Skba Capital Management as of June 30, 2024
Portfolio Holdings for Skba Capital Management
Skba Capital Management holds 74 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Raytheon Technologies Corp (RTX) | 3.9 | $24M | 240k | 100.39 | |
Merck & Co (MRK) | 3.5 | $22M | 174k | 123.80 | |
Kontoor Brands (KTB) | 3.3 | $20M | 309k | 66.15 | |
At&t (T) | 3.2 | $20M | 1.1M | 19.11 | |
Corebridge Finl (CRBG) | 3.0 | $19M | 647k | 29.12 | |
ConocoPhillips (COP) | 2.9 | $18M | 158k | 114.38 | |
International Business Machines (IBM) | 2.9 | $18M | 104k | 172.95 | |
Medtronic SHS (MDT) | 2.8 | $17M | 221k | 78.71 | |
Kinder Morgan (KMI) | 2.7 | $17M | 845k | 19.87 | |
Darden Restaurants (DRI) | 2.5 | $16M | 102k | 151.32 | |
NetApp (NTAP) | 2.4 | $15M | 117k | 128.80 | |
Koninklijke Philips N V Ny Regis Shs New (PHG) | 2.4 | $15M | 585k | 25.20 | |
Nxp Semiconductors N V (NXPI) | 2.3 | $15M | 54k | 269.09 | |
Cme (CME) | 2.3 | $14M | 73k | 196.60 | |
Wells Fargo & Company (WFC) | 2.1 | $13M | 218k | 59.39 | |
Pinnacle West Capital Corporation (PNW) | 2.1 | $13M | 169k | 76.38 | |
Citigroup Com New (C) | 2.0 | $13M | 200k | 63.46 | |
Comcast Corp Cl A (CMCSA) | 2.0 | $13M | 324k | 39.16 | |
Radian (RDN) | 2.0 | $13M | 403k | 31.10 | |
Phillips 66 (PSX) | 2.0 | $13M | 88k | 141.17 | |
MetLife (MET) | 2.0 | $12M | 175k | 70.19 | |
Ingredion Incorporated (INGR) | 2.0 | $12M | 106k | 114.70 | |
American Intl Group Com New (AIG) | 1.9 | $12M | 163k | 74.24 | |
Pfizer (PFE) | 1.8 | $12M | 412k | 27.98 | |
Cardinal Health (CAH) | 1.7 | $11M | 107k | 98.32 | |
FedEx Corporation (FDX) | 1.7 | $11M | 35k | 299.84 | |
Texas Instruments Incorporated (TXN) | 1.7 | $10M | 53k | 194.53 | |
Packaging Corporation of America (PKG) | 1.6 | $10M | 55k | 182.56 | |
L3harris Technologies (LHX) | 1.6 | $9.7M | 43k | 224.58 | |
Air Lease Corp Cl A (AL) | 1.5 | $9.6M | 202k | 47.53 | |
Vici Pptys (VICI) | 1.5 | $9.5M | 330k | 28.64 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.5 | $9.3M | 564k | 16.48 | |
Molson Coors Beverage CL B (TAP) | 1.5 | $9.2M | 181k | 50.83 | |
Charles Schwab Corporation (SCHW) | 1.5 | $9.1M | 124k | 73.69 | |
Kenvue (KVUE) | 1.4 | $8.9M | 492k | 18.18 | |
Chevron Corporation (CVX) | 1.4 | $8.8M | 56k | 156.42 | |
Lear Corp Com New (LEA) | 1.4 | $8.7M | 76k | 114.21 | |
Realty Income (O) | 1.4 | $8.5M | 160k | 52.82 | |
Target Corporation (TGT) | 1.3 | $8.4M | 57k | 148.04 | |
Parker-Hannifin Corporation (PH) | 1.3 | $8.1M | 16k | 505.81 | |
Cisco Systems (CSCO) | 1.3 | $8.0M | 169k | 47.51 | |
Weyerhaeuser Com New (WY) | 1.2 | $7.6M | 267k | 28.39 | |
Union Pacific Corporation (UNP) | 1.2 | $7.2M | 32k | 226.26 | |
Genuine Parts Company (GPC) | 1.2 | $7.2M | 52k | 138.32 | |
Amgen (AMGN) | 1.1 | $6.6M | 21k | 312.45 | |
Hasbro (HAS) | 1.1 | $6.6M | 112k | 58.50 | |
Rio Tinto Sponsored Adr (RIO) | 1.0 | $6.1M | 93k | 65.93 | |
Lowe's Companies (LOW) | 1.0 | $6.1M | 28k | 220.46 | |
Pepsi (PEP) | 1.0 | $6.1M | 37k | 164.93 | |
Hershey Company (HSY) | 0.9 | $5.8M | 31k | 183.83 | |
3M Company (MMM) | 0.9 | $5.7M | 56k | 102.19 | |
Air Products & Chemicals (APD) | 0.9 | $5.5M | 21k | 258.05 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.9 | $5.5M | 143k | 38.05 | |
Equinor Asa Sponsored Adr (EQNR) | 0.8 | $4.9M | 173k | 28.56 | |
Verizon Communications (VZ) | 0.3 | $1.9M | 46k | 41.24 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 5.3k | 202.26 | |
Texas Pacific Land Corp (TPL) | 0.2 | $1.1M | 1.4k | 734.27 | |
Ameriprise Financial (AMP) | 0.2 | $1.0M | 2.4k | 427.19 | |
Abbvie (ABBV) | 0.2 | $955k | 5.6k | 171.52 | |
Nvent Electric SHS (NVT) | 0.1 | $781k | 10k | 76.61 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $778k | 740.00 | 1051.03 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $537k | 1.3k | 406.80 | |
W.R. Berkley Corporation (WRB) | 0.1 | $445k | 5.7k | 78.58 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $403k | 2.2k | 182.15 | |
American Express Company (AXP) | 0.1 | $382k | 1.7k | 231.55 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $323k | 7.8k | 41.54 | |
Graphic Packaging Holding Company (GPK) | 0.0 | $309k | 12k | 26.21 | |
Te Connectivity SHS (TEL) | 0.0 | $309k | 2.1k | 150.43 | |
Coherent Corp (COHR) | 0.0 | $298k | 4.1k | 72.46 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $270k | 4.1k | 65.44 | |
Labcorp Holdings Com Shs (LH) | 0.0 | $265k | 1.3k | 203.51 | |
Bank of America Corporation (BAC) | 0.0 | $221k | 5.6k | 39.77 | |
Paramount Global Class B Com (PARA) | 0.0 | $218k | 21k | 10.39 | |
Becton, Dickinson and (BDX) | 0.0 | $206k | 880.00 | 233.71 |