Filed: 5/13/2025ACC: 0001941040-25-000289
📋 What this filing means
SKBA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $671.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$671.96M
Total AUM (reported)
11.39M
Total Shares
Allocation by class
COM$535.00M79.6%
COM NEW$47.82M7.1%
SHS$25.73M3.8%
CL A$20.02M3.0%
CL A COM$12.82M1.9%
CL B$10.22M1.5%
NY REGIS SHS NEW$9.02M1.3%
Portfolio Concentration
Top 3$77.54M11.5%
4–10$123.66M18.4%
11–25$193.19M28.7%
Rest$277.58M41.3%
Top 3 weight
11.5%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 11.39M
Sole
Full voting authority
11.06M
shares
% of voting shares97.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
334.70K
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings86
Rows:
RTX CORPORATION
SOLEShares203.57K
TypeSH
Market value$26.96M
4.01%
Sole
195.82K
Shared
0.00
None
7.75K
AT&T INC
SOLEShares916.60K
TypeSH
Market value$25.92M
3.86%
Sole
890.83K
Shared
0.00
None
25.77K
MEDTRONIC PLC
SOLEShares274.31K
TypeSH
Market value$24.65M
3.67%
Sole
268.06K
Shared
0.00
None
6.26K
KINDER MORGAN INC DEL
SOLEShares724.88K
TypeSH
Market value$20.68M
3.08%
Sole
713.02K
Shared
0.00
None
11.85K
INTERNATIONAL BUSINESS MACHS
SOLEShares81.47K
TypeSH
Market value$20.26M
3.01%
Sole
78.85K
Shared
0.00
None
2.62K
CME GROUP INC
SOLEShares75.23K
TypeSH
Market value$19.96M
2.97%
Sole
73.28K
Shared
0.00
None
1.96K
COREBRIDGE FINL INC
SOLEShares525.20K
TypeSH
Market value$16.58M
2.47%
Sole
505.25K
Shared
0.00
None
19.95K
KENVUE INC
SOLEShares662.67K
TypeSH
Market value$15.89M
2.36%
Sole
655.17K
Shared
0.00
None
7.50K
PINNACLE WEST CAP CORP
SOLEShares160.51K
TypeSH
Market value$15.29M
2.28%
Sole
154.20K
Shared
0.00
None
6.31K
MERCK & CO INC
SOLEShares167.14K
TypeSH
Market value$15.00M
2.23%
Sole
163.87K
Shared
0.00
None
3.27K
3M CO
SOLEShares99.92K
TypeSH
Market value$14.67M
2.18%
Sole
99.02K
Shared
0.00
None
900.00
CHEVRON CORP NEW
SOLEShares85.58K
TypeSH
Market value$14.32M
2.13%
Sole
81.63K
Shared
0.00
None
3.95K
CONOCOPHILLIPS
SOLEShares136.09K
TypeSH
Market value$14.29M
2.13%
Sole
127.34K
Shared
0.00
None
8.75K
AMERICAN INTL GROUP INC
SOLEShares161.95K
TypeSH
Market value$14.08M
2.10%
Sole
156.16K
Shared
0.00
None
5.79K
KONTOOR BRANDS INC
SOLEShares218.88K
TypeSH
Market value$14.04M
2.09%
Sole
209.08K
Shared
0.00
None
9.80K
DARDEN RESTAURANTS INC
SOLEShares66.80K
TypeSH
Market value$13.88M
2.07%
Sole
63.55K
Shared
0.00
None
3.25K
CITIGROUP INC
SOLEShares187.80K
TypeSH
Market value$13.33M
1.98%
Sole
185.55K
Shared
0.00
None
2.25K
HEALTHCARE RLTY TR
SOLEShares758.63K
TypeSH
Market value$12.82M
1.91%
Sole
754.63K
Shared
0.00
None
4K
RADIAN GROUP INC
SOLEShares379.80K
TypeSH
Market value$12.56M
1.87%
Sole
363.63K
Shared
0.00
None
16.17K
METLIFE INC
SOLEShares152.95K
TypeSH
Market value$12.28M
