Sky Investment Group LLC Top Holdings and 13F Report (2026)

About Sky Investment Group LLC

Investment Activity

Sky Investment Group LLC has $636.94 million in total holdings as of June 30, 2026.
Sky Investment Group LLC owns shares of 146 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 2.72% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Sky Investment Group LLC has purchased 140 new stocks and bought additional shares in 53 stocks.
Sky Investment Group LLC sold shares of 66 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $55,960,564
Alphabet: $34,721,712
Microsoft: $31,957,118
Johnson & Johnson: $16,646,561
American Express: $15,985,695

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC.: $2,461,726 Holding
701094104 - Parker-Hannifin: $741,415 Holding
032095101 - Amphenol: $529,842 Holding
25179M103 - Devon Energy: $438,901 Holding
92204A702 - Vanguard Information Technology ETF: $352,584 Holding

Largest Purchases this Quarter

Broadcom: 7,046 shares (about $2.66M)
HONEYWELL AEROSPACE INC.: 11,135 shares (about $2.46M)
Apple: 4,641 shares (about $1.34M)
Amazon.com: 3,586 shares (about $854.69K)
Microsoft: 2,009 shares (about $749.40K)

Largest Sales this Quarter

Honeywell International: 9,954 shares (about $2.23M)
Zoetis: 9,141 shares (about $656.87K)
Verizon Communications: 8,725 shares (about $369.42K)
GE HealthCare Technologies: 5,698 shares (about $364.73K)
Nestle: 3,546 shares (about $364.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$55,960,564	$82,637 â–¼	-0.1%	279,677	8.8%	Computer and Technology
GOOGL Alphabet	$34,721,712	$27,160 â–¼	-0.1%	97,159	5.5%	Computer and Technology
MSFT Microsoft	$31,957,118	$749,400 â–²	2.4%	85,671	5.0%	Computer and Technology
JNJ Johnson & Johnson	$16,646,561	$1,524 â–¼	0.0%	65,545	2.6%	Medical
AXP American Express	$15,985,695	$14,545 â–²	0.1%	47,260	2.5%	Finance
RTX RTX	$15,461,667	$614,535 â–²	4.1%	81,493	2.4%	Aerospace
PM Philip Morris International	$15,351,651	$25,689 â–¼	-0.2%	84,858	2.4%	Consumer Staples
LINDE PLC	$15,075,726	$34,250 â–¼	-0.2%	29,051	2.4%	COM
GOOG Alphabet	$13,598,189	$54,766 â–¼	-0.4%	38,486	2.1%	Computer and Technology
TXN Texas Instruments	$12,596,736	$115,055 â–¼	-0.9%	42,261	2.0%	Computer and Technology
MA Mastercard	$12,008,995	$369,792 â–²	3.2%	23,382	1.9%	Business Services
AAPL Apple	$11,237,882	$1,342,921 â–²	13.6%	38,837	1.8%	Computer and Technology
KO CocaCola	$11,207,847	$8,452 â–²	0.1%	137,909	1.8%	Consumer Staples
XOM ExxonMobil	$10,785,431	$189,631 â–¼	-1.7%	78,887	1.7%	Energy
MRK Merck & Co., Inc.	$10,553,214	$30,969 â–¼	-0.3%	82,126	1.7%	Medical
AMZN Amazon.com	$10,278,413	$854,687 â–²	9.1%	43,125	1.6%	Retail/Wholesale
ABBV AbbVie	$10,263,331	$104,430 â–²	1.0%	40,786	1.6%	Medical
PG Procter & Gamble	$9,820,055	$123,764 â–¼	-1.2%	66,967	1.5%	Consumer Staples
PEP PepsiCo	$9,455,304	$165,595 â–¼	-1.7%	69,832	1.5%	Consumer Staples
ABT Abbott Laboratories	$9,321,281	$95,096 â–¼	-1.0%	102,725	1.5%	Medical
META Meta Platforms	$9,149,149	$164,484 â–¼	-1.8%	16,242	1.4%	Computer and Technology
EMR Emerson Electric	$9,121,089	$16,176 â–²	0.2%	63,717	1.4%	Industrials
