The Analysis of Sky Investment Group LLC's Holdings & P&L


Currently, Sky Investment Group LLC holds 140 types of securities in its portfolio with a total value $583.4M. In the most recent quarter, they have increased their positions in NOW (+7.4K shares, valued at $769.5K), SPGI (+1.6K shares, valued at $673.3K), AMZN (+2.8K shares, valued at $584.8K); decreased their positions in N/A (-2.1K shares, valued at $606.4K), NVDA (-3.3K shares, valued at $569.6K), XOM (-3.3K shares, valued at $556.1K); initiated new positions in NOW (+7.4K shares, valued at $769.5K), SPGI (+1.6K shares, valued at $673.3K), WAT (+1.8K shares, valued at $531.9K).


1M P&L
+8.8M+1.75%
3M P&L
-1.6M-0.31%
HY P&L
+20.6M+4.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors57.8M
12.0%
2Software - Infrastructure34.0M
7.0%
3Credit Services29.0M
6.0%

Top Industries by Stock Count

1N/A7 stocks
5.8%
2Software - Application6 stocks
5.0%
3Drug Manufacturers - General5 stocks
4.2%
Stock Holdings
NVDA
NVIDIA CORP.
-1.15%
Shares280.1K
Event2026-03-31
Filed2026-04-16
MSFT
MICROSOFT CORP.
0.07%
Shares83.7K
Event2026-03-31
Filed2026-04-16
ALPHABET INC. - CL A (Voting)
ALPHABET INC. - CL A (Voting)
-0.39%
Shares97.2K
Event2026-03-31
Filed2026-04-16
JNJ
JOHNSON & JOHNSON
-1.02%
Shares65.6K
Event2026-03-31
Filed2026-04-16
RTX
RTX CORP.
-2.42%
Shares78.3K
Event2026-03-31
Filed2026-04-16
LINDE PLC
LINDE PLC
-0.21%
Shares29.1K
Event2026-03-31
Filed2026-04-16
AXP
AMERICAN EXPRESS COMPANY
-0.16%
Shares47.2K
Event2026-03-31
Filed2026-04-16
PM
PHILIP MORRIS INTERNATIONAL INC.
-0.58%
Shares85.0K
Event2026-03-31
Filed2026-04-16
XOM
EXXON MOBIL CORP.
-3.92%
Shares80.3K
Event2026-03-31
Filed2026-04-16
MA
MASTERCARD INC.
1.53%
Shares22.7K
Event2026-03-31
Filed2026-04-16
ALPHABET INC. - CL C (Non-Voting)
ALPHABET INC. - CL C (Non-Voting)
-5.19%
Shares38.6K
Event2026-03-31
Filed2026-04-16
CVX
CHEVRON CORP.
-4.53%
Shares53.6K
Event2026-03-31
Filed2026-04-16
PEP
PEPSICO, INC.
-1.43%
Shares71.1K
Event2026-03-31
Filed2026-04-16
ABT
ABBOTT LABORATORIES
0.87%
Shares103.8K
Event2026-03-31
Filed2026-04-16
KO
COCA-COLA COMPANY
-0.96%
Shares137.8K
Event2026-03-31
Filed2026-04-16
MCD
MCDONALD`S CORP.
-0.57%
Shares32.0K
Event2026-03-31
Filed2026-04-16
MERCK & COMPANY, INC.
MERCK & COMPANY, INC.
-0.05%
Shares82.4K
Event2026-03-31
Filed2026-04-16
PG
PROCTER & GAMBLE COMPANY
-0.41%
Shares67.8K
Event2026-03-31
Filed2026-04-16
META
META PLATFORMS, INC.
0.23%
Shares16.5K
Event2026-03-31
Filed2026-04-16
TMO
THERMO FISHER SCIENTIFIC INC.
3.08%
Shares17.9K
Event2026-03-31
Filed2026-04-16
ITW
ILLINOIS TOOL WORKS INC.
-1.92%
Shares33.8K
Event2026-03-31
Filed2026-04-16
ABBV
ABBVIE INC.
-1.53%
Shares40.4K
Event2026-03-31
Filed2026-04-16
AAPL
APPLE INC.
-0.31%
Shares34.2K
Event2026-03-31
Filed2026-04-16
EMR
EMERSON ELECTRIC COMPANY
0.96%
Shares63.6K
Event2026-03-31
Filed2026-04-16
TXN
TEXAS INSTRUMENTS INC.
-1.09%
Shares42.6K
Event2026-03-31
Filed2026-04-16
SO
SOUTHERN COMPANY
0.35%
Shares85.5K
Event2026-03-31
Filed2026-04-16
AMZN
AMAZON.COM, INC.
