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Sky Investment Group LLC13F | |
Sky Investment Group LLC | |
Last update 2025-07-10 | 140 Stocks (5 new) |
Value $571.00 Mil | Turnover 1 % |
Sky Investment Group LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 288,321 | 45,551.8 | -0.87% | 7.980 | -0.05% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
MSFT | Microsoft Corp | 85,712 | 42,634.0 | -2.95% | 7.470 | -0.18% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
GOOGL | Alphabet Inc | 97,534 | 17,188.4 | -0.92% | 3.010 | -0.03% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AXP | American Express Co | 48,105 | 15,344.5 | -1.23% | 2.690 | -0.03% | 0.010 | +15.60% | +4.71% | 214,505.7 | Credit Services | |
PM | Philip Morris International Inc | 82,815 | 15,083.1 | -0.89% | 2.640 | -0.02% | 0.010 | -4.57% | +36.04% | 250,723.8 | Tobacco Products | |
ABT | Abbott Laboratories | 104,749 | 14,246.9 | -0.81% | 2.500 | -0.02% | 0.010 | -2.45% | +12.68% | 218,593.1 | Medical Devices & Instruments | |
LIN | Linde PLC | 27,720 | 13,005.7 | -0.10% | 2.280 | 0% | 0.010 | +5.22% | +13.35% | 221,941.9 | Chemicals | |
MA | Mastercard Inc | 22,936 | 12,888.7 | -1.40% | 2.260 | -0.03% | 0.000 | +5.38% | +7.49% | 511,704.3 | Credit Services | |
META | Meta Platforms Inc | 16,304 | 12,033.9 | +0.47% | 2.110 | +0.01% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
RTX | RTX Corp | 80,686 | 11,781.8 | -0.15% | 2.060 | 0% | 0.010 | +27.91% | +35.50% | 207,768.5 | Aerospace & Defense |
Sky Investment Group LLC's Historical Top Holdings Breakdowns
Sky Investment Group LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 2025-06-30 | Add Add | +0.27% | 255.27 ($274.25) 288.74 | $247.38 | -9.80% | Add 205.92% | 8,474 | 5,704 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.18% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Reduce -2.95% | 85,712 | -2,604 | |
CMCSA | Comcast Corp | 2025-06-30 | Reduce Reduce | -0.17% | 32.84 ($34.63) 36.9 | $35.37 | 2.14% | Reduce -46.88% | 28,445 | -25,103 | |
ETN | Eaton Corp PLC | 2025-06-30 | Add Add | +0.13% | 246.52 ($307.39) 356.99 | $384.90 | 25.22% | Add 232.76% | 2,885 | 2,018 | |
RAL | Ralliant Corp | 2025-06-30 | New Buy New Buy | +0.12% | 47.5 ($49.24) 52.98 | $46.92 | -4.71% | New holding | 13,701 | 13,701 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.09% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -5.92% | 34,605 | -2,177 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -0.09% | 146.58 ($165.11) 180.01 | $193.20 | 17.01% | Reduce -7.14% | 41,420 | -3,185 | |
UPS | United Parcel Service Inc | 2025-06-30 | Reduce Reduce | -0.06% | 91.92 ($98.57) 110.2 | $102.53 | 4.02% | Reduce -9.18% | 29,565 | -2,989 | |
BDX | Becton Dickinson & Co | 2025-06-30 | Reduce Reduce | -0.05% | 165.15 ($184.01) 229.06 | $183.63 | -0.21% | Reduce -4.59% | 24,339 | -1,170 | |
FI | Fiserv Inc | 2025-06-30 | Add Add | +0.05% | 159.13 ($181.98) 226.15 | $140.08 | -23.02% | Add 35.82% | 6,749 | 1,780 |
Sky Investment Group LLC Total Holding History ($B)
Sky Investment Group LLC's Asset Allocation
Sky Investment Group LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Sky Investment Group LLC's Hypothetical Growth since 2025-06-30
Sky Investment Group LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Sky Investment Group LLC's Holdings Heat Map
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Sky Investment Group LLC's Holdings Bubble Chart
Sky Investment Group LLC News
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