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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
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
HONHoneywell Intl Inc
Recent Activity
Increased 2562.2%
2.39%
$9.02M
39,933 shares@ $225.88 avg price
SLMBPSlm Corp Pfd Ser B 6.91
Recent Activity
Increased 3.38%
2.32%
$8.739M
118,093 shares@ $74.01 avg price
HESAYHermes International Adr
Recent Activity
Increased 74.17%
2.28%
$8.577M
35,670 shares@ $240.46 avg price
8716⤦Synchrony Financial Ser B 8.25
Recent Activity
Increased 14.17%
2.08%
$7.844M
298,250 shares@ $26.31 avg price
UBERUber Technologies Inc
Recent Activity
Increased 33.64%
2.03%
$7.644M
126,722 shares@ $60.33 avg price
GBDCGolub Capital Bdc Inc
Recent Activity
Increased 1.49%
1.84%
$6.909M
455,730 shares@ $15.17 avg price
GSBDGoldman Sachs Bdc Inc
Recent Activity
Increased 6.66%
1.45%
$5.446M
450,090 shares@ $12.1 avg price
G373⤦Ftai Aviation Pfd Ser D 9.5
Recent Activity
Increased 26.73%
1.16%
$4.359M
162,650 shares@ $26.8 avg price