Institutions / Skba Capital Management LLC

Skba Capital Management LLC

CIK 932024 · Institution · as of Dec 31, 2025
Portfolio value
$704.38M
Positions
80
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 80 →
CompanyClassValueShares% of portfolio
Medtronic plc$30.04M312,7124.3%
RTX Corp$26.89M146,6143.8%
CME Group Inc$19.30M70,6932.7%
Kontoor Brands, Inc.$18.83M308,3062.7%
Kinder Morgan, Inc.$18.23M663,3152.6%
NIKE, Inc.$18.17M285,1902.6%
AT&T Inc.$18.12M729,3502.6%
Chevron Corp$17.20M112,8552.4%
Healthcare Realty Trust Inc$17.05M1,006,1082.4%
ConocoPhillips$16.62M177,5452.4%
3M Co$16.40M102,4082.3%
International Business Machines Corp$16.34M55,1782.3%
Citigroup Inc$16.11M138,1002.3%
Merck & Co., Inc.$15.99M151,8722.3%
L3HARRIS Technologies, Inc. /De$15.79M53,8032.2%
Hershey Co$14.94M82,1102.1%
Wells Fargo & COMPANY/MN$14.79M158,6502.1%
Kenvue Inc.$14.58M845,1152.1%
Pinnacle West Capital Corp$14.09M158,8302.0%
Corebridge Financial, Inc.$14.07M466,2842.0%
Truist Financial Corp$13.85M281,4502.0%
NXP Semiconductors N.V.$13.69M63,0541.9%
Radian Group Inc$13.68M380,1001.9%
Diageo PLC$13.17M152,6701.9%
DENTSPLY SIRONA Inc.$13.15M1,150,7401.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.