SHIKIAR ASSET MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SALESFORCE INC. | 0 | 29,967 | +29,967 | 0 | 7,939 | +7,939 |
| LXP INDUSTRIAL TRUST | 0 | 121,115 | +121,115 | 0 | 6,005 | +6,005 |
| APPLE | 276,203 | 273,764 | -2,439 | 70,330 | 74,425 | +4,095 |
| ALPHABET INC CL C | 60,284 | 58,799 | -1,485 | 14,682 | 18,451 | +3,769 |
| WHEATON PRECIOUS METALS CORP | 58,775 | 73,445 | +14,670 | 6,573 | 8,631 | +2,058 |
| FREEPORT MCMORAN, INC. CL B | 208,885 | 201,385 | -7,500 | 8,192 | 10,228 | +2,036 |
| ADVANCED MICRO DEVICES INC | 17,896 | 22,116 | +4,220 | 2,895 | 4,736 | +1,841 |
| DELL TECHNOLOGIES INC | 38,213 | 56,253 | +18,040 | 5,417 | 7,081 | +1,664 |
| ROYAL BANK OF CANADA | 51,540 | 51,540 | 0 | 7,593 | 8,787 | +1,194 |
| INCYTE | 95,950 | 94,375 | -1,575 | 8,138 | 9,321 | +1,183 |
| CAPITAL ONE FINANCIAL | 44,628 | 43,393 | -1,235 | 9,487 | 10,517 | +1,030 |
| CITIGROUP INC | 95,145 | 91,485 | -3,660 | 9,657 | 10,675 | +1,018 |
| AMAZON.COM | 94,287 | 92,657 | -1,630 | 20,703 | 21,387 | +684 |
| DANAOS CORP | 0 | 6,400 | +6,400 | 0 | 603 | +603 |
| NEXTERA ENERGY INC | 98,718 | 100,288 | +1,570 | 7,452 | 8,051 | +599 |
| TAIWAN SEMICONDUCTOR MFG CO | 30,664 | 29,817 | -847 | 8,564 | 9,061 | +497 |
| MADRIGAL PHARMACEUTICALS INC | 4,000 | 4,000 | 0 | 1,835 | 2,329 | +494 |
| BANK OF AMERICA | 129,345 | 128,970 | -375 | 6,673 | 7,093 | +420 |
| LOEWS CORP | 5,015 | 8,615 | +3,600 | 503 | 907 | +404 |
| SPDR GOLD TRUST | 10,927 | 10,812 | -115 | 3,884 | 4,285 | +401 |
| UNIT CORP | 26,400 | 37,600 | +11,200 | 792 | 1,160 | +368 |
| BLACKSTONE MORTGAGE TRUST INC | 77,900 | 88,950 | +11,050 | 1,434 | 1,702 | +268 |
| CELESTICA INC | 0 | 850 | +850 | 0 | 252 | +252 |
| VORNADO REALTY SER N 5.25 | 54,190 | 71,250 | +17,060 | 962 | 1,204 | +242 |
| SL GREEN REALTY CORP PFD I 6.5 | 10,500 | 21,500 | +11,000 | 231 | 451 | +220 |
| MORGAN STANLEY DIRECT LENDING | 120,900 | 130,500 | +9,600 | 1,944 | 2,151 | +207 |
| DANAHER CORP COM | 5,337 | 5,167 | -170 | 1,058 | 1,183 | +125 |
| CAPTSONE GREEN ENERGY HLDGS | 0 | 21,000 | +21,000 | 0 | 106 | +106 |
| ALPHABET INC CAP STK CL A | 1,964 | 1,844 | -120 | 477 | 577 | +100 |
| ELI LILLY & CO | 284 | 284 | 0 | 217 | 305 | +88 |
| JACKSON FINANCIAL SER A 8 | 98,500 | 101,350 | +2,850 | 2,566 | 2,642 | +76 |
| VORNADO REALTY SER M 5.25 | 36,450 | 43,200 | +6,750 | 661 | 732 | +71 |
