Sky Investment Group LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Sky Investment Group LLC reported 131 stock positions worth $556.3 million. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Alphabet Class A (GOOGL, 3.1%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 34 and reduced 75. The biggest buy was Meta Platforms Class A (META, shares +0%) and the biggest sale Pepsico (PEP, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HARTFORD, CT
- CIK
- 0001333792
- Portfolio Value
- $556.3M (Q2 2025)
- SEC Filing
- 0001333792-25-000003 ↗ filed Jul 10, 2025
Holdings Value
Holdings 131 stocks · $556.3M
| NVDA Nvidia Corp. | 8.19% | 288,321 | $45.6M | Reduce -0.9% |
| MSFT Microsoft Corp. | 7.66% | 85,712 | $42.6M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 3.09% | 97,534 | $17.2M | Reduce -0.9% |
| AXP American Express Co. | 2.76% | 48,105 | $15.3M | Reduce -1.2% |
| PM Philip Morris International | 2.71% | 82,815 | $15.1M | Reduce -0.9% |
| ABT Abbott Laboratories | 2.56% | 104,749 | $14.2M | Reduce -0.8% |
| LIN Linde PLC | 2.34% | 27,720 | $13.0M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 2.32% | 22,936 | $12.9M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 2.16% | 16,304 | $12.0M | Add +0.5% |
| RTX RTX Corp. | 2.12% | 80,686 | $11.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.95% | 68,114 | $10.9M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.83% | 66,789 | $10.2M | Reduce -1.2% |
| KO The Coca-Cola Co. | 1.76% | 138,217 | $9.8M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.74% | 73,289 | $9.7M | Reduce -2.6% |
| MCD McDonald's Corp. | 1.70% | 32,388 | $9.5M | Reduce -1.1% |
| TXN Texas Instruments Inc. | 1.63% | 43,782 | $9.1M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.62% | 83,842 | $9.0M | Reduce -1.3% |
| ITW Illinois Tool Works | 1.56% | 35,006 | $8.7M | Reduce -0.3% |
| EMR Emerson Electric Co. | 1.51% | 63,113 | $8.4M | Reduce -0.1% |
| DHR Danaher Corp. | 1.44% | 40,624 | $8.0M | Reduce -0.6% |
| HD Home Depot Inc. | 1.44% | 21,850 | $8.0M | Add +0.1% |
| ABBV Abbvie Inc. | 1.43% | 42,824 | $7.9M | Reduce -0.1% |
| CVX Chevron Corp. | 1.43% | 55,471 | $7.9M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.34% | 18,430 | $7.5M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.33% | 33,733 | $7.4M | Add +0.8% |
| SO The Southern Co. | 1.33% | 80,374 | $7.4M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 1.32% | 41,420 | $7.3M | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 15,000 | $7.3M | Add +3.5% |
| AAPL Apple Inc. | 1.28% | 34,605 | $7.1M | Reduce -5.9% |
| ADP Automatic Data Processing | 1.26% | 22,765 | $7.0M | Reduce -0.5% |
| ECL Ecolab Inc. | 1.21% | 25,015 | $6.7M | Reduce -1.0% |
| NSRGY Nestle SA-Spons ADR | 1.19% | 66,922 | $6.6M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 1.17% | 82,005 | $6.5M | Reduce -1.9% |
| SYK Stryker Corp. | 1.11% | 15,664 | $6.2M | Add +0.1% |
| PNC PNC Financial Services Group | 1.11% | 33,085 | $6.2M | Reduce -1.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.08% | 31,042 | $6.0M | Reduce -0.1% |
| SYY Sysco Corp. | 1.05% | 77,343 | $5.9M | Reduce -1.9% |
| KMB Kimberly-Clark Corp. | 0.93% | 39,938 | $5.1M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.91% | 21,847 | $5.1M | Reduce -1.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.88% | 50,681 | $4.9M | Reduce -2.9% |
