Sky Investment Group
HARTFORD, CTfiles as Sky Investment Group LLC
$620m in 135 US stocks at the end of 30 June 2026. The top 10 are 36.7% of the money. It changed about 6.9% of the portfolio this quarter.
Value
$620m
Stocks
135
Top 10 share
36.7%
Turnover
6.9%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell AerospaceHONA0.4% of the fund
- Parker-HannifinPH0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Devon EnergyDVN<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- DeereDE<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- BlackstoneBX<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT5.2% of the fund+2%
- RTXRTX2.5% of the fund+4%
- MastercardMA1.9% of the fund+3%
- AppleAAPL1.8% of the fund+14%
- Amazon.comAMZN1.7% of the fund+9%
- McDonald'sMCD1.4% of the fund+3%
- BroadcomAVGO1.1% of the fund+60%
- StrykerSYK1.0% of the fund+7%
- General DynamicsGD0.9% of the fund+2%
- ProgressivePGR0.8% of the fund+3%
- Palo Alto NetworksPANW0.7% of the fund+5%
- Shell PLC - ADR0.4% of the fund+3%
- AutodeskADSK0.3% of the fund+3%
- Motorola SolutionsMSI0.3% of the fund+12%
- Capital One FinancialCOF0.2% of the fund+14%
- CumminsCMI0.2% of the fund+56%
- OneokOKE0.2% of the fund+13%
- S&P GlobalSPGI0.2% of the fund+62%
- Uber TechnologiesUBER0.2% of the fund+12%
- Bank of AmericaBAC0.2% of the fund+10%
- ServiceNowNOW0.1% of the fund+19%
- Charles SchwabSCHW0.1% of the fund+18%
- Intercontinental ExchangeICE0.1% of the fund+13%
- CRH PublicCRH0.1% of the fund+62%
- Westinghouse Air Brake TechnologiesWAB<0.1% of the fund+5%
Cut
Sold some of their stake.
- Nestle SA ADRNSRGY0.9% of the fund-6%
- Automatic Data ProcessingADP0.9% of the fund-3%
- UnitedHealth GroupUNH0.9% of the fund-2%
- Price T Rowe GroupTROW0.8% of the fund-3%
- Becton DickinsonBDX0.5% of the fund-3%
- Mondelez InternationalMDLZ0.4% of the fund-5%
- GE HealthCare TechnologiesGEHC0.4% of the fund-12%
- Walt DisneyDIS0.4% of the fund-4%
- Honeywell InternationalHON0.4% of the fund-47%
- General MillsGIS0.3% of the fund-13%
- US BancorpUSB0.3% of the fund-2%
- Church & DwightCHD0.2% of the fund-14%
- Verizon CommunicationsVZ0.2% of the fund-21%
- Cisco SystemsCSCO0.2% of the fund-5%
- Kyndryl HoldingsKD0.2% of the fund-13%
- FortiveFTV0.2% of the fund-18%
- Air Products & ChemicalsAPD0.2% of the fund-4%
- OracleORCL0.2% of the fund-6%
- United Parcel ServiceUPS0.1% of the fund-26%
- Stanley Black & DeckerSWK0.1% of the fund-14%
- Bristol-Myers SquibbBMY0.1% of the fund-11%
- Roche Hldgs AG BaselRHHBY0.1% of the fund-4%
- Carrier GlobalCARR<0.1% of the fund-3%
- AdobeADBE<0.1% of the fund-16%
- Toronto Dominion BankTD<0.1% of the fund-3%
Sold out
Sold their entire stake.
