Filed: 11/12/2025ACC: 0001941040-25-000624
📋 What this filing means
SKBA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $723.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$723.35M
Total AUM (reported)
12.12M
Total Shares
Allocation by class
COM$541.87M74.9%
COM NEW$50.29M7.0%
SHS$31.70M4.4%
HS COM$19.67M2.7%
CL A COM$16.12M2.2%
CL B$15.26M2.1%
CL A$13.74M1.9%
Portfolio Concentration
Top 3$81.69M11.3%
4–10$132.35M18.3%
11–25$219.05M30.3%
Rest$290.25M40.1%
Top 3 weight
11.3%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 12.12M
Sole
Full voting authority
11.76M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
361.42K
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings81
Rows:
MEDTRONIC PLC
SOLEShares312.76K
TypeSH
Market value$29.79M
4.12%
Sole
305.31K
Shared
0.00
None
7.46K
RTX CORPORATION
SOLEShares174.84K
TypeSH
Market value$29.26M
4.04%
Sole
167.30K
Shared
0.00
None
7.55K
KONTOOR BRANDS INC
SOLEShares283.89K
TypeSH
Market value$22.65M
3.13%
Sole
272.09K
Shared
0.00
None
11.80K
AT&T INC
SOLEShares721K
TypeSH
Market value$20.36M
2.81%
Sole
696.03K
Shared
0.00
None
24.97K
KINDER MORGAN INC DEL
SOLEShares718.48K
TypeSH
Market value$20.34M
2.81%
Sole
707.23K
Shared
0.00
None
11.25K
INTERNATIONAL BUSINESS MACHS
SOLEShares69.70K
TypeSH
Market value$19.67M
2.72%
Sole
67.18K
Shared
0.00
None
2.52K
CME GROUP INC
SOLEShares70.71K
TypeSH
Market value$19.11M
2.64%
Sole
68.86K
Shared
0.00
None
1.85K
CITIGROUP INC
SOLEShares180.30K
TypeSH
Market value$18.30M
2.53%
Sole
178.05K
Shared
0.00
None
2.25K
COREBRIDGE FINL INC
SOLEShares545.10K
TypeSH
Market value$17.47M
2.42%
Sole
525.85K
Shared
0.00
None
19.25K
3M CO
SOLEShares110.22K
TypeSH
Market value$17.10M
2.36%
Sole
109.32K
Shared
0.00
None
900.00
L3HARRIS TECHNOLOGIES INC
SOLEShares55.20K
TypeSH
Market value$16.86M
2.33%
Sole
53.50K
Shared
0.00
None
1.70K
CHEVRON CORP NEW
SOLEShares108.16K
TypeSH
Market value$16.80M
2.32%
Sole
104.20K
Shared
0.00
None
3.95K
CONOCOPHILLIPS
SOLEShares177.54K
TypeSH
Market value$16.79M
2.32%
Sole
169.04K
Shared
0.00
None
8.50K
HEALTHCARE RLTY TR
SOLEShares893.93K
TypeSH
Market value$16.12M
2.23%
Sole
880.63K
Shared
0.00
None
13.30K
DENTSPLY SIRONA INC
SOLEShares1.14M
TypeSH
Market value$14.47M
2.00%
Sole
1.13M
Shared
0.00
None
6K
PINNACLE WEST CAP CORP
SOLEShares161.31K
TypeSH
Market value$14.46M
2.00%
Sole
155.10K
Shared
0.00
None
6.21K
WELLS FARGO CO NEW
SOLEShares170.65K
TypeSH
Market value$14.30M
1.98%
Sole
168.15K
Shared
0.00
None
2.50K
AIR PRODS & CHEMS INC
SOLEShares52.06K
TypeSH
Market value$14.20M
1.96%
Sole
51.05K
Shared
0.00
None
1.01K
HERSHEY CO
SOLEShares75.33K
TypeSH
Market value$14.09M
1.95%
Sole
73.86K
Shared
0.00
None
1.47K
MERCK & CO INC
SOLEShares165.40K
TypeSH
Market value$13.88M
