Sky Investment Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Sky Investment Group LLC reported 128 stock positions worth $527.7 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Alphabet Class A (GOOGL, 2.9%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 51 and reduced 50. The biggest buy was Philip Morris International (PM, shares +0%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HARTFORD, CT
- CIK
- 0001333792
- Portfolio Value
- $527.7M (Q1 2025)
- SEC Filing
- 0001333792-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 128 stocks · $527.7M
| MSFT Microsoft Corp. | 6.28% | 88,316 | $33.2M | Add +0.9% |
| NVDA Nvidia Corp. | 5.97% | 290,846 | $31.5M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.88% | 98,442 | $15.2M | Add +3.3% |
| ABT Abbott Laboratories | 2.65% | 105,609 | $14.0M | Reduce -0.3% |
| PM Philip Morris International | 2.51% | 83,555 | $13.3M | Add +0.1% |
| AXP American Express Co. | 2.48% | 48,702 | $13.1M | Add +0.8% |
| LIN Linde PLC | 2.45% | 27,748 | $12.9M | Add +0.6% |
| MA Mastercard Inc. Class A | 2.42% | 23,261 | $12.7M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 2.21% | 68,444 | $11.7M | Add +2.1% |
| PEP Pepsico Inc. | 2.14% | 75,238 | $11.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 2.12% | 67,618 | $11.2M | Reduce -1.2% |
| RTX RTX Corp. | 2.03% | 80,811 | $10.7M | Add +0.1% |
| MCD McDonald's Corp. | 1.94% | 32,766 | $10.2M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.91% | 84,952 | $10.1M | Add +1.0% |
| KO The Coca-Cola Co. | 1.89% | 139,143 | $10.0M | Add +0.7% |
| CVX Chevron Corp. | 1.78% | 56,066 | $9.4M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 1.77% | 16,227 | $9.4M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.73% | 18,295 | $9.1M | Add +1.2% |
| ABBV Abbvie Inc. | 1.70% | 42,844 | $9.0M | Add +0.3% |
| ITW Illinois Tool Works | 1.65% | 35,114 | $8.7M | Add +0.1% |
| DHR Danaher Corp. | 1.59% | 40,854 | $8.4M | Reduce -0.6% |
| AAPL Apple Inc. | 1.55% | 36,782 | $8.2M | Reduce -2.5% |
| HD Home Depot Inc. | 1.52% | 21,828 | $8.0M | Add +0.2% |
| TXN Texas Instruments Inc. | 1.49% | 43,887 | $7.9M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 14,496 | $7.7M | Reduce -0.1% |
| SO The Southern Co. | 1.43% | 82,324 | $7.6M | Add +0.7% |
| MRK Merck & Co. Inc. | 1.42% | 83,590 | $7.5M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 1.33% | 13,387 | $7.0M | Add +0.6% |
| ADP Automatic Data Processing | 1.32% | 22,880 | $7.0M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.32% | 44,605 | $7.0M | Reduce -0.8% |
| NSRGY Nestle SA-Spons ADR | 1.31% | 68,499 | $6.9M | Reduce -4.7% |
| EMR Emerson Electric Co. | 1.31% | 63,204 | $6.9M | Add +0.4% |
| ECL Ecolab Inc. | 1.21% | 25,272 | $6.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.21% | 33,475 | $6.4M | Add +5.1% |
| PNC PNC Financial Services Group | 1.12% | 33,685 | $5.9M | Reduce -0.6% |
| SYY Sysco Corp. | 1.12% | 78,858 | $5.9M | Reduce -0.5% |
| BDX Becton Dickinson and Co. | 1.11% | 25,509 | $5.8M | Reduce -1.1% |
| SYK Stryker Corp. | 1.10% | 15,644 | $5.8M | Add +2.9% |
| KMB Kimberly-Clark Corp. | 1.09% | 40,405 | $5.7M | Reduce -0.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.05% | 31,083 | $5.6M | Reduce -0.4% |
| DUK Duke Energy Corp. | 0.96% | 41,576 | $5.1M | Add +0.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.91% | 52,201 | $4.8M | Reduce -1.0% |
| HON Honeywell International Inc. | 0.89% | 22,217 | $4.7M | Add +1.9% |
| GEHC GE Healthcare Technology | 0.78% | 50,940 | $4.1M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.78% | 16,499 | $4.1M | Reduce -1.3% |
| GD General Dynamics Corp. | 0.77% | 14,897 | $4.1M | Add +6.5% |
| ZTS Zoetis Inc. | 0.71% | 22,674 | $3.7M | Add +1.8% |
| GIS General Mills Inc. | 0.69% | 60,918 | $3.6M | Reduce -0.0% |
| UPS United Parcel Service Class B | 0.68% | 32,554 | $3.6M | Reduce -3.6% |
| MDLZ Mondelez International Inc. Class A | 0.63% | 48,816 | $3.3M | Add +3.2% |
| KD Kyndryl Holdings Inc. | 0.61% | 103,350 | $3.2M | Add +17.0% |
| FTV Fortive Corp. | 0.57% | 41,243 | $3.0M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 29,101 | $2.9M | Add +0.0% |
