Sky Investment Group LLC

13F filer · CIK 0001333792

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$637MU.S. long equity reported on 13F

Positions1318 new · 5 closed

Net flow last quarter+$6.01MBuys minus sells

Top 10 positions weight35.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026131 positions
NVDANvidia Corp	$56M	8.79%	0.00%	-0.2%	Q4 2015
GOOGLAlphabet Inc.	$34.7M	5.45%	0.00%	-0.1%	Q4 2015
MSFTMicrosoft Corp	$32M	5.02%	0.00%	+2.4%	Q3 2013
JNJJohnson & Johnson	$16.6M	2.61%	0.00%	0.0%	Q3 2013
AXPAmerican Express Co	$16M	2.51%	0.01%	+0.1%	Q3 2013
RTXRTX Corp	$15.5M	2.43%	0.01%	+4.1%	Q3 2021
PMPhilip Morris International Inc.	$15.4M	2.41%	0.01%	-0.2%	Q3 2013
LINLinde PLC	$15.1M	2.37%	0.01%	-0.2%	Q4 2018
GOOGAlphabet Inc.	$13.6M	2.13%	Not reported	-0.4%	Q4 2015
TXNTexas Instruments Inc	$12.6M	1.98%	0.00%	-0.9%	Q3 2013
MAMastercard Inc	$12M	1.89%	0.00%	+3.2%	Q4 2014
AAPLApple Inc.	$11.2M	1.76%	0.00%	+13.6%	Q4 2017
KOCoca Cola Co	$11.2M	1.76%	0.00%	+0.1%	Q3 2013
XOMExxonMobil Holdings Corp	$10.8M	1.69%	0.00%	-1.7%	Q3 2013
MRKMerck & Co., Inc.	$10.6M	1.66%	0.00%	-0.3%	Q3 2013
AMZNAmazon Com Inc	$10.3M	1.61%	0.00%	+9.1%	Q4 2018
ABBVAbbVie Inc.	$10.3M	1.61%	0.00%	+1.0%	Q3 2013
PGPROCTER & GAMBLE Co	$9.82M	1.54%	0.00%	-1.2%	Q3 2013
PEPPepsico Inc	$9.46M	1.48%	0.01%	-1.7%	Q3 2013
ABTAbbott Laboratories	$9.32M	1.46%	0.01%	-1.0%	Q3 2013
METAMeta Platforms, Inc.	$9.15M	1.44%	Not reported	-1.8%	Q3 2021
EMREmerson Electric Co	$9.12M	1.43%	0.01%	+0.2%	Q3 2013
TMOThermo Fisher Scientific Inc.	$9.03M	1.42%	0.00%	+0.5%	Q2 2019
