Sky Investment Group LLC

CIK

1333792

Location

HARTFORD, CT

Portfolio Value

Small $554,838,478

Diversification

Diversified

Filing Date

Global Rank

#2,170 / 8,232 ▲ 96

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-8.0%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.1%

SPY

+76.3%

Annualised alpha

-7.9%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

127 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

−0.4 pts

Top 5

25.0%

−2.1 pts

Top 10

37.2%

−1.3 pts

HHI

251

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.3%	$129,162,916	23
Healthcare	15.0%	$83,224,583	15
Financial Services	13.0%	$72,286,454	23
Consumer Defensive	12.1%	$67,371,726	12
Industrials	10.7%	$59,213,186	24
Communication Services	7.7%	$42,624,378	6
Consumer Cyclical	5.5%	$30,414,428	8
Energy	4.7%	$26,225,895	4
Basic Materials	4.1%	$22,744,996	5
Utilities	3.2%	$17,624,067	5
Unclassified	0.7%	$3,945,849	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+2,808	39,539	$8,234,787
UBER	Uber Technologies, Inc	+2,625	12,825	$922,502
PGR	Progressive Corp/Oh/	+1,953	20,915	$4,146,189
MCI	Barings Corporate Investors	+1,500	170,289	$2,935,782
ICE	Intercontinental Exchange, Inc.	+1,395	4,960	$780,108
JPM	Jpmorgan Chase & Co	+1,319	11,495	$3,381,369
DELL	Dell Technologies Inc.	+1,310	17,995	$2,953,519
ADP	Automatic Data Processing Inc	+1,107	25,262	$5,132,733
SYK	Stryker Corp	+937	18,173	$5,971,466
ABT	Abbott Laboratories	+892	103,773	$10,654,373
PANW	Palo Alto Networks Inc	+795	12,088	$1,937,948
AVGO	Broadcom Inc.	+613	11,825	$3,659,955
EMR	Emerson Electric Co	+606	63,604	$8,333,396
SCHW	Schwab Charles Corp	+600	6,885	$647,052
TMO	Thermo Fisher Scientific Inc.	+536	17,921	$8,808,709
ETN	Eaton Corp plc	+458	7,824	$2,798,410
ADSK	Autodesk, Inc.	+458	8,456	$2,024,366
IBM	International Business Machines Corp	+443	17,032	$4,128,386
V	Visa Inc.	+440	8,093	$2,446,028
MA	Mastercard Inc	+342	22,662	$11,323,294
SO	Southern Co	+296	85,515	$8,253,907
AVY	Avery Dennison Corp	+257	14,527	$2,508,522
TT	Trane Technologies plc	+250	1,187	$494,670
WAB	Westinghouse Air Brake Technologies Corp	+192	1,417	$354,122
WM	Waste Management Inc	+186	11,699	$2,688,313
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KD	Kyndryl Holdings, Inc.	−11,853	124,007	$1,626,971
FTV	Fortive Corp	−4,093	23,640	$1,306,819
GEHC	GE HealthCare Technologies Inc.	−4,030	46,612	$3,317,842
SYY	Sysco Corp	−3,550	71,658	$5,111,365
XOM	Exxon Mobil Corp	−3,278	80,274	$13,619,286
NVDA	Nvidia Corp	−3,266	280,090	$48,847,696
CVX	Chevron Corp	−2,540	53,569	$11,083,426
USB	US Bancorp De	−1,973	27,449	$1,427,622
RTX	RTX Corp	−1,941	78,254	$15,095,196
CMCSA	Comcast Corp	−1,859	7,276	$208,893
VZ	Verizon Communications Inc	−1,645	42,195	$2,118,189
KMB	Kimberly Clark Corp	−1,548	36,573	$3,528,197
TROW	Price T Rowe Group Inc	−1,481	45,444	$4,096,322
CHD	Church & Dwight Co Inc /De/	−1,450	18,635	$1,739,018
KO	Coca Cola Co	−1,336	137,805	$10,480,070
GIS	General Mills Inc	−1,125	54,671	$2,034,854
WMT	Walmart Inc.	−1,075	21,688	$2,695,384
CTRA	Coterra Energy Inc.	−1,050	14,017	$492,557
PEP	Pepsico Inc	−1,028	71,055	$11,034,130
APD	Air Products & Chemicals, Inc.	−1,017	4,090	$1,188,104
ZTS	Zoetis Inc.	−998	15,525	$1,835,210
SWK	Stanley Black & Decker, Inc.	−910	10,731	$762,544
TD	Toronto Dominion Bank	−900	4,594	$428,666
TXT	Textron Inc	−810	2,290	$200,512
BDX	Becton Dickinson & Co	−807	20,658	$3,248,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	7,360	$769,488
SPGI	S&P Global Inc.	1,583	$673,313
WAT	Waters Corp /De/	1,786	$531,870
CRH	Crh Public Ltd Co	3,630	$381,585
EBAY	Ebay Inc	2,289	$208,344
CNI	Canadian National Railway Co	1,960	$201,429
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
UL	Unilever PLC	4,306	$281,612
DEO	Diageo PLC	3,042	$262,433
SSNC	SS&C Technologies Holdings Inc	2,600	$227,292
BALL	BALL Corp	3,945	$208,966
PYPL	PayPal Holdings, Inc.	3,565	$208,124
OTIS	Otis Worldwide Corp	2,326	$203,176
CAC	Camden National Corp	4,650	$201,717
NKE	NIKE, Inc.	3,145	$200,367
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

