Filed: 5/13/2026ACC: 0001941040-26-000326
📋 What this filing means
SKBA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $728.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$728.44M
Total AUM (reported)
12.60M
Total Shares
Allocation by class
COM$588.02M80.7%
COM NEW$47.35M6.5%
SHS$29.35M4.0%
CL B$21.24M2.9%
CL A COM$18.89M2.6%
SPON ADR NEW$11.58M1.6%
CL A LMT VTG SHS$5.27M0.7%
Portfolio Concentration
Top 3$75.83M10.4%
4–10$147.83M20.3%
11–25$232.57M31.9%
Rest$272.21M37.4%
Top 3 weight
10.4%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 12.60M
Sole
Full voting authority
12.16M
shares
% of voting shares96.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
446.02K
shares
% of voting shares3.5%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeSole · 96.5% of voting shares
Institutional Holdings79
Rows:
MEDTRONIC PLC
SOLEShares323.71K
TypeSH
Market value$28.05M
3.85%
Sole
316.26K
Shared
0.00
None
7.46K
KONTOOR BRANDS INC
SOLEShares348.21K
TypeSH
Market value$24.48M
3.36%
Sole
336.41K
Shared
0.00
None
11.80K
RTX CORPORATION
SOLEShares120.81K
TypeSH
Market value$23.31M
3.20%
Sole
115.96K
Shared
0.00
None
4.85K
KINDER MORGAN INC DEL
SOLEShares663.32K
TypeSH
Market value$22.24M
3.05%
Sole
652.07K
Shared
0.00
None
11.25K
CONOCOPHILLIPS
SOLEShares164.65K
TypeSH
Market value$21.73M
2.98%
Sole
156.15K
Shared
0.00
None
8.50K
AT&T INC
SOLEShares733.88K
TypeSH
Market value$21.28M
2.92%
Sole
706.21K
Shared
0.00
None
27.67K
NIKE INC
SOLEShares402.17K
TypeSH
Market value$21.24M
2.92%
Sole
388.42K
Shared
0.00
None
13.75K
CHEVRON CORPORATION
SOLEShares102.52K
TypeSH
Market value$21.21M
2.91%
Sole
98.56K
Shared
0.00
None
3.95K
CME GROUP INC
SOLEShares70.69K
TypeSH
Market value$20.88M
2.87%
Sole
68.84K
Shared
0.00
None
1.85K
HERSHEY CO
SOLEShares92.60K
TypeSH
Market value$19.25M
2.64%
Sole
89.78K
Shared
0.00
None
2.83K
HEALTHCARE RLTY TR
SOLEShares1.11M
TypeSH
Market value$18.89M
2.59%
Sole
1.08M
Shared
0.00
None
32.70K
MERCK & CO INC
SOLEShares151.87K
TypeSH
Market value$18.27M
2.51%
Sole
148.72K
Shared
0.00
None
3.15K
BECTON DICKINSON & CO
SOLEShares113.33K
TypeSH
Market value$17.82M
2.45%
Sole
110.37K
Shared
0.00
None
2.96K
3M CO
SOLEShares118.50K
TypeSH
Market value$17.21M
2.36%
Sole
117.10K
Shared
0.00
None
1.40K
L3HARRIS TECHNOLOGIES INC
SOLEShares48.65K
TypeSH
Market value$16.79M
2.31%
Sole
46.95K
Shared
0.00
None
1.70K
PINNACLE WEST CAP CORP
SOLEShares158.33K
TypeSH
Market value$15.95M
2.19%
Sole
152.12K
Shared
0.00
None
6.21K
CITIGROUP INC
SOLEShares137.70K
TypeSH
Market value$15.62M
2.14%
Sole
135.45K
Shared
0.00
None
2.25K
AIR PRODUCTS AND CHEMICALS I
SOLEShares53.30K
TypeSH
Market value$15.48M
2.13%
Sole
51.63K
Shared
0.00
None
1.66K
PHILLIPS 66
SOLEShares83.23K
TypeSH
Market value$15.16M
2.08%
Sole
80.58K
Shared
0.00
None
2.65K
KENVUE INC
SOLEShares845.12K
TypeSH