ITWIllinois Tool Works Inc	$8.97M	1.41%	0.01%	-1.8%	Q3 2013
MCDMcdonalds Corp	$8.89M	1.40%	0.00%	+2.6%	Q3 2013
CVXChevron Corp	$8.89M	1.39%	0.00%	+0.1%	Q3 2013
SOSouthern Co	$8.19M	1.29%	0.01%	+0.1%	Q3 2013
PNCPNC Financial Services Group, Inc.	$8.14M	1.28%	0.01%	-0.7%	Q3 2013
DELLDell Technologies Inc.	$7.71M	1.21%	0.00%	-0.8%	Q4 2024
HDHome Depot, Inc.	$7.59M	1.19%	0.00%	+0.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.58M	1.19%	Not reported	+0.3%	Q3 2021
DHRDanaher Corp	$7.56M	1.19%	0.01%	-1.5%	Q3 2013
MTBM&T Bank Corp	$7.17M	1.13%	0.02%	-0.3%	Q3 2013
AVGOBroadcom Inc.	$7.13M	1.12%	0.00%	+59.6%	Q4 2023
ECLEcolab Inc.	$6.86M	1.08%	0.01%	+0.6%	Q4 2014
SYKStryker Corp	$6.15M	0.97%	0.01%	+7.5%	Q4 2014
SYYSysco Corp	$5.93M	0.93%	0.01%	-1.0%	Q3 2013
DUKDuke Energy CORP	$5.6M	0.88%	0.01%	-0.1%	Q4 2013
ADPAutomatic Data Processing Inc	$5.5M	0.86%	0.01%	-2.7%	Q2 2019
GDGeneral Dynamics Corp	$5.32M	0.84%	0.01%	+2.0%	Q3 2021
UNHUnitedhealth Group Inc	$5.31M	0.83%	0.00%	-2.2%	Q4 2018
TROWPrice T Rowe Group Inc	$5M	0.79%	0.02%	-3.2%	Q3 2013
IBMInternational Business Machines Corp	$4.88M	0.77%	0.00%	+1.9%	Q3 2013
PGRProgressive Corp	$4.71M	0.74%	0.00%	+3.1%	Q4 2018
PANWPalo Alto Networks Inc	$4.31M	0.68%	0.00%	+4.6%	Q1 2024
KMBKimberly Clark Corp	$4.01M	0.63%	0.01%	-0.2%	Q3 2013
JPMJPMorgan Chase & Co	$3.83M	0.60%	0.00%	+1.7%	Q4 2013
ETNEaton Corp plc	$3.39M	0.53%	0.00%	+1.6%	Q1 2025
AMATApplied Materials Inc	$3.08M	0.48%	0.00%	Not reported	Q4 2024
BDXBecton Dickinson & Co	$3.02M	0.47%	0.01%	-3.5%	Q3 2013