| FTAI AVIATION PFD SER D 9.5 | 158,630 | 158,030 | -600 | 4,248 | 4,294 | +46 |
| APOLLO GLOBAL MGMT PFD 7.625 | 69,100 | 70,500 | +1,400 | 1,813 | 1,857 | +44 |
| JOHNSON & JOHNSON | 1,900 | 1,900 | 0 | 352 | 393 | +41 |
| UROGEN PHARMA LTD | 10,750 | 10,750 | 0 | 214 | 252 | +38 |
| COTY INC | 35,000 | 57,500 | +22,500 | 141 | 177 | +36 |
| VANGUARD RUSSELL 1000 GROWTH I | 23,500 | 23,500 | 0 | 2,832 | 2,861 | +29 |
| HOVNANIAN ENTERPRISES SER A 7. | 26,275 | 27,475 | +1,200 | 546 | 567 | +21 |
| EATON VANCE TAX ADV GLOBAL DIV | 10,500 | 10,500 | 0 | 222 | 243 | +21 |
| JP MORGAN CHASE & CO | 3,049 | 3,049 | 0 | 962 | 982 | +20 |
| BROADCOM INC | 957 | 957 | 0 | 316 | 331 | +15 |
| EATON VANCE TAX ADV DIVID INCO | 20,000 | 20,000 | 0 | 489 | 504 | +15 |
| ONDAS HOLDINGS | 11,000 | 10,250 | -750 | 85 | 100 | +15 |
| EATON VANCE TAX MANAGED GLOBAL | 45,100 | 45,100 | 0 | 408 | 416 | +8 |
| ENTERPRISE PRODUCTS PARTNERS L | 8,500 | 8,500 | 0 | 266 | 273 | +7 |
| PEPSICO INC | 2,050 | 2,050 | 0 | 288 | 294 | +6 |
| FTAI AVIATION PFD SER C 8.25 | 40,700 | 41,200 | +500 | 1,043 | 1,046 | +3 |
| ALLOGENE THERAPEUTICS INC | 15,750 | 15,750 | 0 | 20 | 22 | +2 |
| EATON VANCE TAX MANAGED BUY-WR | 23,075 | 23,075 | 0 | 329 | 331 | +2 |
| BERKSHIRE HATHAWAY DEL CL A | 1 | 1 | 0 | 754 | 755 | +1 |
| HONEY BADGER SILVER INC | 100,000 | 150,000 | +50,000 | 20 | 20 | 0 |
| NVIDIA CORP | 2,109 | 2,109 | 0 | 393 | 393 | 0 |
| MCDONALDS | 1,770 | 1,745 | -25 | 538 | 533 | -5 |
| BABCOCK & WILCOX ENTERPRISES | 47,500 | 20,000 | -27,500 | 138 | 127 | -11 |
| FORTRESS BIOTECH INC | 278,469 | 278,469 | 0 | 1,030 | 1,019 | -11 |
| AFFILIATED MANAGERS GROUP PFD | 80,050 | 79,850 | -200 | 1,953 | 1,940 | -13 |
| OPTICAL CABLE CORP | 15,100 | 24,600 | +9,500 | 123 | 109 | -14 |
| PROCTER & GAMBLE | 1,690 | 1,690 | 0 | 260 | 242 | -18 |
| ORASURE TECHNOLOGIES | 25,000 | 25,000 | 0 | 80 | 60 | -20 |
| EATON VANCE DIVERSIFIED EQUITY | 39,865 | 39,865 | 0 | 634 | 612 | -22 |
| CBRE GROUP | 54,346 | 53,076 | -1,270 | 8,563 | 8,534 | -29 |
| PAYPAL HOLDINGS INC | 4,000 | 4,000 | 0 | 268 | 234 | -34 |
| WASTE MANAGEMENT INC | 1,273 | 1,058 | -215 | 281 | 232 | -49 |
| LINCOLN NATIONAL CO PFD SER D | 94,525 | 91,525 | -3,000 | 2,521 | 2,456 | -65 |
| COSTCO WHOLESALE CORP | 1,215 | 1,215 | 0 | 1,125 | 1,048 | -77 |
| COMPASS DIVERSIFIED HLDGS | 12,500 | 0 | -12,500 | 83 | 0 | -83 |
