Sky Investment Group LLC Top Holdings and 13F Report (2025) About Sky Investment Group LLCInvestment ActivitySky Investment Group LLC has $570.69 million in total holdings as of June 30, 2025.Sky Investment Group LLC owns shares of 140 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 1.01% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Sky Investment Group LLC has purchased 137 new stocks and bought additional shares in 34 stocks.Sky Investment Group LLC sold shares of 80 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $45,551,835Microsoft $42,633,963Alphabet $17,188,417American Express $15,344,533Philip Morris International $15,083,086 Largest New Holdings this Quarter 750940108 - RALLIANT CORP $664,362 Holding369604301 - GE Aerospace $236,799 Holding184496107 - Clean Harbors $208,062 Holding872540109 - TJX Companies $205,240 Holding136375102 - Canadian National Railway $203,918 Holding Largest Purchases this Quarter Progressive 5,704 shares (about $1.52M)Eaton 2,018 shares (about $720.41K)RALLIANT CORP 13,701 shares (about $664.36K)Fiserv 1,780 shares (about $306.89K)UnitedHealth Group 937 shares (about $292.32K) Largest Sales this Quarter Microsoft 2,604 shares (about $1.30M)Comcast 25,103 shares (about $895.93K)Alphabet 3,185 shares (about $564.99K)Apple 2,177 shares (about $446.65K)NVIDIA 2,525 shares (about $398.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSky Investment Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$45,551,835$398,925 ▼-0.9%288,3218.0%Computer and TechnologyMSFTMicrosoft$42,633,963$1,295,254 ▼-2.9%85,7127.5%Computer and TechnologyGOOGLAlphabet$17,188,417$160,017 ▼-0.9%97,5343.0%Computer and TechnologyAXPAmerican Express$15,344,533$190,431 ▼-1.2%48,1052.7%FinancePMPhilip Morris International$15,083,086$134,776 ▼-0.9%82,8152.6%Consumer StaplesABTAbbott Laboratories$14,246,934$116,969 ▼-0.8%104,7492.5%MedicalLINDE PLC$13,005,670$13,137 ▼-0.1%27,7202.3%COMMAMastercard$12,888,656$182,631 ▼-1.4%22,9362.3%Business ServicesMETAMeta Platforms$12,033,936$56,833 ▲0.5%16,3042.1%Computer and TechnologyRTXRTX$11,781,770$18,253 ▼-0.2%80,6862.1%AerospacePGProcter & Gamble$10,851,972$52,576 ▼-0.5%68,1141.9%Consumer StaplesJNJJohnson & Johnson$10,201,951$126,629 ▼-1.2%66,7891.8%MedicalKOCocaCola$9,778,837$65,514 ▼-0.7%138,2171.7%Consumer StaplesPEPPepsiCo$9,677,031$257,345 ▼-2.6%73,2891.7%Consumer StaplesMCDMcDonald's$9,462,765$110,440 ▼-1.2%32,3881.7%Retail/WholesaleTXNTexas Instruments$9,090,019$21,800 ▼-0.2%43,7821.6%Computer and TechnologyXOMExxon Mobil$9,038,168$119,658 ▼-1.3%83,8421.6%EnergyITWIllinois Tool Works$8,655,234$26,703 ▼-0.3%35,0061.5%IndustrialsEMREmerson Electric$8,414,856$12,133 ▼-0.1%63,1131.5%IndustrialsDHRDanaher$8,024,865$45,434 ▼-0.6%40,6241.4%MedicalHDHome Depot$8,011,084$8,066 ▲0.1%21,8501.4%Retail/WholesaleABBVAbbVie$7,948,948$3,712 ▼0.0%42,8241.4%MedicalCVXChevron$7,942,892$85,198 ▼-1.1%55,4711.4%EnergyTMOThermo Fisher Scientific$7,472,628$54,737 ▲0.7%18,4301.3%MedicalAMZNAmazon.com$7,400,683$56,603 ▲0.8%33,7331.3%Retail/WholesaleSOSouthern$7,380,744$179,068 ▼-2.4%80,3741.3%UtilitiesGOOGAlphabet$7,347,494$564,987 ▼-7.1%41,4201.3%Computer and TechnologyBRK.BBerkshire Hathaway$7,286,550$244,828 ▲3.5%15,0001.3%FinanceAAPLApple$7,099,864$446,652 ▼-5.9%34,6051.2%Computer and TechnologyADPAutomatic Data Processing$7,020,726$35,466 ▼-0.5%22,7651.2%Computer and TechnologyECLEcolab$6,740,164$69,247 ▼-1.0%25,0151.2%Basic MaterialsNSRGYNestle$6,646,693$156,628 ▼-2.3%66,9221.2%Consumer StaplesMRKMerck & Co., Inc.$6,491,516$125,469 ▼-1.9%82,0051.1%MedicalSYKStryker$6,197,148$7,913 ▲0.1%15,6641.1%MedicalPNCThe PNC Financial Services Group$6,167,706$111,852 ▼-1.8%33,0851.1%FinanceMTBM&T Bank$6,021,838$7,954 ▼-0.1%31,0421.1%FinanceSYYSysco$5,857,959$114,746 ▼-1.9%77,3431.0%Consumer StaplesKMBKimberly-Clark$5,148,807$60,206 ▼-1.2%39,9380.9%Consumer StaplesHONHoneywell International$5,087,729$86,166 ▼-1.7%21,8470.9%Multi-Sector ConglomeratesTROWT. Rowe Price Group$4,890,717$146,680 ▼-2.9%50,6810.9%FinanceDUKDuke Energy$4,884,138$21,830 ▼-0.4%41,3910.9%UtilitiesIBMInternational Business Machines$4,832,623$30,952 ▼-0.6%16,3940.8%Computer and TechnologyUNHUnitedHealth Group$4,468,658$292,316 ▲7.0%14,3240.8%MedicalKDKyndryl$4,352,091$15,525 ▲0.4%103,7200.8%Business ServicesGDGeneral Dynamics$4,347,776$2,917 ▲0.1%14,9070.8%AerospaceBDXBecton, Dickinson and Company$4,192,350$201,530 ▼-4.6%24,3390.7%MedicalIJHiShares Core S&P Mid-Cap ETF$4,120,417$39,693 ▼-1.0%66,4370.7%ETFSPYSPDR S&P 500 ETF Trust$3,743,997$17,917 ▼-0.5%6,0600.7%FinanceGEHCGE HealthCare Technologies$3,709,352$63,774 ▼-1.7%50,0790.6%MedicalMCIBarings Corporate Investors$3,676,547$4,332 ▼-0.1%169,7390.6%FinanceDISWalt Disney$3,576,572$32,243 ▼-0.9%28,8410.6%Consumer DiscretionaryZTSZoetis$3,480,619$55,362 ▼-1.6%22,3190.6%MedicalMDLZMondelez International$3,269,200$22,929 ▼-0.7%48,4760.6%Consumer StaplesGISGeneral Mills$3,062,385$93,776 ▼-3.0%59,1080.5%Consumer StaplesAVGOBroadcom$3,033,528$13,231 ▲0.4%11,0050.5%Computer and TechnologyUPSUnited Parcel Service$2,984,291$301,710 ▼-9.2%29,5650.5%TransportationJPMJPMorgan Chase & Co.