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Sky Investment Group LLC Top Holdings and 13F Report (2025)

About Sky Investment Group LLC

Investment Activity

  • Sky Investment Group LLC has $541.65 million in total holdings as of March 31, 2025.
  • Sky Investment Group LLC owns shares of 137 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 1.30% of the portfolio was purchased this quarter.
  • About 0.96% of the portfolio was sold this quarter.
  • This quarter, Sky Investment Group LLC has purchased 137 new stocks and bought additional shares in 55 stocks.
  • Sky Investment Group LLC sold shares of 53 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$33,152,911
NVIDIA
$31,521,889
Alphabet
$15,223,071

Largest New Holdings this Quarter

440452100 - Hormel Foods
$1,075,165 Holding
G29183103 - Eaton
$235,677 Holding
126650100 - CVS Health
$206,502 Holding
90353T100 - Uber Technologies
$201,239 Holding

Largest Purchases this Quarter

Hormel Foods
34,750 shares (about $1.08M)
Alphabet
3,120 shares (about $482.48K)
Kyndryl
15,015 shares (about $471.47K)
GE VERNOVA INC.
1,050 shares (about $320.54K)
Amazon.com
1,620 shares (about $308.22K)

Largest Sales this Quarter

Church & Dwight
4,785 shares (about $526.78K)
Comcast
12,825 shares (about $473.24K)
Diageo
3,345 shares (about $350.52K)
Nestlé
3,387 shares (about $342.66K)
Texas Instruments
1,258 shares (about $226.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSky Investment Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$33,152,911$281,167 0.9%88,3166.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$31,521,889$204,296 0.7%290,8465.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,223,071$482,477 3.3%98,4422.8%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$14,009,055$41,785 -0.3%105,6092.6%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$13,262,677$14,286 0.1%83,5552.4%Consumer Staples
American Express stock logo
AXP
American Express
$13,103,273$107,620 0.8%48,7022.4%Finance
LINDE PLC
$12,920,579$80,556 0.6%27,7482.4%COM
Mastercard Incorporated stock logo
MA
Mastercard
$12,749,819$59,745 -0.5%23,2612.4%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$11,664,279$237,737 2.1%68,4442.2%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,281,251$82,917 -0.7%75,2382.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,213,815$139,970 -1.2%67,6182.1%Medical
RTX Co. stock logo
RTX
RTX
$10,704,225$10,597 0.1%80,8112.0%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$10,235,028$48,417 0.5%32,7661.9%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,103,341$103,469 1.0%84,9521.9%Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$9,965,406$70,904 0.7%139,1431.8%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$9,379,281$38,979 -0.4%56,0661.7%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,352,672$30,547 0.3%16,2271.7%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,103,592$110,965 1.2%18,2951.7%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$8,976,627$27,028 0.3%42,8441.7%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$8,708,623$12,400 0.1%35,1141.6%Industrials
Danaher Co. stock logo
DHR
Danaher
$8,375,070$50,840 -0.6%40,8541.5%Medical
Apple Inc. stock logo
AAPL
Apple
$8,170,320$208,578 -2.5%36,7821.5%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$7,999,744$12,827 0.2%21,8281.5%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$7,886,494$226,063 -2.8%43,8871.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,720,280$7,989 -0.1%14,4961.4%Finance
The Southern Company stock logo
SO
Southern
$7,569,692$52,871 0.7%82,3241.4%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,503,038$192,535 2.6%83,5901.4%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,011,441$42,424 0.6%13,3871.3%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,990,526$41,247 -0.6%22,8801.3%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$6,968,639$52,337 -0.7%44,6051.3%Computer and Technology
Nestlé S.A. stock logo
NSRGY
Nestlé
$6,930,044$342,663 -4.7%68,4991.3%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$6,929,687$29,055 0.4%63,2041.3%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$6,407,073$30,423 -0.5%25,2721.2%Basic Materials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,368,954$308,221 5.1%33,4751.2%Retail/Wholesale
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$5,920,812$34,275 -0.6%33,6851.1%Finance
Sysco Co. stock logo
SYY
Sysco
$5,917,504$28,140 -0.5%78,8581.1%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$5,843,035$67,114 -1.1%25,5091.1%Medical
Stryker Co. stock logo
SYK
Stryker
$5,823,479$163,790 2.9%15,6441.1%Medical
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$5,746,399$39,110 -0.7%40,4051.1%Consumer Staples
M&T Bank Co. stock logo
MTB
M&T Bank
$5,556,086$23,237 -0.4%31,0831.0%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$5,071,025$26,833 0.5%41,5760.9%Utilities
