Sponsored

The Analysis of SKBA CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, SKBA CAPITAL MANAGEMENT LLC holds 79 types of securities in its portfolio with a total value $728.4M. In the most recent quarter, they have increased their positions in BDX (+53.4K shares, valued at $8.4M), NKE (+117.0K shares, valued at $6.2M), UNP (+13.1K shares, valued at $3.2M); decreased their positions in RTX (-25.8K shares, valued at $5.0M), CRBG (-96.3K shares, valued at $2.3M), CVX (-10.3K shares, valued at $2.1M); initiated new positions in N/A (+3.9K shares, valued at $775.1K), BMY (+3.7K shares, valued at $224.4K).

1M P&L

+10.9M+1.64%

3M P&L

-15.6M-2.27%

HY P&L

+49.7M+7.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense42.7M

6.8%

2Medical Instruments & Supplies26.3M

4.2%

3Utilities - Regulated Electric25.2M

4.0%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

5.6%

2Medical Instruments & Supplies4 stocks

5.6%

3Asset Management3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MEDTRONIC PLC MEDTRONIC PLC323.7K shares3.52%2026-03-312026-05-13

KTB KONTOOR BRANDS INC348.2K shares12.94%2026-03-312026-05-13

RTX RTX CORPORATION120.8K shares-17.60%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL663.3K shares0.00%2026-03-312026-05-13

COP CONOCOPHILLIPS164.6K shares-7.27%2026-03-312026-05-13

T AT&T INC733.9K shares0.62%2026-03-312026-05-13

NKE NIKE INC402.2K shares41.02%2026-03-312026-05-13

CVX CHEVRON CORPORATION102.5K shares-9.16%2026-03-312026-05-13

Sponsored

CME CME GROUP INC70.7K shares0.00%2026-03-312026-05-13

HSY HERSHEY CO92.6K shares12.78%2026-03-312026-05-13

HR HEALTHCARE RLTY TR1.1M shares10.51%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC151.9K shares0.00%2026-03-312026-05-13

BDX BECTON DICKINSON & CO113.3K shares89.22%2026-03-312026-05-13

MMM 3M CO118.5K shares15.71%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC48.7K shares-9.57%2026-03-312026-05-13

PNW PINNACLE WEST CAP CORP158.3K shares-0.31%2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC137.7K shares-0.29%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I53.3K shares2.87%2026-03-312026-05-13

PSX PHILLIPS 6683.2K shares0.00%2026-03-312026-05-13

KVUE KENVUE INC845.1K shares0.00%2026-03-312026-05-13

PFE PFIZER INC495.8K shares0.00%2026-03-312026-05-13

XRAY DENTSPLY SIRONA INC1.2M shares0.32%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS55.2K shares0.00%2026-03-312026-05-13

TFC TRUIST FINL CORP286.9K shares1.95%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC166.6K shares0.00%2026-03-312026-05-13

NXPI NXP SEMICONDUCTORS N V64.1K shares1.72%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC96.2K shares0.00%2026-03-312026-05-13

WFC WELLS FARGO & CO158.2K shares-0.32%2026-03-312026-05-13

RDN RADIAN GROUP INC379.6K shares-0.13%2026-03-312026-05-13

DEO DIAGEO PLC155.5K shares1.87%2026-03-312026-05-13

HAS HASBRO INC123.5K shares-6.37%2026-03-312026-05-13

UNP UNION PAC CORP47.6K shares37.78%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC32.4K shares0.00%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC147.4K shares-0.20%2026-03-312026-05-13

PKG PACKAGING CORP AMER50.7K shares0.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC212.6K shares37.04%2026-03-312026-05-13

USB US BANCORP203.2K shares5.00%2026-03-312026-05-13

TXN TEXAS INSTRS INC54.0K shares8.86%2026-03-312026-05-13

NTAP NETAPP INC98.4K shares0.05%2026-03-312026-05-13

WY WEYERHAEUSER CO412.1K shares2.18%2026-03-312026-05-13

Sponsored

MET METLIFE INC136.0K shares-11.23%2026-03-312026-05-13

CRBG COREBRIDGE FINL INC370.0K shares-20.66%2026-03-312026-05-13

VICI VICI PPTYS INC322.4K shares1.58%2026-03-312026-05-13

GPK GRAPHIC PACKAGING HLDG CO733.3K shares5.60%2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC36.9K shares0.82%2026-03-312026-05-13

CAH CARDINAL HEALTH INC33.5K shares-3.49%2026-03-312026-05-13

INGR INGREDION INC59.5K shares2.24%2026-03-312026-05-13

PEP PEPSICO INC42.7K shares0.00%2026-03-312026-05-13

Sponsored

O REALTY INCOME CORP106.9K shares-5.32%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP7.1K shares-15.84%2026-03-312026-05-13

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD118.6K shares0.00%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI4.7K shares-5.27%2026-03-312026-05-13

WRB BERKLEY W R CORP23.4K shares0.21%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares3.60%2026-03-312026-05-13

NVT NVENT ELEC PLC11.0K shares-21.07%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.9K shares0.00%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC5.0K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO3.6K shares-3.58%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS1.3K shares0.00%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC3.9K sharesnew addition2026-03-312026-05-13

LH LABCORP HOLDINGS INC2.9K shares-1.69%2026-03-312026-05-13

COHERENT CORP COHERENT CORP3.2K shares-36.87%2026-03-312026-05-13

ADBE ADOBE INC2.9K shares56.68%2026-03-312026-05-13

AMP AMERIPRISE FINL INC1.6K shares-22.06%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC2.5K shares-27.32%2026-03-312026-05-13