| DUK Duke Energy Corp. | 0.88% | 41,391 | $4.9M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.87% | 16,394 | $4.8M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.80% | 14,324 | $4.5M | Add +7.0% |
| KD Kyndryl Holdings Inc. | 0.78% | 103,720 | $4.4M | Add +0.4% |
| GD General Dynamics Corp. | 0.78% | 14,907 | $4.3M | Add +0.1% |
| BDX Becton Dickinson and Co. | 0.75% | 24,339 | $4.2M | Reduce -4.6% |
| GEHC GE Healthcare Technology | 0.67% | 50,079 | $3.7M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 28,841 | $3.6M | Reduce -0.9% |
| ZTS Zoetis Inc. | 0.63% | 22,319 | $3.5M | Reduce -1.6% |
| MDLZ Mondelez International Inc. Class A | 0.59% | 48,476 | $3.3M | Reduce -0.7% |
| GIS General Mills Inc. | 0.55% | 59,108 | $3.1M | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.55% | 11,005 | $3.0M | Add +0.4% |
| UPS United Parcel Service Class B | 0.54% | 29,565 | $3.0M | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.53% | 10,180 | $3.0M | Add +0.7% |
| AVY Avery Dennison Corp. | 0.47% | 14,965 | $2.6M | Add +0.9% |
| V Visa Inc. Class A | 0.47% | 7,385 | $2.6M | Add +1.7% |
| EMA Emera Inc. | 0.45% | 54,480 | $2.5M | Reduce -0.8% |
| ADSK Autodesk Inc. | 0.44% | 7,958 | $2.5M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.44% | 2,477 | $2.5M | Reduce -1.6% |
| SHELL PLC - ADR | 0.42% | 33,310 | $2.3M | Add +0.2% |
| PGR Progressive Corp. | 0.41% | 8,474 | $2.3M | Add +205.9% |
| WMT Walmart Inc. | 0.40% | 22,612 | $2.2M | Add +9.7% |
| CHD Church & Dwight Co. Inc. | 0.39% | 22,800 | $2.2M | Reduce -5.8% |
| PANW Palo Alto Networks Inc. | 0.39% | 10,610 | $2.2M | Add +2.8% |
| FTV Fortive Corp. | 0.39% | 41,103 | $2.1M | Reduce -0.3% |
| MAS Masco Corp. | 0.38% | 33,255 | $2.1M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.37% | 9,490 | $2.1M | Reduce -2.1% |
| DELL Dell Technologies -C | 0.36% | 16,535 | $2.0M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.36% | 46,419 | $2.0M | Reduce -2.3% |
| WM Waste Management Inc. | 0.35% | 8,598 | $2.0M | No change |
| ADBE Adobe Inc. | 0.35% | 5,019 | $1.9M | Reduce -2.4% |
| SBUX Starbucks Corp. | 0.35% | 20,969 | $1.9M | Add +6.3% |
| APD Air Products & Chemicals Inc. | 0.31% | 6,034 | $1.7M | Add +1.0% |
| DEO Diageo PLC-Sponsored ADR | 0.30% | 16,514 | $1.7M | Reduce -4.6% |
| DASTY Dassault Systemes S-Spon ADR | 0.27% | 41,991 | $1.5M | Add +0.0% |
| UNP Union Pacific Corp. | 0.26% | 6,208 | $1.4M | Reduce -0.6% |
| USB US Bancorp | 0.25% | 30,477 | $1.4M | Reduce -5.0% |
| FISV Fiserv Inc. | 0.21% | 6,749 | $1.2M | Add +35.8% |
| GEV GE Vernova Inc. | 0.21% | 2,198 | $1.2M | Add +14.1% |
| LLY Eli Lilly & Co. | 0.21% | 1,473 | $1.1M | Reduce -0.7% |
| HRL Hormel Foods Corp. | 0.20% | 36,030 | $1.1M | Add +3.7% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 22,328 | $1.0M | Add +4.7% |
| ETN Eaton Corp. PLC | 0.19% | 2,885 | $1.0M | Add +232.8% |
| CMCSA Comcast Corp. Class A | 0.18% | 28,445 | $1.0M | Reduce -46.9% |
| SWK Stanley Black & Decker Inc. | 0.18% | 14,684 | $995K | Reduce -11.1% |
| CRM Salesforce Inc. | 0.18% | 3,595 | $980K | Add +1.8% |
| COF Capital One Financial Corp. | 0.17% | 4,532 | $964K | Add +1.8% |
| AMAT Applied Materials Inc. | 0.15% | 4,545 | $832K | Add +8.1% |
| GS Goldman Sachs Group Inc. | 0.15% | 1,173 | $830K | Add +3.2% |
| CSCO Cisco Systems Inc. | 0.14% | 11,306 | $784K | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 15,654 | $741K | No change |
| CB Chubb Ltd. | 0.12% | 2,397 | $694K | Add +1.6% |
| RAL Ralliant Corp. | 0.12% | 13,701 | $664K | Reduce -0.2% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.12% | 16,214 | $661K | Reduce -0.0% |
