SHIKIAR ASSET MANAGEMENT INC — 13F holdings

SHIKIAR ASSET MANAGEMENT INC reported 114 holdings worth $398M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. AAPL APPLE INC — $89.2M (22.4%)
2. AMZN AMAZON COM INC — $21.6M (5.4%)
3. AMD ADVANCED MICRO DEVICES INC — $19.5M (4.9%)
4. GOOG ALPHABET INC — $18.4M (4.6%)
5. MSFT MICROSOFT CORP — $15.9M (4.0%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $11.4M (2.9%)
7. INCY INCYTE CORP — $11.4M (2.9%)
8. C CITIGROUP INC — $10.1M (2.5%)
9. LIN LINDE PLC — $8.92M (2.2%)
10. AMLP ALPS ETF TR — $8.60M (2.2%)