- WatersWAT-100%
- Coterra EnergyCTRA-100%
- NetflixNFLX-100%
- VeraltoVLTO-100%
- ComcastCMCSA-100%
Holdings
- Nestle SA ADRNSRGY
- Share
- 0.9%
- Value
- $6m
- Shares
- 57,291
-6%
- EmeraEMA
- Share
- 0.5%
- Value
- $3m
- Shares
- 53,975
Held
- Shell PLC - ADR
- Share
- 0.4%
- Value
- $3m
- Shares
- 33,098
+3%
- Honeywell AerospaceHONA
- Share
- 0.4%
- Value
- $2m
- Shares
- 11,135
New
- Roche Hldgs AG BaselRHHBY
- Share
- 0.1%
- Value
- $693,430
- Shares
- 13,504
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 9.0% | $56m | 279,677 | Held |
| AlphabetGOOGL | 5.6% | $35m | 97,159 | Held |
| MicrosoftMSFT | 5.2% | $32m | 85,671 | +2% |
| Johnson & JohnsonJNJ | 2.7% | $17m | 65,545 | Held |
| American ExpressAXP | 2.6% | $16m | 47,260 | Held |
| RTXRTX | 2.5% | $15m | 81,493 | +4% |
| Philip Morris InternationalPM | 2.5% | $15m | 84,858 | Held |
| LindeLIN | 2.4% | $15m | 29,051 | Held |
| AlphabetGOOG | 2.2% | $14m | 38,486 | Held |
| Texas InstrumentsTXN | 2.0% | $13m | 42,261 | Held |
| MastercardMA | 1.9% | $12m | 23,382 | +3% |
| AppleAAPL | 1.8% | $11m | 38,837 | +14% |
| Coca-ColaKO | 1.8% | $11m | 137,909 | Held |
| ExxonMobil HoldingsXOM | 1.7% | $11m | 78,887 | Held |
| MerckMRK | 1.7% | $11m | 82,126 | Held |
| Amazon.comAMZN | 1.7% | $10m | 43,125 | +9% |
| AbbVieABBV | 1.7% | $10m | 40,786 | Held |
| Procter & GamblePG | 1.6% | $10m | 66,967 | Held |
| PepsiCoPEP | 1.5% | $9m | 69,832 | Held |
| Abbott LaboratoriesABT | 1.5% | $9m | 102,725 | Held |
| Meta PlatformsMETA | 1.5% | $9m | 16,242 | Held |
| Emerson ElectricEMR | 1.5% | $9m | 63,717 | Held |
| Thermo Fisher ScientificTMO | 1.5% | $9m | 18,005 | Held |
| Illinois Tool WorksITW | 1.4% | $9m | 33,178 | Held |
| McDonald'sMCD | 1.4% | $9m | 32,874 | +3% |
| ChevronCVX | 1.4% | $9m | 53,603 | Held |
| Southern CompanySO | 1.3% | $8m | 85,563 | Held |
| PNC Financial Services GroupPNC | 1.3% | $8m | 33,052 | Held |
| Dell TechnologiesDELL | 1.2% | $8m | 17,860 | Held |
| Home DepotHD | 1.2% | $8m | 21,529 | Held |
| Berkshire HathawayBRK-B | 1.2% | $8m | 15,154 | Held |
| DanaherDHR | 1.2% | $8m | 39,702 | Held |
| M&T BankMTB | 1.2% | $7m | 30,130 | Held |
| BroadcomAVGO | 1.1% | $7m | 18,871 | +60% |
| EcolabECL | 1.1% | $7m | 24,626 | Held |
| StrykerSYK | 1.0% | $6m | 19,526 | +7% |
| SyscoSYY | 1.0% | $6m | 70,956 | Held |
| Nestle SA ADRNSRGY | 0.9% | $6m | 57,291 | -6% |
| Duke EnergyDUK | 0.9% | $6m | 44,218 | Held |
| Automatic Data ProcessingADP | 0.9% | $6m | 24,577 | -3% |
| General DynamicsGD | 0.9% | $5m | 15,030 | +2% |
| UnitedHealth GroupUNH | 0.9% | $5m | 12,785 | -2% |
| Price T Rowe GroupTROW | 0.8% | $5m | 44,006 | -3% |
| International Business MachinesIBM | 0.8% | $5m | 17,349 | Held |
| ProgressivePGR | 0.8% | $5m | 21,572 | +3% |
| Palo Alto NetworksPANW | 0.7% | $4m | 12,646 | +5% |
| Kimberly-ClarkKMB | 0.6% | $4m | 36,509 | Held |
| JPMorgan ChaseJPM | 0.6% | $4m | 11,693 | Held |
| EatonETN | 0.5% | $3m | 7,949 | Held |
