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Shikiar Asset Management Inc.

CIK:0001058022
Investment Adviser
$397M AUM
102 holdings
New York, NY, United States
Founded:1995
10 employees
Latest filing:Sep 30, 2025

Shikiar Asset Management Inc is an independent investment advisory firm headquartered in New York, NY, United States. Founded in 1995, the firm provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. Operating with a boutique team size, Shikiar Asset Management is known for its personalized approach, specializing in equities, fixed income, and balanced strategies.

Investment Strategy

Shikiar Asset Management focuses on long-term capital appreciation through carefully-selected portfolios of equities and fixed income securities. The firm emphasizes a value-oriented approach, seeking fundamentally strong companies with sustainable growth prospects and attractive valuations. It aims to provide individualized solutions tailored to client needs, balancing growth opportunities with risk management practices. The firm also employs comprehensive fundamental research and prioritizes capital preservation during market downturns.

Top Buys
A
AAPLAPPLE
+$13.6M
W
WPMWHEATON PRECIOUS METALS CORP
+$6.6M
D
DELLDELL TECHNOLOGIES INC
+$5.4M
G
GOOGALPHABET INC CL C
+$3.9M
Z
ZSZSCALER
+$3.3M
Top Sells
H
HONHONEYWELL INTL INC
-$7.3M
C
CBCHUBB LTD
-$3.2M
M
MGMMGM RESORTS INTERNATIONAL
-$2.7M
B
BXSLBLACKSTONE SECURED LENDING FUN
-$2.3M
C
CICIGNA GROUP
-$1.7M

Top Holdings

A
AAPLAPPLE
+17.7%$70.3M
A
AMZNAMAZON.COM
+5.2%$20.7M
M
MSFTMICROSOFT
+4.4%$17.4M
G
GOOGALPHABET INC CL C
+3.7%$14.7M
U
UBERUBER TECHNOLOGIES INC
+3.1%$12.3M

Equity Positions (89)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE17.69%$70.3M276,203$166.34$254.63+$13.6M
A
AMZN
AMAZON.COM5.21%$20.7M94,287$103.91$219.57+$128.0K
M
MSFT
MICROSOFT4.38%$17.4M33,608$289.54$517.95+$781.0K
G
GOOG
ALPHABET INC CL C3.69%$14.7M60,284$104.77$243.55+$3.9M
U
UBER
UBER TECHNOLOGIES INC3.10%$12.3M125,708$71.66$97.97-$374.0K

Industry Allocation

ELECTRONIC COMPUTERS
+19.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.5%
SERVICES-PREPACKAGED SOFTWARE
+7.2%
NATIONAL COMMERCIAL BANKS
+6.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.2%