TMO Thermo Fisher Scientific	$9,026,987	$42,114 â–²	0.5%	18,005	1.4%	Medical
ITW Illinois Tool Works	$8,973,654	$167,962 â–¼	-1.8%	33,178	1.4%	Industrials
MCD McDonald's	$8,886,305	$228,415 â–²	2.6%	32,874	1.4%	Retail/Wholesale
CVX Chevron	$8,885,233	$5,636 â–²	0.1%	53,603	1.4%	Energy
SO Southern	$8,189,235	$4,594 â–²	0.1%	85,563	1.3%	Utilities
PNC The PNC Financial Services Group	$8,138,063	$58,108 â–¼	-0.7%	33,052	1.3%	Finance
DELL Dell Technologies	$7,705,876	$58,247 â–¼	-0.8%	17,860	1.2%	Computer and Technology
HD Home Depot	$7,592,848	$4,232 â–²	0.1%	21,529	1.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$7,582,910	$24,019 â–²	0.3%	15,154	1.2%	Finance
DHR Danaher	$7,562,437	$114,098 â–¼	-1.5%	39,702	1.2%	Medical
MTB M&T Bank	$7,171,241	$24,753 â–¼	-0.3%	30,130	1.1%	Finance
AVGO Broadcom	$7,128,379	$2,661,574 â–²	59.6%	18,871	1.1%	Computer and Technology
ECL Ecolab	$6,861,050	$37,334 â–²	0.5%	24,626	1.1%	Basic Materials
SYK Stryker	$6,147,566	$425,979 â–²	7.4%	19,526	1.0%	Medical
SYY Sysco	$5,930,502	$58,673 â–¼	-1.0%	70,956	0.9%	Consumer Staples
NSRGY Nestle	$5,883,213	$364,139 â–¼	-5.8%	57,291	0.9%	Consumer Staples
DUK Duke Energy	$5,597,114	$5,696 â–¼	-0.1%	44,218	0.9%	Utilities
ADP Automatic Data Processing	$5,504,019	$153,406 â–¼	-2.7%	24,577	0.9%	Computer and Technology
GD General Dynamics	$5,324,227	$104,501 â–²	2.0%	15,030	0.8%	Aerospace
UNH UnitedHealth Group	$5,313,830	$121,364 â–¼	-2.2%	12,785	0.8%	Medical
TROW T. Rowe Price Group	$5,003,042	$163,486 â–¼	-3.2%	44,006	0.8%	Finance
IJH iShares Core S&P Mid-Cap ETF	$4,979,566	$108,032 â–²	2.2%	64,577	0.8%	ETF
IBM International Business Machines	$4,878,712	$89,144 â–²	1.9%	17,349	0.8%	Computer and Technology
PGR Progressive	$4,712,403	$143,522 â–²	3.1%	21,572	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$4,337,240	$110,522 â–²	2.6%	5,808	0.7%	Finance
PANW Palo Alto Networks	$4,312,539	$190,289 â–²	4.6%	12,646	0.7%	Computer and Technology
KIMBERLY-CLARK CORP.	$4,007,593	$7,025 â–¼	-0.2%	36,509	0.6%	COM
JPM JPMorgan Chase & Co.	$3,827,519	$64,812 â–²	1.7%	11,693	0.6%	Finance
ETN Eaton	$3,387,228	$53,265 â–²	1.6%	7,949	0.5%	Industrials
AMAT Applied Materials	$3,081,426		0.0%	4,262	0.5%	Computer and Technology
MCI Barings Corporate Investors	$3,075,441	$85,166 â–²	2.8%	175,139	0.5%	Finance
BDX Becton, Dickinson and Company	$3,018,088	$108,048 â–¼	-3.5%	19,944	0.5%	Medical
EMRAF Emera	$2,861,755	$21,208 â–¼	-0.7%	53,975	0.4%	Utilities
GE VERNOVA INC.	$2,854,910	$29,372 â–²	1.0%	2,430	0.4%	COM
V Visa	$2,808,878	$32,250 â–²	1.2%	8,187	0.4%	Business Services
MDLZ Mondelez International	$2,717,074	$140,550 â–¼	-4.9%	46,976	0.4%	Consumer Staples
WM Waste Management	$2,635,353	$27,860 â–²	1.1%	11,824	0.4%	Business Services
GEHC GE HealthCare Technologies	$2,618,910	$364,730 â–¼	-12.2%	40,914	0.4%	Medical
SHELL PLC - ADR	$2,566,419	$76,997 â–²	3.1%	33,098	0.4%	COM
DIS Walt Disney	$2,510,938	$102,697 â–¼	-3.9%	26,088	0.4%	Consumer Discretionary
MAS Masco	$2,509,451	$26,852 â–¼	-1.1%	30,840	0.4%	Construction
WALMART INC.	$2,497,141	$40,773 â–²	1.7%	22,048	0.4%	COM
