Sky Investment Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Sky Investment Group LLC reported 134 stock positions worth $581.7 million. Its top holding was Nvidia (NVDA) at 9.3% of the portfolio, followed by Microsoft (MSFT, 7.4%) and Alphabet Class A (GOOGL, 4.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 27 and reduced 73. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale United Parcel Service Class B (UPS, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- HARTFORD, CT
- CIK
- 0001333792
- Portfolio Value
- $581.7M (Q3 2025)
- SEC Filing
- 0001333792-25-000006 ↗ filed Oct 9, 2025
Holdings Value
Holdings 134 stocks · $581.7M
| NVDA Nvidia Corp. | 9.25% | 288,471 | $53.8M | Add +0.1% |
| MSFT Microsoft Corp. | 7.43% | 83,456 | $43.2M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 4.06% | 97,239 | $23.6M | Reduce -0.3% |
| AXP American Express Co. | 2.73% | 47,877 | $15.9M | Reduce -0.5% |
| ABT Abbott Laboratories | 2.36% | 102,596 | $13.7M | Reduce -2.1% |
| PM Philip Morris International | 2.35% | 84,258 | $13.7M | Add +1.7% |
| RTX RTX Corp. | 2.31% | 80,406 | $13.5M | Reduce -0.3% |
| LIN Linde PLC | 2.25% | 27,588 | $13.1M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 2.18% | 22,251 | $12.7M | Reduce -3.0% |
| JNJ Johnson & Johnson | 2.11% | 66,349 | $12.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 2.05% | 16,251 | $11.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 1.77% | 67,057 | $10.3M | Reduce -1.6% |
| PEP Pepsico Inc. | 1.75% | 72,654 | $10.2M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.73% | 41,290 | $10.1M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.69% | 32,273 | $9.8M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.62% | 40,605 | $9.4M | Reduce -5.2% |
| XOM Exxon Mobil Corp. | 1.61% | 83,052 | $9.4M | Reduce -0.9% |
| KO The Coca-Cola Co. | 1.58% | 138,227 | $9.2M | Add +0.0% |
| ITW Illinois Tool Works | 1.56% | 34,851 | $9.1M | Reduce -0.4% |
| HD Home Depot Inc. | 1.51% | 21,670 | $8.8M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.51% | 18,094 | $8.8M | Reduce -1.8% |
| CVX Chevron Corp. | 1.48% | 55,271 | $8.6M | Reduce -0.4% |
| AAPL Apple Inc. | 1.45% | 33,115 | $8.4M | Reduce -4.3% |
| EMR Emerson Electric Co. | 1.42% | 62,973 | $8.3M | Reduce -0.2% |
| DHR Danaher Corp. | 1.38% | 40,486 | $8.0M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 1.38% | 43,637 | $8.0M | Reduce -0.3% |
| SO The Southern Co. | 1.31% | 80,364 | $7.6M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 15,060 | $7.6M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.30% | 34,346 | $7.5M | Add +1.8% |
| MRK Merck & Co. Inc. | 1.17% | 81,388 | $6.8M | Reduce -0.8% |
| ECL Ecolab Inc. | 1.17% | 24,875 | $6.8M | Reduce -0.6% |
| ADP Automatic Data Processing | 1.16% | 22,925 | $6.7M | Add +0.7% |
| PNC PNC Financial Services Group | 1.14% | 32,975 | $6.6M | Reduce -0.3% |
| SYY Sysco Corp. | 1.08% | 76,113 | $6.3M | Reduce -1.6% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.05% | 30,897 | $6.1M | Reduce -0.5% |
| NSRGY Nestle SA-Spons ADR | 1.04% | 65,790 | $6.0M | Reduce -1.7% |
| SYK Stryker Corp. | 1.01% | 15,952 | $5.9M | Add +1.8% |
| DUK Duke Energy Corp. | 0.88% | 41,441 | $5.1M | Add +0.1% |
| GD General Dynamics Corp. | 0.87% | 14,867 | $5.1M | Reduce -0.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.87% | 49,226 | $5.1M | Reduce -2.9% |