| Applied MaterialsAMAT | 0.5% | $3m | 4,262 | Held |
| Becton DickinsonBDX | 0.5% | $3m | 19,944 | -3% |
| EmeraEMA | 0.5% | $3m | 53,975 | Held |
| GE VernovaGEV | 0.5% | $3m | 2,430 | Held |
| VisaV | 0.5% | $3m | 8,187 | Held |
| Mondelez InternationalMDLZ | 0.4% | $3m | 46,976 | -5% |
| Waste ManagementWM | 0.4% | $3m | 11,824 | Held |
| GE HealthCare TechnologiesGEHC | 0.4% | $3m | 40,914 | -12% |
| Shell PLC - ADR | 0.4% | $3m | 33,098 | +3% |
| Walt DisneyDIS | 0.4% | $3m | 26,088 | -4% |
| MascoMAS | 0.4% | $3m | 30,840 | Held |
| WalmartWMT | 0.4% | $2m | 22,048 | Held |
| Honeywell InternationalHON | 0.4% | $2m | 11,147 | -47% |
| Honeywell AerospaceHONA | 0.4% | $2m | 11,135 | New |
| Avery DennisonAVY | 0.4% | $2m | 14,313 | Held |
| Costco WholesaleCOST | 0.4% | $2m | 2,352 | Held |
| StarbucksSBUX | 0.3% | $2m | 21,013 | Held |
| Union PacificUNP | 0.3% | $2m | 6,811 | Held |
| Hormel FoodsHRL | 0.3% | $2m | 72,665 | Held |
| Eli LillyLLY | 0.3% | $2m | 1,448 | Held |
| AutodeskADSK | 0.3% | $2m | 8,739 | +3% |
| General MillsGIS | 0.3% | $2m | 47,594 | -13% |
| US BancorpUSB | 0.3% | $2m | 26,849 | -2% |
| Motorola SolutionsMSI | 0.3% | $2m | 3,904 | +12% |
| Church & DwightCHD | 0.2% | $2m | 15,940 | -14% |
| Verizon CommunicationsVZ | 0.2% | $1m | 33,470 | -21% |
| Cisco SystemsCSCO | 0.2% | $1m | 10,823 | -5% |
| Kyndryl HoldingsKD | 0.2% | $1m | 108,360 | -13% |
| Capital One FinancialCOF | 0.2% | $1m | 6,096 | +14% |
| CumminsCMI | 0.2% | $1m | 1,708 | +56% |
| Goldman Sachs GroupGS | 0.2% | $1m | 1,168 | Held |
| FortiveFTV | 0.2% | $1m | 19,303 | -18% |
| Air Products & ChemicalsAPD | 0.2% | $1m | 3,941 | -4% |
| OneokOKE | 0.2% | $1m | 12,935 | +13% |
| S&P GlobalSPGI | 0.2% | $1m | 2,571 | +62% |
| OracleORCL | 0.2% | $1m | 7,123 | -6% |
| Uber TechnologiesUBER | 0.2% | $1m | 14,420 | +12% |
| Bank of AmericaBAC | 0.2% | $982,871 | 17,249 | +10% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $956,573 | 2,003 | Held |
| United Parcel ServiceUPS | 0.1% | $879,458 | 8,181 | -26% |
| ServiceNowNOW | 0.1% | $872,671 | 8,790 | +19% |
| Stanley Black & DeckerSWK | 0.1% | $863,645 | 9,176 | -14% |
| Bristol-Myers SquibbBMY | 0.1% | $843,018 | 14,631 | -11% |
| ChubbCB | 0.1% | $820,843 | 2,409 | Held |
| ASML Holding NVASML | 0.1% | $779,860 | 392 | Held |
| Charles SchwabSCHW | 0.1% | $751,539 | 8,145 | +18% |
| Travelers CompaniesTRV | 0.1% | $745,411 | 2,258 | Held |
| Parker-HannifinPH | 0.1% | $741,415 | 758 | New |
| Roche Hldgs AG BaselRHHBY | 0.1% | $693,430 | 13,504 | -4% |
| Intercontinental ExchangeICE | 0.1% | $688,379 | 5,592 | +13% |
| AmgenAMGN | 0.1% | $632,986 | 1,748 | Held |
Showing the largest 100 of 135.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.5% since 30 June 2025.
Where the money is
Technology24.2%
Health care13.6%
Financial services12.6%
Industrials11.9%
Everyday goods11.0%
Media & telecom9.9%
Retail & consumer4.8%
Materials4.2%
Energy3.4%
Utilities2.8%
Other1.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.