Skba Capital Management LLC

13F filer · CIK 0000932024

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$606MU.S. long equity reported on 13F

Positions791 new · 1 closed

Net flow last quarter-$138MBuys minus sells

Top 10 positions weight29.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202679 positions
KTBKontoor Brands, Inc.	$23.6M	3.90%	0.51%	-18.5%	Q3 2019
MDTMedtronic plc	$20.6M	3.40%	0.02%	-18.6%	Q2 2017
HRHealthcare Realty Trust Inc	$18.7M	3.09%	0.27%	-16.6%	Q1 2024
KMIKinder Morgan, Inc.	$17.9M	2.95%	0.03%	-15.8%	Q1 2020
RTXRTX Corp	$17.8M	2.93%	0.01%	-22.5%	Q2 2020
HSYHershey Co	$16.2M	2.67%	0.05%	-0.6%	Q2 2024
BDXBecton Dickinson & Co	$15.6M	2.57%	0.04%	-9.1%	Q2 2013
MMM3m Co	$15.4M	2.54%	0.02%	-19.8%	Q1 2020
CMECme Group Inc.	$15.3M	2.53%	0.02%	-1.9%	Q2 2013
MRKMerck & Co., Inc.	$15.2M	2.51%	0.00%	-22.1%	Q3 2020
NKENIKE, Inc.	$14.9M	2.46%	0.02%	-9.7%	Q2 2025
NXPINXP Semiconductors N.V.	$14.8M	2.45%	0.02%	-17.6%	Q4 2021
COPConocophillips	$14.2M	2.34%	0.01%	-17.0%	Q2 2013
CCitigroup Inc	$14.1M	2.33%	0.01%	-26.8%	Q4 2018
TAt&T Inc.	$13.8M	2.28%	0.01%	-9.1%	Q2 2013
IBMInternational Business Machines Corp	$13.5M	2.23%	0.01%	-12.9%	Q3 2014
APDAir Products & Chemicals, Inc.	$13.1M	2.17%	0.02%	-16.0%	Q2 2024
CVXChevron Corp	$13M	2.14%	0.00%	-23.7%	Q2 2013
PNWPinnacle West Capital Corp	$12.9M	2.14%	0.10%	-23.6%	Q2 2023
LHXL3harris Technologies, Inc.	$12.9M	2.13%	0.02%	-8.8%	Q4 2023
KVUEKenvue Inc.	$12.2M	2.01%	0.03%	-24.6%	Q4 2023
CSCOCisco Systems, Inc.	$12.2M	2.01%	0.00%	-37.9%	Q2 2013
