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.
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 |