Shikiar Asset Management
Shikiar Asset Management reported 113 stocks worth $398K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (22.4%), AMZN (5.4%) and AMD (4.9%). Compared with Q2 2026, the fund opened new positions in GM, PFE and GLW, added to MSFT, INCY and WPM, trimmed AMZN, AMD and GOOG and sold out of VONG, ASYS and OGE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $89K | 22.4% | 268K | No change | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $22K | 5.4% | 87K | −755 (−1%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $19K | 4.9% | 32K | −4,117 (−11%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $18K | 4.6% | 54K | −1,037 (−2%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $16K | 4.0% | 31K | +520 (+2%) | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $11K | 2.9% | 25K | −891 (−3%) | 8 of 8 | |
| 7 |  INCY Incyte Corp | $11K | 2.9% | 94K | +710 (+1%) | 8 of 8 | |
| 8 |  C Citigroup Inc | $10K | 2.5% | 78K | −2,120 (−3%) | 8 of 8 | |
| 9 |  LIN Linde PLC | $9K | 2.2% | 19K | −65 (−0%) | 8 of 8 | |
| 10 |  AMLP Alerian Mlp ETF | $9K | 2.2% | 166K | −3,330 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VONG Vanguard Russell 1000 | $3K | 24K |
 ASYS Amtech Sys Inc | $509 | 22K |
 OGE Oge Energy Corp | $414 | 8,500 |
 SOLS Solstice Advanced Matls Inc | $252 | 2,843 |
 LRCX Lam Research Corp | $247 | 569 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shikiar Asset Management 13F FAQ
What does Shikiar Asset Management own?
Shikiar Asset Management reported 113 stocks worth $398K in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (22.4%), AMZN (5.4%) and AMD (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Shikiar Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 28 added to, 54 trimmed and 10 sold out. New positions include GM, PFE and GLW. It sold all of VONG, ASYS and OGE.
When will Shikiar Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shikiar Asset Management's portfolio worth?
The Q3 2026 filing reports $398K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.