| KMB Kimberly-Clark Corp. | 0.84% | 39,503 | $4.9M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.84% | 14,187 | $4.9M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.81% | 16,709 | $4.7M | Add +1.9% |
| HON Honeywell International Inc. | 0.79% | 21,808 | $4.6M | Reduce -0.2% |
| BDX Becton Dickinson and Co. | 0.75% | 23,359 | $4.4M | Reduce -4.0% |
| GEHC GE Healthcare Technology | 0.65% | 50,152 | $3.8M | Add +0.1% |
| KD Kyndryl Holdings Inc. | 0.63% | 122,980 | $3.7M | Add +18.6% |
| AVGO Broadcom Inc. | 0.61% | 10,845 | $3.6M | Reduce -1.4% |
| PGR Progressive Corp. | 0.56% | 13,181 | $3.3M | Add +55.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 28,096 | $3.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.55% | 10,180 | $3.2M | No change |
| ZTS Zoetis Inc. | 0.54% | 21,358 | $3.1M | Reduce -4.3% |
| MDLZ Mondelez International Inc. Class A | 0.53% | 49,721 | $3.1M | Add +2.6% |
| GIS General Mills Inc. | 0.51% | 58,517 | $3.0M | Reduce -1.0% |
| EMA Emera Inc. | 0.45% | 54,280 | $2.6M | Reduce -0.4% |
| ADSK Autodesk Inc. | 0.44% | 7,998 | $2.5M | Add +0.5% |
| V Visa Inc. Class A | 0.43% | 7,335 | $2.5M | Reduce -0.7% |
| AVY Avery Dennison Corp. | 0.42% | 14,895 | $2.4M | Reduce -0.5% |
| SHELL PLC - ADR | 0.41% | 33,310 | $2.4M | No change |
| DELL Dell Technologies -C | 0.40% | 16,535 | $2.3M | No change |
| WMT Walmart Inc. | 0.40% | 22,732 | $2.3M | Add +0.5% |
| MAS Masco Corp. | 0.40% | 33,125 | $2.3M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.39% | 8,085 | $2.3M | Reduce -14.8% |
| COST Costco Wholesale Corp. | 0.39% | 2,427 | $2.2M | Reduce -2.0% |
| PANW Palo Alto Networks Inc. | 0.38% | 10,971 | $2.2M | Add +3.4% |
| WM Waste Management Inc. | 0.35% | 9,313 | $2.1M | Add +8.3% |
| VZ Verizon Communications Inc. | 0.35% | 45,745 | $2.0M | Reduce -1.4% |
| HRL Hormel Foods Corp. | 0.34% | 79,490 | $2.0M | Add +120.6% |
| CHD Church & Dwight Co. Inc. | 0.33% | 22,020 | $1.9M | Reduce -3.4% |
| SBUX Starbucks Corp. | 0.31% | 21,244 | $1.8M | Add +1.3% |
| FTV Fortive Corp. | 0.30% | 35,386 | $1.7M | Reduce -13.9% |
| APD Air Products & Chemicals Inc. | 0.28% | 5,970 | $1.6M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.27% | 6,743 | $1.6M | Add +8.6% |
| ADBE Adobe Inc. | 0.27% | 4,453 | $1.6M | Reduce -11.3% |
| USB US Bancorp | 0.25% | 29,902 | $1.4M | Reduce -1.9% |
| UPS United Parcel Service Class B | 0.25% | 17,244 | $1.4M | Reduce -41.7% |
| DASTY Dassault Systemes S-Spon ADR | 0.24% | 41,791 | $1.4M | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.23% | 2,198 | $1.4M | No change |
| ETN Eaton Corp. PLC | 0.20% | 3,160 | $1.2M | Add +9.5% |
| LLY Eli Lilly & Co. | 0.19% | 1,473 | $1.1M | No change |
| COF Capital One Financial Corp. | 0.17% | 4,602 | $978K | Add +1.5% |
| FISV Fiserv Inc. | 0.17% | 7,551 | $974K | Add +11.9% |
| SWK Stanley Black & Decker Inc. | 0.16% | 12,724 | $946K | Reduce -13.3% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,173 | $934K | No change |
| AMAT Applied Materials Inc. | 0.16% | 4,535 | $928K | Reduce -0.2% |
| CRM Salesforce Inc. | 0.16% | 3,827 | $907K | Add +6.5% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 19,090 | $861K | Reduce -14.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 15,654 | $808K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 11,306 | $774K | No change |
| CB Chubb Ltd. | 0.12% | 2,397 | $677K | No change |
