Skba Capital Management LLC
SKBA Capital Management LLC is an investment advisory firm headquartered in San Francisco, California. Founded as Spare Kaplan Bischel & Associates, the firm serves a range of clients including individuals, high-net-worth individuals, investment companies, pension and profit-sharing plans, state or municipal government entities, and corporations. SKBA is registered with the SEC and manages approximately $662 million in assets as of June 2025. The firm employs about 10 professionals, most of whom are investment professionals. Its clients are primarily U.S.-based institutional and individual investors.
Investment Strategy
SKBA Capital Management LLC employs a value-oriented investment philosophy, focusing on securities that it believes are undervalued by the market based on fundamental analysis and forecasting. The firm manages portfolios across various asset classes, with a specialization in equity and fixed income investments for both institutional and individual clients. SKBA uses discretionary management and aims to generate long-term risk-adjusted returns through disciplined research, diversification, and active portfolio management. Its approach emphasizes capital preservation and steady growth.
Latest 13F Filing Activity
Skba Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $695M. The fund increased holdings in Diageo PLC, Nike Inc., Dentsply Sirona Inc. among other positions. Skba Capital Management LLC reduced exposure to Fedex Corp., Schwab Charles Corp., Lowes Cos Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RTX | RTX CORPORATION | 4.28% | $29.7M | 203,669 | $71.56 | $146.02 | +$2.8M |
M MDT | MEDTRONIC PLC | 3.78% | $26.3M | 301,262 | $85.55 | $87.17 | +$1.6M |
K KMI | KINDER MORGAN INC DEL | 3.07% | $21.4M | 726,475 | $15.56 | $29.40 | +$677.7K |
T T | AT&T INC | 2.99% | $20.8M | 718,100 | $18.49 | $28.94 | -$5.1M |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.96% | $20.5M | 69,703 | $132.13 | $294.78 | +$288.0K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
E Evan Ke | Securities Analyst and Portfolio Manager | Berkeley, CA , United States | |
T Thomas Hiester | Investment Analyst | San Francisco, CA , United States |