Skba Capital Management LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $656 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $29.7M, Medtronic PLC with a value of $26.3M, Kinder Morgan, Inc. with a value of $21.4M, At&T Inc. with a value of $20.8M, and International Business Machines Corp with a value of $20.5M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $635M to 656M.
Skba Capital Management LLC is based out at San Francisco, CA
Below you can find more details about Skba Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$656 Million
Financial Services: $137 Million
Healthcare: $97.9 Million
Industrials: $83.2 Million
Consumer Cyclical: $65.9 Million
Technology: $65.3 Million
Energy: $62.2 Million
Consumer Defensive: $47 Million
Communication Services: $31.9 Million
Other: $65.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
