Home/Smart Money/SKBA CAPITAL MANAGEMENT LLC
§ 13F · FUND PROFILE

SKBA CAPITAL MANAGEMENT LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $695.2T (13F)Positions · 84Turnover · · Q4Filed · Feb 12, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$7.2T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 12, 2026
#TickerNameShares$ value% portΔ Q4
1MDTMEDTRONIC PLC313K$30.0T4.3%±0%
2RTXRTX CORPORATION147K$26.9T3.8%−16%
3CMECME GROUP INC71K$19.3T2.7%±0%
4KTBKONTOOR BRANDS INC308K$18.8T2.7%+9%
5KMIKINDER MORGAN INC DEL663K$18.2T2.6%−8%
6NKENIKE INC285K$18.2T2.6%+154%
7TAT&T INC729K$18.1T2.6%+1%
8CVXCHEVRON CORP NEW113K$17.2T2.4%+4%
9HRHEALTHCARE RLTY TR1.01M$17.1T2.4%+13%
10COPCONOCOPHILLIPS178K$16.6T2.4%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE SKBA SIGNAL

AC read

SKBA CAPITAL MANAGEMENT LLC is a Other fund managing $695172.6 trillion in assets. The fund runs a portfolio of 84 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed