Sky Investment Group LLC Top Holdings and 13F Report (2025) About Sky Investment Group LLCInvestment ActivitySky Investment Group LLC has $546.30 million in total holdings as of December 31, 2024.Sky Investment Group LLC owns shares of 137 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Sky Investment Group LLC has purchased 140 new stocks and bought additional shares in 44 stocks.Sky Investment Group LLC sold shares of 64 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $38,804,573Microsoft $36,909,454Alphabet $18,044,455American Express $14,335,551Mastercard $12,305,941 Largest New Holdings this Quarter Dell Technologies $1,687,114 HoldingApplied Materials $457,803 HoldingGE VERNOVA INC. $288,143 HoldingNetflix $239,765 HoldingASML $237,033 Holding Largest Purchases this Quarter Dell Technologies 14,640 shares (about $1.69M)Palo Alto Networks 5,264 shares (about $957.84K)AbbVie 3,936 shares (about $699.42K)Adobe 1,197 shares (about $532.28K)Thermo Fisher Scientific 942 shares (about $490.06K) Largest Sales this Quarter Microsoft 1,234 shares (about $520.13K)Verizon Communications 12,599 shares (about $503.83K)Nestlé 5,951 shares (about $486.20K)Diageo 3,480 shares (about $442.41K)Stanley Black & Decker 4,723 shares (about $379.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSky Investment Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$38,804,573$80,171 ▼-0.2%288,9617.1%Computer and TechnologyMSFTMicrosoft$36,909,454$520,130 ▼-1.4%87,5676.8%Computer and TechnologyGOOGLAlphabet$18,044,455$39,942 ▼-0.2%95,3223.3%Computer and TechnologyAXPAmerican Express$14,335,551$148,989 ▼-1.0%48,3022.6%FinanceMAMastercard$12,305,941$125,324 ▼-1.0%23,3702.3%Business ServicesABTAbbott Laboratories$11,981,082$28,617 ▼-0.2%105,9242.2%MedicalLINDE PLC$11,544,825$234,037 ▲2.1%27,5752.1%COMPEPPepsiCo$11,524,796$292,564 ▲2.6%75,7912.1%Consumer StaplesPGProcter & Gamble$11,240,817$50,798 ▲0.5%67,0492.1%Consumer StaplesPMPhilip Morris International$10,045,006$2,287 ▲0.0%83,4651.8%Consumer StaplesJNJJohnson & Johnson$9,900,979$100,077 ▼-1.0%68,4621.8%MedicalMETAMeta Platforms$9,470,104$44,499 ▼-0.5%16,1741.7%Computer and TechnologyMCDMcDonald's$9,453,479$15,654 ▲0.2%32,6111.7%Retail/WholesaleAAPLApple$9,446,061$50,334 ▼-0.5%37,7211.7%Computer and TechnologyDHRDanaher$9,434,964$72,997 ▲0.8%41,1021.7%MedicalTMOThermo Fisher Scientific$9,401,597$490,057 ▲5.5%18,0721.7%MedicalRTXRTX$9,342,191$17,358 ▼-0.2%80,7311.7%AerospaceXOMExxon Mobil$9,044,701$54,968 ▲0.6%84,0821.7%Oils/EnergyITWIllinois Tool Works$8,890,828$49,444 ▼-0.6%35,0641.6%Industrial ProductsKOCoca-Cola$8,601,392$236,027 ▲2.8%138,1531.6%Consumer StaplesGOOGAlphabet$8,558,374$213,293 ▼-2.4%44,9401.6%Computer and TechnologyHDHome Depot$8,477,259$9,725 ▼-0.1%21,7931.6%Retail/WholesaleTXNTexas Instruments$8,465,139$41,252 ▼-0.5%45,1451.5%Computer and TechnologyCVXChevron$8,154,347$32,010 ▲0.4%56,2991.5%Oils/EnergyMRKMerck & Co., Inc.$8,102,149$150,613 ▲1.9%81,4451.5%MedicalEMREmerson Electric$7,800,030$7,436 ▲0.1%62,9391.4%Industrial ProductsABBVAbbVie$7,590,415$699,423 ▲10.1%42,7151.4%MedicalAMZNAmazon.com$6,988,668$54,847 ▲0.8%31,8551.3%Retail/WholesaleADPAutomatic Data Processing$6,737,181$38,933 ▼-0.6%23,0151.2%Business ServicesUNHUnitedHealth Group$6,730,973$175,533 ▲2.7%13,3061.2%MedicalSOSouthern$6,729,578$62,316 ▲0.9%81,7491.2%UtilitiesBRK.BBerkshire Hathaway$6,577,546$174,513 ▲2.7%14,5111.2%FinancePNCThe PNC Financial Services Group$6,533,758$127,667 ▼-1.9%33,8801.2%FinanceSYYSysco$6,058,155$136,863 ▼-2.2%79,2331.1%Consumer StaplesTROWT. Rowe Price Group$5,963,349$208,651 ▼-3.4%52,7311.1%FinanceECLEcolab$5,949,960$22,495 ▼-0.4%25,3921.1%Basic MaterialsNSRGYNestlé$5,873,086$486,197 ▼-7.6%71,8861.1%Consumer StaplesMTBM&T Bank$5,868,356$73,324 ▼-1.2%31,2131.1%FinanceBDXBecton, Dickinson and Company$5,853,644$3,403 ▲0.1%25,8021.1%MedicalSYKStryker$5,474,200$30,604 ▲0.6%15,2041.0%MedicalKMBKimberly-Clark$5,330,707$85,438 ▼-1.6%40,6801.0%Consumer StaplesHONHoneywell International$4,925,983$5,873 ▼-0.1%21,8070.9%Multi-Sector ConglomeratesDUKDuke Energy$4,455,695$214,618 ▲5.1%41,3560.8%UtilitiesUPSUnited Parcel Service$4,258,901$312,224 ▼-6.8%33,7740.8%TransportationIJHiShares Core S&P Mid-Cap ETF$4,161,429$2,742 ▼-0.1%66,7860.8%ETFGEHCGE HealthCare Technologies$3,983,662$19,389 ▲0.5%50,9550.7%MedicalGISGeneral Mills$3,885,697$40,494 ▼-1.0%60,9330.7%Consumer StaplesGDGeneral Dynamics$3,686,225$322,512 ▲9.6%13,9900.7%AerospaceIBMInternational Business Machines$3,673,139$5,496 ▼-0.1%16,7090.7%Computer and TechnologyZTSZoetis$3,627,443$196,655 ▲5.7%22,2640.7%MedicalSPYSPDR S&P 500 ETF Trust$3,474,704$11,721 ▲0.3%5,9290.6%FinanceMCIBarings Corporate Investors$3,474,5660.0%170,4890.6%FinanceDISWalt Disney$3,239,840$129,166 ▼-3.8%29,0960.6%Consumer DiscretionaryFTVFortive$3,116,850$22,800 ▲0.7%41,5580.6%Computer and TechnologyKDKyndryl$3,056,391$319,704 ▲11.7%88,3350.6%Business ServicesCHDChurch & Dwight$3,036,066$158,321 ▼-5.0%28,9950.6%Consumer StaplesMDLZMondelez International$2,824,673$294,168 ▲11.6%47,2910.5%Consumer StaplesAVYAvery Dennison$2,770,460$20,584 ▲0.7%14,8050.5%Industrial ProductsDEODiageo$2,625,235$442,412 ▼-14.4%20,6500.5%Consumer StaplesCMCSAComcast$2,490,979$298,364 ▼-10.7%66,3730.5%Consumer DiscretionaryMASMasco$2,456,857$17,780 ▼-0.7%33,8550.4%ConstructionADSKAutodesk$2,452,049$33,104 ▼-1.3%8,2960.4%Computer and TechnologyJPMJPMorgan Chase & Co.$2,333,097$3,596 ▲0.2%9,7330.4%FinanceCOSTCostco Wholesale$2,306,252$153,933 ▼-6.3%2,5170.4%Retail/WholesaleVVisa$2,294,134$65,736 ▲2.9%7,2590.4%Business ServicesAVGOBroadcom$2,270,409$927 ▼0.0%9,7930.4%Computer and TechnologyADBEAdobe$2,261,642$532,282 ▲30.8%5,0860.4%Computer and TechnologyEMRAFEmera$2,143,930$196,432 ▼-8.4%57,3550.4%UtilitiesVZVerizon Communications$2,004,099$503,834 ▼-20.1%50,1150.4%Computer and TechnologySHELL PLC - ADR$1,952,801$367,129 ▲23.2%31,1700.4%COMWMTWalmart$1,862,3720.0%20,6130.3%Retail/WholesalePANWPalo Alto Networks$1,859,631$957,837 ▲106.2%10,2200.3%Computer and TechnologySBUXStarbucks$1,806,064$29,566 ▼-1.6%19,7920.3%Retail/WholesaleAPDAir Products and Chemicals$1,744,400$105,581 ▲6.4%6,0140.3%Basic MaterialsWMWaste Management$1,717,838$390,464 ▲29.4%8,5130.3%Business ServicesDELLDell Technologies$1,687,114$1,687,114 ▲New Holding14,6400.3%Computer and TechnologyORCLOracle$1,619,741$24,996 ▼-1.5%9,7200.3%Computer and TechnologyUSBU.S. Bancorp$1,597,331$37,068 ▼-2.3%33,3960.3%FinanceDASTYDassault Systèmes$1,472,8270.0%42,7650.3%Computer and TechnologyUNPUnion Pacific$1,430,495$217,550 ▲17.9%6,2730.3%TransportationSWKStanley Black & Decker$1,404,352$379,210 ▼-21.3%17,4910.3%Industrial ProductsCRMSalesforce$1,179,182$5,015 ▼-0.4%3,5270.2%Computer and TechnologyLLYEli Lilly and Company$1,141,016$19,300 ▼-1.7%1,4780.2%MedicalBMYBristol-Myers Squibb$1,121,472$77,487 ▲7.4%19,8280.2%MedicalIVViShares Core S&P 500 ETF$1,010,764$143,638 ▼-12.4%1,7170.2%ETFFIFiserv$843,865$373,453 ▲79.4%4,1080.2%Business ServicesCOFCapital One Financial$794,237$4,458 ▼-0.6%4,4540.1%FinanceRHHBYRoche$714,098$229,510 ▼-24.3%20,4730.1%MedicalBACBank of America$687,9930.0%15,6540.1%FinancePGRProgressive$672,106$3,594 ▼-0.5%2,8050.1%FinanceCSCOCisco Systems$669,3740.0%11,3070.1%Computer and TechnologyGSThe Goldman Sachs Group$651,069$72,723 ▲12.6%1,1370.1%FinanceCBChubb$650,963$26,249 ▲4.2%2,3560.1%FinanceFBINFortune Brands Innovations$644,352$11,958 ▼-1.8%9,4300.1%Retail/WholesaleCARRCarrier Global$602,668$13,311 ▼-2.2%8,8290.1%Computer and TechnologyVOOVanguard S&P 500 ETF$601,851$19,397 ▼-3.1%1,1170.1%ETFAMGNAmgen$566,3710.0%2,1730.1%MedicalTRVTravelers Companies$551,879$66,004 ▼-10.7%2,2910.1%FinanceWFCWells Fargo & Company$540,848$6,322 ▼-1.2%7,7000.1%FinanceNKENIKE$484,530$36,323 ▼-7.0%6,4030.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
