Skba Capital Management LLC Incresed Positions in Q2 2025

Skba Capital Management LLC

  • $656 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XRAY
Dentsply Sirona Inc.

Healthcare
341K
+ 51.93%
$12.55 - $16.75 $4.28M - $5.71M
998K $15.8M
LHX
L3 Harris Technologies, Inc.

Industrials
14.5K
+ 35.46%
$200.21 - $256.99 $2.89M - $3.71M
55.2K $13.8M
WFC
Wells Fargo & Company

Financial Services
33.9K
+ 24.83%
$60.98 - $80.12 $2.07M - $2.72M
170K $13.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
13.9K
+ 41.09%
$248.61 - $294.96 $3.45M - $4.09M
47.6K $13.4M
CRBG
Corebridge Financial, Inc.

Financial Services
33.6K
+ 6.4%
$25.41 - $35.83 $854K - $1.2M
559K $19.8M
RTX
Raytheon Technologies Corp

Industrials
100
+ 0.05%
$113.75 - $148.48 $11.4K - $14.8K
204K $29.7M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
29K
+ 13.26%
$52.22 - $73.66 $1.52M - $2.14M
248K $16.4M
HAS
Hasbro, Inc.

Consumer Cyclical
1.35K
+ 0.82%
$50.71 - $73.82 $68.5K - $99.7K
166K $12.2M
NTAP
Net App, Inc.

Technology
500
+ 0.45%
$76.1 - $106.55 $38.1K - $53.3K
111K $11.8M
MMM
3 M CO

Industrials
10.3K
+ 10.31%
$126.09 - $154.15 $1.3M - $1.59M
110K $16.8M
MDT
Medtronic PLC

Healthcare
27K
+ 9.82%
$80.68 - $88.86 $2.17M - $2.39M
301K $26.3M
NXPI
Nxp Semiconductors N.V.

Technology
600
+ 1.2%
$153.5 - $218.72 $92.1K - $131K
50.7K $11.1M
PKG
Packaging Corp Of America

Consumer Cyclical
9.23K
+ 21.78%
$175.97 - $201.36 $1.62M - $1.86M
51.6K $9.73M
CSCO
Cisco Systems, Inc.

Technology
900
+ 0.55%
$53.19 - $69.38 $47.9K - $62.4K
165K $11.5M
RDN
Radian Group Inc

Financial Services
300
+ 0.08%
$30.48 - $36.53 $9.14K - $11K
380K $13.7M
KMI
Kinder Morgan, Inc.

Energy
1.6K
+ 0.22%
$25.21 - $29.4 $40.3K - $47K
726K $21.4M
PFE
Pfizer Inc

Healthcare
47.2K
+ 10.53%
$21.59 - $24.84 $1.02M - $1.17M
496K $12M
TFC
Truist Financial Corp

Financial Services
2K
+ 0.72%
$34.79 - $42.99 $69.6K - $86K
281K $12.1M
NVT
N Vent Electric PLC

Industrials
400
+ 1.94%
$45.2 - $73.35 $18.1K - $29.3K
21K $1.54M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 53.05%
$144.7 - $178.6 $203K - $250K
4.04K $711K
GPC
Genuine Parts CO

Consumer Cyclical
1.56K
+ 3.1%
$105.54 - $129.09 $165K - $201K
51.9K $6.3M
AXP
American Express CO

Financial Services
32
+ 0.86%
$231.39 - $318.98 $7.4K - $10.2K
3.74K $1.19M
CMI
Cummins Inc

Industrials
524
+ 59.75%
$267.12 - $336.65 $140K - $176K
1.4K $458K
AZN
Astrazeneca PLC

Healthcare
2.3K
+ 45.18%
$64.87 - $75.0 $149K - $173K
7.39K $516K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.2K
+ 306.37%
$50.53 - $212.53 $263K - $1.1M
6.89K $381K
WRB
Berkley W R Corp

Financial Services
400
+ 2.05%
$64.28 - $75.17 $25.7K - $30.1K
19.9K $1.46M
GLW
Corning Inc

Technology
600
+ 9.75%
$39.07 - $52.59 $23.4K - $31.6K
6.76K $355K
BDX
Becton Dickinson & CO

Healthcare
1.05K
+ 45.77%
$165.15 - $226.42 $173K - $238K
3.34K $576K
AVTR
Avantor, Inc.

Basic Materials
8K
+ 33.55%
$11.94 - $16.29 $95.5K - $130K
31.8K $428K
MDLZ
Mondelez International, Inc.

Consumer Defensive
600
+ 7.37%
$63.54 - $68.5 $38.1K - $41.1K
8.74K $589K
WEC
Wec Energy Group, Inc.

Utilities
400
+ 17.94%
$102.24 - $109.76 $40.9K - $43.9K
2.63K $274K
TXN
Texas Instruments Inc

Technology
50
+ 0.1%
N/A
49.6K $9.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
221
+ 22.62%
$483.07 - $625.6 $107K - $138K
1.2K $628K
DVN
Devon Energy Corp

Energy
1.29K
+ 21.17%
$26.8 - $37.92 $34.6K - $48.9K
7.38K $234K
Solventum Corp
3.2K
+ 76.92%
N/A
7.36K $0
Healthcare Rlty Tr
111K
+ 14.59%
N/A
869K $0
Kenvue Inc
19.2K
+ 2.9%
N/A
682K $0
Labcorp Holdings Inc
350
+ 13.94%
N/A
2.86K $0
Brookfield Corp
500
+ 4.64%
N/A
11.3K $0
Coherent Corp
1.92K
+ 36.94%
N/A
7.12K $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
4.3K
+ 16.12%
$21.02 - $26.3 $90.4K - $113K
31K $652K
UNP
Union Pacific Corp

Industrials
470
+ 1.51%
$208.27 - $238.46 $97.9K - $112K
31.7K $7.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.85%
$483.48 - $539.8 $9.67K - $10.8K
2.37K $1.15M
TPL
Texas Pacific Land Corp

Energy
205
+ 16.75%
$1036.28 - $1430.55 $212K - $293K
1.43K $1.51M
AIG
American International Group, Inc.

Financial Services
300
+ 0.19%
$77.56 - $87.72 $23.3K - $26.3K
162K $13.9M
PHG
Koninklijke Philips Nv

Healthcare
11.1K
+ 3.11%
$21.67 - $25.64 $240K - $283K
366K $8.79M
CMCSA
Comcast Corp

Communication Services
2.2K
+ 0.76%
$32.84 - $36.72 $72.2K - $80.8K
291K $10.4M
HSY
Hershey CO

Consumer Defensive
75
+ 0.12%
$151.29 - $173.13 $11.3K - $13K
63.2K $10.5M
AEP
American Electric Power CO Inc

Utilities
200
+ 0.2%
$98.59 - $109.11 $19.7K - $21.8K
102K $10.5M
Activity Summary
Buys All Purchases 56 New Holdings 2 Increased Positions 54 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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