Sky Investment Group LLC — 13F Holdings & Portfolio
CIK 1333792 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$583.4M
Long-equity book
Holdings
140
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+6 / −8 / ↑40 / ↓52
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP.$3.6M +35.5%
- CHEVRON CORP.$2.5M +29.6%
- JOHNSON & JOHNSON$2.3M +16.9%
- LINDE PLC$2.0M +16.0%
- MERCK & COMPANY, INC.$1.2M +14.2%
Top Trims
- MICROSOFT CORP.-$9.5M -23.4%
- NVIDIA CORP.-$4.0M -7.6%
- AMERICAN EXPRESS COMPANY-$3.2M -18.4%
- ALPHABET INC. - CL A (Voting)-$2.6M -8.5%
- ABBOTT LABORATORIES-$2.2M -17.3%
New Positions
- SERVICENOW, INC.$769.5K
- S&P GLOBAL INC$673.3K
- WATERS CORP.$531.9K
- CRH PLC$381.6K
- EBAY INC.$208.3K
Exited Positions
- UNILEVER PLC - ADR$281.6K
- DIAGEO PLC - ADR$262.4K
- SS&C TECHNOLOGIES HOLDINGS, INC.$227.3K
- BALL CORP.$209.0K
- PAYPAL HOLDINGS, INC.$208.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP. | NVDA | 67066G104 | $48.8M | 8.37% | 280,090 | SH |
| 2 | MICROSOFT CORP. | MSFT | 594918104 | $31.0M | 5.31% | 83,662 | SH |
| 3 | ALPHABET INC. - CL A (Voting) | GOOGL | 02079K305 | $28.0M | 4.79% | 97,235 | SH |
| 4 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.0M | 2.75% | 65,551 | SH |
| 5 | RTX CORP. | RTX | 75513E101 | $15.1M | 2.59% | 78,254 | SH |
| 6 | LINDE PLC | LIN | G54950103 | $14.4M | 2.47% | 29,117 | SH |
| 7 | AMERICAN EXPRESS COMPANY | AXP | 025816109 | $14.3M | 2.45% | 47,217 | SH |
| 8 | PHILIP MORRIS INTERNATIONAL INC. | PM | 718172109 | $14.1M | 2.41% | 85,000 | SH |
| 9 | EXXON MOBIL CORP. | XOM | 30231G102 | $13.6M | 2.33% | 80,274 | SH |
| 10 | MASTERCARD INC. | MA | 57636Q104 | $11.3M | 1.94% | 22,662 | SH |
| 11 | ALPHABET INC. - CL C (Non-Voting) | GOOG | 02079K107 | $11.1M | 1.90% | 38,641 | SH |
| 12 | CHEVRON CORP. | CVX | 166764100 | $11.1M | 1.90% | 53,569 | SH |
| 13 | PEPSICO, INC. | PEP | 713448108 | $11.0M | 1.89% | 71,055 | SH |
| 14 | ABBOTT LABORATORIES | ABT | 002824100 | $10.7M | 1.83% | 103,773 | SH |
| 15 | COCA-COLA COMPANY | KO | 191216100 | $10.5M | 1.80% | 137,805 | SH |
| 16 | MCDONALD`S CORP. | MCD | 580135101 | $10.0M | 1.71% | 32,029 | SH |
| 17 | MERCK & COMPANY, INC. | MRK | 58933Y105 | $9.9M | 1.70% | 82,367 | SH |
| 18 | PROCTER & GAMBLE COMPANY | PG | 742718109 | $9.8M | 1.68% | 67,811 | SH |
| 19 | META PLATFORMS, INC. | META | 30303M102 | $9.5M | 1.62% | 16,534 | SH |
| 20 | THERMO FISHER SCIENTIFIC INC. | TMO | 883556102 | $8.8M | 1.51% | 17,921 | SH |