TXNTexas Instruments Inc	$11.8M	1.95%	0.00%	-26.7%	Q1 2016
RDNRadian Group Inc	$11.4M	1.88%	0.23%	-20.1%	Q3 2016
TFCTruist Financial Corp	$11.2M	1.85%	0.02%	-21.4%	Q3 2024
WFCWells Fargo & Company	$10.9M	1.81%	0.00%	-16.3%	Q2 2013
DEODiageo PLC	$10.8M	1.78%	0.01%	-13.6%	Q2 2025
XRAYDENTSPLY SIRONA Inc.	$10.8M	1.78%	0.51%	-12.1%	Q4 2024
VZVerizon Communications Inc	$10.6M	1.74%	0.01%	+17.4%	Q2 2013
PFEPfizer Inc	$10.3M	1.69%	0.01%	-14.1%	Q2 2013
AEPAmerican Electric Power Co Inc	$10.2M	1.68%	0.01%	-22.6%	Q3 2024
NTAPNetApp, Inc.	$9.97M	1.65%	0.03%	-34.5%	Q2 2019
UNPUnion Pacific Corp	$9.69M	1.60%	0.01%	-25.2%	Q1 2016
USBUS Bancorp \de\	$9.57M	1.58%	0.01%	-22.0%	Q2 2013
PKGPackaging Corp of America	$9.21M	1.52%	0.04%	-23.7%	Q1 2016
PSXPhillips 66	$8.93M	1.47%	0.01%	-36.5%	Q2 2013
AIGAmerican International Group, Inc.	$8.82M	1.46%	0.02%	-19.7%	Q2 2013
METMetlife Inc	$8.71M	1.44%	0.02%	-24.3%	Q2 2013
AMGNAmgen Inc	$8.64M	1.43%	0.00%	-26.3%	Q2 2017
WYWeyerhaeuser Co	$8.6M	1.42%	0.05%	-12.9%	Q2 2013
HASHasbro, Inc.	$8.39M	1.38%	0.07%	-17.7%	Q4 2023
VICIVici Properties Inc.	$7.31M	1.21%	0.03%	-14.6%	Q4 2019
ADPAutomatic Data Processing Inc	$6.43M	1.06%	0.01%	Not reported	Q2 2013
CAHCardinal Health Inc	$6.08M	1.00%	0.01%	-23.6%	Q2 2013
GPKGraphic Packaging Holding Co	$5.85M	0.97%	0.19%	-24.5%	Q1 2024
DRIDarden Restaurants Inc	$5.83M	0.96%	0.02%	-23.3%	Q4 2021
INGRIngredion Inc	$4.95M	0.82%	0.08%	-12.1%	Q3 2020
ORealty Income Corp	$4.91M	0.81%	0.01%	-25.8%	Q4 2021
PHParker-Hannifin Corp	$4.91M	0.81%	0.00%	-29.5%	Q1 2020
PEPPepsico Inc	$4.86M	0.80%	0.00%	-15.9%	Q2 2013

