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DIANE MCDERMOTT

@Shikiar Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$377.539MTotal holdings76
Assets growth rate-0.77%Assets growth rate (2-Q avg)0.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shikiar Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Shikiar Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 377.539M in assets, with a quarterly growth rate of -0.77% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by DIANE MCDERMOTT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple
Recent Activity
Decreased -1.09%
18.92%
$71.402M
285,127 shares@ $250.43 avg price
AMZNAmazon.com
Recent Activity
Decreased -3.36%
6.22%
$23.447M
106,874 shares@ $219.39 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Decreased -3.42%
4.42%
$16.654M
87,452 shares@ $190.44 avg price
MSFTMicrosoft
Recent Activity
Decreased -0.23%
4.33%
$16.345M
38,777 shares@ $421.52 avg price
BXSLBlackstone Secured Lending Fun
Recent Activity
Decreased -13.42%
3.55%
$13.392M
414,495 shares@ $32.31 avg price
RYRoyal Bank Of Canada
Recent Activity
3.28%
$12.371M
102,657 shares@ $120.51 avg price
TSMTaiwan Semiconductor Mfg Co
Recent Activity
Decreased -12.58%
2.97%
$11.187M
56,648 shares@ $197.49 avg price
INCYIncyte
Recent Activity
Decreased -3.28%
2.96%
$11.168M
161,690 shares@ $69.08 avg price
AMLPAlerian Mlp Etf
Recent Activity
Increased 4.57%
2.57%
$9.677M
200,925 shares@ $48.17 avg price
CICigna Group
Recent Activity
Increased 28.1%
2.47%
$9.312M
33,722 shares@ $276.15 avg price