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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
JNJJohnson & Johnson
Recent Activity
0.11%
$385,000
2,663 shares@ $144.58 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -4.58%
0.1%
$374,000
1,975 shares@ $189.37 avg price
RDDTReddit Inc Cl A
Recent Activity
New Position
0.1%
$368,000
2,250 shares@ $163.56 avg price
7491⤦Qurate Retail Inc Pfd Ser A 8
Recent Activity
Increased 5.27%
0.1%
$345,000
10,000 shares@ $34.5 avg price
PYPLPaypal Holdings Inc
Recent Activity
0.1%
$341,000
4,000 shares@ $85.25 avg price
9290⤦Vornado Realty Ser N 5.25
Recent Activity
0.09%
$314,000
17,500 shares@ $17.95 avg price
PEPPepsico Inc
Recent Activity
0.09%
$312,000
2,050 shares@ $152.2 avg price
DEAEasterly Government Properties
Recent Activity
0.08%
$295,000
26,000 shares@ $11.35 avg price
PGProcter & Gamble
Recent Activity
0.08%
$283,000
1,690 shares@ $167.46 avg price
MPLXMplx Lp
Recent Activity
New Position
0.07%
$263,000
5,500 shares@ $47.82 avg price