Institutional Fund
Shikiar Asset Management Inc
New York, NYCIK 10580225 filings on record
Portfolio Value
$346.8K
Q1 2026
Holdings
103
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-13.7%
from $401.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc20.0%
- Amazon Com Inc5.4%
- Alphabet Inc4.6%
- Microsoft Corp3.3%
- Citigroup Inc2.7%
- Alps ETF Tr2.7%
- Other61.3%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 272.7K | $69.2K | 20.0% | −1.1K | Reduced |
| 2 | Amazon Com Inc | 89.9K | $18.7K | 5.4% | −2.7K | Reduced |
| 3 | Alphabet Inc | 56.2K | $16.1K | 4.6% | −2.6K | Reduced |
| 4 | Microsoft Corp | 30.6K | $11.3K | 3.3% | −2.6K | Reduced |
| 5 | Citigroup Inc | 83.9K | $9.5K | 2.7% | −7.6K | Reduced |
| 6 | Alps ETF Tr | 178.5K | $9.4K | 2.7% | −5.1K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 27.7K | $9.4K | 2.7% | −2.1K | Reduced |
| 8 | Linde PLC | 18.9K | $9.4K | 2.7% | 0 | Held |
| 9 | Nextera Energy Inc | 99.7K | $9.3K | 2.7% | −565 | Reduced |
| 10 | Capital One Finl Corp | 50.0K | $9.1K | 2.6% | +6.6K | Added |
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