Institutional Manager · CIK 0000932024
SKBA CAPITAL MANAGEMENT LLC
San Francisco, CA · File #028-04530
Latest AUM
$704.4M
Positions
80
Top-10 Concentration
30.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202580 pos · $704.4M
- 13F HOLDINGS REPORTQ/E Sep 202581 pos · $723.3M
- 13F HOLDINGS REPORTQ/E Jun 202584 pos · $695.2M
- 13F HOLDINGS REPORTQ/E Mar 202586 pos · $672.0M
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $632.8M
- 13F HOLDINGS REPORTQ/E Sep 202476 pos · $673.7M
- 13F HOLDINGS REPORTQ/E Jun 202474 pos · $623.3M
- 13F HOLDINGS REPORTQ/E Mar 202475 pos · $639.7M
- 13F HOLDINGS REPORTQ/E Dec 202376 pos · $541.9M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $554.5M
- 13F HOLDINGS REPORTQ/E Jun 202375 pos · $536.6M
- 13F HOLDINGS REPORTQ/E Mar 202376 pos · $541.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 312,712 | $30.0M | 4.53% |
| 2 | RTX CORPORATION | RTX | 146,614 | $26.9M | 4.05% |
| 3 | CME GROUP INC | CME | 70,693 | $19.3M | 2.91% |
| 4 | KONTOOR BRANDS INC | KTB | 308,306 | $18.8M | 2.84% |
| 5 | KINDER MORGAN INC DEL | EP-PC | 663,315 | $18.2M | 2.75% |
| 6 | NIKE INC | NKE | 285,190 | $18.2M | 2.74% |
| 7 | AT&T INC | T-PC | 729,350 | $18.1M | 2.73% |
| 8 | CHEVRON CORP NEW | CVX | 112,855 | $17.2M | 2.59% |
| 9 | HEALTHCARE RLTY TR | 42226K105 | 1,006,108 | $17.1M | 2.57% |
| 10 | CONOCOPHILLIPS | COP | 177,545 | $16.6M | 2.51% |
| 11 | 3M CO | MMM | 102,408 | $16.4M | 2.47% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 55,178 | $16.3M | 2.46% |
| 13 | CITIGROUP INC | C-PR | 138,100 | $16.1M | 2.43% |
| 14 | MERCK & CO INC | MRK | 151,872 | $16.0M | 2.41% |
| 15 | L3HARRIS TECHNOLOGIES INC | LHX | 53,803 | $15.8M | 2.38% |
| 16 | HERSHEY CO | HSY | 82,110 | $14.9M | 2.25% |
| 17 | WELLS FARGO CO NEW | 949746101 | 158,650 | $14.8M | 2.23% |
| 18 | KENVUE INC | KVUE | 845,115 | $14.6M | 2.20% |
| 19 | PINNACLE WEST CAP CORP | PNW | 158,830 | $14.1M | 2.12% |
| 20 | COREBRIDGE FINL INC | 21871X109 | 466,284 | $14.1M | 2.12% |