Sky Investment Group LLC

CIK: 0001333792SEC EDGAR →

Portfolio Value

$605.4M

Holdings

142

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORP.

283,356$52.8M
8.73%
2

MICROSOFT CORP.

83,601$40.4M
6.68%
3

ALPHABET INC. - CL A (Voting)

97,619$30.6M
5.05%
4

AMERICAN EXPRESS COMPANY

47,295$17.5M
2.89%
5

RTX CORP.

80,195$14.7M
2.43%
6

PHILIP MORRIS INTERNATIONAL INC.

85,497$13.7M
2.27%
7

JOHNSON & JOHNSON

66,228$13.7M
2.26%
8

ABBOTT LABORATORIES

102,881$12.9M
2.13%
9

ALPHABET INC. - CL C (Non-Voting)

40,755$12.8M
2.11%
10

MASTERCARD INC.

22,320$12.7M
2.10%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$6.9M
MSFT↑ Increased
$2.8M
MRK↑ Increased
$1.8M
HD↑ Increased
$1.3M
ETN↑ Increased
$1.2M

Top Sells

GOOG↓ Decreased
$2.7M
AXP↓ Decreased
$1.6M
JNJ↓ Decreased
$1.4M
TMO↓ Decreased
$1.3M
RTX↓ Decreased
$1.3M

New Positions (6)

$577K · 4K shares
$281K · 4K shares
$262K · 1K shares
$221K · 1K shares
$218K · 5K shares
$201K · 5K shares

Closed Positions (7)

$974K · 8K shares
$309K · 5K shares
$293K · 7K shares
$235K · 814 shares
$208K · 2K shares
$203K · 3K shares
$201K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Technology23$143.0M23.6%
Healthcare14$88.0M14.5%
Financial Services30$80.8M13.4%
Industrials25$64.1M10.6%
Communication Services6$57.9M9.6%
Consumer Defensive13$53.1M8.8%
Unknown8$29.6M4.9%
Consumer Cyclical8$28.6M4.7%
Energy5$22.2M3.7%
Basic Materials4$20.5M3.4%
Utilities6$17.6M2.9%