SKBA CAPITAL MANAGEMENT LLC
CIK 932024
13F filing for Q2 2026・No. 3,490
- Holdings
- US$606.04M
- Quarter change
- −US$122.4M
- Entries
- 79
- Net bought (estimate)
- −US$137.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 56
- Added 8
- Corporate actions 0
- Unchanged 14
Largest holdings
79 stocks worth US$606.04M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KTBKONTOOR BRANDS INCCOM | Cut | 283,756 | US$23.65M | 3.90% |
| MDTMEDTRONIC PLCSHS | Cut | 263,532 | US$20.62M | 3.40% |
| HEALTHCARE RLTY TRCL A COM | Cut | 927,438 | US$18.71M | 3.09% |
| KMIKINDER MORGAN INC DELCOM | Cut | 558,715 | US$17.86M | 2.95% |
| RTXRTX CORPORATIONCOM | Cut | 93,614 | US$17.76M | 2.93% |
| HSYHERSHEY COCOM | Cut | 92,065 | US$16.15M | 2.67% |
| BDXBECTON DICKINSON & COCOM | Cut | 103,019 | US$15.59M | 2.57% |
| MMM3M COCOM | Cut | 95,058 | US$15.39M | 2.54% |
| CMECME GROUP INCCOM | Cut | 69,333 | US$15.31M | 2.53% |
| MRKMERCK & CO INCCOM | Cut | 118,272 | US$15.2M | 2.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.