Q1 2026Reported Apr 16, 2026127 positions
NVDANvidia Corp	$48.8M	8.37%	0.00%	-1.2%	Q4 2015
MSFTMicrosoft Corp	$31M	5.31%	0.00%	+0.1%	Q3 2013
GOOGLAlphabet Inc.	$28M	4.79%	0.00%	-0.4%	Q4 2015
JNJJohnson & Johnson	$16M	2.75%	0.00%	-1.0%	Q3 2013
RTXRTX Corp	$15.1M	2.59%	0.01%	-2.4%	Q3 2021
LINLinde PLC	$14.4M	2.47%	0.01%	-0.2%	Q4 2018
AXPAmerican Express Co	$14.3M	2.45%	0.01%	-0.2%	Q3 2013
PMPhilip Morris International Inc.	$14.1M	2.41%	0.01%	-0.6%	Q3 2013
XOMExxonMobil Holdings Corp	$13.6M	2.33%	0.00%	-3.9%	Q3 2013
MAMastercard Inc	$11.3M	1.94%	0.00%	+1.5%	Q4 2014
GOOGAlphabet Inc.	$11.1M	1.90%	Not reported	-5.2%	Q4 2015
CVXChevron Corp	$11.1M	1.90%	0.00%	-4.5%	Q3 2013
PEPPepsico Inc	$11M	1.89%	0.01%	-1.4%	Q3 2013
ABTAbbott Laboratories	$10.7M	1.83%	0.01%	+0.9%	Q3 2013
KOCoca Cola Co	$10.5M	1.80%	0.00%	-1.0%	Q3 2013
MCDMcdonalds Corp	$9.95M	1.71%	0.00%	-0.6%	Q3 2013
MRKMerck & Co., Inc.	$9.91M	1.70%	0.00%	-0.1%	Q3 2013
PGPROCTER & GAMBLE Co	$9.79M	1.68%	0.00%	-0.4%	Q3 2013
METAMeta Platforms, Inc.	$9.46M	1.62%	Not reported	+0.2%	Q3 2021
TMOThermo Fisher Scientific Inc.	$8.81M	1.51%	0.00%	+3.1%	Q2 2019
ITWIllinois Tool Works Inc	$8.8M	1.51%	0.01%	-1.9%	Q3 2013
ABBVAbbVie Inc.	$8.78M	1.51%	0.00%	-1.5%	Q3 2013
AAPLApple Inc.	$8.68M	1.49%	0.00%	-0.3%	Q4 2017
EMREmerson Electric Co	$8.33M	1.43%	0.01%	+1.0%	Q3 2013
TXNTexas Instruments Inc	$8.28M	1.42%	0.00%	-1.1%	Q3 2013
SOSouthern Co	$8.25M	1.41%	0.01%	+0.4%	Q3 2013
AMZNAmazon Com Inc	$8.23M	1.41%	0.00%	+7.6%	Q4 2018
DHRDanaher Corp	$7.64M	1.31%	0.01%	-0.4%	Q3 2013
BRK.BBerkshire Hathaway Inc	$7.24M	1.24%	Not reported	-0.1%	Q3 2021
HDHome Depot, Inc.	$7.08M	1.21%	0.00%	-1.6%	Q4 2018
PNCPNC Financial Services Group, Inc.	$6.93M	1.19%	0.01%	-1.1%	Q3 2013
ECLEcolab Inc.	$6.52M	1.12%	0.01%	-1.8%	Q4 2014
MTBM&T Bank Corp	$6.25M	1.07%	0.02%	-2.1%	Q3 2013
SYKStryker Corp	$5.97M	1.02%	0.00%	+5.4%	Q4 2014
DUKDuke Energy CORP	$5.8M	0.99%	0.01%	+0.3%	Q4 2013
ADPAutomatic Data Processing Inc	$5.13M	0.88%	0.01%	+4.6%	Q2 2019
SYYSysco Corp	$5.11M	0.88%	0.02%	-4.7%	Q3 2013
GDGeneral Dynamics Corp	$5.06M	0.87%	0.01%	-0.6%	Q3 2021
HONHoneywell International Inc	$4.77M	0.82%	0.00%	-2.1%	Q4 2013
PGRProgressive Corp	$4.15M	0.71%	0.00%	+10.3%	Q4 2018
IBMInternational Business Machines Corp	$4.13M	0.71%	0.00%	+2.7%	Q3 2013
TROWPrice T Rowe Group Inc	$4.1M	0.70%	0.02%	-3.2%	Q3 2013
AVGOBroadcom Inc.	$3.66M	0.63%	0.00%	+5.5%	Q4 2023
UNHUnitedhealth Group Inc	$3.54M	0.61%	0.00%	-3.8%	Q4 2018
KMBKimberly Clark Corp	$3.53M	0.60%	0.01%	-4.1%	Q3 2013
JPMJPMorgan Chase & Co	$3.38M	0.58%	0.00%	+13.0%	Q4 2013
GEHCGE HealthCare Technologies Inc.	$3.32M	0.57%	0.01%	-8.0%	Q2 2023
BDXBecton Dickinson & Co	$3.25M	0.56%	0.01%	-3.8%	Q3 2013
DELLDell Technologies Inc.	$2.95M	0.51%	0.00%	+7.9%	Q4 2024
MDLZMondelez International, Inc.	$2.85M	0.49%	0.00%	-0.5%	Q4 2013