| CHD Church & Dwight Co. Inc. | 0.51% | 24,210 | $2.7M | Reduce -16.5% |
| AVY Avery Dennison Corp. | 0.50% | 14,825 | $2.6M | Add +0.1% |
| V Visa Inc. Class A | 0.48% | 7,259 | $2.5M | No change |
| JPM JPMorgan Chase & Co. | 0.47% | 10,105 | $2.5M | Add +3.8% |
| SHELL PLC - ADR | 0.46% | 33,245 | $2.4M | Add +6.7% |
| COST Costco Wholesale Corp. | 0.45% | 2,517 | $2.4M | No change |
| MAS Masco Corp. | 0.44% | 33,655 | $2.3M | Reduce -0.6% |
| EMA Emera Inc. | 0.44% | 54,925 | $2.3M | Reduce -4.2% |
| ADSK Autodesk Inc. | 0.41% | 8,338 | $2.2M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.41% | 47,519 | $2.2M | Reduce -5.2% |
| WM Waste Management Inc. | 0.38% | 8,598 | $2.0M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 0.37% | 53,548 | $2.0M | Reduce -19.3% |
| ADBE Adobe Inc. | 0.37% | 5,142 | $2.0M | Add +1.1% |
| SBUX Starbucks Corp. | 0.37% | 19,734 | $1.9M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.35% | 10,957 | $1.8M | Add +11.9% |
| DEO Diageo PLC-Sponsored ADR | 0.34% | 17,305 | $1.8M | Reduce -16.2% |
| WMT Walmart Inc. | 0.34% | 20,613 | $1.8M | No change |
| APD Air Products & Chemicals Inc. | 0.33% | 5,974 | $1.8M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.33% | 10,320 | $1.8M | Add +1.0% |
| DASTY Dassault Systemes S-Spon ADR | 0.30% | 41,990 | $1.6M | Reduce -1.8% |
| DELL Dell Technologies -C | 0.29% | 16,875 | $1.5M | Add +15.3% |
| UNP Union Pacific Corp. | 0.28% | 6,243 | $1.5M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.26% | 9,690 | $1.4M | Reduce -0.3% |
| USB US Bancorp | 0.26% | 32,071 | $1.4M | Reduce -4.0% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 21,328 | $1.3M | Add +7.6% |
| SWK Stanley Black & Decker Inc. | 0.24% | 16,521 | $1.3M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.23% | 1,483 | $1.2M | Add +0.3% |
| FISV Fiserv Inc. | 0.21% | 4,969 | $1.1M | Add +21.0% |
| HRL Hormel Foods Corp. | 0.20% | 34,750 | $1.1M | New |
| CRM Salesforce Inc. | 0.18% | 3,530 | $947K | Add +0.1% |
| COF Capital One Financial Corp. | 0.15% | 4,454 | $799K | No change |
| PGR Progressive Corp. | 0.15% | 2,770 | $784K | Reduce -1.3% |
| CB Chubb Ltd. | 0.14% | 2,359 | $712K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.13% | 11,307 | $698K | No change |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.13% | 16,215 | $667K | Reduce -20.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 15,654 | $653K | No change |
| AMGN Amgen Inc. | 0.12% | 2,073 | $646K | Reduce -4.6% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,137 | $621K | No change |
| AMAT Applied Materials Inc. | 0.12% | 4,205 | $610K | Add +49.4% |
| TRV The Travelers Cos Inc. | 0.11% | 2,291 | $606K | No change |
| GEV GE Vernova Inc. | 0.11% | 1,926 | $588K | Add +119.9% |
| CARR Carrier Global Corp. | 0.11% | 8,829 | $560K | No change |
| WFC Wells Fargo & Co. | 0.10% | 7,700 | $553K | No change |
| FBIN Fortune Brands Innovations I | 0.10% | 9,025 | $549K | Reduce -4.3% |
| TD Toronto-Dominion Bank | 0.10% | 8,596 | $515K | No change |
| VRSK Verisk Analytics Inc. | 0.09% | 1,670 | $497K | Reduce -1.5% |
| AEP American Electric Power | 0.09% | 4,470 | $488K | No change |
Other holdings (9): bonds, preferreds, convertibles and warrants · $13.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MCI Barings Corporate Investors | COM · principal | 169,939 | $4.0M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | 67,077 | $3.9M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | 6,089 | $3.4M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | 1,455 | $817K | Reduce -15.3% |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | 1,017 | $523K | Reduce -8.9% |
| RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT · principal | 2,784 | $482K | Add +1.3% |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | 1,637 | $338K | Add +9.3% |
| QQQ Invesco QQQ Trust Series 1 | UNIT SER 1 · principal | 509 | $239K | No change |
| IWR iShares Russell Mid-Cap ETF | RUS MID CAP ETF · principal | 2,702 | $230K | No change |
Total filed on the 13F, all lines: $541.7M.
