SKBA CAPITAL MANAGEMENT LLC
CIK 0000932024 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$606.0M
2026 Q2
Positions
79
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
KTB
KONTOOR BRANDS INC
3.9%
MDT
MEDTRONIC PLC
3.4%
HR
HEALTHCARE RLTY TR
3.1%
KMI
KINDER MORGAN INC DEL
2.9%
RTX
RTX CORPORATION
2.9%
HSY
HERSHEY CO
2.7%
BDX
BECTON DICKINSON & CO
2.6%
MMM
3M CO
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.