Sky Investment Group LLC

CIK

1333792

Location

HARTFORD, CT

Portfolio Value

Small $627,836,317

Diversification

Diversified

Filing Date

Global Rank

#3,340 / 8,795 ▼ 279 · as of Jun 2026

Top Industry

Semiconductors 12.6%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

8.9%

+0.4 pts

Top 5

26.9%

+0.7 pts

Top 10

38.1%

+0.1 pts

HHI

268

Diversified+9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$159,156,035	26
Healthcare	13.4%	$84,143,706	14
Financial Services	13.0%	$81,315,537	24
Consumer Defensive	10.9%	$68,191,465	12
Industrials	10.4%	$65,089,128	27
Communication Services	9.8%	$61,397,014	4
Consumer Cyclical	5.1%	$32,031,206	8
Basic Materials	3.8%	$24,018,897	5
Energy	3.4%	$21,234,132	4
Utilities	2.8%	$17,428,978	5
Unclassified	2.2%	$13,830,219	7

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	$3,075,441
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,813	69,993	$6,576,344
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	$1,047,065
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	$707,553
MSI	Motorola Solutions, Inc.	+425	3,904	$1,621,292
ABBV	AbbVie Inc.	+415	40,786	$10,263,389
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
USB	US Bancorp De	−600	26,849	$1,621,679
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	11,135	$2,461,725
APH	Amphenol Corp /De/	3,005	$1,059,683
PH	Parker-Hannifin Corp	758	$741,414
DVN	Devon Energy Corp/De	10,622	$438,901
EDV	Vanguard World Funds Extended Duration ETF	2,950	$352,584
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
—		14,017	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $627,836,317 total · filing declares 146 positions · $636,942,579 · 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 136 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%	8.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	135,645	-231	$48,319,969	+23.8%	7.70%
MSFT	Microsoft Corp Technology	Added	85,671	+2,009	$31,956,996	+3.2%	5.09%
JNJ	Johnson & Johnson Healthcare	Reduced	65,545	-6	$16,646,463	+3.9%	2.65%
AXP	American Express Co Financial Services	Added	47,260	+43	$15,985,695	+11.9%	2.55%
RTX	RTX Corp Industrials	Added	81,493	+3,239	$15,461,666	+2.4%	2.46%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	84,858	-142	$15,351,660	+9.2%	2.45%
LIN	Linde PLC Basic Materials	Reduced	29,051	-66	$15,075,725	+4.4%	2.40%
TXN	Texas Instruments Inc Technology	Reduced	42,261	-386	$12,596,736	+52.1%	2.01%
MA	Mastercard Inc Financial Services	Added	23,382	+720	$12,008,995	+6.1%	1.91%
AAPL	Apple Inc. Technology	Added	38,837	+4,641	$11,237,874	+29.5%	1.79%
KO	Coca Cola Co Consumer Defensive	Added	137,909	+104	$11,207,864	+6.9%	1.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	78,887	-1,387	$10,785,430	−20.8%	1.72%
MRK	Merck & Co., Inc. Healthcare	Reduced	82,126	-241	$10,553,191	+6.5%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,125	+3,586	$10,278,412	+24.8%	1.64%
ABBV	AbbVie Inc. Healthcare	Added	40,786	+415	$10,263,389	+16.9%	1.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	66,967	-844	$9,820,040	+0.3%	1.56%
PEP	Pepsico Inc Consumer Defensive	Reduced	69,832	-1,223	$9,455,252	−14.3%	1.51%
ABT	Abbott Laboratories Healthcare	Reduced	102,725	-1,048	$9,321,266	−12.5%	1.48%
META	Meta Platforms, Inc. Communication Services	Reduced	16,242	-292	$9,148,956	−3.3%	1.46%
EMR	Emerson Electric Co Industrials	Added	63,717	+113	$9,121,088	+9.5%	1.45%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	18,005	+84	$9,026,986	+2.5%	1.44%
ITW	Illinois Tool Works Inc Industrials	Reduced	33,178	-621	$8,973,653	+2.0%	1.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	32,874	+845	$8,886,170	−10.7%	1.42%
CVX	Chevron Corp Energy	Added	53,603	+34	$8,885,233	−19.8%	1.42%
SO	Southern Co Utilities	Added	85,563	+48	$8,189,234	−0.8%	1.30%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	33,052	-236	$8,138,063	+17.5%	1.30%
DELL	Dell Technologies Inc. Technology	Reduced	17,860	-135	$7,705,875	+160.9%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,529	+12	$7,592,847	+7.3%	1.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,154	+48	$7,582,910	+4.8%	1.21%
DHR	Danaher Corp /De/ Healthcare	Reduced	39,702	-599	$7,562,436	−1.0%	1.20%
MTB	M&T Bank Corp Financial Services	Reduced	30,130	-104	$7,171,241	+14.7%	1.14%
AVGO	Broadcom Inc. Technology	Added	18,871	+7,046	$7,128,520	+94.8%	1.14%
ECL	Ecolab Inc. Basic Materials	Added	24,626	+134	$6,861,049	+5.3%	1.09%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	69,993	+2,813	$6,576,344	+20.1%	1.05%
SYK	Stryker Corp Healthcare	Added	19,526	+1,353	$6,147,565	+2.9%	0.98%
SYY	Sysco Corp Consumer Defensive	Reduced	70,956	-702	$5,930,502	+16.0%	0.94%
DUK	Duke Energy CORP Utilities	Reduced	44,218	-45	$5,597,114	−3.4%	0.89%
ADP	Automatic Data Processing Inc Technology	Reduced	24,577	-685	$5,504,019	+7.2%	0.88%
GD	General Dynamics Corp Industrials	Added	15,030	+295	$5,324,227	+5.3%	0.85%
UNH	Unitedhealth Group Inc Healthcare	Reduced	12,785	-292	$5,313,829	+50.2%	0.85%
TROW	Price T Rowe Group Inc Financial Services	Reduced	44,006	-1,438	$5,003,042	+22.1%	0.80%
IBM	International Business Machines Corp Technology	Added	17,349	+317	$4,878,712	+18.2%	0.78%
PGR	Progressive Corp/Oh/ Financial Services	Added	21,572	+657	$4,712,403	+13.7%	0.75%
SPY	Spdr S&P 500 ETF Trust	Added	5,808	+148	$4,337,240	+17.8%	0.69%
PANW	Palo Alto Networks Inc Technology	Added	12,646	+558	$4,312,538	+122.5%	0.69%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	36,509	-64	$4,007,592	+13.6%	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,693	+198	$3,827,469	+13.2%	0.61%
ETN	Eaton Corp plc Industrials	Added	7,949	+125	$3,387,227	+21.0%	0.54%
AMAT	Applied Materials Inc /De Technology	Held	4,262	0	$3,081,426	+111.5%	0.49%

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.