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 1.32% | −0.29 |
| AAPL Apple Inc. | Reduce -2.5% | 1.55% | −0.23 |
| TROW T Rowe Price Group Inc. | Reduce -1.0% | 0.91% | −0.21 |
| DHR Danaher Corp. | Reduce -0.6% | 1.59% | −0.19 |
| DEO Diageo PLC-Sponsored ADR | Reduce -16.2% | 0.34% | −0.15 |
| UPS United Parcel Service Class B | Reduce -3.6% | 0.68% | −0.12 |
| PNC PNC Financial Services Group | Reduce -0.6% | 1.12% | −0.11 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 1.49% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -19.3% | 0.37% | −0.09 |
| CHD Church & Dwight Co. Inc. | Reduce -16.5% | 0.51% | −0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.07 |
| MTB M & T Bank Corp. | Reduce -0.4% | 1.05% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.26% | −0.05 |
| USB US Bancorp | Reduce -4.0% | 0.26% | −0.04 |
| GIS General Mills Inc. | Reduce -0.0% | 0.69% | −0.04 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.04 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -21.0% | 0.06% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.7% | 2.14% | −0.03 |
| SWK Stanley Black & Decker Inc. | Reduce -5.5% | 0.24% | −0.02 |
| BALL Ball Corp. | Reduce -26.5% | 0.05% | −0.02 |
| MAS Masco Corp. | Reduce -0.6% | 0.44% | −0.02 |
| SYY Sysco Corp. | Reduce -0.5% | 1.12% | −0.02 |
| FBIN Fortune Brands Innovations I | Reduce -4.3% | 0.10% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.8% | 0.06% | −0.01 |
| FTV Fortive Corp. | Reduce -0.8% | 0.57% | −0.01 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -20.8% | 0.13% | −0.01 |
| CMI Cummins Inc. | Reduce -0.9% | 0.07% | −0.01 |
| VLTO Veralto Corp. | Reduce -2.6% | 0.07% | −0.00 |
| UL Unilever PLC | Reduce -5.1% | 0.07% | +0.00 |
| OTIS Otis Worldwide Corp. | Reduce -0.2% | 0.05% | +0.01 |
| APD Air Products & Chemicals Inc. | Reduce -0.7% | 0.33% | +0.01 |
| CI The Cigna Group | Reduce -7.2% | 0.06% | +0.01 |
| VRSK Verisk Analytics Inc. | Reduce -1.5% | 0.09% | +0.01 |
| BDX Becton Dickinson and Co. | Reduce -1.1% | 1.11% | +0.01 |
| UNP Union Pacific Corp. | Reduce -0.5% | 0.28% | +0.01 |
| AMGN Amgen Inc. | Reduce -4.6% | 0.12% | +0.02 |
| PGR Progressive Corp. | Reduce -1.3% | 0.15% | +0.02 |
| DASTY Dassault Systemes S-Spon ADR | Reduce -1.8% | 0.30% | +0.03 |
| SBUX Starbucks Corp. | Reduce -0.3% | 0.37% | +0.03 |
| GEHC GE Healthcare Technology | Reduce -0.0% | 0.78% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -5.2% | 0.41% | +0.03 |
| EMA Emera Inc. | Reduce -4.2% | 0.44% | +0.04 |
| ADP Automatic Data Processing | Reduce -0.6% | 1.32% | +0.06 |
| IBM Intl Business Machines Corp. | Reduce -1.3% | 0.78% | +0.09 |
| KMB Kimberly-Clark Corp. | Reduce -0.7% | 1.09% | +0.09 |
| ECL Ecolab Inc. | Reduce -0.5% | 1.21% | +0.10 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 2.42% | +0.10 |
| NSRGY Nestle SA-Spons ADR | Reduce -4.7% | 1.31% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.46% | +0.23 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +0.1% | 2.51% | +0.63 |
| LIN Linde PLC | Add +0.6% | 2.45% | +0.28 |
| ABBV Abbvie Inc. | Add +0.3% | 1.70% | +0.27 |
| RTX RTX Corp. | Add +0.1% | 2.03% | +0.27 |
| KO The Coca-Cola Co. | Add +0.7% | 1.89% | +0.27 |
| XOM Exxon Mobil Corp. | Add +1.0% | 1.91% | +0.21 |
| HRL Hormel Foods Corp. | New | 0.20% | +0.20 |
| SO The Southern Co. | Add +0.7% | 1.43% | +0.17 |
| MCD McDonald's Corp. | Add +0.5% | 1.94% | +0.16 |
| DUK Duke Energy Corp. | Add +0.5% | 0.96% | +0.12 |
