Long-term investor
Shikiar Asset Management Inc. @shikiarassetmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001058022).
Record
- Tracked since 2025-06-30 (446 days), 131 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +12.9% · all +12.9%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 19.6% · long · since 2025-06-30
- AMZN · 5.3% · long · since 2025-06-30
- AMD · 5.3% · long · since 2025-06-30
- 02079K107 · 4.9% · long · since 2025-06-30
- TSM · 3.1% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- C · 2.8% · long · since 2025-06-30
- INCY · 2.7% · long · since 2025-06-30
- LIN · 2.5% · long · since 2025-06-30
- NEE · 2.3% · long · since 2025-06-30
- 00162Q452 · 2.2% · long · since 2025-06-30
- MDGL · 2.0% · long · since 2025-06-30