Shikiar Asset Management Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists the firm's principal executive officer, Diane McDermott, as the authorized signatory.
The report details a total of 114 equity securities held by the firm. The largest positions in the portfolio include shares of Fortress Biotech Inc. and Fortress Biotech Unit, Common, which are held in equal value amounts of approximately $171,803 and $133,666, respectively. Other significant holdings include Allogene Therapeutics Inc. at $15,750, Incite Inc. at $93,585, and Frontview REIT Inc. at $132,875.
The portfolio is diversified across various sectors. Technology holdings include Apple Inc. with a value of $267,959, Microsoft Corp. at $30,955, and NVIDIA Corp. at $2,960. Financial sector positions include JPMorgan Chase & Co. valued at $2,549 and Citi Group Inc. at $78,005. The filing also lists holdings in Blackstone Mortgage Trust Inc. valued at $160,750 and Blackstone Secured Lending Fund at $188,150.
The filing indicates that all positions are held in a Sole capacity by the firm.
