SHIKIAR ASSET MANAGEMENT INC
CIK 1058022 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- AAPL18.49%
- AMZN6.22%
- GOOG5.19%
- MSFT4.93%
- RY4.86%
- BA4.65%
- BXSL4.65%
- AMD4.32%
- NVO4.07%
- MGM2.97%
Share classes counted separately60.35%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $59.71M | 18.49% | 310.11K shares | — | ↗▾ | |
| 02 | AMZNAMAZON.COM INC View history and evidence | $20.07M | 6.22% | 132.07K shares | — | ↗▾ | |
| 03 | GOOGALPHABET INC-CL C View history and evidence | $16.76M | 5.19% | 118.92K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORP View history and evidence | $15.91M | 4.93% | 42.31K shares | — | ↗▾ | |
| 05 | RYROYAL BANK OF CANADA View history and evidence | $15.69M | 4.86% | 155.16K shares | — | ↗▾ | |
| 06 | BABOEING CO/THE View history and evidence | $15.02M | 4.65% | 57.64K shares | — | ↗▾ | |
| 07 | BXSLBLACKSTONE SECURED LENDING F View history and evidence | $15.00M | 4.65% | 542.81K shares | — | ↗▾ | |
| 08 | AMDADVANCED MICRO DEVICES View history and evidence | $13.96M | 4.32% | 94.67K shares | — | ↗▾ | |
| 09 | NVONOVO-NORDISK A/S-SPONS ADR View history and evidence | $13.14M | 4.07% | 127.04K shares | — | ↗▾ | |
| 10 | MGMMGM RESORTS INTERNATIONAL View history and evidence | $9.59M | 2.97% | 214.56K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NYCB NEW YORK COMMUNITY BANCORP | Non-derivative | — | — | SEC filing ↗ | |
| PFE PFIZER INC | Non-derivative | — | — | SEC filing ↗ | |
| 172967341 CITIGROUP INC | Non-derivative | — | — | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1058022 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 322878
}Research all 70 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.