| CMCSA Comcast Corp. Class A | 0.12% | 21,400 | $672K | Reduce -24.8% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.11% | 15,764 | $659K | Reduce -2.8% |
| WFC Wells Fargo & Co. | 0.11% | 7,700 | $645K | No change |
| OKE Oneok Inc. | 0.11% | 8,785 | $641K | New |
| TRV The Travelers Cos Inc. | 0.11% | 2,291 | $640K | No change |
| UBER Uber Technologies Inc. | 0.11% | 6,362 | $623K | Add +130.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,970 | $550K | No change |
| AMGN Amgen Inc. | 0.09% | 1,923 | $543K | Reduce -2.5% |
| CARR Carrier Global Corp. | 0.09% | 8,819 | $526K | No change |
| AEP American Electric Power | 0.09% | 4,470 | $503K | No change |
Other holdings (9): bonds, preferreds, convertibles and warrants · $14.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | 65,286 | $4.3M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | 5,929 | $3.9M | Reduce -2.2% |
| MCI Barings Corporate Investors | COM · principal | 169,689 | $3.5M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | 1,335 | $893K | Reduce -8.3% |
| VOO Vanguard S&P 500 ETF | S&P 500 ETF SHS · principal | 917 | $562K | No change |
| RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT · principal | 2,784 | $528K | No change |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | 1,631 | $460K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | UNIT SER 1 · principal | 463 | $278K | Reduce -9.0% |
| IWR iShares Russell Mid-Cap ETF | RUS MID CAP ETF · principal | 2,526 | $244K | No change |
Total filed on the 13F, all lines: $596.4M.
Portfolio Sells Q2 2025 → Q3 2025
| UPS United Parcel Service Class B | Reduce -41.7% | 0.25% | −0.29 |
| TXN Texas Instruments Inc. | Reduce -0.3% | 1.38% | −0.26 |
| MSFT Microsoft Corp. | Reduce -2.6% | 7.43% | −0.23 |
| DEO Diageo PLC-Sponsored ADR | Reduce -74.2% | 0.07% | −0.23 |
| ABT Abbott Laboratories | Reduce -2.1% | 2.36% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 1.77% | −0.18 |
| NSRGY Nestle SA-Spons ADR | Reduce -1.7% | 1.04% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -3.0% | 2.18% | −0.14 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.79% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 2.05% | −0.11 |
| EMR Emerson Electric Co. | Reduce -0.2% | 1.42% | −0.09 |
| DIS The Walt Disney Co. | Reduce -2.6% | 0.55% | −0.09 |
| ZTS Zoetis Inc. | Reduce -4.3% | 0.54% | −0.09 |
| FTV Fortive Corp. | Reduce -13.9% | 0.30% | −0.09 |
| LIN Linde PLC | Reduce -0.5% | 2.25% | −0.09 |
| KMB Kimberly-Clark Corp. | Reduce -1.1% | 0.84% | −0.08 |
| ADBE Adobe Inc. | Reduce -11.3% | 0.27% | −0.08 |
| RAL Ralliant Corp. | Reduce -51.2% | 0.05% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -24.8% | 0.12% | −0.07 |
| DHR Danaher Corp. | Reduce -0.3% | 1.38% | −0.06 |
| CHD Church & Dwight Co. Inc. | Reduce -3.4% | 0.33% | −0.06 |
| AVY Avery Dennison Corp. | Reduce -0.5% | 0.42% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.39% | −0.05 |
| GIS General Mills Inc. | Reduce -1.0% | 0.51% | −0.04 |
| V Visa Inc. Class A | Reduce -0.7% | 0.43% | −0.04 |
| ECL Ecolab Inc. | Reduce -0.6% | 1.17% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.5% | 0.15% | −0.04 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.04 |
| DASTY Dassault Systemes S-Spon ADR | Reduce -0.5% | 0.24% | −0.03 |
| MTB M & T Bank Corp. | Reduce -0.5% | 1.05% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.1% | 0.28% | −0.03 |
| AXP American Express Co. | Reduce -0.5% | 2.73% | −0.02 |
| SO The Southern Co. | Reduce -0.0% | 1.31% | −0.02 |