7.64%
Shares39.5K
Event2026-03-31
Filed2026-04-16
DHR
DANAHER CORP.
-0.38%
Shares40.3K
Event2026-03-31
Filed2026-04-16
BERKSHIRE HATHAWAY INC. - CL B
BERKSHIRE HATHAWAY INC. - CL B
-0.05%
Shares15.1K
Event2026-03-31
Filed2026-04-16
HD
HOME DEPOT, INC.
-1.58%
Shares21.5K
Event2026-03-31
Filed2026-04-16
PNC
PNC FINANCIAL SERVICES GROUP, INC.
-1.11%
Shares33.3K
Event2026-03-31
Filed2026-04-16
ECL
ECOLAB INC.
-1.84%
Shares24.5K
Event2026-03-31
Filed2026-04-16
MTB
M & T BANK CORP.
-2.10%
Shares30.2K
Event2026-03-31
Filed2026-04-16
NESTLE S.A. - ADR
NESTLE S.A. - ADR
-3.06%
Shares60.8K
Event2026-03-31
Filed2026-04-16
SYK
STRYKER CORP.
5.44%
Shares18.2K
Event2026-03-31
Filed2026-04-16
DUKE ENERGY CORP.
DUKE ENERGY CORP.
0.34%
Shares44.3K
Event2026-03-31
Filed2026-04-16
ADP
AUTOMATIC DATA PROCESSING, INC.
4.58%
Shares25.3K
Event2026-03-31
Filed2026-04-16
SYY
SYSCO CORP.
-4.72%
Shares71.7K
Event2026-03-31
Filed2026-04-16
GENERAL DYNAMICS CORP.
GENERAL DYNAMICS CORP.
-0.57%
Shares14.7K
Event2026-03-31
Filed2026-04-16
HON
HONEYWELL INTERNATIONAL INC.
-2.12%
Shares21.1K
Event2026-03-31
Filed2026-04-16
IJH
ISHARES CORE S&P MID-CAP ETF
-1.03%
Shares63.2K
Event2026-03-31
Filed2026-04-16
PGR
PROGRESSIVE CORP.
10.30%
Shares20.9K
Event2026-03-31
Filed2026-04-16
IBM
INTERNATIONAL BUSINESS MACHINES CORP.
2.67%
Shares17.0K
Event2026-03-31
Filed2026-04-16
TROW
T. ROWE PRICE GROUP, INC.
-3.16%
Shares45.4K
Event2026-03-31
Filed2026-04-16
SPY
SPDR S&P 500 ETF TRUST
-1.72%
Shares5.7K
Event2026-03-31
Filed2026-04-16
BROADCOM INC.
BROADCOM INC.
5.47%
Shares11.8K
Event2026-03-31
Filed2026-04-16
UNH
UNITEDHEALTH GROUP INC.
-3.84%
Shares13.1K
Event2026-03-31
Filed2026-04-16
KMB
KIMBERLY-CLARK CORP.
-4.06%
Shares36.6K
Event2026-03-31
Filed2026-04-16
JPM
JPMORGAN CHASE & COMPANY
12.96%
Shares11.5K
Event2026-03-31
Filed2026-04-16
GEHC
GE HEALTHCARE TECHNOLOGIES INC.
-7.96%
Shares46.6K
Event2026-03-31
Filed2026-04-16
BDX
BECTON, DICKINSON & COMPANY
-3.76%
Shares20.7K
Event2026-03-31
Filed2026-04-16
SHELL PLC - ADR
SHELL PLC - ADR
-1.43%
Shares32.1K
Event2026-03-31
Filed2026-04-16
DELL
DELL TECHNOLOGIES INC.
7.85%
Shares18.0K
Event2026-03-31
Filed2026-04-16
MCI
BARINGS CORPORATE INVESTORS
0.89%
Shares170.3K
Event2026-03-31
Filed2026-04-16
MDLZ
MONDELEZ INTERNATIONAL, INC.
-0.50%
Shares49.4K
Event2026-03-31
Filed2026-04-16
EMA
EMERA INC.
-0.28%
Shares54.4K
Event2026-03-31
Filed2026-04-16
EATON CORP. PLC
EATON CORP. PLC
6.22%
Shares7.8K
Event2026-03-31
Filed2026-04-16
WMT
WALMART INC.
-4.72%
Shares21.7K
Event2026-03-31
Filed2026-04-16
WM
WASTE MANAGEMENT, INC.
1.62%
Shares11.7K
Event2026-03-31
Filed2026-04-16
DIS
WALT DISNEY COMPANY
-0.86%
Shares27.2K
Event2026-03-31
Filed2026-04-16
AVY
AVERY DENNISON CORP.