BN BROOKFIELD CORP16.5K shares-2.22%2026-03-312026-05-13

SOLV SOLVENTUM CORP9.9K shares2.05%2026-03-312026-05-13

CBOE CBOE GLOBAL MKTS INC2.2K shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.7K shares0.00%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC8.8K shares0.00%2026-03-312026-05-13

AVTR AVANTOR INC63.0K shares-0.63%2026-03-312026-05-13

CMI CUMMINS INC891 shares-14.41%2026-03-312026-05-13

Sponsored

CLVT CLARIVATE PLC184.2K shares2.33%2026-03-312026-05-13

IBKR INTERACTIVE BROKERS GROUP IN6.9K shares0.00%2026-03-312026-05-13

DVN DEVON ENERGY CORP NEW9.1K shares0.00%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.7K shares-15.61%2026-03-312026-05-13

BAC BANK AMERICA CORP5.5K shares0.00%2026-03-312026-05-13

INTC INTEL CORP5.7K shares0.00%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-05-13

MEDTRONIC PLC

3.52%

Shares323.7K

Event2026-03-31

Filed2026-05-13

KTB

KONTOOR BRANDS INC

12.94%

Shares348.2K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-17.60%

Shares120.8K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

0.00%

Shares663.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-7.27%

Shares164.6K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.62%

Shares733.9K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

41.02%

Shares402.2K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-9.16%

Shares102.5K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

0.00%

Shares70.7K

Event2026-03-31

Filed2026-05-13

HSY

HERSHEY CO

12.78%

Shares92.6K

Event2026-03-31

Filed2026-05-13

HEALTHCARE RLTY TR

10.51%

Shares1.1M

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

0.00%

Shares151.9K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO

89.22%

Shares113.3K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

15.71%

Shares118.5K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC

-9.57%

Shares48.7K

Event2026-03-31

Filed2026-05-13

PNW

PINNACLE WEST CAP CORP

-0.31%

Shares158.3K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

-0.29%

Shares137.7K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

2.87%

Shares53.3K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

0.00%

Shares83.2K

Event2026-03-31

Filed2026-05-13

KVUE

KENVUE INC

0.00%

Shares845.1K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

0.00%

Shares495.8K

Event2026-03-31

Filed2026-05-13

XRAY

DENTSPLY SIRONA INC

0.32%

Shares1.2M

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares55.2K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

1.95%

Shares286.9K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.00%

Shares166.6K

Event2026-03-31

Filed2026-05-13

NXPI

NXP SEMICONDUCTORS N V

1.72%

Shares64.1K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares96.2K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

-0.32%

Shares158.2K

Event2026-03-31

Filed2026-05-13

RDN

RADIAN GROUP INC

-0.13%

Shares379.6K

Event2026-03-31

Filed2026-05-13

DEO

DIAGEO PLC

1.87%

Shares155.5K

Event2026-03-31

Filed2026-05-13

HAS

HASBRO INC

-6.37%

Shares123.5K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

37.78%

Shares47.6K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-13

AIG

AMERICAN INTL GROUP INC

-0.20%

Shares147.4K

Event2026-03-31

Filed2026-05-13

PKG

PACKAGING CORP AMER

0.00%

Shares50.7K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

37.04%

Shares212.6K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

5.00%

Shares203.2K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

8.86%

Shares54.0K

Event2026-03-31

Filed2026-05-13

NTAP

NETAPP INC

0.05%

Shares98.4K

Event2026-03-31

Filed2026-05-13

WEYERHAEUSER CO

2.18%

Shares412.1K

Event2026-03-31

Filed2026-05-13

MET

METLIFE INC

-11.23%

Shares136.0K

Event2026-03-31

Filed2026-05-13

CRBG

COREBRIDGE FINL INC

-20.66%

Shares370.0K

Event2026-03-31

Filed2026-05-13

VICI

VICI PPTYS INC

1.58%

Shares322.4K

Event2026-03-31

Filed2026-05-13

GPK

GRAPHIC PACKAGING HLDG CO

5.60%

Shares733.3K

Event2026-03-31

Filed2026-05-13

DRI

DARDEN RESTAURANTS INC

0.82%

Shares36.9K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

-3.49%

Shares33.5K

Event2026-03-31

Filed2026-05-13

INGR

INGREDION INC

2.24%

Shares59.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.00%

Shares42.7K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

-5.32%

Shares106.9K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

-15.84%

Shares7.1K

Event2026-03-31

Filed2026-05-13

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares118.6K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATI

-5.27%

Shares4.7K

Event2026-03-31

Filed2026-05-13

WRB

BERKLEY W R CORP

0.21%

Shares23.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

3.60%

Shares2.9K

Event2026-03-31

Filed2026-05-13

NVT

NVENT ELEC PLC

-21.07%

Shares11.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-3.58%

Shares3.6K

Event2026-03-31

Filed2026-05-13

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

LABCORP HOLDINGS INC

-1.69%

Shares2.9K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

-36.87%

Shares3.2K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

56.68%

Shares2.9K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

-22.06%

Shares1.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-27.32%

Shares2.5K

Event2026-03-31

Filed2026-05-13

BROOKFIELD CORP

-2.22%

Shares16.5K

Event2026-03-31

Filed2026-05-13

SOLV

SOLVENTUM CORP

2.05%

Shares9.9K

Event2026-03-31

Filed2026-05-13

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

AVTR

AVANTOR INC

-0.63%

Shares63.0K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

-14.41%

Shares891

Event2026-03-31

Filed2026-05-13

CLVT

CLARIVATE PLC

2.33%

Shares184.2K

Event2026-03-31

Filed2026-05-13

IBKR

INTERACTIVE BROKERS GROUP IN

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

DVN

DEVON ENERGY CORP NEW

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

-15.61%

Shares1.7K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available