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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$622,000 0.12% of portfolio
4,969
Q1 2025 Added 20.96%
$148B
$645,000 0.12% of portfolio
2,073
Q1 2025 Reduced 4.6%
$118B
$610,000 0.12% of portfolio
4,205
Q1 2025 Added 49.38%
$60B
$605,000 0.12% of portfolio
2,291
Q4 2024 Reduced 10.68%
$174B
$621,000 0.12% of portfolio
1,137
Q4 2024 Added 12.57%
$50.1B
$559,000 0.11% of portfolio
8,829
Q4 2024 Reduced 2.16%
$46B
$497,000 0.1% of portfolio
1,670
Q1 2025 Reduced 1.47%
$110B
$515,000 0.1% of portfolio
8,596
Q4 2024 Reduced 27.13%
$55.3B
$488,000 0.09% of portfolio
4,470
Q2 2024 Reduced 12.64%
$20.6B
$404,000 0.08% of portfolio
13,999
Q1 2025 Added 0.72%
$138B
$402,000 0.08% of portfolio
5,145
Q3 2024 Added 1.18%
$162B
$349,000 0.07% of portfolio
5,875
Q1 2025 Reduced 5.09%
$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%
$77.2B
$315,000 0.06% of portfolio
935
Q1 2025 Added 1.08%
$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%
$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
$31.1B
$222,000 0.04% of portfolio
1,225
Q1 2025 Added 6.52%
$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
$18B
$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
Track This Portfolio

Track Sky Investment Group LLC Portfolio

Follow Sky Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email