SKBA CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0000932024 · San Francisco, CA

As of Sep 30, 2025, SKBA CAPITAL MANAGEMENT LLC reported 81 positions worth $723.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MEDTRONIC PLCMDTHealthcare312,762$29.8M4.12%
RTX CORPRTXEquity174,844$29.3M4.04%
KONTOOR BRANDS INCKTBConsumer Cyclical283,891$22.6M3.13%
AT&T INCTCommunication Services721,000$20.4M2.81%
KINDER MORGAN INCKMIEnergy718,475$20.3M2.81%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology69,703 9.7M2.72%
CME GROUP INCCMEFinancial Services70,713 9.1M2.64%
CITIGROUP INCCFinancial Services180,300 8.3M2.53%
COREBRIDGE FINANCIAL INCCRBGFinancial Services545,104 7.5M2.42%
3M COMMMIndustrials110,223 7.1M2.36%
L3HARRIS TECHNOLOGIES INCLHXIndustrials55,203 6.9M2.33%
CHEVRON CORPCHVEnergy108,155 6.8M2.32%
CONOCOPHILLIPSCOPEnergy177,545 6.8M2.32%
HEALTHCARE REALTY TRUST INCHRReal Estate893,928 6.1M2.23%
DENTSPLY SIRONA INCXRAYHealthcare1,140,430 4.5M2.00%
PINNACLE WEST CAPITAL CORPPNWUtilities161,310 4.5M2.00%
WELLS FARGO & COMPANYWFCFinancial Services170,650 4.3M1.98%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials52,062 4.2M1.96%
HERSHEY COHSYConsumer Defensive75,330 4.1M1.95%
MERCK & CO INCMRKHealthcare165,402 3.9M1.92%
RADIAN GROUP INCRDNFinancial Services380,100 3.8M1.90%
KENVUE INCKVUEConsumer Defensive845,775 3.7M1.90%
DIAGEO PLCDEOConsumer Defensive142,020 3.6M1.87%
NETAPP INCNTAPTechnology111,095 3.2M1.82%
TRUIST FINANCIAL CORPTFCFinancial Services281,500 2.9M1.78%