Sky Investment Group LLC

CIK

1333792

Location

HARTFORD, CT

Portfolio Value

Small $604,863,336

Diversification

Diversified

Filing Date

Global Rank

#2,539 / 8,633 ▼ 16

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

+13.8%

Period ended 51 days ago

Filed Jul 20, 2026 · 31d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+144.5%

SPY

+76.2%

Annualised alpha

+13.9%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.3%

+0.6 pts

Top 5

25.7%

−0.9 pts

Top 10

37.3%

−1.2 pts

HHI

256

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$158,626,193	26
Healthcare	13.9%	$84,143,706	14
Financial Services	13.4%	$81,259,072	24
Consumer Defensive	11.3%	$68,191,465	12
Industrials	10.8%	$65,086,011	27
Communication Services	7.9%	$47,798,756	4
Consumer Cyclical	5.3%	$32,031,206	8
Basic Materials	4.0%	$24,018,897	5
Energy	3.5%	$21,234,132	4
Utilities	2.9%	$17,428,978	5
Unclassified	0.8%	$5,044,920	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+7,046	18,871	$7,128,520
MCI	Barings Corporate Investors	+4,850	175,139	$3,075,440
AAPL	Apple Inc.	+4,641	38,837	$11,237,874
AMZN	Amazon Com Inc	+3,586	43,125	$10,278,412
RTX	RTX Corp	+3,239	81,493	$15,461,666
CRH	Crh Public Ltd Co	+2,262	5,892	$630,444
MSFT	Microsoft Corp	+2,009	85,671	$31,956,996
BAC	Bank Of America Corp /De/	+1,615	17,249	$982,848
UBER	Uber Technologies, Inc	+1,595	14,420	$1,040,547
OKE	Oneok Inc /New/	+1,533	12,935	$1,124,568
NOW	ServiceNow, Inc.	+1,430	8,790	$872,671
SYK	Stryker Corp	+1,353	19,526	$6,147,565
SCHW	Schwab Charles Corp	+1,260	8,145	$751,539
SPGI	S&P Global Inc.	+988	2,571	$990,601
MCD	Mcdonalds Corp	+845	32,874	$8,886,170
COF	Capital One Financial Corp	+730	6,096	$1,222,979
MA	Mastercard Inc	+720	23,382	$12,008,995
PGR	Progressive Corp/Oh/	+657	21,572	$4,712,403
ICE	Intercontinental Exchange, Inc.	+632	5,592	$688,431
CMI	Cummins Inc	+610	1,708	$1,218,162
PANW	Palo Alto Networks Inc	+558	12,646	$4,312,538
QQQ	Invesco Qqq Trust, Series 1	+502	961	$707,680
MSI	Motorola Solutions, Inc.	+425	3,904	$1,621,292
ABBV	AbbVie Inc.	+415	40,786	$10,263,389
WMT	Walmart Inc.	+360	22,048	$2,497,156
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−38,717	97,159	$34,721,711
KD	Kyndryl Holdings, Inc.	−15,647	108,360	$1,225,551
HON	Honeywell International Inc	−9,954	11,147	$2,495,813
ZTS	Zoetis Inc.	−9,141	6,384	$458,754
VZ	Verizon Communications Inc	−8,725	33,470	$1,417,119
GIS	General Mills Inc	−7,077	47,594	$1,656,271
GEHC	GE HealthCare Technologies Inc.	−5,698	40,914	$2,618,905
FTV	Fortive Corp	−4,337	19,303	$1,179,220
UPS	United Parcel Service Inc	−2,822	8,181	$879,457
CHD	Church & Dwight Co Inc /De/	−2,695	15,940	$1,544,267
MDLZ	Mondelez International, Inc.	−2,430	46,976	$2,717,091
BMY	Bristol Myers Squibb Co	−1,770	14,631	$843,038
SWK	Stanley Black & Decker, Inc.	−1,555	9,176	$863,645
HRL	Hormel Foods Corp /De/	−1,460	72,665	$1,803,545
TROW	Price T Rowe Group Inc	−1,438	44,006	$5,003,042
XOM	ExxonMobil Holdings Corp	−1,387	78,887	$10,785,430
PEP	Pepsico Inc	−1,223	69,832	$9,455,252
BHB	Bar Harbor Bankshares	−1,135	5,852	$220,971
DIS	Walt Disney Co	−1,067	26,088	$2,510,970
ABT	Abbott Laboratories	−1,048	102,725	$9,321,266
PG	PROCTER & GAMBLE Co	−844	66,967	$9,820,040
BDX	Becton Dickinson & Co	−714	19,944	$3,018,125
SYY	Sysco Corp	−702	70,956	$5,930,502
ADP	Automatic Data Processing Inc	−685	24,577	$5,504,019
ITW	Illinois Tool Works Inc	−621	33,178	$8,973,653
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	11,135	$2,458,608
PH	Parker-Hannifin Corp	758	$741,414
APH	Amphenol Corp /De/	3,005	$529,841
DVN	Devon Energy Corp/De	10,622	$438,901
AMD	Advanced Micro Devices Inc	573	$332,861
DE	Deere & Co	506	$320,970
CAT	Caterpillar Inc	233	$248,121
QCOM	Qualcomm Inc/De	1,128	$208,443
BX	Blackstone Inc.	1,702	$200,274
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	1,786	$531,870
NFLX	Netflix Inc	2,700	$259,605
VLTO	Veralto Corp	2,515	$222,376
CMCSA	Comcast Corp	7,276	$208,893
CTRA	Coterra Energy Inc.	14,017	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $604,863,336 total · as of Jun 30, 2026