1.80%
Shares14.5K
Event2026-03-31
Filed2026-04-16
V
VISA INC.
5.75%
Shares8.1K
Event2026-03-31
Filed2026-04-16
COST
COSTCO WHOLESALE CORP.
-1.81%
Shares2.4K
Event2026-03-31
Filed2026-04-16
VZ
VERIZON COMMUNICATIONS INC.
-3.75%
Shares42.2K
Event2026-03-31
Filed2026-04-16
GEV
GE VERNOVA INC.
0.50%
Shares2.4K
Event2026-03-31
Filed2026-04-16
GIS
GENERAL MILLS, INC.
-2.02%
Shares54.7K
Event2026-03-31
Filed2026-04-16
ADSK
AUTODESK, INC.
5.73%
Shares8.5K
Event2026-03-31
Filed2026-04-16
PANW
PALO ALTO NETWORKS, INC.
7.04%
Shares12.1K
Event2026-03-31
Filed2026-04-16
SBUX
STARBUCKS CORP.
-0.22%
Shares21.1K
Event2026-03-31
Filed2026-04-16
MAS
MASCO CORP.
-0.34%
Shares31.2K
Event2026-03-31
Filed2026-04-16
ZTS
ZOETIS INC.
-6.04%
Shares15.5K
Event2026-03-31
Filed2026-04-16
CHD
CHURCH & DWIGHT COMPANY, INC.
-7.22%
Shares18.6K
Event2026-03-31
Filed2026-04-16
HRL
HORMEL FOODS CORPORATION
0.00%
Shares74.1K
Event2026-03-31
Filed2026-04-16
UNP
UNION PACIFIC CORP.
0.15%
Shares6.9K
Event2026-03-31
Filed2026-04-16
KD
KYNDRYL HOLDINGS, INC.
-8.72%
Shares124.0K
Event2026-03-31
Filed2026-04-16
MSI
MOTOROLA SOLUTIONS, INC.
2.90%
Shares3.5K
Event2026-03-31
Filed2026-04-16
AMAT
APPLIED MATERIALS, INC.
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-16
USB
U.S. BANCORP
-6.71%
Shares27.4K
Event2026-03-31
Filed2026-04-16
LLY
ELI LILLY & COMPANY
1.38%
Shares1.5K
Event2026-03-31
Filed2026-04-16
FTV
FORTIVE CORP.
-14.76%
Shares23.6K
Event2026-03-31
Filed2026-04-16
APD
AIR PRODUCTS & CHEMICALS, INC.
-19.91%
Shares4.1K
Event2026-03-31
Filed2026-04-16
ORCL
ORACLE CORP.
-1.82%
Shares7.5K
Event2026-03-31
Filed2026-04-16
UPS
UNITED PARCEL SERVICE, INC.
-2.59%
Shares11.0K
Event2026-03-31
Filed2026-04-16
OKE
ONEOK, INC.
1.44%
Shares11.4K
Event2026-03-31
Filed2026-04-16
BMY
BRISTOL-MYERS SQUIBB COMPANY
-0.90%
Shares16.4K
Event2026-03-31
Filed2026-04-16
GS
GOLDMAN SACHS GROUP, INC.
-1.28%
Shares1.2K
Event2026-03-31
Filed2026-04-16
COF
CAPITAL ONE FINANCIAL CORP.
2.58%
Shares5.4K
Event2026-03-31
Filed2026-04-16
IVV
ISHARES CORE S&P 500 ETF
-0.81%
Shares1.5K
Event2026-03-31
Filed2026-04-16
UBER
UBER TECHNOLOGIES, INC.
25.74%
Shares12.8K
Event2026-03-31
Filed2026-04-16
CSCO
CISCO SYSTEMS, INC.
0.00%
Shares11.4K
Event2026-03-31
Filed2026-04-16
CB
CHUBB LTD.
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-16
ICE
INTERCONTINENTAL EXCHANGE, INC.
39.13%
Shares5.0K
Event2026-03-31
Filed2026-04-16
ADBE
ADOBE INC.
-10.37%
Shares3.2K
Event2026-03-31
Filed2026-04-16
NOW
SERVICENOW, INC.
New
Shares7.4K
Event2026-03-31
Filed2026-04-16
STANLEY BLACK & DECKER, INC.
STANLEY BLACK & DECKER, INC.
-7.82%
Shares10.7K
Event2026-03-31
Filed2026-04-16
BAC
BANK OF AMERICA CORP.
0.30%
Shares15.6K
Event2026-03-31
Filed2026-04-16
DASTY
DASSAULT SYSTEMES SE - ADR
-4.46%
Shares37.5K
Event2026-03-31
Filed2026-04-16
CRM
SALESFORCE.COM, INC.
