Skba Capital Management, Llc
- Regulatory AUM
- $732M
- Discretionary
- $732M
- Clients
- 23
- Avg AUM / client
- $31.8M
- Accounts
- 28
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Investments (13F portfolio — 79 positions, $728,442,232)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Medtronic Plc | SHS | $28,049,645 | 323,712 | 3.85% | 3.83% |
| 2 | Kontoor Brands Inc | COM | $24,475,400 | 348,206 | 3.36% | 3.34% |
| 3 | Rtx Corporation | COM | $23,305,021 | 120,814 | 3.2% | 3.18% |
| 4 | Kinder Morgan Inc Del | COM | $22,240,952 | 663,315 | 3.05% | 3.04% |
| 5 | Conocophillips | COM | $21,733,140 | 164,645 | 2.98% | 2.97% |
| 6 | At&T Inc | COM | $21,275,181 | 733,880 | 2.92% | 2.91% |
| 7 | Nike Inc | CL B | $21,242,619 | 402,170 | 2.92% | 2.9% |
| 8 | Chevron Corporation | COM | $21,210,354 | 102,515 | 2.91% | 2.9% |
| 9 | Cme Group Inc | COM | $20,879,178 | 70,693 | 2.87% | 2.85% |
| 10 | Hershey Co | COM | $19,250,614 | 92,600 | 2.64% | 2.63% |
| 11 | Healthcare Rlty Tr | CL A COM | $18,890,128 | 1,111,838 | 2.59% | 2.58% |
| 12 | Merck & Co Inc | COM | $18,268,683 | 151,872 | 2.51% | 2.5% |
| 13 | Becton Dickinson & Co | COM | $17,818,719 | 113,329 | 2.45% | 2.43% |
| 14 | 3 M Co | COM | $17,209,465 | 118,498 | 2.36% | 2.35% |
| 15 | L3 Harris Technologies Inc | COM | $16,792,583 | 48,653 | 2.31% | 2.29% |
| 16 | Pinnacle West Cap Corp | COM | $15,951,748 | 158,330 | 2.19% | 2.18% |
| 17 | Citigroup Inc | COM NEW | $15,616,557 | 137,700 | 2.14% | 2.13% |
| 18 | Air Products And Chemicals I | COM | $15,481,665 | 53,295 | 2.13% | 2.11% |
| 19 | Phillips 66 | COM | $15,163,752 | 83,235 | 2.08% | 2.07% |
| 20 | Kenvue Inc | COM | $14,569,783 | 845,115 | 2.0% | 1.99% |
| 21 | Pfizer Inc | COM | $13,920,660 | 495,750 | 1.91% | 1.9% |
| 22 | Dentsply Sirona Inc | COM | $13,391,620 | 1,154,450 | 1.84% | 1.83% |
| 23 | International Business Machs | COM | $13,374,595 | 55,178 | 1.84% | 1.83% |
| 24 | Truist Finl Corp | COM | $13,191,092 | 286,950 | 1.81% | 1.8% |
| 25 | Cisco Sys Inc | COM | $12,924,709 | 166,577 | 1.77% | 1.77% |
Top 25 of 79 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $5.4M | 0.74% |
| High net worth individuals | 12 | $51.7M | 7.06% |
| Investment companies | 2 | $32.0M | 4.37% |
| Pension and profit sharing plans | Fewer than 5 clients | $21.3M | 2.91% |
| State or municipal government entities | Fewer than 5 clients | $526M | 71.8% |
| Corporations and other businesses | Fewer than 5 clients | $96.2M | 13.1% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Jacques Rothe | Member, President, Dir. Research | Jul 2004 (22y) | 10% – 25% | |
| Mann, Shelley, Horrocks | Member, Svp, Dir. Trading, Chief Compliance Officer | Jan 2008 (19y) | 10% – 25% | |
| Matthew Ricardo Segura | Member, Director Of Institutional Portfolio Management | CFA | Oct 2017 (9y) | 10% – 25% |
| Bischel, Andrew, Walter | Member, Chairman, Ceo, Cio | Jan 2019 (8y) | 10% – 25% | |
| Evan Xiaoyi Ke | Member, Director Of Quantitative Research | CFA | Dec 2020 (6y) | 10% – 25% |
| Thomas Lee Hiester | Registered representative | CFA | Nov 2017 (9y) | |
| Keene Chau | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERCENTAGE OF MODEL PORTFOLIO ASSETS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $526M (72% of AUM) Apr 2026
- Northern Trust $96.2M (13% of AUM) Apr 2026
- Charles Schwab & Co. $77.8M (12% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