§ 13F · FUND PROFILE
SKBA CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $723M (13F)Positions · 81Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$999K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MDT | MEDTRONIC PLC | 324K | $28M | 3.9% | +4% |
| 2 | KTB | KONTOOR BRANDS INC | 348K | $24M | 3.4% | +13% |
| 3 | RTX | RTX CORPORATION | 121K | $23M | 3.2% | −18% |
| 4 | KMI | KINDER MORGAN INC DEL | 663K | $22M | 3.1% | ±0% |
| 5 | COP | CONOCOPHILLIPS | 165K | $22M | 3.0% | −7% |
| 6 | T | AT&T INC | 734K | $21M | 2.9% | +1% |
| 7 | NKE | NIKE INC | 402K | $21M | 2.9% | +41% |
| 8 | CVX | CHEVRON CORPORATION | 103K | $21M | 2.9% | −9% |
| 9 | CME | CME GROUP INC | 71K | $21M | 2.9% | ±0% |
| 10 | HSY | HERSHEY CO | 93K | $19M | 2.6% | +13% |
§ 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 $723 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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