Q4 2025Reported Jan 14, 2026129 positions
NVDANvidia Corp	$52.8M	8.73%	0.00%	-1.8%	Q4 2015
MSFTMicrosoft Corp	$40.4M	6.68%	0.00%	+0.2%	Q3 2013
GOOGLAlphabet Inc.	$30.6M	5.05%	0.00%	+0.4%	Q4 2015
AXPAmerican Express Co	$17.5M	2.89%	0.01%	-1.2%	Q3 2013
RTXRTX Corp	$14.7M	2.43%	0.01%	-0.3%	Q3 2021
PMPhilip Morris International Inc.	$13.7M	2.27%	0.01%	+1.5%	Q3 2013
JNJJohnson & Johnson	$13.7M	2.26%	0.00%	-0.2%	Q3 2013
ABTAbbott Laboratories	$12.9M	2.13%	0.01%	+0.3%	Q3 2013
GOOGAlphabet Inc.	$12.8M	2.11%	Not reported	-1.3%	Q4 2015
MAMastercard Inc	$12.7M	2.10%	0.00%	+0.3%	Q4 2014
LINLinde PLC	$12.4M	2.06%	0.01%	+5.8%	Q4 2018
METAMeta Platforms, Inc.	$10.9M	1.80%	Not reported	+1.5%	Q3 2021
PEPPepsico Inc	$10.3M	1.71%	0.01%	-0.8%	Q3 2013
TMOThermo Fisher Scientific Inc.	$10.1M	1.66%	0.00%	-3.9%	Q2 2019
XOMExxonMobil Holdings Corp	$10.1M	1.66%	0.00%	+0.6%	Q3 2013
MCDMcdonalds Corp	$9.85M	1.63%	0.00%	-0.2%	Q3 2013
PGPROCTER & GAMBLE Co	$9.76M	1.61%	0.00%	+1.5%	Q3 2013
KOCoca Cola Co	$9.73M	1.61%	0.00%	+0.7%	Q3 2013
ABBVAbbVie Inc.	$9.37M	1.55%	0.00%	+1.0%	Q3 2013
AAPLApple Inc.	$9.33M	1.54%	0.00%	+3.6%	Q4 2017
DHRDanaher Corp	$9.26M	1.53%	0.01%	-0.1%	Q3 2013
MRKMerck & Co., Inc.	$8.67M	1.43%	0.00%	+1.3%	Q3 2013
CVXChevron Corp	$8.55M	1.41%	0.00%	+1.5%	Q3 2013
ITWIllinois Tool Works Inc	$8.49M	1.40%	0.01%	-1.1%	Q3 2013
AMZNAmazon Com Inc	$8.48M	1.40%	0.00%	+6.9%	Q4 2018
EMREmerson Electric Co	$8.36M	1.38%	0.01%	0.0%	Q3 2013
BRK.BBerkshire Hathaway Inc	$7.6M	1.25%	Not reported	+0.4%	Q3 2021
HDHome Depot, Inc.	$7.52M	1.24%	0.00%	+0.9%	Q4 2018
TXNTexas Instruments Inc	$7.48M	1.24%	0.00%	-1.2%	Q3 2013
SOSouthern Co	$7.43M	1.23%	0.01%	+6.0%	Q3 2013
PNCPNC Financial Services Group, Inc.	$7.03M	1.16%	0.01%	+2.1%	Q3 2013
ECLEcolab Inc.	$6.55M	1.08%	0.01%	+0.3%	Q4 2014
MTBM&T Bank Corp	$6.22M	1.03%	0.02%	-0.1%	Q3 2013
ADPAutomatic Data Processing Inc	$6.21M	1.03%	0.01%	+5.4%	Q2 2019
SYKStryker Corp	$6.06M	1.00%	0.00%	+8.1%	Q4 2014
SYYSysco Corp	$5.54M	0.92%	0.02%	-1.2%	Q3 2013
DUKDuke Energy CORP	$5.17M	0.85%	0.01%	+6.5%	Q4 2013
GDGeneral Dynamics Corp	$4.99M	0.82%	0.01%	-0.3%	Q3 2021
IBMInternational Business Machines Corp	$4.91M	0.81%	0.00%	-0.7%	Q3 2013
TROWPrice T Rowe Group Inc	$4.8M	0.79%	0.02%	-4.7%	Q3 2013
UNHUnitedhealth Group Inc	$4.49M	0.74%	0.00%	-4.1%	Q4 2018
PGRProgressive Corp	$4.32M	0.71%	0.00%	+43.9%	Q4 2018
HONHoneywell International Inc	$4.21M	0.69%	0.00%	-1.2%	Q4 2013
BDXBecton Dickinson & Co	$4.17M	0.69%	0.01%	-8.1%	Q3 2013
GEHCGE HealthCare Technologies Inc.	$4.15M	0.69%	0.01%	+1.0%	Q2 2023
AVGOBroadcom Inc.	$3.88M	0.64%	0.00%	+3.4%	Q4 2023
KMBKimberly Clark Corp	$3.85M	0.64%	0.01%	-3.5%	Q3 2013
KDKyndryl Holdings, Inc.	$3.61M	0.60%	0.06%	+10.5%	Q4 2021
JPMJPMorgan Chase & Co	$3.28M	0.54%	0.00%	0.0%	Q4 2013
DISWalt Disney Co	$3.12M	0.51%	0.00%	-2.5%	Q2 2019