1.92%
Sole
162.25K
Shared
0.00
None
3.15K
RADIAN GROUP INC
SOLEShares380.10K
TypeSH
Market value$13.77M
1.90%
Sole
364.43K
Shared
0.00
None
15.67K
KENVUE INC
SOLEShares845.77K
TypeSH
Market value$13.73M
1.90%
Sole
833.38K
Shared
0.00
None
12.40K
DIAGEO PLC
SOLEShares142.02K
TypeSH
Market value$13.55M
1.87%
Sole
136.76K
Shared
0.00
None
5.26K
NETAPP INC
SOLEShares111.09K
TypeSH
Market value$13.16M
1.82%
Sole
106.06K
Shared
0.00
None
5.04K
TRUIST FINL CORP
SOLEShares281.50K
TypeSH
Market value$12.87M
1.78%
Sole
281.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 312.76K | SH | $29.79M 4.12% | 305.31K | 0.00 | 7.46K |
RTX CORPORATIONSOLE | COM | 174.84K | SH | $29.26M 4.04% | 167.30K | 0.00 | 7.55K |
KONTOOR BRANDS INCSOLE | COM | 283.89K | SH | $22.65M 3.13% | 272.09K | 0.00 | 11.80K |
AT&T INCSOLE | COM | 721K | SH | $20.36M 2.81% | 696.03K | 0.00 | 24.97K |
KINDER MORGAN INC DELSOLE | COM | 718.48K | SH | $20.34M 2.81% | 707.23K | 0.00 | 11.25K |
INTERNATIONAL BUSINESS MACHSSOLE | HS COM | 69.70K | SH | $19.67M 2.72% | 67.18K | 0.00 | 2.52K |
CME GROUP INCSOLE | COM | 70.71K | SH | $19.11M 2.64% | 68.86K | 0.00 | 1.85K |
CITIGROUP INCSOLE | COM NEW | 180.30K | SH | $18.30M 2.53% | 178.05K | 0.00 | 2.25K |
COREBRIDGE FINL INCSOLE | COM | 545.10K | SH | $17.47M 2.42% | 525.85K | 0.00 | 19.25K |
3M COSOLE | COM | 110.22K | SH | $17.10M 2.36% | 109.32K | 0.00 | 900.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 55.20K | SH | $16.86M 2.33% | 53.50K | 0.00 | 1.70K |
CHEVRON CORP NEWSOLE | COM | 108.16K | SH | $16.80M 2.32% | 104.20K | 0.00 | 3.95K |
CONOCOPHILLIPSSOLE | COM | 177.54K | SH | $16.79M 2.32% | 169.04K | 0.00 | 8.50K |
HEALTHCARE RLTY TRSOLE | CL A COM | 893.93K | SH | $16.12M 2.23% | 880.63K | 0.00 | 13.30K |
DENTSPLY SIRONA INCSOLE | COM | 1.14M | SH | $14.47M 2.00% | 1.13M | 0.00 | 6K |
PINNACLE WEST CAP CORPSOLE | COM | 161.31K | SH | $14.46M 2.00% | 155.10K | 0.00 | 6.21K |
WELLS FARGO CO NEWSOLE | COM | 170.65K | SH | $14.30M 1.98% | 168.15K | 0.00 | 2.50K |
AIR PRODS & CHEMS INCSOLE | COM | 52.06K | SH | $14.20M 1.96% | 51.05K | 0.00 | 1.01K |
HERSHEY COSOLE | COM | 75.33K | SH | $14.09M 1.95% | 73.86K | 0.00 | 1.47K |
MERCK & CO INCSOLE | COM | 165.40K | SH | $13.88M 1.92% | 162.25K | 0.00 | 3.15K |
RADIAN GROUP INCSOLE | COM | 380.10K | SH | $13.77M 1.90% | 364.43K | 0.00 | 15.67K |
KENVUE INCSOLE | COM | 845.77K | SH | $13.73M 1.90% | 833.38K | 0.00 | 12.40K |
DIAGEO PLCSOLE | SPON ADR NEW | 142.02K | SH | $13.55M 1.87% | 136.76K | 0.00 | 5.26K |
NETAPP INCSOLE | COM | 111.09K | SH | $13.16M 1.82% | 106.06K | 0.00 | 5.04K |
TRUIST FINL CORPSOLE | COM | 281.50K | SH | $12.87M 1.78% | 281.50K | 0.00 | 0.00 |
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