Filed: 8/12/2025ACC: 0001941040-25-000478
📋 What this filing means
SKBA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $695.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$695.17M
Total AUM (reported)
11.87M
Total Shares
Allocation by class
COM$541.17M77.8%
COM NEW$47.66M6.9%
SHS$27.80M4.0%
CL A$17.45M2.5%
CL B$15.53M2.2%
CL A COM$13.79M2.0%
SPON ADR NEW$9.78M1.4%
Portfolio Concentration
Top 3$77.36M11.1%
4–10$129.51M18.6%
11–25$206.52M29.7%
Rest$281.79M40.5%
Top 3 weight
11.1%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 11.87M
Sole
Full voting authority
11.55M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
320.55K
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings84
Rows:
RTX CORPORATION
SOLEShares203.67K
TypeSH
Market value$29.74M
4.28%
Sole
196.12K
Shared
0.00
None
7.55K
MEDTRONIC PLC
SOLEShares301.26K
TypeSH
Market value$26.26M
3.78%
Sole
293.81K
Shared
0.00
None
7.46K
KINDER MORGAN INC DEL
SOLEShares726.48K
TypeSH
Market value$21.36M
3.07%
Sole
715.23K
Shared
0.00
None
11.25K
AT&T INC
SOLEShares718.10K
TypeSH
Market value$20.78M
2.99%
Sole
693.13K
Shared
0.00
None
24.97K
INTERNATIONAL BUSINESS MACHS
SOLEShares69.70K
TypeSH
Market value$20.55M
2.96%
Sole
67.18K
Shared
0.00
None
2.52K
COREBRIDGE FINL INC
SOLEShares558.80K
TypeSH
Market value$19.84M
2.85%
Sole
539.55K
Shared
0.00
None
19.25K
CME GROUP INC
SOLEShares69.96K
TypeSH
Market value$19.28M
2.77%
Sole
68.11K
Shared
0.00
None
1.85K
3M CO
SOLEShares110.22K
TypeSH
Market value$16.78M
2.41%
Sole
109.32K
Shared
0.00
None
900.00
KONTOOR BRANDS INC
SOLEShares247.91K
TypeSH
Market value$16.35M
2.35%
Sole
238.31K
Shared
0.00
None
9.60K
CONOCOPHILLIPS
SOLEShares177.44K
TypeSH
Market value$15.92M
2.29%
Sole
168.94K
Shared
0.00
None
8.50K
CITIGROUP INC
SOLEShares186.70K
TypeSH
Market value$15.89M
2.29%
Sole
184.45K
Shared
0.00
None
2.25K
DENTSPLY SIRONA INC
SOLEShares997.53K
TypeSH
Market value$15.84M
2.28%
Sole
991.53K
Shared
0.00
None
6K
PINNACLE WEST CAP CORP
SOLEShares160.71K
TypeSH
Market value$14.38M
2.07%
Sole
154.50K
Shared
0.00
None
6.21K
KENVUE INC
SOLEShares681.88K
TypeSH
Market value$14.27M
2.05%
Sole
674.98K
Shared
0.00
None
6.90K
AMERICAN INTL GROUP INC
SOLEShares162.25K
TypeSH
Market value$13.89M
2.00%
Sole
156.76K
Shared
0.00
None
5.49K
L3HARRIS TECHNOLOGIES INC
SOLEShares55.20K
TypeSH
Market value$13.85M
1.99%
Sole
53.50K
Shared
0.00
None
1.70K
HEALTHCARE RLTY TR
SOLEShares869.33K
TypeSH
Market value$13.79M
1.98%
Sole
866.03K
Shared
0.00
None
3.30K
RADIAN GROUP INC
SOLEShares380.10K
TypeSH
Market value$13.69M
1.97%
Sole
364.43K
Shared
0.00
None
15.67K
WELLS FARGO CO NEW
SOLEShares170.45K
TypeSH
Market value$13.66M
1.96%
Sole
167.95K
Shared
0.00
None
2.50K
AIR PRODS & CHEMS INC
SOLEShares47.59K
TypeSH
Market value$13.42M
1.93%