Q3 2025Reported Oct 9, 2025130 positions
NVDANvidia Corp	$53.8M	9.02%	0.00%	+0.1%	Q4 2015
MSFTMicrosoft Corp	$43.2M	7.25%	0.00%	-2.6%	Q3 2013
GOOGLAlphabet Inc.	$23.6M	3.96%	0.00%	-0.3%	Q4 2015
AXPAmerican Express Co	$15.9M	2.67%	0.01%	-0.5%	Q3 2013
ABTAbbott Laboratories	$13.7M	2.30%	0.01%	-2.1%	Q3 2013
PMPhilip Morris International Inc.	$13.7M	2.29%	0.01%	+1.7%	Q3 2013
RTXRTX Corp	$13.5M	2.26%	0.01%	-0.4%	Q3 2021
LINLinde PLC	$13.1M	2.20%	0.01%	-0.5%	Q4 2018
MAMastercard Inc	$12.7M	2.12%	0.00%	-3.0%	Q4 2014
JNJJohnson & Johnson	$12.3M	2.06%	0.00%	-0.7%	Q3 2013
METAMeta Platforms, Inc.	$11.9M	2.00%	Not reported	-0.3%	Q3 2021
PGPROCTER & GAMBLE Co	$10.3M	1.73%	0.00%	-1.6%	Q3 2013
PEPPepsico Inc	$10.2M	1.71%	0.01%	-0.9%	Q3 2013
GOOGAlphabet Inc.	$10.1M	1.69%	Not reported	-0.3%	Q4 2015
MCDMcdonalds Corp	$9.81M	1.64%	0.00%	-0.4%	Q3 2013
ABBVAbbVie Inc.	$9.4M	1.58%	0.00%	-5.2%	Q3 2013
XOMExxonMobil Holdings Corp	$9.36M	1.57%	0.00%	-0.9%	Q3 2013
KOCoca Cola Co	$9.17M	1.54%	0.00%	0.0%	Q3 2013
ITWIllinois Tool Works Inc	$9.09M	1.52%	0.01%	-0.4%	Q3 2013
HDHome Depot, Inc.	$8.78M	1.47%	0.00%	-0.8%	Q4 2018
TMOThermo Fisher Scientific Inc.	$8.78M	1.47%	0.00%	-1.8%	Q2 2019
CVXChevron Corp	$8.58M	1.44%	0.00%	-0.4%	Q3 2013
AAPLApple Inc.	$8.43M	1.41%	0.00%	-4.3%	Q4 2017
EMREmerson Electric Co	$8.26M	1.39%	0.01%	-0.2%	Q3 2013
DHRDanaher Corp	$8.03M	1.35%	0.01%	-0.3%	Q3 2013
TXNTexas Instruments Inc	$8.02M	1.34%	0.00%	-0.3%	Q3 2013
SOSouthern Co	$7.62M	1.28%	0.01%	0.0%	Q3 2013
BRK.BBerkshire Hathaway Inc	$7.57M	1.27%	Not reported	+0.4%	Q3 2021
AMZNAmazon Com Inc	$7.54M	1.26%	0.00%	+1.8%	Q4 2018
MRKMerck & Co., Inc.	$6.83M	1.15%	0.00%	-0.8%	Q3 2013
ECLEcolab Inc.	$6.81M	1.14%	0.01%	-0.6%	Q4 2014
ADPAutomatic Data Processing Inc	$6.73M	1.13%	0.01%	+0.7%	Q2 2019
PNCPNC Financial Services Group, Inc.	$6.63M	1.11%	0.01%	-0.3%	Q3 2013
SYYSysco Corp	$6.27M	1.05%	0.02%	-1.6%	Q3 2013
MTBM&T Bank Corp	$6.11M	1.02%	0.02%	-0.5%	Q3 2013
SYKStryker Corp	$5.9M	0.99%	0.00%	+1.8%	Q4 2014
DUKDuke Energy CORP	$5.13M	0.86%	0.01%	+0.1%	Q4 2013
GDGeneral Dynamics Corp	$5.07M	0.85%	0.01%	-0.3%	Q3 2021
TROWPrice T Rowe Group Inc	$5.05M	0.85%	0.02%	-2.9%	Q3 2013
KMBKimberly Clark Corp	$4.91M	0.82%	0.01%	-1.1%	Q3 2013
UNHUnitedhealth Group Inc	$4.9M	0.82%	0.00%	-1.0%	Q4 2018
IBMInternational Business Machines Corp	$4.71M	0.79%	0.00%	+1.9%	Q3 2013
HONHoneywell International Inc	$4.59M	0.77%	0.00%	-0.2%	Q4 2013
BDXBecton Dickinson & Co	$4.37M	0.73%	0.01%	-4.0%	Q3 2013
GEHCGE HealthCare Technologies Inc.	$3.77M	0.63%	0.01%	+0.2%	Q2 2023
KDKyndryl Holdings, Inc.	$3.69M	0.62%	0.05%	+18.6%	Q4 2021
AVGOBroadcom Inc.	$3.58M	0.60%	0.00%	-1.5%	Q4 2023
PGRProgressive Corp	$3.26M	0.55%	0.00%	+55.6%	Q4 2018
DISWalt Disney Co	$3.22M	0.54%	0.00%	-2.6%	Q2 2019
JPMJPMorgan Chase & Co	$3.21M	0.54%	0.00%	Not reported	Q4 2013

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