Market value$14.57M
2.00%
Sole
832.72K
Shared
0.00
None
12.40K
PFIZER INC
SOLEShares495.75K
TypeSH
Market value$13.92M
1.91%
Sole
493.35K
Shared
0.00
None
2.40K
DENTSPLY SIRONA INC
SOLEShares1.15M
TypeSH
Market value$13.39M
1.84%
Sole
1.14M
Shared
0.00
None
17.20K
INTERNATIONAL BUSINESS MACHS
SOLEShares55.18K
TypeSH
Market value$13.37M
1.84%
Sole
52.86K
Shared
0.00
None
2.32K
TRUIST FINL CORP
SOLEShares286.95K
TypeSH
Market value$13.19M
1.81%
Sole
286.95K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares166.58K
TypeSH
Market value$12.92M
1.77%
Sole
163.78K
Shared
0.00
None
2.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 323.71K | SH | $28.05M 3.85% | 316.26K | 0.00 | 7.46K |
KONTOOR BRANDS INCSOLE | COM | 348.21K | SH | $24.48M 3.36% | 336.41K | 0.00 | 11.80K |
RTX CORPORATIONSOLE | COM | 120.81K | SH | $23.31M 3.20% | 115.96K | 0.00 | 4.85K |
KINDER MORGAN INC DELSOLE | COM | 663.32K | SH | $22.24M 3.05% | 652.07K | 0.00 | 11.25K |
CONOCOPHILLIPSSOLE | COM | 164.65K | SH | $21.73M 2.98% | 156.15K | 0.00 | 8.50K |
AT&T INCSOLE | COM | 733.88K | SH | $21.28M 2.92% | 706.21K | 0.00 | 27.67K |
NIKE INCSOLE | CL B | 402.17K | SH | $21.24M 2.92% | 388.42K | 0.00 | 13.75K |
CHEVRON CORPORATIONSOLE | COM | 102.52K | SH | $21.21M 2.91% | 98.56K | 0.00 | 3.95K |
CME GROUP INCSOLE | COM | 70.69K | SH | $20.88M 2.87% | 68.84K | 0.00 | 1.85K |
HERSHEY COSOLE | COM | 92.60K | SH | $19.25M 2.64% | 89.78K | 0.00 | 2.83K |
HEALTHCARE RLTY TRSOLE | CL A COM | 1.11M | SH | $18.89M 2.59% | 1.08M | 0.00 | 32.70K |
MERCK & CO INCSOLE | COM | 151.87K | SH | $18.27M 2.51% | 148.72K | 0.00 | 3.15K |
BECTON DICKINSON & COSOLE | COM | 113.33K | SH | $17.82M 2.45% | 110.37K | 0.00 | 2.96K |
3M COSOLE | COM | 118.50K | SH | $17.21M 2.36% | 117.10K | 0.00 | 1.40K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 48.65K | SH | $16.79M 2.31% | 46.95K | 0.00 | 1.70K |
PINNACLE WEST CAP CORPSOLE | COM | 158.33K | SH | $15.95M 2.19% | 152.12K | 0.00 | 6.21K |
CITIGROUP INCSOLE | COM NEW | 137.70K | SH | $15.62M 2.14% | 135.45K | 0.00 | 2.25K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 53.30K | SH | $15.48M 2.13% | 51.63K | 0.00 | 1.66K |
PHILLIPS 66SOLE | COM | 83.23K | SH | $15.16M 2.08% | 80.58K | 0.00 | 2.65K |
KENVUE INCSOLE | COM | 845.12K | SH | $14.57M 2.00% | 832.72K | 0.00 | 12.40K |
PFIZER INCSOLE | COM | 495.75K | SH | $13.92M 1.91% | 493.35K | 0.00 | 2.40K |
DENTSPLY SIRONA INCSOLE | COM | 1.15M | SH | $13.39M 1.84% | 1.14M | 0.00 | 17.20K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 55.18K | SH | $13.37M 1.84% | 52.86K | 0.00 | 2.32K |
TRUIST FINL CORPSOLE | COM | 286.95K | SH | $13.19M 1.81% | 286.95K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 166.58K | SH | $12.92M 1.77% | 163.78K | 0.00 | 2.80K |
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