SKBA CAPITAL MANAGEMENT LLC
SEC Form 13F institutional filer · CIK 0000932024
13F-HR · 64 reported holdings · 2026-03-31
Reported long-US-equity value
$0.62B
Top-10 concentration
35.1%
SKBA CAPITAL MANAGEMENT LLC — $624M AUM allocation strategy
SKBA CAPITAL MANAGEMENT LLC files SEC Form 13F and reports $624M of long US equity value across 64 reported holdings for 2026-03-31.
Its largest sector bet is Energy 12.8%, followed by Health Care 12.5% and Industrials 9.2%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SKBA CAPITAL MANAGEMENT LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$624M
total across 64 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NKE +117K sh · +$3.07M+$VZ +57.5K sh · +$4.35M+$BDX +53.4K sh · +$6.2M
Biggest trims (shares)
−$AIG −96.6K sh · −$6.79M−$RTX −25.8K sh · −$3.58M−$MET −17.2K sh · −$2.48M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Equipment7.4%—
- Aerospace & Defense6.5%—
- Pharmaceuticals5.2%—
- Oil & Gas Storage & Transportation3.6%—
- Oil & Gas Exploration & Production3.5%—
- Integrated Telecommunication Services3.4%—
- Apparel, Accessories & Luxury Goods3.4%—
- Integrated Oil & Gas3.4%—
- Other holdings63.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MDT | Medtronic plc | 324K | $28M | +11K | 4.5% |
| $RTX | RTX Corporation | 121K | $23.3M | -25.8K | 3.7% |
| $KMI | Kinder Morgan Inc | 663K | $22.2M | +0 | 3.6% |
| $COP | ConocoPhillips | 165K | $21.7M | -12.9K | 3.5% |
| $T | AT&T Inc | 734K | $21.3M | +4.53K | 3.4% |
| $NKE | Nike Inc | 402K | $21.2M | +117K | 3.4% |
| $CVX | Chevron Corporation | 103K | $21.2M | -10.3K | 3.4% |
| $CME | CME Group Inc | 70.7K | $20.9M | +0 | 3.3% |
| $AIG | American International Group Inc. New | 517K | $19.9M | -96.6K | 3.2% |
| $HSY | The Hershey Company | 92.6K | $19.3M | +10.5K | 3.1% |
…and 54 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.