MondegarAI
SKBA CAPITAL MANAGEMENT LLC

Q1 2025 · 13F-HR

SKBA CAPITAL MANAGEMENT LLCholdings as filed

Filed 2025-05-13 · accession 0001941040-25-000289

$672.0M
Reported value
86
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
75513E101RTXRTX CORPORATION$27.0M4.01%203,569CommonSOLE
00206R102TAT&T INC$25.9M3.86%916,600CommonSOLE
G5960L103MDTMEDTRONIC PLC$24.6M3.67%274,312CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$20.7M3.08%724,875CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$20.3M3.01%81,473CommonSOLE
12572Q105CMECME GROUP INC$20.0M2.97%75,233CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$16.6M2.47%525,204CommonSOLE
49177J102KVUEKENVUE INC$15.9M2.36%662,675CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$15.3M2.28%160,510CommonSOLE
58933Y105MRKMERCK & CO INC$15.0M2.23%167,142CommonSOLE
88579Y101MMM3M CO$14.7M2.18%99,923CommonSOLE
166764100CVXCHEVRON CORP NEW$14.3M2.13%85,575CommonSOLE
20825C104COPCONOCOPHILLIPS$14.3M2.13%136,095CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$14.1M2.10%161,950CommonSOLE
50050N103KTBKONTOOR BRANDS INC$14.0M2.09%218,881CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$13.9M2.07%66,795CommonSOLE
172967424CCITIGROUP INC$13.3M1.98%187,800CommonSOLE
42226K105HRHEALTHCARE RLTY TR$12.8M1.91%758,628CommonSOLE
750236101RDNRADIAN GROUP INC$12.6M1.87%379,800CommonSOLE
59156R108METMETLIFE INC$12.3M1.83%152,950CommonSOLE
457187102INGRINGREDION INC$12.2M1.82%90,300CommonSOLE
89832Q109TFCTRUIST FINL CORP$11.5M1.71%279,000CommonSOLE
717081103PFEPFIZER INC$11.4M1.69%448,350CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$11.1M1.65%101,340CommonSOLE
427866108HSYHERSHEY CO$10.8M1.61%63,105CommonSOLE
031162100AMGNAMGEN INC$10.8M1.60%34,560CommonSOLE
20030N101CMCSACOMCAST CORP NEW$10.7M1.59%289,131CommonSOLE
718546104PSXPHILLIPS 66$10.4M1.55%84,435CommonSOLE
925652109VICIVICI PPTYS INC$10.3M1.54%317,250CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$10.2M1.52%167,960CommonSOLE
17275R102CSCOCISCO SYS INC$10.1M1.51%164,417CommonSOLE
418056107HASHASBRO INC$10.1M1.50%164,175CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9.9M1.48%33,732CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$9.8M1.46%656,590CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.8M1.46%136,550CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$9.7M1.45%332,115CommonSOLE
64110D104NTAPNETAPP INC$9.7M1.44%110,495CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$9.5M1.42%50,089CommonSOLE
500472303PHGKONINKLIJKE PHILIPS N V$9.0M1.34%355,308CommonSOLE
882508104TXNTEXAS INSTRS INC$8.9M1.32%49,500CommonSOLE
00912X302ALAIR LEASE CORP$8.8M1.31%182,194CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.5M1.27%40,753CommonSOLE
695156109PKGPACKAGING CORP AMER$8.4M1.25%42,382CommonSOLE
902973304USBUS BANCORP DEL$8.1M1.21%192,975CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8.0M1.19%58,065CommonSOLE
31428X106FDXFEDEX CORP$8.0M1.18%32,620CommonSOLE
907818108UNPUNION PAC CORP$7.4M1.10%31,192CommonSOLE
756109104OREALTY INCOME CORP$7.1M1.05%122,026CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$6.8M1.01%139,700CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.6M0.99%84,600CommonSOLE
713448108PEPPEPSICO INC$6.4M0.95%42,515CommonSOLE
548661107LOWLOWES COS INC$6.2M0.92%26,430CommonSOLE
701094104PHPARKER-HANNIFIN CORP$6.0M0.89%9,880CommonSOLE
372460105GPCGENUINE PARTS CO$6.0M0.89%50,337CommonSOLE
87612E106TGTTARGET CORP$5.7M0.85%54,550CommonSOLE
521865204LEALEAR CORP$2.5M0.38%28,800CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.6M0.24%1,224CommonNONE
084423102WRBBERKLEY W R CORP$1.4M0.21%19,501CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.19%2,348CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.17%4,657CommonNONE
03076C106AMPAMERIPRISE FINL INC$1.1M0.16%2,245CommonNONE
G6700G107NVTNVENT ELECTRIC PLC$1.1M0.16%20,648CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.16%5,019CommonNONE
025816109AXPAMERICAN EXPRESS CO$997,3680.15%3,707CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$692,6910.10%26,683CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$619,6430.09%977CommonNONE
504922105LHLABCORP HOLDINGS INC$584,1770.09%2,510CommonSOLE
11271J107BNBROOKFIELD CORP$564,5340.08%10,772CommonSOLE
609207105MDLZMONDELEZ INTL INC$552,1630.08%8,138CommonSOLE
075887109BDXBECTON DICKINSON & CO$525,4640.08%2,294CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$519,7880.08%2,297CommonSOLE
02079K305GOOGLALPHABET INC$408,0950.06%2,639CommonNONE
05352A100AVTRAVANTOR INC$386,5600.06%23,847CommonSOLE
046353108AZNNASTRAZENECA PLC$374,1890.06%5,091CommonSOLE
19247G107COHRCOHERENT CORP$337,5580.05%5,198CommonSOLE
G21810109CLVTCLARIVATE PLC$332,7920.05%84,680CommonSOLE
83444M101SOLVSOLVENTUM CORP$316,3260.05%4,160CommonSOLE
G87052109TELTE CONNECTIVITY PLC$289,9890.04%2,052CommonNONE
219350105GLWCORNING INC$281,7760.04%6,155CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$280,8410.04%1,696CommonSOLE
231021106CMICUMMINS INC$274,8870.04%877CommonSOLE
92939U106WECWEC ENERGY GROUP INC$243,0250.04%2,230CommonSOLE
060505104BACBANK AMERICA CORP$231,6010.03%5,550CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$227,8780.03%6,093CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$225,6630.03%3,700CommonSOLE
34965K107FTREFORTREA HLDGS INC$142,7860.02%18,912CommonSOLE

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.