-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, RTlMddRUlCKHWivY1HfdL1yLvc9cK3JB/FlIHki5GsLPKJ90GAUqkCtLIBnAGYWx qZN45vh4F3/N1BzLMiSaMQ== 0000932024-03-000003.txt : 20030808 0000932024-03-000003.hdr.sgml : 20030808 20030807202730 ACCESSION NUMBER: 0000932024-03-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030630 FILED AS OF DATE: 20030808 EFFECTIVENESS DATE: 20030808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SKBA CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0000932024 IRS NUMBER: 943323106 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04530 FILM NUMBER: 03829880 BUSINESS ADDRESS: STREET 1: 44 MONTGOMERY ST. STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 4159897852 MAIL ADDRESS: STREET 1: 44 MONTGOMERY ST. STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 FORMER COMPANY: FORMER CONFORMED NAME: SPARE KAPLAN BISCHEL & ASSOCIATES LLC/ DATE OF NAME CHANGE: 19991112 FORMER COMPANY: FORMER CONFORMED NAME: SPARE KAPLAN BISCHEL & ASSOCIATES INC DATE OF NAME CHANGE: 19990329 13F-HR 1 f1320032q.txt 13F 2Q03 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 Check here if Amendment [ ]; Amendment Number: This Amendment (check only one): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: SKBA Capital Management, LLC Address: 44 Montgomery Street Suite 3500 San Francisco, CA 94104 13F File Number: 28-4530 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Shelley Mann Title: Director of Trading Phone: 415-989-7852 Signature, Place, and Date of Signing: Shelley Mann San Francisco, California August 6, 2003 Report Type (check only one): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: None I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 95 Form 13F Information Table Value Total: $ 219,781,608 List of Other Included Managers: None SH/P S/P Voting Authority NAME OF ISSUER TITLE OF CLASS CUSIP VALUE(K) AMT P/C MANAGER SOLE SHARED NON SHR AFLAC INC COM 1055102 2818852 91670 SH SOLE 85270 0 6400 AT&T CORP COM NEW 1957505 1663200 86400 SH SOLE 80200 0 6200 AIR PRODS & CHEMS INC COM 9158106 2167776 52110 SH SOLE 45760 0 6350 ALBERTSONS INC COM 13104104 1433472 74660 SH SOLE 59540 0 15120 ALLERGAN INC COM 18490102 262140 3400 SH SOLE 0 0 3400 ALLTEL CORP COM 20039103 1952910 40500 SH SOLE 38900 0 1600 ALTRIA GROUP INC COM 02209S103 3805918 83757 SH SOLE 73962 0 9795 AMERICAN INTL GROUP INC COM 26874107 741222 13433 SH SOLE 13433 0 0 ARROW ELECTRS INC COM 42735100 1440028 94490 SH SOLE 82840 0 11650 AUTOMATIC DATA PROCESSING IN COM 53015103 1113994 32900 SH SOLE 32300 0 600 AVERY DENNISON CORP COM 53611109 205820 4100 SH SOLE 0 0 4100 BP PLC SPONSORED ADR 55622104 6096472 145085 SH SOLE 133945 0 11140 BANK OF AMERICA CORPORATION COM 60505104 5947007 75250 SH SOLE 70650 0 4600 BANK ONE CORP