Sky Investment Group LLC Portfolio Holdings

Sky Investment Group LLC

  • $521 Million
  • Q1 2025

Sky Investment Group LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $521 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $33.2M, Nvidia Corp with a value of $31.5M, Alphabet Inc. with a value of $15.2M, Abbott Laboratories with a value of $14M, and Philip Morris International Inc. with a value of $13.3M.

Examining the 13F form we can see an decrease of $6.34M in the current position value, from $528M to 521M.

Below you can find more details about Sky Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $521 Million
Technology: $108 Million
Healthcare: $86 Million
Consumer Defensive: $81.9 Million
Financial Services: $66.8 Million
Industrials: $59 Million
Communication Services: $38.8 Million
Consumer Cyclical: $27.1 Million
Energy: $19.9 Million
Other: $33.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.7B
$345,000 0.07% of portfolio
1,103
Q1 2025 Reduced 0.9%
$70.3B
$378,000 0.07% of portfolio
864
Q1 2025 Added 1.17%
$14B
$292,000 0.06% of portfolio
4,050
Q2 2024 Reduced 4.71%
$787B
$327,000 0.06% of portfolio
1,970
Q1 2025 Reduced 4.83%
$77.2B
$315,000 0.06% of portfolio
935
Q1 2025 Added 1.08%
$41.8B
$336,000 0.06% of portfolio
1,607
Q1 2025 Added 1.45%
$70.2B
$321,000 0.06% of portfolio
5,060
Q1 2025 Reduced 20.97%
$101B
$317,000 0.06% of portfolio
964
Q1 2025 Reduced 7.22%
$70.5B
$244,000 0.05% of portfolio
3,747
Q4 2024 Reduced 7.3%
$7.64B
$267,000 0.05% of portfolio
5,186
Q1 2024 Reduced 8.79%
$15B
$247,000 0.05% of portfolio
4,755
Q1 2025 Reduced 26.51%
$41B
$251,000 0.05% of portfolio
2,436
Q1 2025 Reduced 0.2%
$107B
$235,000 0.05% of portfolio
867
Q1 2025 New
$254B
$237,000 0.05% of portfolio
359
Q1 2025 Added 4.97%
$539M
$259,000 0.05% of portfolio
6,400
Q4 2024 Reduced 9.86%
$433B
$250,000 0.05% of portfolio
269
Q4 2024 New
$417M
$206,000 0.04% of portfolio
6,987
Q4 2024 Reduced 0.33%
$149B
$201,000 0.04% of portfolio
2,762
Q1 2025 New
$88.3B
$206,000 0.04% of portfolio
3,048
Q1 2025 New
$18.1B
$234,000 0.04% of portfolio
2,675
Q2 2023 New
$19.5B
$225,000 0.04% of portfolio
2,700
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $521 Million
  • Prior Value $528 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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