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Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
-1.35%
1 Year Est. Return
+17.29%
3 Year Est. Return
+58.98%
5 Year Est. Return
+78.5%
10 Year Est. Return
+230.39%
AUM
$583M
AUM Growth
-$22M
Cap. Flow
-$2.22M
Cap. Flow %
-0.38%
Top 10 Hldgs %
35.41%
Holding
148
New
6
Increased
38
Reduced
71
Closed
8

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$866K
2
SPGI icon
S&P Global
SPGI
+$735K
3
AMZN icon
Amazon
AMZN
+$618K
4
WAT icon
Waters Corp
WAT
+$611K
5
CRH icon
CRH
CRH
+$426K

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$664K
2
NVDA icon
NVIDIA
NVDA
+$599K
3
XOM icon
ExxonMobil
XOM
+$478K
4
CVX icon
Chevron
CVX
+$463K
5
RTX icon
RTX Corp
RTX
+$386K

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Healthcare 14.27%
3 Financials 11.89%
4 Consumer Staples 11.55%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
26
Southern Company
SO
$107B
$8.25M 1.41%
85,515
+296
+0.3% +$27.4K
AMZN icon
27
Amazon
AMZN
$2.66T
$8.23M 1.41%
39,539
+2,808
+8% +$618K
DHR icon
28
Danaher
DHR
$144B
$7.64M 1.31%
40,301
-155
-0.4% -$33K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$7.24M 1.24%
15,106
-7
-0% -$3.44K
HD icon
30
Home Depot
HD
$338B
$7.08M 1.21%
21,517
-345
-2% -$126K
PNC icon
31
PNC Financial Services
PNC
$101B
$6.93M 1.19%
33,288
-372
-1% -$81K
ECL icon
32
Ecolab
ECL
$76.8B
$6.52M 1.12%
24,492
-458
-2% -$129K
MTB icon
33
M&T Bank
MTB
$36.1B
$6.25M 1.07%
30,234
-647
-2% -$139K
SYK icon
34
Stryker
SYK
$123B
$5.97M 1.02%
18,173
+937
+5% +$336K
DUK icon
35
Duke Energy
DUK
$97.5B
$5.8M 0.99%
44,263
+150
+0.3% +$18.8K
ADP icon
36
Automatic Data Processing
ADP
$102B
$5.13M 0.88%
25,262
+1,107
+5% +$254K
SYY icon
37
Sysco
SYY
$39.1B
$5.11M 0.88%
71,658
-3,550
-5% -$293K
GD icon
38
General Dynamics
GD
$99.7B
$5.06M 0.87%
14,735
-85
-0.6% -$30.1K
HON icon
39
Honeywell
HON
$71.3B
$4.77M 0.82%
21,101
-456
-2% -$104K
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$122B
– –
0
– –
PGR icon
41
Progressive
PGR
$121B
$4.15M 0.71%
20,915
+1,953
+10% +$403K
IBM icon
42
IBM
IBM
$200B
$4.13M 0.71%
17,032
+443
+3% +$120K
TROW icon
43
T. Rowe Price
TROW
$25.1B
$4.1M 0.7%
45,444
-1,481
-3% -$143K
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$774B
– –
0
– –
AVGO icon
45
Broadcom
AVGO
$1.76T
$3.66M 0.63%
11,825
+613
+5% +$202K
UNH icon
46
UnitedHealth
UNH
$387B
$3.54M 0.61%
13,077
-522
-4% -$155K
KMB icon
47
Kimberly-Clark
KMB
$36B
$3.53M 0.6%
36,573
-1,548
-4% -$158K
JPM icon
48
JPMorgan Chase
JPM
$907B
$3.38M 0.58%
11,495
+1,319
+13% +$400K
GEHC icon
49
GE HealthCare
GEHC
$28.7B
$3.32M 0.57%
46,612
-4,030
-8% -$318K
BDX icon
50
Becton Dickinson
BDX
$43.6B
$3.25M 0.56%
20,658
-807
-4% -$148K
1
2
3 4 5

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AIM
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KI
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IIA
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GF
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HA
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CGIM
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DLCIG
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Sky Investment Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sky Investment Group held 148 positions worth $583M, down 3.6% from $605M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sky Investment Group's Q1 2026 filing shows 6 new, 38 increased, 71 reduced and 8 closed positions. Its largest new stake was ServiceNow: 7,360 shares worth $769K. The largest sale was Alphabet (Google) Class C, an estimated $664K.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • Sky Investment Group's largest Q1 2026 buy was ServiceNow: 7,360 shares worth $769K.
  • Sky Investment Group added most to Amazon in Q1 2026, an estimated $618K increase.
  • Sky Investment Group's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $664K.
  • Sky Investment Group fully exited Unilever in Q1 2026, selling an estimated $282K.
  • Sky Investment Group's ten largest holdings make up 35% of its $583M portfolio in Q1 2026.
  • Sky Investment Group opened 6 new positions and closed 8 in Q1 2026.
  • Sky Investment Group's portfolio value fell 3.6% quarter-over-quarter to $583M.

Based on Sky Investment Group's 13F filing for Q1 2026, filed 16 Apr 2026.