127 positions · $554,838,478 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 127 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	280,090	-3,266	$48,847,696	−7.6%	8.80%
MSFT	Microsoft Corp Technology	Added	83,662	+61	$30,969,162	−23.4%	5.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	97,235	-384	$27,960,896	−8.5%	5.04%
JNJ	Johnson & Johnson Healthcare	Reduced	65,551	-677	$16,023,286	+16.9%	2.89%
RTX	RTX Corp Industrials	Reduced	78,254	-1,941	$15,095,196	+2.6%	2.72%
LIN	Linde PLC Basic Materials	Reduced	29,117	-62	$14,435,043	+16.0%	2.60%
AXP	American Express Co Financial Services	Reduced	47,217	-78	$14,282,198	−18.4%	2.57%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	85,000	-497	$14,053,900	+2.5%	2.53%
XOM	Exxon Mobil Corp Energy	Reduced	80,274	-3,278	$13,619,286	+35.5%	2.45%
MA	Mastercard Inc Financial Services	Added	22,662	+342	$11,323,294	−11.1%	2.04%
CVX	Chevron Corp Energy	Reduced	53,569	-2,540	$11,083,426	+29.6%	2.00%
PEP	Pepsico Inc Consumer Defensive	Reduced	71,055	-1,028	$11,034,130	+6.7%	1.99%
ABT	Abbott Laboratories Healthcare	Added	103,773	+892	$10,654,373	−17.3%	1.92%
KO	Coca Cola Co Consumer Defensive	Reduced	137,805	-1,336	$10,480,070	+7.7%	1.89%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	32,029	-185	$9,954,292	+1.1%	1.79%
MRK	Merck & Co., Inc. Healthcare	Reduced	82,367	-40	$9,907,926	+14.2%	1.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	67,811	-281	$9,794,620	+0.4%	1.77%
META	Meta Platforms, Inc. Communication Services	Added	16,534	+38	$9,459,597	−13.1%	1.70%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	17,921	+536	$8,808,709	−12.6%	1.59%
ITW	Illinois Tool Works Inc Industrials	Reduced	33,799	-662	$8,797,541	+3.6%	1.59%
ABBV	AbbVie Inc. Healthcare	Reduced	40,371	-627	$8,780,288	−6.3%	1.58%
AAPL	Apple Inc. Technology	Reduced	34,196	-108	$8,678,602	−6.9%	1.56%
EMR	Emerson Electric Co Industrials	Added	63,604	+606	$8,333,396	−0.3%	1.50%
TXN	Texas Instruments Inc Technology	Reduced	42,647	-470	$8,279,488	+10.7%	1.49%
SO	Southern Co Utilities	Added	85,515	+296	$8,253,907	+11.1%	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,539	+2,808	$8,234,787	−2.9%	1.48%
DHR	Danaher Corp /De/ Healthcare	Reduced	40,301	-155	$7,641,069	−17.5%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,106	-7	$7,238,795	−4.7%	1.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	21,517	-345	$7,076,726	−5.9%	1.28%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	33,288	-372	$6,926,899	−1.4%	1.25%
ECL	Ecolab Inc. Basic Materials	Reduced	24,492	-458	$6,515,361	−0.5%	1.17%
MTB	M&T Bank Corp Financial Services	Reduced	30,234	-647	$6,249,972	+0.5%	1.13%
SYK	Stryker Corp Healthcare	Added	18,173	+937	$5,971,466	−1.4%	1.08%
DUK	Duke Energy CORP Utilities	Added	44,263	+150	$5,795,797	+12.1%	1.04%
ADP	Automatic Data Processing Inc Technology	Added	25,262	+1,107	$5,132,733	−17.4%	0.93%
SYY	Sysco Corp Consumer Defensive	Reduced	71,658	-3,550	$5,111,365	−7.8%	0.92%
GD	General Dynamics Corp Industrials	Reduced	14,735	-85	$5,057,346	+1.4%	0.91%
HON	Honeywell International Inc Industrials	Reduced	21,101	-456	$4,769,459	+13.4%	0.86%
PGR	Progressive Corp/Oh/ Financial Services	Added	20,915	+1,953	$4,146,189	−4.0%	0.75%
IBM	International Business Machines Corp Technology	Added	17,032	+443	$4,128,386	−16.0%	0.74%
TROW	Price T Rowe Group Inc Financial Services	Reduced	45,444	-1,481	$4,096,322	−14.7%	0.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,660	-99	$3,680,924	−6.3%	0.66%
AVGO	Broadcom Inc. Technology	Added	11,825	+613	$3,659,955	−5.7%	0.66%
UNH	Unitedhealth Group Inc Healthcare	Reduced	13,077	-522	$3,538,505	−21.2%	0.64%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	36,573	-1,548	$3,528,197	−8.3%	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,495	+1,319	$3,381,369	+3.1%	0.61%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	46,612	-4,030	$3,317,842	−20.1%	0.60%
BDX	Becton Dickinson & Co Healthcare	Reduced	20,658	-807	$3,248,057	−0.8%	0.59%
DELL	Dell Technologies Inc. Technology	Added	17,995	+1,310	$2,953,519	+40.6%	0.53%
MCI	Barings Corporate Investors Financial Services	Added	170,289	+1,500	$2,935,782	−4.2%	0.53%