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

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 Q2 2025 Q3 2025: $581.7M $581.7M Q3 2025 Q4 2025: $591.1M Q4 2025 Q1 2026: $569.5M Q1 2026 Q2 2026: $620.0M Q2 2026

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
MSI Motorola Solutions Inc. 0.08% 1,079 $493K No change
LHX L3HARRIS Technologies Inc. 0.08% 1,605 $490K No change
SCHW Schwab (charles) Corp. 0.08% 5,070 $484K Reduce -2.9%
CMI Cummins Inc. 0.08% 1,103 $466K No change
TD Toronto-Dominion Bank 0.07% 5,446 $435K Reduce -4.4%
FBIN Fortune Brands Innovations I 0.07% 8,080 $431K Reduce -2.9%
VRSK Verisk Analytics Inc. 0.07% 1,670 $420K No change
DEO Diageo PLC-Sponsored ADR 0.07% 4,257 $406K Reduce -74.2%
TT Trane Technologies PLC 0.07% 935 $395K No change
ASML ASML Holding NV-NY Reg SHS 0.06% 376 $364K Add +4.2%
CTRA Coterra Energy Inc. 0.06% 15,067 $356K Add +5.7%
VLTO Veralto Corp. 0.06% 3,243 $346K Reduce -3.0%
NFLX Netflix Inc. 0.06% 269 $323K No change
NTAP Netapp Inc. 0.05% 2,675 $317K No change
UL Unilever PLC 0.05% 5,205 $309K Reduce -9.5%
WBS Webster Financial Corp. 0.05% 5,186 $308K No change
RAL Ralliant Corp. 0.05% 6,689 $293K Reduce -51.2%
GE General Electric filed as GE AEROSPACE 0.05% 920 $277K No change
NKE Nike Inc. Class B 0.05% 3,830 $267K Reduce -5.7%
TXT Textron Inc. 0.04% 3,100 $262K Reduce -4.6%
PYPL PayPal Holdings Inc. 0.04% 3,747 $251K No change
WAB Wabtec Corp. 0.04% 1,225 $246K No change
CI The Cigna Group 0.04% 814 $235K Reduce -5.8%
BALL Ball Corp. 0.04% 4,620 $233K Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,602 $232K Reduce -3.6%
SSNC Ss&c Technologies Holdings 0.04% 2,600 $231K No change
BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES 0.04% 6,987 $213K No change
OTIS Otis Worldwide Corp. 0.04% 2,318 $212K Reduce -4.8%
CLH Clean Harbors Inc. 0.04% 900 $209K No change
EBAY eBay Inc. 0.04% 2,289 $208K New
CVS CVS Health Corp. 0.04% 2,698 $203K New
HSY The Hershey Co. 0.03% 1,075 $201K New
FGPHF First Graphene Ltd. 0.00% 10,000 $430 No change
ESSE Earth Search Sciences Inc. 0.00% 10,000 $1 No change
Other holdings (9): bonds, preferreds, convertibles and warrants · $14.7M (not counted above)
SecurityClassShares / PrincipalValueChange
IJH iShares Core S&P Midcap ETF CORE S&P MCP ETF · principal 65,286$4.3MReduce -1.7%
SPY SS SPDR S&P 500 ETF Trust-US TR UNIT · principal 5,929$3.9MReduce -2.2%
MCI Barings Corporate Investors COM · principal 169,689$3.5MReduce -0.0%
IVV iShares Core S&P 500 ETF CORE S&P500 ETF · principal 1,335$893KReduce -8.3%
VOO Vanguard S&P 500 ETF S&P 500 ETF SHS · principal 917$562KNo change
RSP Invesco S&P 500 Equal Weight S&P500 EQL WGT · principal 2,784$528KNo change
XLK SS Technology Select Sector ST STR TECHN ETF · principal 1,631$460KReduce -0.3%
QQQ Invesco QQQ Trust Series 1 UNIT SER 1 · principal 463$278KReduce -9.0%
IWR iShares Russell Mid-Cap ETF RUS MID CAP ETF · principal 2,526$244KNo 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

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