Q1 2026Reported May 13, 202679 positions
MDTMedtronic plc	$28M	3.85%	0.03%	+3.5%	Q2 2017
KTBKontoor Brands, Inc.	$24.5M	3.36%	0.63%	+12.9%	Q3 2019
RTXRTX Corp	$23.3M	3.20%	0.01%	-17.6%	Q2 2020
KMIKinder Morgan, Inc.	$22.2M	3.05%	0.03%	Not reported	Q1 2020
COPConocophillips	$21.7M	2.98%	0.01%	-7.3%	Q2 2013
TAt&T Inc.	$21.3M	2.92%	0.01%	+0.6%	Q2 2013
NKENIKE, Inc.	$21.2M	2.92%	0.02%	+41.0%	Q2 2025
CVXChevron Corp	$21.2M	2.91%	0.01%	-9.2%	Q2 2013
CMECme Group Inc.	$20.9M	2.87%	0.02%	Not reported	Q2 2013
HSYHershey Co	$19.3M	2.64%	0.05%	+12.8%	Q2 2024
HRHealthcare Realty Trust Inc	$18.9M	2.59%	0.32%	+10.5%	Q1 2024
MRKMerck & Co., Inc.	$18.3M	2.51%	0.01%	Not reported	Q3 2020
BDXBecton Dickinson & Co	$17.8M	2.45%	0.04%	+89.2%	Q2 2013
MMM3m Co	$17.2M	2.36%	0.02%	+15.7%	Q1 2020
LHXL3harris Technologies, Inc.	$16.8M	2.31%	0.03%	-9.6%	Q4 2023
PNWPinnacle West Capital Corp	$16M	2.19%	0.13%	-0.3%	Q2 2023
CCitigroup Inc	$15.6M	2.14%	0.01%	-0.3%	Q4 2018
APDAir Products & Chemicals, Inc.	$15.5M	2.13%	0.02%	+2.9%	Q2 2024
PSXPhillips 66	$15.2M	2.08%	0.02%	Not reported	Q2 2013
KVUEKenvue Inc.	$14.6M	2.00%	0.04%	Not reported	Q4 2023
PFEPfizer Inc	$13.9M	1.91%	0.01%	Not reported	Q2 2013
XRAYDENTSPLY SIRONA Inc.	$13.4M	1.84%	0.58%	+0.3%	Q4 2024
IBMInternational Business Machines Corp	$13.4M	1.84%	0.01%	Not reported	Q3 2014
TFCTruist Financial Corp	$13.2M	1.81%	0.02%	+2.0%	Q3 2024
CSCOCisco Systems, Inc.	$12.9M	1.77%	0.00%	Not reported	Q2 2013
NXPINXP Semiconductors N.V.	$12.6M	1.73%	0.03%	+1.7%	Q4 2021
AEPAmerican Electric Power Co Inc	$12.6M	1.73%	0.02%	Not reported	Q3 2024
WFCWells Fargo & Company	$12.6M	1.73%	0.01%	-0.3%	Q2 2013
RDNRadian Group Inc	$12.6M	1.72%	0.28%	-0.1%	Q3 2016
DEODiageo PLC	$11.6M	1.59%	0.01%	+1.9%	Q2 2025
HASHasbro, Inc.	$11.6M	1.59%	0.09%	-6.4%	Q4 2023
UNPUnion Pacific Corp	$11.6M	1.59%	0.01%	+37.8%	Q1 2016
AMGNAmgen Inc	$11.4M	1.56%	0.01%	Not reported	Q2 2017
AIGAmerican International Group, Inc.	$11.1M	1.52%	0.03%	-0.2%	Q2 2013
PKGPackaging Corp of America	$10.8M	1.48%	0.00%	Not reported	Q1 2016
VZVerizon Communications Inc	$10.7M	1.46%	0.01%	+37.0%	Q2 2013
USBUS Bancorp \de\	$10.6M	1.45%	0.01%	+5.0%	Q2 2013
TXNTexas Instruments Inc	$10.5M	1.44%	0.01%	+8.9%	Q1 2016
NTAPNetApp, Inc.	$10.1M	1.38%	0.05%	+0.1%	Q2 2019
WYWeyerhaeuser Co	$10.1M	1.38%	0.06%	+2.2%	Q2 2013
METMetlife Inc	$9.62M	1.32%	0.02%	-11.2%	Q2 2013
CRBGCorebridge Financial, Inc.	$8.83M	1.21%	0.08%	-20.7%	Q4 2022
VICIVici Properties Inc.	$8.81M	1.21%	0.03%	+1.6%	Q4 2019
GPKGraphic Packaging Holding Co	$7.29M	1.00%	0.25%	+5.6%	Q1 2024
DRIDarden Restaurants Inc	$7.24M	0.99%	0.03%	+0.8%	Q4 2021
CAHCardinal Health Inc	$7.08M	0.97%	0.01%	-3.5%	Q2 2013
INGRIngredion Inc	$6.7M	0.92%	0.09%	+2.2%	Q3 2020
PEPPepsico Inc	$6.63M	0.91%	0.00%	Not reported	Q2 2013
ORealty Income Corp	$6.54M	0.90%	0.01%	-5.3%	Q4 2021
PHParker-Hannifin Corp	$6.37M	0.88%	0.01%	-15.8%	Q1 2020