1.83%
Sole
146.81K
Shared
0.00
None
6.14K
INGREDION INC
SOLEShares90.30K
TypeSH
Market value$12.21M
1.82%
Sole
85.58K
Shared
0.00
None
4.72K
TRUIST FINL CORP
SOLEShares279K
TypeSH
Market value$11.48M
1.71%
Sole
278.80K
Shared
0.00
None
200.00
PFIZER INC
SOLEShares448.35K
TypeSH
Market value$11.36M
1.69%
Sole
445.45K
Shared
0.00
None
2.90K
AMERICAN ELEC PWR CO INC
SOLEShares101.34K
TypeSH
Market value$11.07M
1.65%
Sole
97.31K
Shared
0.00
None
4.04K
HERSHEY CO
SOLEShares63.10K
TypeSH
Market value$10.79M
1.61%
Sole
61.64K
Shared
0.00
None
1.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RTX CORPORATIONSOLE | COM | 203.57K | SH | $26.96M 4.01% | 195.82K | 0.00 | 7.75K |
AT&T INCSOLE | COM | 916.60K | SH | $25.92M 3.86% | 890.83K | 0.00 | 25.77K |
MEDTRONIC PLCSOLE | SHS | 274.31K | SH | $24.65M 3.67% | 268.06K | 0.00 | 6.26K |
KINDER MORGAN INC DELSOLE | COM | 724.88K | SH | $20.68M 3.08% | 713.02K | 0.00 | 11.85K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 81.47K | SH | $20.26M 3.01% | 78.85K | 0.00 | 2.62K |
CME GROUP INCSOLE | COM | 75.23K | SH | $19.96M 2.97% | 73.28K | 0.00 | 1.96K |
COREBRIDGE FINL INCSOLE | COM | 525.20K | SH | $16.58M 2.47% | 505.25K | 0.00 | 19.95K |
KENVUE INCSOLE | COM | 662.67K | SH | $15.89M 2.36% | 655.17K | 0.00 | 7.50K |
PINNACLE WEST CAP CORPSOLE | COM | 160.51K | SH | $15.29M 2.28% | 154.20K | 0.00 | 6.31K |
MERCK & CO INCSOLE | COM | 167.14K | SH | $15.00M 2.23% | 163.87K | 0.00 | 3.27K |
3M COSOLE | COM | 99.92K | SH | $14.67M 2.18% | 99.02K | 0.00 | 900.00 |
CHEVRON CORP NEWSOLE | COM | 85.58K | SH | $14.32M 2.13% | 81.63K | 0.00 | 3.95K |
CONOCOPHILLIPSSOLE | COM | 136.09K | SH | $14.29M 2.13% | 127.34K | 0.00 | 8.75K |
AMERICAN INTL GROUP INCSOLE | COM NEW | 161.95K | SH | $14.08M 2.10% | 156.16K | 0.00 | 5.79K |
KONTOOR BRANDS INCSOLE | COM | 218.88K | SH | $14.04M 2.09% | 209.08K | 0.00 | 9.80K |
DARDEN RESTAURANTS INCSOLE | COM | 66.80K | SH | $13.88M 2.07% | 63.55K | 0.00 | 3.25K |
CITIGROUP INCSOLE | COM NEW | 187.80K | SH | $13.33M 1.98% | 185.55K | 0.00 | 2.25K |
HEALTHCARE RLTY TRSOLE | CL A COM | 758.63K | SH | $12.82M 1.91% | 754.63K | 0.00 | 4K |
RADIAN GROUP INCSOLE | COM | 379.80K | SH | $12.56M 1.87% | 363.63K | 0.00 | 16.17K |
METLIFE INCSOLE | COM | 152.95K | SH | $12.28M 1.83% | 146.81K | 0.00 | 6.14K |
INGREDION INCSOLE | COM | 90.30K | SH | $12.21M 1.82% | 85.58K | 0.00 | 4.72K |
TRUIST FINL CORPSOLE | COM | 279K | SH | $11.48M 1.71% | 278.80K | 0.00 | 200.00 |
PFIZER INCSOLE | COM | 448.35K | SH | $11.36M 1.69% | 445.45K | 0.00 | 2.90K |
AMERICAN ELEC PWR CO INCSOLE | COM | 101.34K | SH | $11.07M 1.65% | 97.31K | 0.00 | 4.04K |
HERSHEY COSOLE | COM | 63.10K | SH | $10.79M 1.61% | 61.64K | 0.00 | 1.47K |
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