Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SKBA CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

SKBA CAPITAL MANAGEMENT LLC (CIK 932024) reported $728.4M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MDT ($28.0M, 3.85%), KTB ($24.5M, 3.36%), RTX ($23.3M, 3.20%), KMI ($22.2M, 3.05%), COP ($21.7M, 2.98%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MDTMEDTRONIC PLC$28.0M3.85%323,712Added
2KTBKONTOOR BRANDS INC$24.5M3.36%348,206Added
3RTXRTX CORPORATION$23.3M3.20%120,814Trimmed
4KMIKINDER MORGAN INC DEL$22.2M3.05%663,315Hold
5COPCONOCOPHILLIPS$21.7M2.98%164,645Trimmed
6NKENIKE INC$21.2M2.92%402,170Added
7TAT&T INC$21.3M2.92%733,880Added
8CVXCHEVRON CORPORATION$21.2M2.91%102,515Trimmed
9CMECME GROUP INC$20.9M2.87%70,693Hold
10HSYHERSHEY CO$19.3M2.64%92,600Added
11HRHEALTHCARE RLTY TR$18.9M2.59%1.1MAdded
12MRKMERCK & CO INC$18.3M2.51%151,872Hold
13BDXBECTON DICKINSON & CO$17.8M2.45%113,329Added
14MMM3M CO$17.2M2.36%118,498Added
15LHXL3HARRIS TECHNOLOGIES INC$16.8M2.31%48,653Trimmed
16PNWPINNACLE WEST CAP CORP$16.0M2.19%158,330Trimmed
17CCITIGROUP INC$15.6M2.14%137,700Trimmed
18APDAIR PRODUCTS AND CHEMICALS I$15.5M2.13%53,295Added
19PSXPHILLIPS 66$15.2M2.08%83,235Hold
20KVUEKENVUE INC$14.6M2.00%845,115Hold
21PFEPFIZER INC$13.9M1.91%495,750Hold
22IBMINTERNATIONAL BUSINESS MACHS$13.4M1.84%55,178Hold
23XRAYDENTSPLY SIRONA INC$13.4M1.84%1.2MAdded
24TFCTRUIST FINL CORP$13.2M1.81%286,950Added
25CSCOCISCO SYS INC$12.9M1.77%166,577Hold

Source: SEC Form 13F filings · as of 2026-03-31