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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $509.1M Q1 2024 Q2 2024: $511.9M Q2 2024 Q3 2024: $542.1M Q3 2024 Q4 2024: $532.0M Q4 2024 Q1 2025: $527.7M Q1 2025 Q2 2025: $556.3M $556.3M Q2 2025 Q3 2025: $581.7M Q3 2025 Q4 2025: $591.1M Q4 2025 Q1 2026: $569.5M Q1 2026 Q2 2026: $620.0M Q2 2026

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%
AEP American Electric Power 0.08% 4,470 $464K No change
MSI Motorola Solutions Inc. 0.08% 1,079 $454K Add +24.9%
TSM Taiwan Semiconductor-SP ADR 0.08% 1,970 $446K No change
FBIN Fortune Brands Innovations I 0.08% 8,320 $428K Reduce -7.8%
TD Toronto-Dominion Bank 0.08% 5,696 $418K Reduce -33.7%
TT Trane Technologies PLC 0.07% 935 $409K No change
LHX L3HARRIS Technologies Inc. 0.07% 1,605 $403K Reduce -0.1%
CTRA Coterra Energy Inc. 0.07% 14,249 $362K Add +1.8%
CMI Cummins Inc. 0.06% 1,103 $361K No change
NFLX Netflix Inc. 0.06% 269 $360K No change
UL Unilever PLC 0.06% 5,750 $352K Reduce -2.1%
VLTO Veralto Corp. 0.06% 3,344 $338K Reduce -6.2%
ASML ASML Holding NV-NY Reg SHS 0.05% 361 $289K Add +0.6%
NKE Nike Inc. Class B 0.05% 4,060 $288K Reduce -19.8%
CI The Cigna Group 0.05% 864 $286K Reduce -10.4%
NTAP Netapp Inc. 0.05% 2,675 $285K No change
WBS Webster Financial Corp. 0.05% 5,186 $283K No change
PYPL PayPal Holdings Inc. 0.05% 3,747 $278K No change
BALL Ball Corp. 0.05% 4,655 $261K Reduce -2.1%
TXT Textron Inc. 0.05% 3,250 $261K Reduce -19.8%
UBER Uber Technologies Inc. 0.05% 2,762 $258K No change
WAB Wabtec Corp. 0.05% 1,225 $256K No change
OTIS Otis Worldwide Corp. 0.04% 2,434 $241K Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.04% 920 $237K New
SSNC Ss&c Technologies Holdings 0.04% 2,600 $215K Reduce -3.7%
BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES 0.04% 6,987 $209K No change
CLH Clean Harbors Inc. 0.04% 900 $208K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,662 $205K New
CNI Canadian Natl Railway Co. 0.04% 1,960 $204K New
FGPHF First Graphene Ltd. 0.00% 10,000 $158 No change
ESSE Earth Search Sciences Inc. 0.00% 10,000 $1 No change
Other holdings (9): bonds, preferreds, convertibles and warrants · $14.4M (not counted above)
SecurityClassShares / PrincipalValueChange
IJH iShares Core S&P Midcap ETF CORE S&P MCP ETF · principal 66,437$4.1MReduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US TR UNIT · principal 6,060$3.7MReduce -0.5%
MCI Barings Corporate Investors COM · principal 169,739$3.7MReduce -0.1%
IVV iShares Core S&P 500 ETF CORE S&P500 ETF · principal 1,455$903KNo change
VOO Vanguard S&P 500 ETF S&P 500 ETF SHS · principal 917$521KReduce -9.8%
RSP Invesco S&P 500 Equal Weight S&P500 EQL WGT · principal 2,784$506KNo change
XLK SS Technology Select Sector ST STR TECHN ETF · principal 1,636$414KReduce -0.1%
QQQ Invesco QQQ Trust Series 1 UNIT SER 1 · principal 509$281KNo change
IWR iShares Russell Mid-Cap ETF RUS MID CAP ETF · principal 2,526$232KReduce -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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 135$620.0MNVDA, GOOGL, MSFT, JNJ, AXP
Q1 2026 131$569.5MNVDA, MSFT, GOOGL, JNJ, RTX
Q4 2025 133$591.1MNVDA, MSFT, GOOGL, AXP, RTX
Q3 2025 134$581.7MNVDA, MSFT, GOOGL, AXP, ABT
Q2 2025 131$556.3MNVDA, MSFT, GOOGL, AXP, PM
Q1 2025 128$527.7MMSFT, NVDA, GOOGL, ABT, PM
Q4 2024 127$532.0MNVDA, MSFT, GOOGL, AXP, MA
Q3 2024 128$542.1MMSFT, NVDA, GOOGL, AXP, LIN
Q2 2024 122$511.9MMSFT, NVDA, GOOGL, PEP, LIN
Q1 2024 122$509.1MMSFT, NVDA, GOOGL, PEP, LIN