$2,951,284$21,743 ▲0.7%10,1800.5%FinanceAVYAvery Dennison$2,625,909$24,566 ▲0.9%14,9650.5%IndustrialsVVisa$2,622,044$44,736 ▲1.7%7,3850.5%Business ServicesEMRAFEmera$2,496,274$20,390 ▼-0.8%54,4800.4%UtilitiesADSKAutodesk$2,463,558$117,637 ▼-4.6%7,9580.4%Computer and TechnologyCOSTCostco Wholesale$2,452,081$39,598 ▼-1.6%2,4770.4%Retail/WholesaleSHELL PLC - ADR$2,345,357$4,577 ▲0.2%33,3100.4%COMPGRProgressive$2,261,372$1,522,170 ▲205.9%8,4740.4%FinanceWMTWalmart$2,210,988$195,461 ▲9.7%22,6120.4%Retail/WholesaleCHDChurch & Dwight$2,191,308$135,515 ▼-5.8%22,8000.4%Consumer StaplesPANWPalo Alto Networks$2,171,230$59,346 ▲2.8%10,6100.4%Computer and TechnologyFTVFortive$2,142,699$7,298 ▼-0.3%41,1030.4%Computer and TechnologyMASMasco$2,140,292$25,744 ▼-1.2%33,2550.4%ConstructionORCLOracle$2,074,799$43,726 ▼-2.1%9,4900.4%Computer and TechnologyDELLDell Technologies$2,027,191$41,684 ▼-2.0%16,5350.4%Computer and TechnologyVZVerizon Communications$2,008,550$47,597 ▼-2.3%46,4190.4%Computer and TechnologyWMWaste Management$1,967,3940.0%8,5980.3%Business ServicesADBEAdobe$1,941,751$47,586 ▼-2.4%5,0190.3%Computer and TechnologySBUXStarbucks$1,921,382$113,163 ▲6.3%20,9690.3%Retail/WholesaleAPDAir Products and Chemicals$1,702,046$16,925 ▲1.0%6,0340.3%Basic MaterialsDEODiageo$1,665,272$79,764 ▼-4.6%16,5140.3%Consumer StaplesDASTYDassault Systemes$1,520,494$36 ▲0.0%41,9910.3%Computer and TechnologyUNPUnion Pacific$1,428,337$8,053 ▼-0.6%6,2080.3%TransportationUSBU.S. Bancorp$1,379,084$72,128 ▼-5.0%30,4770.2%FinanceFIFiserv$1,163,595$306,890 ▲35.8%6,7490.2%Business ServicesGE VERNOVA INC.$1,163,072$143,929 ▲14.1%2,1980.2%COMLLYEli Lilly and Company$1,148,248$7,795 ▼-0.7%1,4730.2%MedicalHRLHormel Foods$1,089,908$38,720 ▲3.7%36,0300.2%Consumer StaplesBMYBristol Myers Squibb$1,033,563$46,290 ▲4.7%22,3280.2%MedicalETNEaton$1,029,916$720,406 ▲232.8%2,8850.2%IndustrialsCMCSAComcast$1,015,202$895,926 ▼-46.9%28,4450.2%Consumer DiscretionarySWKStanley Black & Decker$994,841$124,457 ▼-11.1%14,6840.2%IndustrialsCRMSalesforce$980,321$17,725 ▲1.8%3,5950.2%Computer and TechnologyCOFCapital One Financial$964,228$16,595 ▲1.8%4,5320.2%FinanceIVViShares Core S&P 500 ETF$903,1950.0%1,4550.2%ETFAMATApplied Materials$832,053$62,244 ▲8.1%4,5450.1%Computer and TechnologyGSThe Goldman Sachs Group$830,191$25,479 ▲3.2%1,1730.1%FinanceCSCOCisco Systems$784,410$69 ▼0.0%11,3060.1%Computer and TechnologyBACBank of America$740,7470.0%15,6540.1%FinanceCBChubb$694,459$11,009 ▲1.6%2,3970.1%FinanceRALLIANT CORP$664,362$664,362 ▲New Holding13,7010.1%COMRHHBYRoche$660,883$41 ▼0.0%16,2140.1%MedicalCARRCarrier Global$645,463$732 ▼-0.1%8,8190.1%ConstructionWFCWells Fargo & Company$616,9240.0%7,7000.1%FinanceShowing largest 100 holdings. 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