SKBA CAPITAL MANAGEMENT LLC

Long Only Manager

SKBA CAPITAL MANAGEMENT LLC is a Long Only Manager based in San Francisco, CA led by Andrew Walter Bischel, managing $723.3M across 81 long positions as of Q3 2025 with MDT as the largest holding (4% allocation).

CEOAndrew Walter Bischel

Portfolio Value: $723.3M
Positions: 81
Top Holding: MDT at 4.12%
Last Reported: Q3 2025

Address601 California St., Suite 1500, San Francisco, CA, 94108-2805, United States

Top Holdings

Largest long holdings in SKBA CAPITAL MANAGEMENT LLC's portfolio (29.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Medtronic MDT	Medical - Devices Healthcare	$29.8M	4.12%	+$1.1M Bought	0.02% 312.8K shares	Q2 2017 Held for 8y 5m
2 Raytheon Technologies RTX	Aerospace & Defense Industrials	$29.3M	4.04%	-$4.8M Sold	0.01% 174.8K shares	Q2 2020 Held for 5y 5m
3 Kontoor Brands, Inc. KTB	Apparel - Manufacturers Consumer Cyclical	$22.6M	3.13%	+$2.9M Bought	0.51% 283.9K shares	Q3 2019 Held for 6y 2m
4 AT&T T	Telecommunications Services Communication Services	$20.4M	2.81%	+$81.9K Bought	0.01% 721.0K shares	Q3 2021 Held for 4y 2m
5 Kinder Morgan KMI	Oil & Gas Midstream Energy	$20.3M	2.81%	-$226.5K Sold	0.03% 718.5K shares	Q1 2020 Held for 5y 8m
6 International Business Machines IBM	Information Technology Services Technology	$19.7M	2.72%	—	0.01% 69.7K shares	Q1 2021 Held for 4y 8m
7 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$19.1M	2.64%	+$202.6K Bought	0.02% 70.7K shares	Q4 2020 Held for 4y 11m
8 Citigroup C	Banks - Diversified Financial Services	$18.3M	2.53%	-$649.6K Sold	0.01% 180.3K shares	Q4 2018 Held for 6y 11m
9 Corebridge Financial CRBG	Asset Management Financial Services	$17.5M	2.42%	-$439.1K Sold	0.10% 545.1K shares	Q4 2022 Held for 2y 11m
10 3M MMM	Conglomerates Industrials	$17.1M	2.36%	—	0.02% 110.2K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SKBA CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$723.3M

Prior: $695.2M

Q/Q Change

+4.05%

+$28.2M

Net Flows % of MV

+1.41%

Turnover Ratio

4.05%

New Purchases

0 stocks

Added To

44 stocks

+$34.4M

Sold Out Of

3 stocks

$631.0K

Reduced Holdings

21 stocks

-$23.6M

Increased Positions

Position	Shares Δ	Change
1 Becton, Dickinson and Company BDX	+1,619.92%	3.3K → 57.5K +$10.1M
2 Avantor AVTR	+96.24%	31.8K → 62.5K +$382.5K
3 WEC Energy Group WEC	+77.95%	2.6K → 4.7K +$234.9K
4 DEO Diageo DEO	+46.5%	96.9K → 142.0K +$4.3M
5 Graphic Packaging Holding GPK	+42.99%	31.0K → 44.3K +$260.7K

Decreased Positions

Position	Shares Δ	Change
1 Lowe's Companies LOW	Sold	990.0 → 0 −$219.7K
2 FedEx FDX	Sold	920.0 → 0 −$209.1K
3 Target TGT	Sold	2.1K → 0 −$202.2K
4 Ingredion INGR	-35.83%	90.3K → 58.0K −$4.0M
5 Corning GLW	-32.83%	6.8K → 4.5K −$181.9K