Sky Investment Group LLC
Filing Date
Global Rank
#2,465
/ 8,588
—
Top Industry
Semiconductors
11.2%
3Y Alpha vs SPY
-8.1%
Period ended 3 months ago
Filed Apr 16, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.4%
SPY
+76.8%
Annualised alpha
-8.1%
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, 2025Top 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 |
|---|---|---|
| Technology | 23.3% | $129,162,916 |
| Healthcare | 15.0% | $83,224,583 |
| Financial Services | 13.0% | $72,286,454 |
| Consumer Defensive | 12.1% | $67,371,726 |
| Industrials | 10.7% | $59,213,186 |
| Communication Services | 7.7% | $42,624,378 |
| Consumer Cyclical | 5.5% | $30,414,428 |
| Energy | 4.7% | $26,225,895 |
| Basic Materials | 4.1% | $22,744,996 |
| Utilities | 3.2% | $17,624,067 |
| Unclassified | 0.7% | $3,945,849 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| ADSK | Autodesk, Inc. | +458 | 8,456 | $2,024,366 | |
| ETN | Eaton Corp plc | +458 | 7,824 | $2,798,410 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TXT |
Textron Inc
Industrials
|
Reduced | 2,290 | $200,512 | 0.04% | |
| CNI |
Canadian National Railway Co
Industrials
|
NEW | 1,960 | $201,429 | 0.04% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
NEW | 2,289 | $208,344 | 0.04% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 7,276 | $208,893 | 0.04% | |
| VLTO |
Veralto Corp
Industrials
|
Reduced | 2,515 | $222,376 | 0.04% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 1,330 | $224,903 | 0.04% | |
| BHB |
Bar Harbor Bankshares
Financial Services
|
Held | 6,987 | $226,728 | 0.04% | |
| GE |
General Electric Co
Industrials
|
Added | 839 | $238,083 | 0.04% | |
| NI |
Nisource Inc.
Utilities
|
Held | 5,230 | $244,031 | 0.04% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 1,087 | $256,836 | 0.05% | |
| CLH |
Clean Harbors Inc
Industrials
|
Held | 900 | $258,057 | 0.05% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 2,700 | $259,605 | 0.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 459 | $264,925 | 0.05% | |
| NTAP |
NetApp, Inc.
Technology
|
Held | 2,675 | $273,893 | 0.05% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
Reduced | 7,115 | $277,271 | 0.05% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,801 | $287,619 | 0.05% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
Reduced | 1,595 | $302,651 | 0.05% | |
| WBS |
Webster Financial Corp
Financial Services
|
Held | 5,036 | $349,599 | 0.06% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Added | 1,417 | $354,122 | 0.06% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
NEW | 3,630 | $381,585 | 0.07% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 4,594 | $428,666 | 0.08% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 8,554 | $481,675 | 0.09% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Reduced | 14,017 | $492,557 | 0.09% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 1,187 | $494,670 | 0.09% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 3,890 | $509,901 | 0.09% | |
| ASML |
Asml Holding NV
Technology
|
Added | 393 | $519,086 | 0.09% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 1,786 | $531,870 | 0.10% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 1,605 | $553,965 | 0.10% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 7,080 | $563,638 | 0.10% | |
| CMI |
Cummins Inc
Industrials
|
Held | 1,098 | $590,745 | 0.11% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,752 | $616,441 | 0.11% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 6,885 | $647,052 | 0.12% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 2,258 | $658,613 | 0.12% | |
| SPGI |
S&P Global Inc.
Financial Services
|
NEW | 1,583 | $673,313 | 0.12% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,003 | $676,913 | 0.12% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,875 | $723,346 | 0.13% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 15,634 | $762,157 | 0.14% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
Reduced | 10,731 | $762,544 | 0.14% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 7,360 | $769,488 | 0.14% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 3,188 | $774,939 | 0.14% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 4,960 | $780,108 | 0.14% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 2,404 | $783,535 | 0.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 11,356 | $881,112 | 0.16% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 12,825 | $922,502 | 0.17% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 5,366 | $978,919 | 0.18% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,158 | $979,656 | 0.18% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 16,401 | $994,720 | 0.18% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 11,402 | $1,030,626 | 0.19% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 11,003 | $1,082,475 | 0.20% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,542 | $1,109,503 | 0.20% |