K Sold	0.01% 95.1K shares	Q1 2023 Held for 2y 8m
8 Capital One Financial COF	Financial - Credit Services Financial Services	$9.5M	2.81%	+$1.4M Bought	0.01% 44.6K shares	Q2 2025 Held for 5 months
9 Linde LIN	Chemicals - Specialty Basic Materials	$9.0M	2.66%	-$118.8K Sold	0.00% 18.9K shares	Q1 2023 Held for 2y 8m
10 Alerian MLP AMLP	ETF ETF	$8.9M	2.64%	+$181.4K Bought	— 189.9K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SHIKIAR ASSET MANAGEMENT INC's latest filing

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Market Value

$337.6M

Prior: $306.4M

Q/Q Change

+10.18%

+$31.2M

Net Flows % of MV

+2.19%

Turnover Ratio

7.99%

New Purchases

13 stocks

$17.0M

Added To

20 stocks

+$13.4M

Sold Out Of

0 stocks

Reduced Holdings

26 stocks

-$23.0M

Increased Positions

Position	Shares Δ	Change
1 Wheaton Precious Metals WPM	New	0 → 58.8K +$6.6M
2 Dell Technologies DELL	New	0 → 38.2K +$5.4M
3 WYFI WhiteFiber, Inc. Ordinary Shares WYFI	New	0 → 46.5K +$1.3M
4 Ramaco Resources METC	New	0 → 35.0K +$1.2M
5 Loews L	New	0 → 5.0K +$503.5K

Decreased Positions

Position	Shares Δ	Change
1 Honeywell International HON	-81.37%	37.8K → 7.0K −$6.5M
2 MGM Resorts International MGM	-76.28%	104.7K → 24.8K −$2.8M
3 Core Scientific, Inc. CORZ	-48.2%	101.6K → 52.6K −$878.2K
4 Chubb CB	-48.01%	22.4K → 11.6K −$3.0M
5 Robinhood Markets, Inc. HOOD	-32.62%	15.6K → 10.5K −$730.1K