HON Honeywell International	$2,495,813	$2,228,700 â–¼	-47.2%	11,147	0.4%	Multi-Sector Conglomerates
HONEYWELL AEROSPACE INC.	$2,461,726	$2,461,726 â–²	New Holding	11,135	0.4%	COM
AVY Avery Dennison	$2,323,716	$34,743 â–¼	-1.5%	14,313	0.4%	Industrials
COST Costco Wholesale	$2,200,225	$28,064 â–¼	-1.3%	2,352	0.3%	Retail/Wholesale
SBUX Starbucks	$2,147,279	$5,416 â–¼	-0.3%	21,013	0.3%	Retail/Wholesale
UNP Union Pacific	$1,852,592	$21,760 â–¼	-1.2%	6,811	0.3%	Transportation
HRL Hormel Foods	$1,803,545	$36,237 â–¼	-2.0%	72,665	0.3%	Consumer Staples
LLY Eli Lilly and Company	$1,737,063	$29,991 â–¼	-1.7%	1,448	0.3%	Medical
ADSK Autodesk	$1,699,036	$55,021 â–²	3.3%	8,739	0.3%	Computer and Technology
GIS General Mills	$1,656,271	$246,280 â–¼	-12.9%	47,594	0.3%	Consumer Staples
USB U.S. Bancorp	$1,621,680	$36,240 â–¼	-2.2%	26,849	0.3%	Finance
MSI Motorola Solutions	$1,621,292	$176,498 â–²	12.2%	3,904	0.3%	Computer and Technology
CHD Church & Dwight	$1,544,267	$261,092 â–¼	-14.5%	15,940	0.2%	Consumer Staples
VZ Verizon Communications	$1,417,120	$369,417 â–¼	-20.7%	33,470	0.2%	Computer and Technology
CSCO Cisco Systems	$1,271,270	$62,606 â–¼	-4.7%	10,823	0.2%	Computer and Technology
KD Kyndryl	$1,225,552	$176,968 â–¼	-12.6%	108,360	0.2%	Business Services
COF Capital One Financial	$1,222,980	$146,453 â–²	13.6%	6,096	0.2%	Finance
CMI Cummins	$1,218,163	$435,058 â–²	55.6%	1,708	0.2%	Auto/Tires/Trucks
GS The Goldman Sachs Group	$1,181,280	$10,114 â–²	0.9%	1,168	0.2%	Finance
FTV Fortive	$1,179,220	$264,947 â–¼	-18.3%	19,303	0.2%	Computer and Technology
APD Air Products and Chemicals	$1,155,522	$43,688 â–¼	-3.6%	3,941	0.2%	Basic Materials
OKE ONEOK	$1,124,569	$133,279 â–²	13.4%	12,935	0.2%	Energy
IVV iShares Core S&P 500 ETF	$1,109,178	$2,247 â–²	0.2%	1,481	0.2%	ETF
SPGI S&P Global	$1,047,065	$402,373 â–²	62.4%	2,571	0.2%	Finance
ORCL Oracle	$1,043,876	$61,404 â–¼	-5.6%	7,123	0.2%	Computer and Technology
UBER Uber Technologies	$1,040,547	$115,095 â–²	12.4%	14,420	0.2%	Computer and Technology
BAC Bank of America	$982,871	$92,025 â–²	10.3%	17,249	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$956,573		0.0%	2,003	0.2%	Computer and Technology
UPS United Parcel Service	$879,458	$303,365 â–¼	-25.6%	8,181	0.1%	Transportation
NOW ServiceNow	$872,671	$141,970 â–²	19.4%	8,790	0.1%	Computer and Technology
SWK Stanley Black & Decker	$863,645	$146,357 â–¼	-14.5%	9,176	0.1%	Industrials
BMY Bristol Myers Squibb	$843,018	$101,985 â–¼	-10.8%	14,631	0.1%	Medical
CB Chubb	$820,843	$1,704 â–²	0.2%	2,409	0.1%	Finance
ASML ASML	$779,860	$1,989 â–¼	-0.3%	392	0.1%	Computer and Technology
SCHW Charles Schwab	$751,539	$116,260 â–²	18.3%	8,145	0.1%	Finance
TRV Travelers Companies	$745,411		0.0%	2,258	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Sky Investment Group LLC Top Holdings and 13F Report (2026)

About Sky Investment Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sky Investment Group LLC Top Holdings and 13F Report (2026)

About Sky Investment Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSky Investment Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools