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.
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 |