0.70%
Shares3.9K
Event2026-03-31
Filed2026-04-16
ROCHE HOLDINGS AG - ADR
ROCHE HOLDINGS AG - ADR
-1.89%
Shares14.0K
Event2026-03-31
Filed2026-04-16
TSM
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR
-0.25%
Shares2.0K
Event2026-03-31
Filed2026-04-16
SPGI
S&P GLOBAL INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-16
TRV
TRAVELERS COMPANIES, INC.
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-16
SCHW
CHARLES SCHWAB CORP.
9.55%
Shares6.9K
Event2026-03-31
Filed2026-04-16
AMGN
AMGEN INC.
-9.08%
Shares1.8K
Event2026-03-31
Filed2026-04-16
CMI
CUMMINS INC.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-16
WFC
WELLS FARGO & COMPANY
-7.81%
Shares7.1K
Event2026-03-31
Filed2026-04-16
LHX
L3 HARRIS TECHNOLOGIES, INC.
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-16
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
0.00%
Shares917
Event2026-03-31
Filed2026-04-16
WAT
WATERS CORP.
New
Shares1.8K
Event2026-03-31
Filed2026-04-16
ASML
ASML HOLDING N.V.
2.34%
Shares393
Event2026-03-31
Filed2026-04-16
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
-11.39%
Shares3.9K
Event2026-03-31
Filed2026-04-16
INVESCO S&P 500 EQUAL WEIGHT ETF
INVESCO S&P 500 EQUAL WEIGHT ETF
-4.72%
Shares2.6K
Event2026-03-31
Filed2026-04-16
TT
TRANE TECHNOLOGIES PLC
26.68%
Shares1.2K
Event2026-03-31
Filed2026-04-16
CTRA
COTERRA ENERGY INC.
-6.97%
Shares14.0K
Event2026-03-31
Filed2026-04-16
CARR
CARRIER GLOBAL CORP.
-3.24%
Shares8.6K
Event2026-03-31
Filed2026-04-16
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
6.44%
Shares3.6K
Event2026-03-31
Filed2026-04-16
TD
TORONTO-DOMINION BANK
-16.38%
Shares4.6K
Event2026-03-31
Filed2026-04-16
CRH PLC
CRH PLC
New
Shares3.6K
Event2026-03-31
Filed2026-04-16
WAB
WABTEC CORP.
15.67%
Shares1.4K
Event2026-03-31
Filed2026-04-16
WBS
WEBSTER FINANCIAL CORP.
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-16
VRSK
VERISK ANALYTICS, INC.
-4.49%
Shares1.6K
Event2026-03-31
Filed2026-04-16
TJX
TJX COMPANIES, INC.
3.45%
Shares1.8K
Event2026-03-31
Filed2026-04-16
FBIN
FORTUNE BRANDS INNOVATIONS, INC.
-6.38%
Shares7.1K
Event2026-03-31
Filed2026-04-16
NTAP
NETAPP, INC.
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-16
INVESCO QQQ TRUST SERIES 1 ETF
INVESCO QQQ TRUST SERIES 1 ETF
-2.13%
Shares459
Event2026-03-31
Filed2026-04-16
NFLX
NETFLIX, INC.
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-16
CLH
CLEAN HARBORS, INC.
0.00%
Shares900
Event2026-03-31
Filed2026-04-16
LOW
LOWE`S COMPANIES, INC.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-16
IWR
ISHARES RUSSELL MID CAP ETF
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-16
NI
NISOURCE INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-16
GE AEROSPACE
GE AEROSPACE
6.61%
Shares839
Event2026-03-31
Filed2026-04-16
BHB
BAR HARBOR BANKSHARES
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-16
NUE
NUCOR CORP.
-2.21%
Shares1.3K
Event2026-03-31
Filed2026-04-16
VLTO
VERALTO CORP.
-9.99%
Shares2.5K
Event2026-03-31
Filed2026-04-16
CMCSA
COMCAST CORP. - CL A
-20.35%
Shares7.3K
Event2026-03-31
Filed2026-04-16
EBAY
EBAY INC.
New
Shares2.3K
Event2026-03-31
Filed2026-04-16
CNI
CANADIAN NATL RAILWAY COMPANY
New
Shares2.0K
Event2026-03-31
Filed2026-04-16
TXT
TEXTRON INC.
-26.13%
Shares2.3K
Event2026-03-31
Filed2026-04-16
FIRST GRAPHENE LTD.
FIRST GRAPHENE LTD.
0.00%
Shares20.0K
Event2026-03-31
Filed2026-04-16
EARTH SEARCH SCIENCES INC.
EARTH SEARCH SCIENCES INC.
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-16

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Sky Investment Group LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo