13F HOLDINGS REPORT
SKBA CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001941040-26-000120
Total Value
$704.4M
Positions
80
Other Managers
1
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 312,712 | $30.0M | 4.26% |
| 2 | RTX CORPORATION | RTX | 146,614 | $26.9M | 3.82% |
| 3 | CME GROUP INC | CME | 70,693 | $19.3M | 2.74% |
| 4 | KONTOOR BRANDS INC | KTB | 308,306 | $18.8M | 2.67% |
| 5 | KINDER MORGAN INC DEL | EP-PC | 663,315 | $18.2M | 2.59% |
| 6 | NIKE INC | NKE | 285,190 | $18.2M | 2.58% |
| 7 | AT&T INC | T-PC | 729,350 | $18.1M | 2.57% |
| 8 | CHEVRON CORP NEW | CVX | 112,855 | $17.2M | 2.44% |
| 9 | HEALTHCARE RLTY TR | 42226K105 | 1,006,108 | $17.1M | 2.42% |
| 10 | CONOCOPHILLIPS | COP | 177,545 | $16.6M | 2.36% |
| 11 | 3M CO | MMM | 102,408 | $16.4M | 2.33% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 55,178 | $16.3M | 2.32% |
| 13 | CITIGROUP INC | C-PR | 138,100 | $16.1M | 2.29% |
| 14 | MERCK & CO INC | MRK | 151,872 | $16.0M | 2.27% |
| 15 | L3HARRIS TECHNOLOGIES INC | LHX | 53,803 | $15.8M | 2.24% |
| 16 | HERSHEY CO | HSY | 82,110 | $14.9M | 2.12% |
| 17 | WELLS FARGO CO NEW | 949746101 | 158,650 | $14.8M | 2.10% |
| 18 | KENVUE INC | KVUE | 845,115 | $14.6M | 2.07% |
| 19 | PINNACLE WEST CAP CORP | PNW | 158,830 | $14.1M | 2.00% |
| 20 | COREBRIDGE FINL INC | 21871X109 | 466,284 | $14.1M | 2.00% |
| 21 | TRUIST FINL CORP | 89832Q109 | 281,450 | $13.9M | 1.97% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 63,054 | $13.7M | 1.94% |
| 23 | RADIAN GROUP INC | RDN | 380,100 | $13.7M | 1.94% |
| 24 | DIAGEO PLC | DGEAF | 152,670 | $13.2M | 1.87% |
| 25 | DENTSPLY SIRONA INC | XRAY | 1,150,740 | $13.2M | 1.87% |
| 26 | CISCO SYS INC | CSCO | 166,577 | $12.8M | 1.82% |
| 27 | AIR PRODS & CHEMS INC | AIIR | 51,810 | $12.8M | 1.82% |
| 28 | AMERICAN INTL GROUP INC | 026874784 | 147,750 | $12.6M | 1.79% |
| 29 | PFIZER INC | PFE | 495,750 | $12.3M | 1.75% |
| 30 | METLIFE INC | MET-PF | 153,200 | $12.1M | 1.72% |
| 31 | BECTON DICKINSON & CO | BDX | 59,894 | $11.6M | 1.65% |
| 32 | AMERICAN ELEC PWR CO INC | 025537101 | 96,240 | $11.1M | 1.58% |
| 33 | HASBRO INC | HAS | 131,900 | $10.8M | 1.54% |
| 34 | PHILLIPS 66 | PSX | 83,235 | $10.7M | 1.52% |
| 35 | AMGEN INC | AMGN | 32,360 | $10.6M | 1.50% |
| 36 | NETAPP INC | NTAP | 98,375 | $10.5M | 1.50% |
| 37 | GRAPHIC PACKAGING HLDG CO | GPK | 694,400 | $10.5M | 1.48% |
| 38 | PACKAGING CORP AMER | 695156109 | 50,657 | $10.4M | 1.48% |
| 39 | US BANCORP DEL | USB-PS | 193,475 | $10.3M | 1.47% |
| 40 | WEYERHAEUSER CO MTN BE | WY | 403,285 | $9.6M | 1.36% |
| 41 | VICI PPTYS INC | 925652109 | 317,450 | $8.9M | 1.27% |
| 42 | TEXAS INSTRS INC | 882508104 | 49,640 | $8.6M | 1.22% |
| 43 | UNION PAC CORP | UNP | 34,572 | $8.0M | 1.14% |
| 44 | PARKER-HANNIFIN CORP | PH | 8,460 | $7.4M | 1.06% |
| 45 | KONINKLIJKE PHILIPS N V | RYLPF | 266,932 | $7.2M | 1.03% |
| 46 | CARDINAL HEALTH INC | CAH | 34,720 | $7.1M | 1.01% |
| 47 | DARDEN RESTAURANTS INC | DRI | 36,615 | $6.7M | 0.96% |
| 48 | GENUINE PARTS CO | GPC | 52,427 | $6.4M | 0.92% |
| 49 | INGREDION INC | INGR | 58,150 | $6.4M | 0.91% |
| 50 | REALTY INCOME CORP | O | 112,889 | $6.4M | 0.90% |
| 51 | VERIZON COMMUNICATIONS INC | VZ | 155,100 | $6.3M | 0.90% |
| 52 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 118,600 | $6.2M | 0.88% |
| 53 | PEPSICO INC | PEP | 42,720 | $6.1M | 0.87% |
| 54 | BERKLEY W R CORP | WRB-PH | 23,326 | $1.6M | 0.23% |
| 55 | NVENT ELECTRIC PLC | NVT | 13,908 | $1.4M | 0.20% |
| 56 | TEXAS PACIFIC LAND CORPORATI | TPL | 4,929 | $1.4M | 0.20% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,778 | $1.4M | 0.20% |
| 58 | AMERICAN EXPRESS CO | AXP | 3,712 | $1.4M | 0.19% |
| 59 | JPMORGAN CHASE & CO. | VYLD | 3,907 | $1.3M | 0.18% |
| 60 | ABBVIE INC | ABBV | 5,019 | $1.1M | 0.16% |
| 61 | ALPHABET INC | GOOG | 3,379 | $1.1M | 0.15% |
| 62 | AMERIPRISE FINL INC | 03076C106 | 2,040 | $1.0M | 0.14% |
| 63 | REGENERON PHARMACEUTICALS | REGN | 1,295 | $999,572 | 0.14% |
| 64 | COHERENT CORP | COHR | 5,085 | $938,538 | 0.13% |
| 65 | BROOKFIELD CORP | 11271J107 | 16,832 | $772,443 | 0.11% |
| 66 | SOLVENTUM CORP | SOLV | 9,745 | $772,194 | 0.11% |
| 67 | LABCORP HOLDINGS INC | LH | 2,950 | $740,096 | 0.11% |
| 68 | AVANTOR INC | AVTR | 63,367 | $726,186 | 0.10% |
| 69 | ASTRAZENECA PLC | AZN | 7,861 | $722,662 | 0.10% |
| 70 | ADOBE INC | ADBE | 1,870 | $654,481 | 0.09% |
| 71 | CLARIVATE PLC | CLVT | 180,040 | $601,334 | 0.09% |
| 72 | CBOE GLOBAL MKTS INC | 12503M108 | 2,187 | $548,937 | 0.08% |
| 73 | CUMMINS INC | CMI | 1,041 | $531,378 | 0.08% |
| 74 | WEC ENERGY GROUP INC | WEC | 4,665 | $491,971 | 0.07% |
| 75 | MONDELEZ INTL INC | 609207105 | 8,808 | $474,135 | 0.07% |
| 76 | TE CONNECTIVITY PLC | TEL | 2,050 | $466,396 | 0.07% |
| 77 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 6,872 | $441,938 | 0.06% |
| 78 | DEVON ENERGY CORP NEW | 25179M103 | 9,133 | $334,542 | 0.05% |
| 79 | BANK AMERICA CORP | 060505104 | 5,550 | $305,250 | 0.04% |
| 80 | INTEL CORP | INTC | 5,650 | $208,485 | 0.03% |