MondegarAI
SKBA CAPITAL MANAGEMENT LLC

Q3 2024 · 13F-HR

SKBA CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-11-12 · accession 0001941040-24-000497

$673.7M
Reported value
76
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
75513E101RTXRTX CORPORATION$25.7M3.81%211,819CommonSOLE
00206R102TAT&T INC$22.8M3.38%1,035,750CommonSOLE
50050N103KTBKONTOOR BRANDS INC$22.1M3.27%269,644CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.8M3.23%98,495CommonSOLE
G5960L103MDTMEDTRONIC PLC$21.0M3.12%233,661CommonSOLE
58933Y105MRKMERCK & CO INC$19.6M2.91%172,555CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$18.5M2.74%835,420CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$18.0M2.68%618,540CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$17.1M2.54%521,965CommonSOLE
20825C104COPCONOCOPHILLIPS$16.6M2.46%157,495CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$16.4M2.44%99,970CommonSOLE
12572Q105CMECME GROUP INC$16.0M2.37%72,410CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$14.8M2.19%166,910CommonSOLE
59156R108METMETLIFE INC$14.4M2.14%174,650CommonSOLE
750236101RDNRADIAN GROUP INC$13.7M2.03%395,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$13.5M2.00%323,166CommonSOLE
88579Y101MMM3M CO$13.3M1.97%97,170CommonSOLE
457187102INGRINGREDION INC$13.2M1.96%95,900CommonSOLE
49177J102KVUEKENVUE INC$13.1M1.94%565,260CommonSOLE
717081103PFEPFIZER INC$12.4M1.84%428,850CommonSOLE
172967424CCITIGROUP INC$12.3M1.83%196,700CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$12.0M1.78%50,010CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$11.9M1.77%162,665CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$11.8M1.75%106,800CommonSOLE
718546104PSXPHILLIPS 66$11.6M1.72%88,385CommonSOLE
925652109VICIVICI PPTYS INC$11.0M1.63%330,150CommonSOLE
882508104TXNTEXAS INSTRS INC$10.8M1.60%52,100CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$10.7M1.59%316,580CommonSOLE
695156109PKGPACKAGING CORP AMER$10.5M1.56%48,695CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10.3M1.53%34,545CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$10.3M1.52%178,460CommonSOLE
42226K105HRHEALTHCARE RLTY TR$10.2M1.52%563,500CommonSOLE
756109104OREALTY INCOME CORP$10.2M1.51%160,322CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10.1M1.50%42,603CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$9.9M1.47%96,440CommonSOLE
166764100CVXCHEVRON CORP NEW$9.8M1.45%66,525CommonSOLE
64110D104NTAPNETAPP INC$9.7M1.44%78,530CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.4M1.40%166,450CommonSOLE
31428X106FDXFEDEX CORP$9.3M1.38%33,920CommonSOLE
17275R102CSCOCISCO SYS INC$9.0M1.33%168,630CommonSOLE
87612E106TGTTARGET CORP$8.9M1.32%56,900CommonSOLE
00912X302ALAIR LEASE CORP$8.6M1.27%189,015CommonSOLE
418056107HASHASBRO INC$8.1M1.21%112,350CommonSOLE
521865204LEALEAR CORP$8.0M1.19%73,400CommonSOLE
907818108UNPUNION PAC CORP$7.7M1.15%31,420CommonSOLE
548661107LOWLOWES COS INC$7.5M1.12%27,780CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$7.5M1.11%115,300CommonSOLE
372460105GPCGENUINE PARTS CO$7.2M1.07%51,800CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$6.8M1.01%143,400CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.6M0.99%10,520CommonSOLE
031162100AMGNAMGEN INC$6.6M0.98%20,560CommonSOLE
427866108HSYHERSHEY CO$6.3M0.93%32,655CommonSOLE
902973304USBUS BANCORP DEL$6.3M0.93%136,800CommonSOLE
713448108PEPPEPSICO INC$6.3M0.93%36,770CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.9M0.88%137,900CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.3M0.19%1,443CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.1M0.17%2,445CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.16%5,267CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.16%5,519CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$777,9180.12%740CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$715,9490.11%10,190CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$607,0830.09%1,319CommonNONE
084423102WRBBERKLEY W R CORP$506,4290.08%8,927CommonNONE
025816109AXPAMERICAN EXPRESS CO$420,3600.06%1,550CommonSOLE
11271J107BNBROOKFIELD CORP$397,8010.06%7,484CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$396,5060.06%13,400CommonNONE
02079K305GOOGLALPHABET INC$366,5290.05%2,210CommonNONE
19247G107COHRCOHERENT CORP$319,1870.05%3,590CommonNONE
G87052109TELTE CONNECTIVITY PLC$309,8310.05%2,052CommonNONE
609207105MDLZMONDELEZ INTL INC$303,5200.05%4,120CommonNONE
504922105LHLABCORP HOLDINGS INC$289,4070.04%1,295CommonSOLE
060505104BACBANK AMERICA CORP$220,2240.03%5,550CommonNONE
075887109BDXBECTON DICKINSON & CO$212,1680.03%880CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$202,0720.03%1,450CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$146,0250.02%13,750CommonNONE
G21810109CLVTCLARIVATE PLC$92,3000.01%13,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.