| TECOGEN INC | 18,500 | 13,300 | -5,200 | 163 | 66 | -97 |
| PALANTIR TECHNOLOGIES INC CL A | 21,461 | 21,436 | -25 | 3,915 | 3,810 | -105 |
| PEBBLEBROOK HOTEL TR PFD SER H | 46,750 | 41,450 | -5,300 | 843 | 733 | -110 |
| SLM CORP | 268,000 | 267,950 | -50 | 7,418 | 7,251 | -167 |
| PARAMOUNT SKYDANCE CORP | 19,500 | 15,000 | -4,500 | 369 | 201 | -168 |
| CORE SCIENTIFIC INC | 52,600 | 52,950 | +350 | 944 | 771 | -173 |
| PEBBLEBROOK HOTEL TR PFD SER G | 73,450 | 67,950 | -5,500 | 1,462 | 1,271 | -191 |
| GOLDMAN SACHS BDC INC | 220,725 | 220,850 | +125 | 2,245 | 2,049 | -196 |
| COMPASS DIVERSIFIED HLDGS PFD | 11,650 | 0 | -11,650 | 214 | 0 | -214 |
| GREEN BRICK PARTNERS PFD SER A | 55,250 | 46,250 | -9,000 | 1,310 | 1,094 | -216 |
| COREWEAVE INC | 3,450 | 3,275 | -175 | 472 | 235 | -237 |
| ALERIAN MLP ETF | 189,900 | 183,675 | -6,225 | 8,912 | 8,636 | -276 |
| OATLY GROUP AB | 34,605 | 25,855 | -8,750 | 561 | 276 | -285 |
| DOMINION ENERGY | 5,297 | 0 | -5,297 | 324 | 0 | -324 |
| RAMACO RESOURCES INC 8.25 | 13,175 | 0 | -13,175 | 338 | 0 | -338 |
| PITNEY BOWES SER B 6.70 | 19,200 | 0 | -19,200 | 372 | 0 | -372 |
| AXON ENTERPRISE INC | 3,005 | 3,002 | -3 | 2,157 | 1,705 | -452 |
| GOLUB CAPITAL BDC INC | 405,715 | 373,240 | -32,475 | 5,554 | 5,065 | -489 |
| WHITEFIBER INC | 46,500 | 48,790 | +2,290 | 1,263 | 771 | -492 |
| BLACKSTONE SECURED LENDING FUN | 319,330 | 296,990 | -22,340 | 8,325 | 7,820 | -505 |
| EQT CORP | 120,860 | 112,445 | -8,415 | 6,578 | 6,027 | -551 |
| ROBINHOOD MKTS INC COM CL A | 10,532 | 8,432 | -2,100 | 1,508 | 954 | -554 |
| HERMES INTERNATIONAL ADR | 32,680 | 29,815 | -2,865 | 7,999 | 7,430 | -569 |
| CIGNA GROUP | 18,612 | 17,252 | -1,360 | 5,365 | 4,748 | -617 |
| SYNCHRONY FINANCIAL SER B 8.25 | 268,430 | 235,730 | -32,700 | 6,947 | 6,197 | -750 |
| ARAMARK | 33,185 | 13,985 | -19,200 | 1,274 | 515 | -759 |
| MGM RESORTS INTERNATIONAL | 24,825 | 0 | -24,825 | 860 | 0 | -860 |
| LINDE PLC NEW | 18,879 | 18,879 | 0 | 8,968 | 8,050 | -918 |
| CHUBB LTD | 11,640 | 7,435 | -4,205 | 3,285 | 2,321 | -964 |
| HONEYWELL INTL INC | 7,043 | 2,313 | -4,730 | 1,483 | 451 | -1,032 |
| GAMING AND LEISURE PROPERTIES | 48,541 | 26,002 | -22,539 | 2,262 | 1,162 | -1,100 |
| RAMACO RES INC CL A | 35,000 | 0 | -35,000 | 1,162 | 0 | -1,162 |
| MICROSOFT | 33,608 | 33,263 | -345 | 17,407 | 16,087 | -1,320 |