| SWK Stanley Black & Decker Inc. | Reduce -13.3% | 0.16% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.35% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.4% | 1.69% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 1.61% | −0.02 |
| CI The Cigna Group | Reduce -5.8% | 0.04% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -2.9% | 0.87% | −0.01 |
| UL Unilever PLC | Reduce -9.5% | 0.05% | −0.01 |
| BALL Ball Corp. | Reduce -0.8% | 0.04% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -4.8% | 0.04% | −0.01 |
| NKE Nike Inc. Class B | Reduce -5.7% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -2.5% | 0.09% | −0.01 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -2.8% | 0.11% | −0.01 |
| FBIN Fortune Brands Innovations I | Reduce -2.9% | 0.07% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -2.9% | 0.08% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -4.0% | 0.75% | −0.00 |
| TXT Textron Inc. | Reduce -4.6% | 0.04% | −0.00 |
| VLTO Veralto Corp. | Reduce -3.0% | 0.06% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +0.1% | 9.25% | +1.06 |
| PGR Progressive Corp. | Add +55.5% | 0.56% | +0.15 |
| HRL Hormel Foods Corp. | Add +120.6% | 0.34% | +0.14 |
| OKE Oneok Inc. | New | 0.11% | +0.11 |
| UBER Uber Technologies Inc. | Add +130.3% | 0.11% | +0.06 |
| EBAY eBay Inc. | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| HSY The Hershey Co. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +9.5% | 0.20% | +0.02 |
| UNP Union Pacific Corp. | Add +8.6% | 0.27% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.2% | 0.06% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.40% | +0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.88% | +0.00 |
| WM Waste Management Inc. | Add +8.3% | 0.35% | −0.00 |
| CTRA Coterra Energy Inc. | Add +5.7% | 0.06% | −0.00 |
| COF Capital One Financial Corp. | Add +1.5% | 0.17% | −0.01 |
| ADSK Autodesk Inc. | Add +0.5% | 0.44% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 0.38% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 1.30% | −0.01 |
| GEHC GE Healthcare Technology | Add +0.1% | 0.65% | −0.02 |
| CRM Salesforce Inc. | Add +6.5% | 0.16% | −0.02 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.30% | −0.03 |
| SBUX Starbucks Corp. | Add +1.3% | 0.31% | −0.04 |
| FISV Fiserv Inc. | Add +11.9% | 0.17% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Add +2.6% | 0.53% | −0.05 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.81% | −0.06 |
| SYK Stryker Corp. | Add +1.8% | 1.01% | −0.10 |
| ADP Automatic Data Processing | Add +0.7% | 1.16% | −0.11 |
| KD Kyndryl Holdings Inc. | Add +18.6% | 0.63% | −0.15 |
| KO The Coca-Cola Co. | Add +0.0% | 1.58% | −0.18 |
| PM Philip Morris International | Add +1.7% | 2.35% | −0.36 |
Notes & Other Activity Q2 2025 → Q3 2025
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF · principal | Reduce -1.7% | 65,286 | $4.3M |
| SPY SS SPDR S&P 500 ETF Trust-US | TR UNIT · principal | Reduce -2.2% | 5,929 | $3.9M |
| MCI Barings Corporate Investors | COM · principal | Reduce -0.0% | 169,689 | $3.5M |
| IVV iShares Core S&P 500 ETF | CORE S&P500 ETF · principal | Reduce -8.3% | 1,335 | $893K |
| XLK SS Technology Select Sector | ST STR TECHN ETF · principal | Reduce -0.3% | 1,631 | $460K |
| QQQ Invesco QQQ Trust Series 1 | UNIT SER 1 · principal | Reduce -9.0% | 463 | $278K |
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 |