| PG The Procter & Gamble Co. | Add +2.1% | 2.21% | +0.10 |
| MDLZ Mondelez International Inc. Class A | Add +3.2% | 0.63% | +0.10 |
| SHELL PLC - ADR | Add +6.7% | 0.46% | +0.09 |
| GD General Dynamics Corp. | Add +6.5% | 0.77% | +0.08 |
| SYK Stryker Corp. | Add +2.9% | 1.10% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 1.33% | +0.06 |
| GEV GE Vernova Inc. | Add +119.9% | 0.11% | +0.06 |
| WM Waste Management Inc. | Add +1.0% | 0.38% | +0.05 |
| FISV Fiserv Inc. | Add +21.0% | 0.21% | +0.05 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| KD Kyndryl Holdings Inc. | Add +17.0% | 0.61% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +7.6% | 0.25% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 0.47% | +0.03 |
| AMAT Applied Materials Inc. | Add +49.4% | 0.12% | +0.03 |
| ZTS Zoetis Inc. | Add +1.8% | 0.71% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.23% | +0.02 |
| CB Chubb Ltd. | Add +0.1% | 0.14% | +0.01 |
| CTRA Coterra Energy Inc. | Add +0.7% | 0.08% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +1.4% | 0.06% | +0.00 |
| WAB Wabtec Corp. | Add +6.5% | 0.04% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.0% | 0.05% | +0.00 |
| MSI Motorola Solutions Inc. | Add +1.2% | 0.07% | −0.00 |
| TT Trane Technologies PLC | Add +1.1% | 0.06% | −0.00 |
| META Meta Platforms Inc. Class A | Add +0.3% | 1.77% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +1.0% | 0.33% | −0.02 |
| AVY Avery Dennison Corp. | Add +0.1% | 0.50% | −0.02 |
| ITW Illinois Tool Works | Add +0.1% | 1.65% | −0.02 |
| DELL Dell Technologies -C | Add +15.3% | 0.29% | −0.03 |
| HON Honeywell International Inc. | Add +1.9% | 0.89% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +1.2% | 1.73% | −0.04 |
| CRM Salesforce Inc. | Add +0.1% | 0.18% | −0.04 |
| ADSK Autodesk Inc. | Add +0.5% | 0.41% | −0.05 |
| ADBE Adobe Inc. | Add +1.1% | 0.37% | −0.05 |
| DIS The Walt Disney Co. | Add +0.0% | 0.54% | −0.06 |
| HD Home Depot Inc. | Add +0.2% | 1.52% | −0.08 |
| AVGO Broadcom Inc. | Add +11.9% | 0.35% | −0.08 |
| MRK Merck & Co. Inc. | Add +2.6% | 1.42% | −0.10 |
| AMZN Amazon.com Inc. | Add +5.1% | 1.21% | −0.11 |
Notes & Other Activity Q4 2024 → Q1 2025
| MCI Barings Corporate Investors | COM · principal | Reduce -0.3% | 169,939 | $4.0M |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Add +0.4% | 67,077 | $3.9M |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | Add +2.7% | 6,089 | $3.4M |
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | Reduce -15.3% | 1,455 | $817K |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | Reduce -8.9% | 1,017 | $523K |
| RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT · principal | Add +1.3% | 2,784 | $482K |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | Add +9.3% | 1,637 | $338K |
| IDEV iShares Core MSCI Dev MKTS | CORE MSCI INTL · principal | Sold out | 3,330 | $215Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $620.0M | NVDA, GOOGL, MSFT, JNJ, AXP |
| Q1 2026 | 131 | $569.5M | NVDA, MSFT, GOOGL, JNJ, RTX |
| Q4 2025 | 133 | $591.1M | NVDA, MSFT, GOOGL, AXP, RTX |
| Q3 2025 | 134 | $581.7M | NVDA, MSFT, GOOGL, AXP, ABT |
| Q2 2025 | 131 | $556.3M | NVDA, MSFT, GOOGL, AXP, PM |
| Q1 2025 | 128 | $527.7M | MSFT, NVDA, GOOGL, ABT, PM |
| Q4 2024 | 127 | $532.0M | NVDA, MSFT, GOOGL, AXP, MA |
| Q3 2024 | 128 | $542.1M | MSFT, NVDA, GOOGL, AXP, LIN |
| Q2 2024 | 122 | $511.9M | MSFT, NVDA, GOOGL, PEP, LIN |
| Q1 2024 | 122 | $509.1M | MSFT, NVDA, GOOGL, PEP, LIN |