Q4 2025Reported Feb 12, 202680 positions
MDTMedtronic plc	$30M	4.26%	0.02%	0.0%	Q2 2017
RTXRTX Corp	$26.9M	3.82%	0.01%	-16.2%	Q2 2020
CMECme Group Inc.	$19.3M	2.74%	0.02%	0.0%	Q2 2013
KTBKontoor Brands, Inc.	$18.8M	2.67%	0.55%	+8.6%	Q3 2019
KMIKinder Morgan, Inc.	$18.2M	2.59%	0.03%	-7.7%	Q1 2020
NKENIKE, Inc.	$18.2M	2.58%	0.02%	+154.0%	Q2 2025
TAt&T Inc.	$18.1M	2.57%	0.01%	+1.2%	Q2 2013
CVXChevron Corp	$17.2M	2.44%	0.01%	+4.4%	Q2 2013
HRHealthcare Realty Trust Inc	$17.1M	2.42%	0.29%	+12.6%	Q1 2024
COPConocophillips	$16.6M	2.36%	0.01%	Not reported	Q2 2013
MMM3m Co	$16.4M	2.33%	0.02%	-7.1%	Q1 2020
IBMInternational Business Machines Corp	$16.3M	2.32%	0.01%	-20.8%	Q3 2014
CCitigroup Inc	$16.1M	2.29%	0.01%	-23.4%	Q4 2018
MRKMerck & Co., Inc.	$16M	2.27%	0.01%	-8.2%	Q3 2020
LHXL3harris Technologies, Inc.	$15.8M	2.24%	0.03%	-2.5%	Q4 2023
HSYHershey Co	$14.9M	2.12%	0.04%	+9.0%	Q2 2024
WFCWells Fargo & Company	$14.8M	2.10%	0.01%	-7.0%	Q2 2013
KVUEKenvue Inc.	$14.6M	2.07%	0.04%	-0.1%	Q4 2023
PNWPinnacle West Capital Corp	$14.1M	2.00%	0.13%	-1.5%	Q2 2023
CRBGCorebridge Financial, Inc.	$14.1M	2.00%	0.09%	-14.5%	Q4 2022
TFCTruist Financial Corp	$13.9M	1.97%	0.02%	0.0%	Q3 2024
NXPINXP Semiconductors N.V.	$13.7M	1.94%	0.03%	+23.2%	Q4 2021
RDNRadian Group Inc	$13.7M	1.94%	0.28%	Not reported	Q3 2016
DEODiageo PLC	$13.2M	1.87%	0.01%	+7.5%	Q2 2025
XRAYDENTSPLY SIRONA Inc.	$13.2M	1.87%	0.58%	+0.9%	Q4 2024
CSCOCisco Systems, Inc.	$12.8M	1.82%	0.00%	0.0%	Q2 2013
APDAir Products & Chemicals, Inc.	$12.8M	1.82%	0.02%	-0.5%	Q2 2024
AIGAmerican International Group, Inc.	$12.6M	1.79%	0.03%	-8.9%	Q2 2013
PFEPfizer Inc	$12.3M	1.75%	0.01%	+0.7%	Q2 2013
METMetlife Inc	$12.1M	1.72%	0.02%	Not reported	Q2 2013
BDXBecton Dickinson & Co	$11.6M	1.65%	0.02%	+4.1%	Q2 2013
AEPAmerican Electric Power Co Inc	$11.1M	1.58%	0.02%	-6.6%	Q3 2024
HASHasbro, Inc.	$10.8M	1.54%	0.09%	-9.6%	Q4 2023
PSXPhillips 66	$10.7M	1.52%	0.02%	-1.5%	Q2 2013
AMGNAmgen Inc	$10.6M	1.50%	0.01%	-6.6%	Q2 2017
NTAPNetApp, Inc.	$10.5M	1.50%	0.05%	-11.5%	Q2 2019
GPKGraphic Packaging Holding Co	$10.5M	1.48%	0.24%	+1467.4%	Q1 2024
PKGPackaging Corp of America	$10.4M	1.48%	0.06%	-2.0%	Q1 2016
USBUS Bancorp \de\	$10.3M	1.47%	0.01%	+0.1%	Q2 2013
WYWeyerhaeuser Co	$9.55M	1.36%	0.06%	+0.9%	Q2 2013
VICIVici Properties Inc.	$8.93M	1.27%	0.03%	Not reported	Q4 2019
TXNTexas Instruments Inc	$8.61M	1.22%	0.01%	+0.1%	Q1 2016
UNPUnion Pacific Corp	$8M	1.14%	0.01%	0.0%	Q1 2016
PHParker-Hannifin Corp	$7.44M	1.06%	0.01%	-14.4%	Q1 2020
PHGKoninklijke Philips NV	$7.23M	1.03%	0.03%	0.0%	Q3 2016
CAHCardinal Health Inc	$7.13M	1.01%	0.01%	-25.7%	Q2 2013
DRIDarden Restaurants Inc	$6.74M	0.96%	0.03%	-26.7%	Q4 2021
GPCGenuine Parts Co	$6.45M	0.92%	0.04%	0.0%	Q2 2013
INGRIngredion Inc	$6.41M	0.91%	0.09%	+0.4%	Q3 2020
ORealty Income Corp	$6.36M	0.90%	0.01%	-6.7%	Q4 2021

