account_balance
Investment manager · 13F filer · SEC CIK 932024
Skba Capital Management LLC
Reported value$602Mas of Sep 30, 2026
Positions80 2 new, 1 sold out
Top 10 weight29.8%MDT alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MDTMedtronic PLC
3.8%
KTBKontoor Brands, Inc.
3.4%Added +16%
CMECME Group Inc.
3.1%Added +3%
BDXBecton Dickinson & Co
3.1%
HRHealthcare Realty Trust Inc
2.9%Added +8%
TAT&T Inc.
2.9%Added +6%
KMIKinder Morgan, Inc.
2.8%
HSYHershey Co
2.6%Added +8%
COPConocoPhillips
2.6%Trimmed −9%
MMM3M Co
2.6%
RTXRTX Corp
2.6%Trimmed −11%
MRKMerck & Co., Inc.
2.6%Trimmed −10%
MDTMedtronic PLC
3.8%
KTBKontoor Brands, Inc.
3.4%
CMECME Group Inc.
3.1%
BDXBecton Dickinson & Co
3.1%
HRHealthcare Realty Trust Inc
2.9%+8%
TAT&T Inc.
2.9%+6%
KMIKinder Morgan, Inc.
2.8%
HSYHershey Co
2.6%
COPConocoPhillips
2.6%
MMM3M Co
2.6%
RTXRTX Corp
2.6%
MRKMerck & Co., Inc.
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MDT Medtronic PLC 3.8% HeldKTB Kontoor Brands, Inc. 3.4% Added +16%CME CME Group Inc. 3.1% Added +3%BDX Becton Dickinson & Co 3.1% HeldHR Healthcare Realty Trust Inc 2.9% Added +8%T AT&T Inc. 2.9% Added +6%KMI Kinder Morgan, Inc. 2.8% HeldHSY Hershey Co 2.6% Added +8%COP ConocoPhillips 2.6% Trimmed −9%MMM 3M Co 2.6% HeldRTX RTX Corp 2.6% Trimmed −11%MRK Merck & Co., Inc. 2.6% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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