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

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	279,677	-413	$55,960,570	+14.6%	9.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	97,159	-38,717	$34,721,711	−11.1%	5.74%
MSFT	Microsoft Corp Technology	Added	85,671	+2,009	$31,956,996	+3.2%	5.28%
JNJ	Johnson & Johnson Healthcare	Reduced	65,545	-6	$16,646,463	+3.9%	2.75%
AXP	American Express Co Financial Services	Added	47,260	+43	$15,985,695	+11.9%	2.64%
RTX	RTX Corp Industrials	Added	81,493	+3,239	$15,461,666	+2.4%	2.56%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	84,858	-142	$15,351,660	+9.2%	2.54%
LIN	Linde PLC Basic Materials	Reduced	29,051	-66	$15,075,725	+4.4%	2.49%
TXN	Texas Instruments Inc Technology	Reduced	42,261	-386	$12,596,736	+52.1%	2.08%
MA	Mastercard Inc Financial Services	Added	23,382	+720	$12,008,995	+6.1%	1.99%
AAPL	Apple Inc. Technology	Added	38,837	+4,641	$11,237,874	+29.5%	1.86%
KO	Coca Cola Co Consumer Defensive	Added	137,909	+104	$11,207,864	+6.9%	1.85%
XOM	ExxonMobil Holdings Corp Energy	Reduced	78,887	-1,387	$10,785,430	−20.8%	1.78%
MRK	Merck & Co., Inc. Healthcare	Reduced	82,126	-241	$10,553,191	+6.5%	1.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,125	+3,586	$10,278,412	+24.8%	1.70%
ABBV	AbbVie Inc. Healthcare	Added	40,786	+415	$10,263,389	+16.9%	1.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	66,967	-844	$9,820,040	+0.3%	1.62%
PEP	Pepsico Inc Consumer Defensive	Reduced	69,832	-1,223	$9,455,252	−14.3%	1.56%
ABT	Abbott Laboratories Healthcare	Reduced	102,725	-1,048	$9,321,266	−12.5%	1.54%
META	Meta Platforms, Inc. Communication Services	Reduced	16,242	-292	$9,148,956	−3.3%	1.51%
EMR	Emerson Electric Co Industrials	Added	63,717	+113	$9,121,088	+9.5%	1.51%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	18,005	+84	$9,026,986	+2.5%	1.49%
ITW	Illinois Tool Works Inc Industrials	Reduced	33,178	-621	$8,973,653	+2.0%	1.48%
MCD	Mcdonalds Corp Consumer Cyclical	Added	32,874	+845	$8,886,170	−10.7%	1.47%
CVX	Chevron Corp Energy	Added	53,603	+34	$8,885,233	−19.8%	1.47%
SO	Southern Co Utilities	Added	85,563	+48	$8,189,234	−0.8%	1.35%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	33,052	-236	$8,138,063	+17.5%	1.35%
DELL	Dell Technologies Inc. Technology	Reduced	17,860	-135	$7,705,875	+160.9%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,529	+12	$7,592,847	+7.3%	1.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,154	+48	$7,582,910	+4.8%	1.25%
DHR	Danaher Corp /De/ Healthcare	Reduced	39,702	-599	$7,562,436	−1.0%	1.25%
MTB	M&T Bank Corp Financial Services	Reduced	30,130	-104	$7,171,241	+14.7%	1.19%
AVGO	Broadcom Inc. Technology	Added	18,871	+7,046	$7,128,520	+94.8%	1.18%
ECL	Ecolab Inc. Basic Materials	Added	24,626	+134	$6,861,049	+5.3%	1.13%
SYK	Stryker Corp Healthcare	Added	19,526	+1,353	$6,147,565	+2.9%	1.02%
SYY	Sysco Corp Consumer Defensive	Reduced	70,956	-702	$5,930,502	+16.0%	0.98%
DUK	Duke Energy CORP Utilities	Reduced	44,218	-45	$5,597,114	−3.4%	0.93%
ADP	Automatic Data Processing Inc Technology	Reduced	24,577	-685	$5,504,019	+7.2%	0.91%
GD	General Dynamics Corp Industrials	Added	15,030	+295	$5,324,227	+5.3%	0.88%
UNH	Unitedhealth Group Inc Healthcare	Reduced	12,785	-292	$5,313,829	+50.2%	0.88%
TROW	Price T Rowe Group Inc Financial Services	Reduced	44,006	-1,438	$5,003,042	+22.1%	0.83%
IBM	International Business Machines Corp Technology	Added	17,349	+317	$4,878,712	+18.2%	0.81%
PGR	Progressive Corp/Oh/ Financial Services	Added	21,572	+657	$4,712,403	+13.7%	0.78%
SPY	Spdr S&P 500 ETF Trust	Added	5,808	+148	$4,337,240	+17.8%	0.72%
PANW	Palo Alto Networks Inc Technology	Added	12,646	+558	$4,312,538	+122.5%	0.71%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	36,509	-64	$4,007,592	+13.6%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,693	+198	$3,827,469	+13.2%	0.63%
ETN	Eaton Corp plc Industrials	Added	7,949	+125	$3,387,227	+21.0%	0.56%
AMAT	Applied Materials Inc /De Technology	Held	4,262	0	$3,081,426	+111.5%	0.51%
MCI	Barings Corporate Investors Financial Services	Added	175,139	+4,850	$3,075,440	+4.8%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.