| CARR Carrier Global Corp. | 0.12% | 8,819 | $645K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.11% | 7,700 | $617K | No change |
| TRV The Travelers Cos Inc. | 0.11% | 2,291 | $613K | No change |
| AMGN Amgen Inc. | 0.10% | 1,973 | $551K | Reduce -4.8% |
| VRSK Verisk Analytics Inc. | 0.09% | 1,670 | $520K | No change |
| SCHW Schwab (charles) Corp. | 0.09% | 5,220 | $476K | Add +1.5% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $14.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | 66,437 | $4.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | 6,060 | $3.7M | Reduce -0.5% |
| MCI Barings Corporate Investors | COM · principal | 169,739 | $3.7M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | 1,455 | $903K | No change |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | 917 | $521K | Reduce -9.8% |
| RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT · principal | 2,784 | $506K | No change |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | 1,636 | $414K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | UNIT SER 1 · principal | 509 | $281K | No change |
| IWR iShares Russell Mid-Cap ETF | RUS MID CAP ETF · principal | 2,526 | $232K | Reduce -6.5% |
Total filed on the 13F, all lines: $570.7M.
Portfolio Sells Q1 2025 → Q2 2025
| PEP Pepsico Inc. | Reduce -2.6% | 1.74% | −0.40 |
| BDX Becton Dickinson and Co. | Reduce -4.6% | 0.75% | −0.35 |
| CVX Chevron Corp. | Reduce -1.1% | 1.43% | −0.35 |
| JNJ Johnson & Johnson | Reduce -1.2% | 1.83% | −0.29 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 1.62% | −0.29 |
| ABBV Abbvie Inc. | Reduce -0.1% | 1.43% | −0.27 |
| AAPL Apple Inc. | Reduce -5.9% | 1.28% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 1.95% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 1.17% | −0.25 |
| MCD McDonald's Corp. | Reduce -1.1% | 1.70% | −0.24 |
| CMCSA Comcast Corp. Class A | Reduce -46.9% | 0.18% | −0.19 |
| FTV Fortive Corp. | Reduce -0.3% | 0.39% | −0.19 |
| KMB Kimberly-Clark Corp. | Reduce -1.2% | 0.93% | −0.16 |
| DHR Danaher Corp. | Reduce -0.6% | 1.44% | −0.14 |
| UPS United Parcel Service Class B | Reduce -9.2% | 0.54% | −0.14 |
| GIS General Mills Inc. | Reduce -3.0% | 0.55% | −0.14 |
| KO The Coca-Cola Co. | Reduce -0.7% | 1.76% | −0.13 |
| NSRGY Nestle SA-Spons ADR | Reduce -2.3% | 1.19% | −0.12 |
| GEHC GE Healthcare Technology | Reduce -1.7% | 0.67% | −0.11 |
| CHD Church & Dwight Co. Inc. | Reduce -5.8% | 0.39% | −0.11 |
| LIN Linde PLC | Reduce -0.1% | 2.34% | −0.11 |
| SO The Southern Co. | Reduce -2.4% | 1.33% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 2.32% | −0.10 |
| ITW Illinois Tool Works | Reduce -0.3% | 1.56% | −0.09 |
| ABT Abbott Laboratories | Reduce -0.8% | 2.56% | −0.09 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.88% | −0.08 |
| ZTS Zoetis Inc. | Reduce -1.6% | 0.63% | −0.08 |
| SYY Sysco Corp. | Reduce -1.9% | 1.05% | −0.07 |
| ADP Automatic Data Processing | Reduce -0.5% | 1.26% | −0.06 |
| SWK Stanley Black & Decker Inc. | Reduce -11.1% | 0.18% | −0.06 |
| MAS Masco Corp. | Reduce -1.2% | 0.38% | −0.06 |
| CAC Camden National Corp. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -2.3% | 0.36% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -4.6% | 0.30% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.7% | 0.59% | −0.04 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -2.9% | 0.88% | −0.03 |