| 21 | ILLINOIS TOOL WORKS INC. | ITW | 452308109 | $8.8M | 1.51% | 33,799 | SH |
| 22 | ABBVIE INC. | ABBV | 00287Y109 | $8.8M | 1.51% | 40,371 | SH |
| 23 | APPLE INC. | AAPL | 037833100 | $8.7M | 1.49% | 34,196 | SH |
| 24 | EMERSON ELECTRIC COMPANY | EMR | 291011104 | $8.3M | 1.43% | 63,604 | SH |
| 25 | TEXAS INSTRUMENTS INC. | TXN | 882508104 | $8.3M | 1.42% | 42,647 | SH |
| 26 | SOUTHERN COMPANY | SO | 842587107 | $8.3M | 1.41% | 85,515 | SH |
| 27 | AMAZON.COM, INC. | AMZN | 023135106 | $8.2M | 1.41% | 39,539 | SH |
| 28 | DANAHER CORP. | DHR | 235851102 | $7.6M | 1.31% | 40,301 | SH |
| 29 | BERKSHIRE HATHAWAY INC. - CL B | BRK.B | 084670702 | $7.2M | 1.24% | 15,106 | SH |
| 30 | HOME DEPOT, INC. | HD | 437076102 | $7.1M | 1.21% | 21,517 | SH |
| 31 | PNC FINANCIAL SERVICES GROUP, INC. | PNC | 693475105 | $6.9M | 1.19% | 33,288 | SH |
| 32 | ECOLAB INC. | ECL | 278865100 | $6.5M | 1.12% | 24,492 | SH |
| 33 | M & T BANK CORP. | MTB | 55261F104 | $6.3M | 1.07% | 30,234 | SH |
| 34 | NESTLE S.A. - ADR | NSRGY | 641069406 | $6.0M | 1.03% | 60,837 | SH |
| 35 | STRYKER CORP. | SYK | 863667101 | $6.0M | 1.02% | 18,173 | SH |
| 36 | DUKE ENERGY CORP. | DUK | 26441C204 | $5.8M | 0.99% | 44,263 | SH |
| 37 | AUTOMATIC DATA PROCESSING, INC. | ADP | 053015103 | $5.1M | 0.88% | 25,262 | SH |
| 38 | SYSCO CORP. | SYY | 871829107 | $5.1M | 0.88% | 71,658 | SH |
| 39 | GENERAL DYNAMICS CORP. | GD | 369550108 | $5.1M | 0.87% | 14,735 | SH |
| 40 | HONEYWELL INTERNATIONAL INC. | HON | 438516106 | $4.8M | 0.82% | 21,101 | SH |
| 41 | ISHARES CORE S&P MID-CAP ETF | IJH | 464287507 | $4.3M | 0.73% | 63,176 | PRN |
| 42 | PROGRESSIVE CORP. | PGR | 743315103 | $4.1M | 0.71% | 20,915 | SH |
| 43 | INTERNATIONAL BUSINESS MACHINES CORP. | IBM | 459200101 | $4.1M | 0.71% | 17,032 | SH |
| 44 | T. ROWE PRICE GROUP, INC. | TROW | 74144T108 | $4.1M | 0.70% | 45,444 | SH |
| 45 | SPDR S&P 500 ETF TRUST | SPY | 78462F103 | $3.7M | 0.63% | 5,660 | PRN |
| 46 | BROADCOM INC. | AVGO | 11135F101 | $3.7M | 0.63% | 11,825 | SH |
| 47 | UNITEDHEALTH GROUP INC. | UNH | 91324P102 | $3.5M | 0.61% | 13,077 | SH |
| 48 | KIMBERLY-CLARK CORP. | KMB | 494368103 | $3.5M | 0.60% | 36,573 | SH |
| 49 | JPMORGAN CHASE & COMPANY | JPM | 46625H100 | $3.4M | 0.58% | 11,495 | SH |
| 50 | GE HEALTHCARE TECHNOLOGIES INC. | GEHC | 36266G107 | $3.3M | 0.57% | 46,612 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $583.4M | 140 | 0001333792-26-000002 |
| 2025-12-31 | 2026-01-14 | $605.4M | 142 | 0001333792-26-000001 |