Shikiar Asset Management Inc.
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.
Latest 13F Filing Activity
Shikiar Asset Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 89 equity positions with a total 13F market value of $397M. The fund increased holdings in Apple, Wheaton Precious Metals Corp., Dell Technologies Inc. among other positions. Shikiar Asset Management Inc. reduced exposure to Honeywell Intl Inc., Chubb LTD, MGM Resorts International among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE | 17.69% | $70.3M | 276,203 | $166.34 | $254.63 | +$13.6M |
A AMZN | AMAZON.COM | 5.21% | $20.7M | 94,287 | $103.91 | $219.57 | +$128.0K |
M MSFT | MICROSOFT | 4.38% | $17.4M | 33,608 | $289.54 | $517.95 | +$781.0K |
G GOOG | ALPHABET INC CL C | 3.69% | $14.7M | 60,284 | $104.77 | $243.55 | +$3.9M |
U UBER | UBER TECHNOLOGIES INC | 3.10% | $12.3M | 125,708 | $71.66 | $97.97 | -$374.0K |