COM 06423A103 4011350 107890 SH SOLE 98702 0 9188 BECTON DICKINSON & CO COM 75887109 932789 24010 SH SOLE 17610 0 6400 BOEING CO COM 97023105 1863576 54300 SH SOLE 54200 0 100 BRISTOL MYERS SQUIBB CO COM 110122108 3981276 146640 SH SOLE 138050 0 8590 CIT GROUP INC COM 125581108 2413235 97900 SH SOLE 95700 0 2200 CALPINE CORP COM 131347106 1460580 221300 SH SOLE 202200 0 19100 CARNIVAL CORP PAIRED CTF 143658300 1098838 33800 SH SOLE 32100 0 1700 CENTURYTEL INC COM 156700106 2802986 80430 SH SOLE 74380 0 6050 CHESAPEAKE ENERGY CORP COM 165167107 268660 26600 SH SOLE 4600 0 22000 CHEVRONTEXACO CORP COM 166764100 2589670 35868 SH SOLE 31308 0 4560 CHUBB CORP COM 171232101 3206700 53445 SH SOLE 48195 0 5250 COMPUTER SCIENCES CORP COM 205363104 548928 14400 SH SOLE 13300 0 1100 COMVERSE TECHNOLOGY INC COM PAR $0.10 205862402 1630086 108600 SH SOLE 104800 0 3800 CONCORD EFS INC COM 206197105 482816 32800 SH SOLE 29500 0 3300 CONOCOPHILLIPS COM 20825C104 5668786 103445 SH SOLE 98980 0 4465 DEVON ENERGY CORP NEW COM 25179M103 540408 10120 SH SOLE 7120 0 3000 DOMINION RES INC VA NEW COM 25746U109 4066941 63279 SH SOLE 56757 0 6522 DONNELLEY R R & SONS CO COM 257867101 5265642 201440 SH SOLE 183120 0 18320 DREYERS GRAND ICE CREAM INC COM 261878102 237650 3022 SH SOLE 0 0 3022 DU PONT E I DE NEMOURS & CO COM 263534109 1780526 42760 SH SOLE 41195 0 1565 EARTHLINK INC COM 270321102 298069 37352 SH SOLE 33752 0 3600 ELECTRONIC DATA SYS NEW COM 285661104 6451088 300750 SH SOLE 280950 0 19800 EMERSON ELEC CO COM 291011104 4936771 96610 SH SOLE 87570 0 9040 EXXON MOBIL CORP COM 30231G102 1352873 37674 SH SOLE 31786 0 5888 GATX CORP COM 361448103 923775 56500 SH SOLE 52700 0 3800 GENERAL DYNAMICS CORP COM 369550108 1001950 13820 SH SOLE 12770 0 1050 GENERAL ELEC CO COM 369604103 1992256 69465 SH SOLE 66005 0 3460 GOLDEN WEST FINL CORP DEL COM 381317106 1592199 19900 SH SOLE 13700 0 6200 GOODRICH CORP COM 382388106 2287110 108910 SH SOLE 96850 0 12060 GUIDANT CORP COM 401698105 1473748 33200 SH SOLE 32400 0 800 HCC INS HLDGS INC COM 404132102 643148 21750 SH SOLE 17000 0 4750 HANCOCK JOHN FINL SVCS INC COM 41014S106 1335219 43450 SH SOLE 37400 0 6050 HEWLETT PACKARD CO COM 428236103 6580230 308931 SH SOLE 282762 0 26169 HONEYWELL INTL INC COM 438516106 3927350 146270 SH SOLE 138650 0 7620 J P MORGAN CHASE & CO COM 46625H100 202346 5920 SH SOLE 0 0 5920 KERR MCGEE CORP COM 492386107 340480 7600 SH SOLE 7100 0 500 KIMBERLY CLARK CORP COM 494368103 1597048 30630 SH SOLE 27160 0 3470 LIMITED BRANDS INC COM 532716107 365800 23600 SH SOLE 23400 0 200 MANPOWER INC COM 56418H100 772028 20815 SH SOLE 13015 0 7800 MATTEL INC COM 577081102 2185449 115510 SH SOLE 110600 0 4910 MAY DEPT STORES CO COM 577778103 4057330 182270 SH SOLE 167890 0 14380 MCKESSON CORP COM 58155Q103 