MondegarAI
SKBA CAPITAL MANAGEMENT LLC

Q4 2024 · 13F-HR

SKBA CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-02-12 · accession 0001941040-25-000136

$632.8M
Reported value
76
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
75513E101RTXRTX CORPORATION$23.7M3.75%204,919CommonSOLE
00206R102TAT&T INC$22.7M3.59%996,750CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$22.2M3.51%811,720CommonSOLE
G5960L103MDTMEDTRONIC PLC$21.5M3.40%269,061CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$18.5M2.92%84,040CommonSOLE
12572Q105CMECME GROUP INC$17.1M2.70%73,690CommonSOLE
58933Y105MRKMERCK & CO INC$16.5M2.60%165,655CommonSOLE
50050N103KTBKONTOOR BRANDS INC$15.7M2.49%184,384CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$15.4M2.44%515,040CommonSOLE
20825C104COPCONOCOPHILLIPS$15.1M2.39%152,195CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$14.3M2.26%76,720CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$13.7M2.17%161,910CommonSOLE
172967424CCITIGROUP INC$13.3M2.10%188,600CommonSOLE
49177J102KVUEKENVUE INC$12.8M2.03%601,330CommonSOLE
88579Y101MMM3M CO$12.7M2.01%98,620CommonSOLE
59156R108METMETLIFE INC$12.6M1.99%153,650CommonSOLE
457187102INGRINGREDION INC$12.5M1.97%90,650CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$12.2M1.93%483,205CommonSOLE
750236101RDNRADIAN GROUP INC$12.1M1.91%381,200CommonSOLE
717081103PFEPFIZER INC$11.9M1.89%450,250CommonSOLE
20030N101CMCSACOMCAST CORP NEW$11.6M1.83%307,816CommonSOLE
89832Q109TFCTRUIST FINL CORP$11.5M1.82%265,400CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$11.5M1.81%157,415CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$10.1M1.60%48,710CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$10.1M1.59%531,590CommonSOLE
166764100CVXCHEVRON CORP NEW$9.8M1.55%67,725CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$9.7M1.53%168,760CommonSOLE
718546104PSXPHILLIPS 66$9.7M1.53%84,735CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9.6M1.52%33,195CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.6M1.52%137,050CommonSOLE
17275R102CSCOCISCO SYS INC$9.6M1.52%162,300CommonSOLE
695156109PKGPACKAGING CORP AMER$9.4M1.48%41,685CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$9.4M1.48%101,640CommonSOLE
882508104TXNTEXAS INSTRS INC$9.3M1.47%49,700CommonSOLE
925652109VICIVICI PPTYS INC$9.3M1.47%318,450CommonSOLE
42226K105HRHEALTHCARE RLTY TR$9.3M1.47%547,500CommonSOLE
902973304USBUS BANCORP DEL$9.3M1.46%193,775CommonSOLE
31428X106FDXFEDEX CORP$9.2M1.45%32,720CommonSOLE
00912X302ALAIR LEASE CORP$8.8M1.39%182,515CommonSOLE
64110D104NTAPNETAPP INC$8.7M1.38%75,130CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$8.7M1.37%308,880CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.6M1.36%40,903CommonSOLE
756109104OREALTY INCOME CORP$8.2M1.30%154,087CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$7.6M1.20%140,300CommonSOLE
87612E106TGTTARGET CORP$7.4M1.17%54,700CommonSOLE
907818108UNPUNION PAC CORP$6.9M1.10%30,420CommonSOLE
521865204LEALEAR CORP$6.8M1.07%71,800CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$6.8M1.07%57,250CommonSOLE
548661107LOWLOWES COS INC$6.5M1.03%26,530CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.3M1.00%9,940CommonSOLE
031162100AMGNAMGEN INC$6.3M1.00%24,160CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.3M0.99%84,900CommonSOLE
427866108HSYHERSHEY CO$6.1M0.96%35,955CommonSOLE
418056107HASHASBRO INC$6.0M0.95%107,850CommonSOLE
713448108PEPPEPSICO INC$5.8M0.92%38,120CommonSOLE
372460105GPCGENUINE PARTS CO$5.7M0.91%49,060CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.3M0.20%1,131CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.2M0.19%2,245CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.18%4,657CommonNONE
00287Y109ABBVABBVIE INC$891,8760.14%5,019CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$694,5500.11%10,190CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$597,8760.09%1,319CommonNONE
084423102WRBBERKLEY W R CORP$545,8160.09%9,327CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$527,1240.08%740CommonNONE
025816109AXPAMERICAN EXPRESS CO$430,3460.07%1,450CommonSOLE
02079K305GOOGLALPHABET INC$418,3530.07%2,210CommonNONE
11271J107BNBROOKFIELD CORP$412,7500.07%7,184CommonNONE
388689101GPKGRAPHIC PACKAGING HLDG CO$369,3760.06%13,600CommonNONE
19247G107COHRCOHERENT CORP$310,7140.05%3,280CommonNONE
504922105LHLABCORP HOLDINGS INC$296,9690.05%1,295CommonSOLE
G87052109TELTE CONNECTIVITY PLC$293,3740.05%2,052CommonNONE
G21810109CLVTCLARIVATE PLC$293,0140.05%57,680CommonSOLE
609207105MDLZMONDELEZ INTL INC$246,0880.04%4,120CommonNONE
060505104BACBANK AMERICA CORP$243,9230.04%5,550CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$218,1870.03%1,235CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$209,2720.03%3,700CommonSOLE

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.