Skba Capital Management as of Sept. 30, 2024
Portfolio Holdings for Skba Capital Management
Skba Capital Management holds 76 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Raytheon Technologies Corp (RTX) | 3.8 | $26M | 212k | 121.16 | |
At&t (T) | 3.4 | $23M | 1.0M | 22.00 | |
Kontoor Brands (KTB) | 3.3 | $22M | 270k | 81.78 | |
International Business Machines (IBM) | 3.2 | $22M | 99k | 221.08 | |
Medtronic SHS (MDT) | 3.1 | $21M | 234k | 90.03 | |
Merck & Co (MRK) | 2.9 | $20M | 173k | 113.56 | |
Kinder Morgan (KMI) | 2.7 | $19M | 835k | 22.09 | |
Corebridge Finl (CRBG) | 2.7 | $18M | 619k | 29.16 | |
Koninklijke Philips N V Ny Regis Shs New (PHG) | 2.5 | $17M | 522k | 32.72 | |
ConocoPhillips (COP) | 2.5 | $17M | 158k | 105.28 | |
Darden Restaurants (DRI) | 2.4 | $16M | 100k | 164.13 | |
Cme (CME) | 2.4 | $16M | 72k | 220.65 | |
Pinnacle West Capital Corporation (PNW) | 2.2 | $15M | 167k | 88.59 | |
MetLife (MET) | 2.1 | $14M | 175k | 82.48 | |
Radian (RDN) | 2.0 | $14M | 395k | 34.69 | |
Comcast Corp Cl A (CMCSA) | 2.0 | $14M | 323k | 41.77 | |
3M Company (MMM) | 2.0 | $13M | 97k | 136.70 | |
Ingredion Incorporated (INGR) | 2.0 | $13M | 96k | 137.43 | |
Kenvue (KVUE) | 1.9 | $13M | 565k | 23.13 | |
Pfizer (PFE) | 1.8 | $12M | 429k | 28.94 | |
Citigroup Com New (C) | 1.8 | $12M | 197k | 62.60 | |
Nxp Semiconductors N V (NXPI) | 1.8 | $12M | 50k | 240.01 | |
American Intl Group Com New (AIG) | 1.8 | $12M | 163k | 73.23 | |
Cardinal Health (CAH) | 1.8 | $12M | 107k | 110.52 | |
Phillips 66 (PSX) | 1.7 | $12M | 88k | 131.45 | |
Vici Pptys (VICI) | 1.6 | $11M | 330k | 33.31 | |
Texas Instruments Incorporated (TXN) | 1.6 | $11M | 52k | 206.57 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 1.6 | $11M | 317k | 33.86 | |
Packaging Corporation of America (PKG) | 1.6 | $11M | 49k | 215.40 | |
Air Products & Chemicals (APD) | 1.5 | $10M | 35k | 297.74 | |
Molson Coors Beverage CL B (TAP) | 1.5 | $10M | 179k | 57.52 | |
Healthcare Rlty Tr Cl A Com (HR) | 1.5 | $10M | 564k | 18.15 | |
Realty Income (O) | 1.5 | $10M | 160k | 63.42 | |
L3harris Technologies (LHX) | 1.5 | $10M | 43k | 237.87 | |
American Electric Power Company (AEP) | 1.5 | $9.9M | 96k | 102.60 | |
Chevron Corporation (CVX) | 1.5 | $9.8M | 67k | 147.27 | |
NetApp (NTAP) | 1.4 | $9.7M | 79k | 123.51 | |
Wells Fargo & Company (WFC) | 1.4 | $9.4M | 167k | 56.49 | |
FedEx Corporation (FDX) | 1.4 | $9.3M | 34k | 273.68 | |
Cisco Systems (CSCO) | 1.3 | $9.0M | 169k | 53.22 | |
Target Corporation (TGT) | 1.3 | $8.9M | 57k | 155.86 | |
Air Lease Corp Cl A (AL) | 1.3 | $8.6M | 189k | 45.29 | |
Hasbro (HAS) | 1.2 | $8.1M | 112k | 72.32 | |
Lear Corp Com New (LEA) | 1.2 | $8.0M | 73k | 109.15 | |
Union Pacific Corporation (UNP) | 1.1 | $7.7M | 31k | 246.48 | |
Lowe's Companies (LOW) | 1.1 | $7.5M | 28k | 270.85 | |
Charles Schwab Corporation (SCHW) | 1.1 | $7.5M | 115k | 64.81 | |
Genuine Parts Company (GPC) | 1.1 | $7.2M | 52k | 139.68 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $6.8M | 143k | 47.29 | |
Parker-Hannifin Corporation (PH) | 1.0 | $6.6M | 11k | 631.82 | |
Amgen (AMGN) | 1.0 | $6.6M | 21k | 322.21 | |
Hershey Company (HSY) | 0.9 | $6.3M | 33k | 191.78 | |
Us Bancorp Del Com New (USB) | 0.9 | $6.3M | 137k | 45.73 | |
Pepsi (PEP) | 0.9 | $6.3M | 37k | 170.05 | |
Truist Financial Corp equities (TFC) | 0.9 | $5.9M | 138k | 42.77 | |
Texas Pacific Land Corp (TPL) | 0.2 | $1.3M | 1.4k | 884.74 | |
Ameriprise Financial (AMP) | 0.2 | $1.1M | 2.4k | 469.81 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | 5.3k | 210.86 | |
Abbvie (ABBV) | 0.2 | $1.1M | 5.5k | 197.48 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $778k | 740.00 | 1051.24 | |
Nvent Electric SHS (NVT) | 0.1 | $716k | 10k | 70.26 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $607k | 1.3k | 460.26 | |
W.R. Berkley Corporation (WRB) | 0.1 | $506k | 8.9k | 56.73 | |
American Express Company (AXP) | 0.1 | $420k | 1.6k | 271.20 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $398k | 7.5k | 53.15 | |
Graphic Packaging Holding Company (GPK) | 0.1 | $397k | 13k | 29.59 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $367k | 2.2k | 165.85 | |
Coherent Corp (COHR) | 0.0 | $319k | 3.6k | 88.91 | |
Te Connectivity Ord Shs (TEL) | 0.0 | $310k | 2.1k | 150.99 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $304k | 4.1k | 73.67 | |
Labcorp Holdings Com Shs (LH) | 0.0 | $289k | 1.3k | 223.48 | |
Bank of America Corporation (BAC) | 0.0 | $220k | 5.6k | 39.68 | |
Becton, Dickinson and (BDX) | 0.0 | $212k | 880.00 | 241.10 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $202k | 1.5k | 139.36 | |
Paramount Global Class B Com (PARA) | 0.0 | $146k | 14k | 10.62 | |
Clarivate Ord Shs (CLVT) | 0.0 | $92k | 13k | 7.10 |