600432 16800 SH SOLE 13200 0 3600 MEADWESTVACO CORP COM 583334107 618710 25049 SH SOLE 15454 0 9595 MERCK & CO INC COM 589331107 4906366 81030 SH SOLE 73680 0 7350 MERCURY GENL CORP NEW COM 589400100 6097470 133570 SH SOLE 124970 0 8600 NCR CORP NEW COM 6.29E+112 1039403 40570 SH SOLE 38270 0 2300 NATIONAL CITY CORP COM 635405103 3539549 108210 SH SOLE 96330 0 11880 NEWELL RUBBERMAID INC COM 651229106 1015280 36260 SH SOLE 32010 0 4250 NICOR INC COM 654086107 3260114 87850 SH SOLE 81300 0 6550 NUCOR CORP COM 670346105 4137595 84700 SH SOLE 78200 0 6500 PNC FINL SVCS GROUP INC COM 693475105 1308108 26800 SH SOLE 22000 0 4800 PITNEY BOWES INC COM 724479100 1616101 42075 SH SOLE 36850 0 5225 RITE AID CORP COM 767754104 4127820 927600 SH SOLE 909300 0 18300 ROGERS CORP COM 775133101 486180 14600 SH SOLE 5600 0 9000 ROHM & HAAS CO COM 775371107 3237360 104330 SH SOLE 95475 0 8855 SBC COMMUNICATIONS INC COM 78387G103 1121313 43887 SH SOLE 37784 0 6103 SAFEWAY INC COM NEW 786514208 1814597 88690 SH SOLE 82890 0 5800 ST PAUL COS INC COM 792860108 4598434 125950 SH SOLE 121100 0 4850 SCHERING PLOUGH CORP COM 806605101 4579041 246185 SH SOLE 228985 0 17200 SEALED AIR CORP NEW COM 81211K100 1417885 29750 SH SOLE 28700 0 1050 SEMPRA ENERGY COM 816851109 1058463 37100 SH SOLE 34500 0 2600 SERVICEMASTER CO COM 81760N109 1656360 154800 SH SOLE 149300 0 5500 SHERWIN WILLIAMS CO COM 824348106 1445069 53760 SH SOLE 44090 0 9670 SONY CORP ADR NEW 835699307 281680 10060 SH SOLE 6860 0 3200 SPRINT CORP COM FON GROUP 852061100 4518432 313780 SH SOLE 294280 0 19500 SUPERVALU INC COM 868536103 1824139 85560 SH SOLE 76960 0 8600 TELEPHONE & DATA SYS INC COM 879433100 1962156 39480 SH SOLE 35680 0 3800 TEMPLE INLAND INC COM 879868107 892528 20800 SH SOLE 18600 0 2200 3M CO COM 88579Y101 321160 2490 SH SOLE 120 0 2370 TYCO INTL LTD NEW COM 902124106 2164669 114050 SH SOLE 113000 0 1050 TYSON FOODS INC CL A 902494103 1419894 133700 SH SOLE 131900 0 1800 V F CORP COM 918204108 4903230 144340 SH SOLE 130710 0 13630 VALERO ENERGY CORP NEW COM 91913Y100 217980 6000 SH SOLE 4700 0 1300 VERIZON COMMUNICATIONS COM 92343V104 4491106 113843 SH SOLE 101250 0 12593 WACHOVIA CORP 2ND NEW COM 929903102 2337660 58500 SH SOLE 55200 0 3300 WASHINGTON MUT INC COM 939322103 5455854 132103 SH SOLE 120330 0 11773 WASTE MGMT INC DEL COM 94106L109 3106935 128972 SH SOLE 126472 0 2500 WEYERHAEUSER CO COM 962166104 3241458 60027 SH SOLE 55972 0 4055 WHIRLPOOL CORP COM 963320106 4069793 63890 SH SOLE 58785 0 5105 XCEL ENERGY INC COM 98389B100 2765856 183900 SH SOLE 162000 0 21900 XEROX CORP COM 984121103 255219 24100 SH SOLE 5300 0 18800 YUM BRANDS INC COM 988498101 289688 9800 SH SOLE 6700 0 3100 ZALE CORP NEW COM 988858106 2764000 69100 SH SOLE 68100 0 1000
-----END PRIVACY-ENHANCED MESSAGE-----