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Sky Investment Group LLC — 13F Holdings & Portfolio

CIK 1333792 · latest 13F-HR filed 2026-07-20

Backtest portfolio

Sky Investment Group LLC manages $636.9M in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (8.79%), GOOGL (5.45%), MSFT (5.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions and exited 5; 76 existing positions rose in reported value and 29 fell.

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
$636.9M

Long-equity book

Holdings
146

Distinct positions

Period
2026-06-30

Filed 2026-07-20

Q/Q Activity
+11 / −5 / ↑76 / ↓29

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA8.8% · -0%GOOGL5.5% · -0%MSFT5.0% · +2%JNJ2.6% · -0%AXP2.5% · +0%RTX2.4% · +4%PM2.4% · -0%LIN2.4% · -0%GOOG2.1% · -0%TXN2.0% · -1%MA1.9% · +3%AAPL1.8% · +14%KO1.8% · +0%XOM1.7% · -2%MRK1.7% · -0%AMZN1.6% · +9%ABBV1.6% · +1%PG1.5% · -1%PEP1.5% · -2%ABT1.5% · -1%META1.4% · -2%EMR1.4% · +0%TMO1.4% · +0%ITW1.4% · -2%MCD1.4% · +3%CVX1.4% · +0%SO1.3% · +0%PNC1.3% · -1%DELL1.2% · -1%HD1.2% · +0%BRK.B1.2% · +0%DHR1.2% · -2%MTB1.1% · -0%AVGO1.1% · +60%ECL1.1% · +0%SYK1.0% · +7%SYY0.9% · -1%NSRGY0.9% · -6%DUK0.9% · -0%ADP0.9% · -3%GD0.8% · +2%UNH0.8% · -2%TROW0.8% · -3%IJH0.8% · +2%IBM0.8% · +2%PGR0.7% · +3%SPY0.7% · +3%PANW0.7% · +5%KMB0.6% · -0%JPM0.6% · +2%ETN0.5% · +2%AMAT0.5% · 0%MCI0.5% · +3%BDX0.5% · -4%EMA0.4% · -1%GEV0.4% · +1%V0.4% · +1%MDLZ0.4% · -5%WM0.4% · +1%GEHC0.4% · -12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 35.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$931.0M
Discretionary
$931.0M
Employees
11
Accounts
929
Address
ONE FINANCIAL PLAZA
SUITE 1210
HARTFORD, CT 06103
Phone
(860) 761-9700
Website
Name Title / Status Ownership Type
ASPEN STANDARD GROUP LLC ControlMEMBER
since Jul 2025
75% or moreDomestic Entity
BINGHAM, ROBERT ControlFOUNDER & CHIEF INVESTMENT OFFICER
since Dec 2004
Less than 5%Individual
Bolt, Kendall ControlCHIEF EXECUTIVE OFFICER
since Jan 2025
Less than 5%Individual
NEWMAN, WILLIAM, HENRY ControlCHIEF COMPLIANCE OFFICER/CFO
since Mar 2005
Less than 5%Individual
ALPINE INVESTORS IX, LP Control
Indirect owner via EVERGREEN SERVICES GROUP TOPCO II, LLC
MEMBER
since Mar 2025
25–50%Domestic Entity
ALPINE INVESTORS IX-A BLOCKER EG II, LLC Control
Indirect owner via ALPINE INVESTORS IX-A SPLITTER EG II, LP
PARTNER
since Mar 2025
75% or moreDomestic Entity
ALPINE INVESTORS IX-A SPLITTER EG II, LP Control
Indirect owner via EVERGREEN SERVICES GROUP TOPCO II, LLC