Sole
46.58K
Shared
0.00
None
1.01K
MERCK & CO INC
SOLEShares166.77K
TypeSH
Market value$13.20M
1.90%
Sole
163.50K
Shared
0.00
None
3.27K
CHEVRON CORP NEW
SOLEShares91.42K
TypeSH
Market value$13.09M
1.88%
Sole
87.47K
Shared
0.00
None
3.95K
DARDEN RESTAURANTS INC
SOLEShares59.65K
TypeSH
Market value$13.00M
1.87%
Sole
56.40K
Shared
0.00
None
3.25K
METLIFE INC
SOLEShares152.95K
TypeSH
Market value$12.30M
1.77%
Sole
146.81K
Shared
0.00
None
6.14K
INGREDION INC
SOLEShares90.30K
TypeSH
Market value$12.25M
1.76%
Sole
85.68K
Shared
0.00
None
4.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RTX CORPORATIONSOLE | COM | 203.67K | SH | $29.74M 4.28% | 196.12K | 0.00 | 7.55K |
MEDTRONIC PLCSOLE | SHS | 301.26K | SH | $26.26M 3.78% | 293.81K | 0.00 | 7.46K |
KINDER MORGAN INC DELSOLE | COM | 726.48K | SH | $21.36M 3.07% | 715.23K | 0.00 | 11.25K |
AT&T INCSOLE | COM | 718.10K | SH | $20.78M 2.99% | 693.13K | 0.00 | 24.97K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 69.70K | SH | $20.55M 2.96% | 67.18K | 0.00 | 2.52K |
COREBRIDGE FINL INCSOLE | COM | 558.80K | SH | $19.84M 2.85% | 539.55K | 0.00 | 19.25K |
CME GROUP INCSOLE | COM | 69.96K | SH | $19.28M 2.77% | 68.11K | 0.00 | 1.85K |
3M COSOLE | COM | 110.22K | SH | $16.78M 2.41% | 109.32K | 0.00 | 900.00 |
KONTOOR BRANDS INCSOLE | COM | 247.91K | SH | $16.35M 2.35% | 238.31K | 0.00 | 9.60K |
CONOCOPHILLIPSSOLE | COM | 177.44K | SH | $15.92M 2.29% | 168.94K | 0.00 | 8.50K |
CITIGROUP INCSOLE | COM NEW | 186.70K | SH | $15.89M 2.29% | 184.45K | 0.00 | 2.25K |
DENTSPLY SIRONA INCSOLE | COM | 997.53K | SH | $15.84M 2.28% | 991.53K | 0.00 | 6K |
PINNACLE WEST CAP CORPSOLE | COM | 160.71K | SH | $14.38M 2.07% | 154.50K | 0.00 | 6.21K |
KENVUE INCSOLE | COM | 681.88K | SH | $14.27M 2.05% | 674.98K | 0.00 | 6.90K |
AMERICAN INTL GROUP INCSOLE | COM NEW | 162.25K | SH | $13.89M 2.00% | 156.76K | 0.00 | 5.49K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 55.20K | SH | $13.85M 1.99% | 53.50K | 0.00 | 1.70K |
HEALTHCARE RLTY TRSOLE | CL A COM | 869.33K | SH | $13.79M 1.98% | 866.03K | 0.00 | 3.30K |
RADIAN GROUP INCSOLE | COM | 380.10K | SH | $13.69M 1.97% | 364.43K | 0.00 | 15.67K |
WELLS FARGO CO NEWSOLE | COM | 170.45K | SH | $13.66M 1.96% | 167.95K | 0.00 | 2.50K |
AIR PRODS & CHEMS INCSOLE | COM | 47.59K | SH | $13.42M 1.93% | 46.58K | 0.00 | 1.01K |
MERCK & CO INCSOLE | COM | 166.77K | SH | $13.20M 1.90% | 163.50K | 0.00 | 3.27K |
CHEVRON CORP NEWSOLE | COM | 91.42K | SH | $13.09M 1.88% | 87.47K | 0.00 | 3.95K |
DARDEN RESTAURANTS INCSOLE | COM | 59.65K | SH | $13.00M 1.87% | 56.40K | 0.00 | 3.25K |
METLIFE INCSOLE | COM | 152.95K | SH | $12.30M 1.77% | 146.81K | 0.00 | 6.14K |
INGREDION INCSOLE | COM | 90.30K | SH | $12.25M 1.76% | 85.68K | 0.00 | 4.62K |
Page 1 of 4