| FBIN Fortune Brands Innovations I | Reduce -7.8% | 0.08% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.21% | −0.03 |
| ADBE Adobe Inc. | Reduce -2.4% | 0.35% | −0.02 |
| AMGN Amgen Inc. | Reduce -4.8% | 0.10% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.26% | −0.02 |
| TD Toronto-Dominion Bank | Reduce -33.7% | 0.08% | −0.02 |
| PNC PNC Financial Services Group | Reduce -1.8% | 1.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.44% | −0.01 |
| NKE Nike Inc. Class B | Reduce -19.8% | 0.05% | −0.01 |
| CI The Cigna Group | Reduce -10.4% | 0.05% | −0.01 |
| USB US Bancorp | Reduce -5.0% | 0.25% | −0.01 |
| TXT Textron Inc. | Reduce -19.8% | 0.05% | −0.01 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -0.0% | 0.12% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +0.5% | 2.16% | +0.39 |
| PGR Progressive Corp. | Add +205.9% | 0.41% | +0.26 |
| AVGO Broadcom Inc. | Add +0.4% | 0.55% | +0.20 |
| KD Kyndryl Holdings Inc. | Add +0.4% | 0.78% | +0.17 |
| ETN Eaton Corp. PLC | Add +232.8% | 0.19% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.33% | +0.12 |
| GEV GE Vernova Inc. | Add +14.1% | 0.21% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.53% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +2.8% | 0.39% | +0.06 |
| WMT Walmart Inc. | Add +9.7% | 0.40% | +0.05 |
| GE General Electric | New | 0.04% | +0.04 |
| CLH Clean Harbors Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | New | 0.04% | +0.04 |
| CNI Canadian Natl Railway Co. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +8.1% | 0.15% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +3.2% | 0.15% | +0.03 |
| COF Capital One Financial Corp. | Add +1.8% | 0.17% | +0.02 |
| GD General Dynamics Corp. | Add +0.1% | 0.78% | +0.01 |
| SYK Stryker Corp. | Add +0.1% | 1.11% | +0.01 |
| MSI Motorola Solutions Inc. | Add +24.9% | 0.08% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.5% | 0.09% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.6% | 0.05% | +0.01 |
| FISV Fiserv Inc. | Add +35.8% | 0.21% | +0.00 |
| CRM Salesforce Inc. | Add +1.8% | 0.18% | −0.00 |
| HRL Hormel Foods Corp. | Add +3.7% | 0.20% | −0.01 |
| CB Chubb Ltd. | Add +1.6% | 0.12% | −0.01 |
| V Visa Inc. Class A | Add +1.7% | 0.47% | −0.01 |
| CTRA Coterra Energy Inc. | Add +1.8% | 0.07% | −0.01 |
| SBUX Starbucks Corp. | Add +6.3% | 0.35% | −0.02 |
| APD Air Products & Chemicals Inc. | Add +1.0% | 0.31% | −0.03 |
| AVY Avery Dennison Corp. | Add +0.9% | 0.47% | −0.03 |
| DASTY Dassault Systemes S-Spon ADR | Add +0.0% | 0.27% | −0.03 |
| SHELL PLC - ADR | Add +0.2% | 0.42% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Add +4.7% | 0.19% | −0.06 |
| HD Home Depot Inc. | Add +0.1% | 1.44% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.5% | 1.31% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 1.34% | −0.38 |
| UNH Unitedhealth Group Inc. | Add +7.0% | 0.80% | −0.53 |
Notes & Other Activity Q1 2025 → Q2 2025
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Reduce -0.9% | 66,437 | $4.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | Reduce -0.5% | 6,060 | $3.7M |
| MCI Barings Corporate Investors | COM · principal | Reduce -0.1% | 169,739 | $3.7M |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | Reduce -9.8% | 917 | $521K |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | Reduce -0.1% | 1,636 | $414K |
| IWR iShares Russell Mid-Cap ETF | RUS MID CAP ETF · principal | Reduce -6.5% | 2,526 | $232K |
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 |