MEMBER
since Mar 2025
50–75%Domestic Entity
ALPINE INVESTORS IX-A, LP Control
Indirect owner via ALPINE INVESTORS IX-A BLOCKER EG II, LLC
MEMBER
since Mar 2025
75% or moreDomestic Entity
ASPEN STANDARD GROUP INTERMEDIATE CO LLC Control
Indirect owner via ASPEN STANDARD GROUP LLC
MEMBER
since Jul 2024
75% or moreDomestic Entity
ASPEN STANDARD GROUP TOPCO LP Control
Indirect owner via ASPEN STANDARD GROUP INTERMEDIATE CO LLC
MEMBER
since Aug 2024
75% or moreDomestic Entity
EVERGREEN SERVICES GROUP TOPCO II, LLC Control
Indirect owner via ASPEN STANDARD GROUP TOPCO LP
PARTNER
since Mar 2025
75% or moreDomestic Entity
Ownership & leadership changes · 1 filing with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 29, 2025 filing
  • No longer listedWRIGHT, JOHN, PARDEE · MEMBER · 10–25% · control person · listed since Jan 2009
  • AddedALPINE INVESTORS IX, LP · MEMBER · 25–50% · indirect via EVERGREEN SERVICES GROUP TOPCO II, LLC · control person
  • AddedALPINE INVESTORS IX-A BLOCKER EG II, LLC · PARTNER · 75% or more · indirect via ALPINE INVESTORS IX-A SPLITTER EG II, LP · control person
  • AddedALPINE INVESTORS IX-A SPLITTER EG II, LP · MEMBER · 50–75% · indirect via EVERGREEN SERVICES GROUP TOPCO II, LLC · control person
  • AddedALPINE INVESTORS IX-A, LP · MEMBER · 75% or more · indirect via ALPINE INVESTORS IX-A BLOCKER EG II, LLC · control person
  • AddedASPEN STANDARD GROUP INTERMEDIATE CO LLC · MEMBER · 75% or more · indirect via ASPEN STANDARD GROUP LLC · control person
  • AddedASPEN STANDARD GROUP LLC · MEMBER · 75% or more · control person
  • AddedASPEN STANDARD GROUP TOPCO LP · MEMBER · 75% or more · indirect via ASPEN STANDARD GROUP INTERMEDIATE CO LLC · control person
  • AddedBolt, Kendall · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • AddedEVERGREEN SERVICES GROUP TOPCO II, LLC · PARTNER · 75% or more · indirect via ASPEN STANDARD GROUP TOPCO LP · control person
  • ChangedBINGHAM, ROBERT · title PRESIDENT → FOUNDER & CHIEF INVESTMENT OFFICER; ownership 75% or more → Less than 5%
  • ChangedNEWMAN, WILLIAM, HENRY · ownership 10–25% → Less than 5%
Mar 29, 2012 filing (earliest on record)
  • ListedBINGHAM, ROBERT · PRESIDENT · 75% or more · control person
  • ListedNEWMAN, WILLIAM, HENRY · CHIEF COMPLIANCE OFFICER/CFO · 10–25% · control person
  • ListedWRIGHT, JOHN, PARDEE · MEMBER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Sky Investment Group LLC Holdings (2026-06-30)

