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DIANE MCDERMOTT

Shikiar Asset Management Inc

Assets Managed
$346.802M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-13.65%(2Q avg: -6.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shikiar Asset Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 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 2026 - Q1, they manage 346.802M in assets, with a quarterly growth rate of -13.65% and a 2-quarter average growth rate of -6.3%. The portfolio is managed by DIANE MCDERMOTT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.39%
19.96%
$69.201M
272,669 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.94%
5.41%
$18.73M
89,929 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -4.45%
4.65%
$16.115M
56,178 shares@ $286.86 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.96%
3.27%
$11.333M
30,615 shares@ $370.18 avg price
C
Citigroup Inc
Recent Activity
Decreased -8.32%
2.75%
$9.511M
83,865 shares@ $113.41 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Decreased -2.79%
2.72%
$9.399M
178,545 shares@ $52.65 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -6.95%
2.71%
$9.375M
27,742 shares@ $337.94 avg price
LIN
Linde Plc
Recent Activity
2.7%
$9.359M
18,879 shares@ $495.74 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -0.56%
2.68%
$9.262M
99,723 shares@ $92.88 avg price
COF
Capital One Financial Corp
Recent Activity
Increased 15.19%
2.63%
$9.118M
49,983 shares@ $182.43 avg price

1-10 of 103