account_balance
Investment manager · 13F filer · SEC CIK 1058022
Shikiar Asset Management Inc
Reported value$396Kas of Jun 30, 2026
Positions113 15 new, 5 sold out
Top 10 weight51.3%AAPL alone is 20%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple
19.6%
AMZNAmazon.com
5.3%Trimmed −3%
AMDAdvanced Micro Devices Inc Com
5.3%Added +33%
GOOGAlphabet Inc Cl C
4.9%
TSMTaiwan Semiconductor MFG Co
3.1%Trimmed −7%
MSFTMicrosoft
2.9%
CCitigroup Inc
2.8%Trimmed −4%
INCYIncyte
2.7%
LINLinde PLC New
2.5%
NEENextera Energy Inc
2.3%Added +5%
AMLPAlerian MLP ETF
2.2%Trimmed −5%
MDGLMadrigal Pharmaceuticals Inc
2.0%Added +274%
AAPLApple
19.6%
AMZN5.3%AMD5.3%GOOGAlphabet Inc Cl C
4.9%
TSM3.1%MSFT2.9%C2.8%INCY2.7%LIN2.5%NEE2.3%AMLP2.2%MDGL2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple 19.6% HeldAMZN Amazon.com 5.3% Trimmed −3%AMD Advanced Micro Devices Inc Com 5.3% Added +33%GOOG Alphabet Inc Cl C 4.9% HeldTSM Taiwan Semiconductor MFG Co 3.1% Trimmed −7%MSFT Microsoft 2.9% HeldC Citigroup Inc 2.8% Trimmed −4%INCY Incyte 2.7% HeldLIN Linde PLC New 2.5% HeldNEE Nextera Energy Inc 2.3% Added +5%AMLP Alerian MLP ETF 2.2% Trimmed −5%MDGL Madrigal Pharmaceuticals Inc 2.0% Added +274%
What changed