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 $56.0M 8.79% 279,677 SH
2 ALPHABET INC. - CL A (Voting) GOOGL 02079K305 $34.7M 5.45% 97,159 SH
3 MICROSOFT CORP. MSFT 594918104 $32.0M 5.02% 85,671 SH
4 JOHNSON & JOHNSON JNJ 478160104 $16.6M 2.61% 65,545 SH
5 AMERICAN EXPRESS COMPANY AXP 025816109 $16.0M 2.51% 47,260 SH
6 RTX CORP. RTX 75513E101 $15.5M 2.43% 81,493 SH
7 PHILIP MORRIS INTERNATIONAL INC. PM 718172109 $15.4M 2.41% 84,858 SH
8 LINDE PLC LIN G54950103 $15.1M 2.37% 29,051 SH
9 ALPHABET INC. - CL C (Non-Voting) GOOG 02079K107 $13.6M 2.13% 38,486 SH
10 TEXAS INSTRUMENTS INC. TXN 882508104 $12.6M 1.98% 42,261 SH
11 MASTERCARD INC. MA 57636Q104 $12.0M 1.89% 23,382 SH
12 APPLE INC. AAPL 037833100 $11.2M 1.76% 38,837 SH
13 COCA-COLA COMPANY KO 191216100 $11.2M 1.76% 137,909 SH
14 EXXON MOBIL CORP. XOM 30231G102 $10.8M 1.69% 78,887 SH
15 MERCK & COMPANY, INC. MRK 58933Y105 $10.6M 1.66% 82,126 SH
16 AMAZON.COM, INC. AMZN 023135106 $10.3M 1.61% 43,125 SH
17 ABBVIE INC. ABBV 00287Y109 $10.3M 1.61% 40,786 SH
18 PROCTER & GAMBLE COMPANY PG 742718109 $9.8M 1.54% 66,967 SH
19 PEPSICO, INC. PEP 713448108 $9.5M 1.48% 69,832 SH
20 ABBOTT LABORATORIES ABT 002824100 $9.3M 1.46% 102,725 SH
21 META PLATFORMS, INC. META 30303M102 $9.1M 1.44% 16,242 SH
22 EMERSON ELECTRIC COMPANY EMR 291011104 $9.1M 1.43% 63,717 SH
23 THERMO FISHER SCIENTIFIC INC. TMO 883556102 $9.0M 1.42% 18,005 SH
24 ILLINOIS TOOL WORKS INC. ITW 452308109 $9.0M 1.41% 33,178 SH
25 MCDONALD`S CORP. MCD 580135101 $8.9M 1.40% 32,874 SH
26 CHEVRON CORP. CVX 166764100 $8.9M 1.39% 53,603 SH
27 SOUTHERN COMPANY SO 842587107 $8.2M 1.29% 85,563 SH
28 PNC FINANCIAL SERVICES GROUP, INC. PNC 693475105 $8.1M 1.28% 33,052 SH
29 DELL TECHNOLOGIES INC. DELL 24703L202 $7.7M 1.21% 17,860 SH
30 HOME DEPOT, INC. HD 437076102 $7.6M 1.19% 21,529 SH
31 BERKSHIRE HATHAWAY INC. - CL B BRK.B 084670702 $7.6M 1.19% 15,154 SH
32 DANAHER CORP. DHR 235851102 $7.6M 1.19% 39,702 SH
33 M & T BANK CORP. MTB 55261F104 $7.2M 1.13% 30,130 SH
34 BROADCOM INC. AVGO 11135F101 $7.1M 1.12% 18,871 SH
35 ECOLAB INC. ECL 278865100 $6.9M 1.08% 24,626 SH
36 STRYKER CORP. SYK 863667101 $6.1M 0.97% 19,526 SH
37 SYSCO CORP. SYY 871829107 $5.9M 0.93% 70,956 SH
38 NESTLE S.A. - ADR NSRGY 641069406 $5.9M 0.92% 57,291 SH
39 DUKE ENERGY CORP. DUK 26441C204 $5.6M 0.88% 44,218 SH
40 AUTOMATIC DATA PROCESSING, INC. ADP 053015103 $5.5M 0.86% 24,577 SH
41 GENERAL DYNAMICS CORP. GD 369550108 $5.3M 0.84% 15,030 SH
42 UNITEDHEALTH GROUP INC. UNH 91324P102 $5.3M 0.83% 12,785 SH
43 T. ROWE PRICE GROUP, INC. TROW 74144T108 $5.0M 0.79% 44,006 SH
44 ISHARES CORE S&P MID-CAP ETF IJH 464287507 $5.0M 0.78% 64,577 PRN
45 INTERNATIONAL BUSINESS MACHINES CORP. IBM 459200101 $4.9M 0.77% 17,349 SH
46 PROGRESSIVE CORP. PGR 743315103 $4.7M 0.74% 21,572 SH
47 SPDR S&P 500 ETF TRUST SPY 78462F103 $4.3M 0.68% 5,808 PRN
48 PALO ALTO NETWORKS, INC. PANW 697435105 $4.3M 0.68% 12,646 SH
49 KIMBERLY-CLARK CORP. KMB 494368103 $4.0M 0.63% 36,509 SH
50 JPMORGAN CHASE & COMPANY JPM 46625H100 $3.8M 0.60% 11,693 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $636.9M 146 0001333792-26-000003
2026-03-31 2026-04-16 $583.4M 140 0001333792-26-000002
2025-12-31 2026-01-14 $605.4M 142 0001333792-26-000001
Filer Information
Address
ONE FINANCIAL PLAZA
SUITE 1210
HARTFORD, CT 06103
Phone
(860) 761-9700
Filing Manager
Sky Investment Group LLC
HARTFORD, CT
Signatory
William Newman
Chief Compliance Officer