Q3 2025Reported Nov 12, 202581 positions
MDTMedtronic plc	$29.8M	4.12%	0.02%	+3.8%	Q2 2017
RTXRTX Corp	$29.3M	4.04%	0.01%	-14.2%	Q2 2020
KTBKontoor Brands, Inc.	$22.6M	3.13%	0.51%	+14.5%	Q3 2019
TAt&T Inc.	$20.4M	2.81%	0.01%	+0.4%	Q2 2013
KMIKinder Morgan, Inc.	$20.3M	2.81%	0.03%	-1.1%	Q1 2020
IBMInternational Business Machines Corp	$19.7M	2.72%	0.01%	Not reported	Q3 2014
CMECme Group Inc.	$19.1M	2.64%	0.02%	+1.1%	Q2 2013
CCitigroup Inc	$18.3M	2.53%	0.01%	-3.4%	Q4 2018
CRBGCorebridge Financial, Inc.	$17.5M	2.42%	0.10%	-2.5%	Q4 2022
MMM3m Co	$17.1M	2.36%	0.02%	Not reported	Q1 2020
LHXL3harris Technologies, Inc.	$16.9M	2.33%	0.03%	Not reported	Q4 2023
CVXChevron Corp	$16.8M	2.32%	0.01%	+18.3%	Q2 2013
COPConocophillips	$16.8M	2.32%	0.01%	+0.1%	Q2 2013
HRHealthcare Realty Trust Inc	$16.1M	2.23%	0.25%	+2.8%	Q1 2024
XRAYDENTSPLY SIRONA Inc.	$14.5M	2.00%	0.57%	+14.3%	Q4 2024
PNWPinnacle West Capital Corp	$14.5M	2.00%	0.14%	+0.4%	Q2 2023
WFCWells Fargo & Company	$14.3M	1.98%	0.01%	+0.1%	Q2 2013
APDAir Products & Chemicals, Inc.	$14.2M	1.96%	0.02%	+9.4%	Q2 2024
HSYHershey Co	$14.1M	1.95%	0.04%	+19.2%	Q2 2024
MRKMerck & Co., Inc.	$13.9M	1.92%	0.01%	-0.8%	Q3 2020
RDNRadian Group Inc	$13.8M	1.90%	0.28%	Not reported	Q3 2016
KVUEKenvue Inc.	$13.7M	1.90%	0.04%	+24.0%	Q4 2023
DEODiageo PLC	$13.6M	1.87%	0.01%	+46.5%	Q2 2025
NTAPNetApp, Inc.	$13.2M	1.82%	0.06%	+0.1%	Q2 2019
TFCTruist Financial Corp	$12.9M	1.78%	0.02%	+0.2%	Q3 2024
AIGAmerican International Group, Inc.	$12.7M	1.76%	0.03%	Not reported	Q2 2013
METMetlife Inc	$12.6M	1.74%	0.02%	+0.2%	Q2 2013
PFEPfizer Inc	$12.5M	1.73%	0.01%	-0.6%	Q2 2013
NXPINXP Semiconductors N.V.	$11.7M	1.61%	0.02%	+1.0%	Q4 2021
AEPAmerican Electric Power Co Inc	$11.6M	1.60%	0.02%	+1.5%	Q3 2024
PSXPhillips 66	$11.5M	1.59%	0.02%	+0.1%	Q2 2013
CSCOCisco Systems, Inc.	$11.4M	1.58%	0.00%	+0.8%	Q2 2013
PKGPackaging Corp of America	$11.3M	1.56%	0.06%	+0.1%	Q1 2016
HASHasbro, Inc.	$11.1M	1.53%	0.10%	-11.8%	Q4 2023
BDXBecton Dickinson & Co	$10.8M	1.49%	0.02%	+1619.9%	Q2 2013
VICIVici Properties Inc.	$10.4M	1.43%	0.03%	+0.1%	Q4 2019
WYWeyerhaeuser Co	$9.91M	1.37%	0.06%	+12.2%	Q2 2013
AMGNAmgen Inc	$9.78M	1.35%	0.01%	Not reported	Q2 2017
DRIDarden Restaurants Inc	$9.5M	1.31%	0.04%	-16.3%	Q4 2021
USBUS Bancorp \de\	$9.34M	1.29%	0.01%	+0.2%	Q2 2013
TXNTexas Instruments Inc	$9.11M	1.26%	0.01%	+0.1%	Q1 2016
UNPUnion Pacific Corp	$8.17M	1.13%	0.01%	+9.2%	Q1 2016
NKENIKE, Inc.	$7.83M	1.08%	0.01%	+6.9%	Q2 2025
PHParker-Hannifin Corp	$7.49M	1.04%	0.01%	Not reported	Q1 2020
TAPMolson Coors Beverage Co	$7.43M	1.03%	Not reported	-2.2%	Q2 2013
ORealty Income Corp	$7.36M	1.02%	0.01%	-0.6%	Q4 2021
CAHCardinal Health Inc	$7.34M	1.01%	0.02%	-17.2%	Q2 2013
PHGKoninklijke Philips NV	$7.28M	1.01%	0.03%	-27.1%	Q3 2016
GPCGenuine Parts Co	$7.27M	1.00%	0.04%	+1.1%	Q2 2013
INGRIngredion Inc	$7.08M	0.98%	0.09%	-35.8%	Q3 2020

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