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$4,795,706$48,691 -1.0%52,2010.9%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$4,704,450$86,818 1.9%22,2170.9%Multi-Sector Conglomerates
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$4,111,367$1,211 0.0%50,9400.8%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$4,102,641$52,219 -1.3%16,4990.8%Computer and Technology
General Dynamics Co. stock logo
GD
General Dynamics
$4,060,624$247,230 6.5%14,8970.7%Aerospace
Barings Corporate Investors stock logo
MCI
Barings Corporate Investors
$3,983,370$12,892 -0.3%169,9390.7%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,913,937$16,980 0.4%67,0770.7%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$3,733,244$67,506 1.8%22,6740.7%Medical
General Mills, Inc. stock logo
GIS
General Mills
$3,642,287$897 0.0%60,9180.7%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,580,614$134,188 -3.6%32,5540.7%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,405,969$89,498 2.7%6,0890.6%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,312,144$103,471 3.2%48,8160.6%Consumer Staples
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$3,245,190$471,471 17.0%103,3500.6%Business Services
Fortive Co. stock logo
FTV
Fortive
$3,018,163$23,052 -0.8%41,2430.6%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$2,872,269$494 0.0%29,1010.5%Consumer Discretionary
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$2,665,279$526,781 -16.5%24,2100.5%Consumer Staples
Avery Dennison Co. stock logo
AVY
Avery Dennison
$2,638,405$3,559 0.1%14,8250.5%Industrials
Visa Inc. stock logo
V
Visa
$2,543,9890.0%7,2590.5%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,478,757$91,252 3.8%10,1050.5%Finance
SHELL PLC - ADR
$2,436,194$152,056 6.7%33,2450.4%COM
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,380,5280.0%2,5170.4%Retail/Wholesale
Masco Co. stock logo
MAS
Masco
$2,340,369$13,908 -0.6%33,6550.4%Construction
Emera Incorporated stock logo
EMRAF
Emera
$2,311,793$102,279 -4.2%54,9250.4%Utilities
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,182,888$10,996 0.5%8,3380.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,155,462$117,755 -5.2%47,5190.4%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$1,990,523$19,678 1.0%8,5980.4%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$1,975,921$473,242 -19.3%53,5480.4%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$1,972,111$21,478 1.1%5,1420.4%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$1,935,681$5,689 -0.3%19,7340.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$1,834,531$194,889 11.9%10,9570.3%Computer and Technology
Diageo plc stock logo
DEO
Diageo
$1,813,391$350,523 -16.2%17,3050.3%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$1,809,6030.0%20,6130.3%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,761,953$11,797 -0.7%5,9740.3%Basic Materials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,761,005$17,064 1.0%10,3200.3%Computer and Technology
Dassault Systèmes SE stock logo
DASTY
Dassault Systèmes
$1,601,919$29,566 -1.8%41,9900.3%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,538,156$203,720 15.3%16,8750.3%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,474,846$7,087 -0.5%6,2430.3%Transportation
Oracle Co. stock logo
ORCL
Oracle
$1,354,759$4,194 -0.3%9,6900.3%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,354,038$55,942 -4.0%32,0710.2%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,300,795$91,485 7.6%21,3280.2%Medical
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$1,270,134$74,574 -5.5%16,5210.2%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,224,825$4,130 0.3%1,4830.2%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$1,097,304$190,135 21.0%4,9690.2%Business Services
Hormel Foods Co. stock logo
HRL
Hormel Foods
$1,075,165$1,075,165 New Holding34,7500.2%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$947,311$805 0.1%3,5300.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$817,370$147,183 -15.3%1,4550.2%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$798,6020.0%4,4540.1%Finance
The Progressive Co. stock logo
PGR
Progressive
$783,938$9,905 -1.2%2,7700.1%Finance
Chubb Limited stock logo
CB
Chubb
$712,394$906 0.1%2,3590.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$697,7550.0%11,3070.1%Computer and Technology
Roche Holding AG stock logo
RHHBY
Roche
$667,247$175,217 -20.8%16,2150.1%Medical
Bank of America Co. stock logo
BAC
Bank of America
$653,2410.0%15,6540.1%Finance
Amgen Inc. stock logo
AMGN
Amgen
$645,843$31,155 -4.6%2,0730.1%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$621,1320.0%1,1370.1%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$610,230$201,717 49.4%4,2050.1%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$605,8780.0%2,2910.1%Finance
GE VERNOVA INC.
$587,969$320,544 119.9%1,9260.1%COM
Carrier Global Co. stock logo
CARR
Carrier Global
$559,7590.0%8,8290.1%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$552,7830.0%7,7000.1%Finance

Showing largest 100 holdings. View all holdings.
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