We are live on ! Find out more
SIG

Sky Investment Group Portfolio holdings

AUM $637M
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
+2.21%
1 Year Est. Return
+20.14%
3 Year Est. Return
+68.02%
5 Year Est. Return
+87.36%
10 Year Est. Return
+254.99%
AUM
$605M
AUM Growth
+$8.97M
Cap. Flow
+$1.79M
Cap. Flow %
0.3%
Top 10 Hldgs %
36.65%
Holding
148
New
5
Increased
55
Reduced
61
Closed
6

Top Buys

Rank Stock Value
1
ETN icon
Eaton
ETN
+$1.49M
2
PGR icon
Progressive
PGR
+$1.31M
3
MSI icon
Motorola Solutions
MSI
+$925K
4
LIN icon
Linde
LIN
+$682K
5
ICE icon
Intercontinental Exchange
ICE
+$558K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$974K
2
NVDA icon
NVIDIA
NVDA
+$952K
3
ZTS icon
Zoetis
ZTS
+$631K
4
UPS icon
United Parcel Service
UPS
+$556K
5
TMO icon
Thermo Fisher Scientific
TMO
+$401K

Sector Composition

Rank Sector Weight
1 Technology 24.14%
2 Healthcare 14.54%
3 Financials 12.5%
4 Consumer Staples 11.04%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
26
Emerson Electric
EMR
$83.9B
$8.36M 1.38%
62,998
+25
+0% +$3.32K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.1T
$7.6M 1.25%
15,113
+53
+0.4% +$26.4K
HD icon
28
Home Depot
HD
$331B
$7.52M 1.24%
21,862
+192
+0.9% +$70.3K
TXN icon
29
Texas Instruments
TXN
$252B
$7.48M 1.24%
43,117
-520
-1% -$89.1K
SO icon
30
Southern Company
SO
$109B
$7.43M 1.23%
85,219
+4,855
+6% +$443K
PNC icon
31
PNC Financial Services
PNC
$99.7B
$7.03M 1.16%
33,660
+685
+2% +$132K
ECL icon
32
Ecolab
ECL
$78.1B
$6.55M 1.08%
24,950
+75
+0.3% +$20K
MTB icon
33
M&T Bank
MTB
$35.7B
$6.22M 1.03%
30,881
-16
-0.1% -$3.06K
ADP icon
34
Automatic Data Processing
ADP
$106B
$6.21M 1.03%
24,155
+1,230
+5% +$327K
SYK icon
35
Stryker
SYK
$125B
$6.06M 1%
17,236
+1,284
+8% +$468K
SYY icon
36
Sysco
SYY
$40.8B
$5.54M 0.92%
75,208
-905
-1% -$68.8K
DUK icon
37
Duke Energy
DUK
$97.8B
$5.17M 0.85%
44,113
+2,672
+6% +$326K
GD icon
38
General Dynamics
GD
$104B
$4.99M 0.82%
14,820
-47
-0.3% -$16K
IBM icon
39
IBM
IBM
$211B
$4.91M 0.81%
16,589
-120
-0.7% -$35.9K
TROW icon
40
T. Rowe Price
TROW
$23.9B
$4.8M 0.79%
46,925
-2,301
-5% -$237K
UNH icon
41
UnitedHealth
UNH
$376B
$4.49M 0.74%
13,599
-588
-4% -$199K
PGR icon
42
Progressive
PGR
$123B
$4.32M 0.71%
18,962
+5,781
+44% +$1.31M
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$122B
– –
0
– –
HON icon
44
Honeywell
HON
$77B
$4.21M 0.69%
21,557
-1,581
-7% -$309K
BDX icon
45
Becton Dickinson
BDX
$45.6B
$4.17M 0.69%
21,465
-1,894
-8% -$360K
GEHC icon
46
GE HealthCare
GEHC
$30.7B
$4.15M 0.69%
50,642
+490
+1% +$38.2K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$790B
– –
0
– –
AVGO icon
48
Broadcom
AVGO
$1.85T
$3.88M 0.64%
11,212
+367
+3% +$131K
KMB icon
49
Kimberly-Clark
KMB
$36.3B
$3.85M 0.64%
38,121
-1,382
-3% -$151K
KD icon
50
Kyndryl
KD
$2.99B
$3.61M 0.6%
135,860
+12,880
+10% +$349K
1
2
3 4 5

Similar funds

FTC
Farmers Trust Company Youngstown, Ohio $637M AUM 23.14% 1-Year Est. Return
KCM
Kultura Capital Management Park City, Utah $638M AUM
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
BPC
Bearing Point Capital Bloomington, Minnesota $638M AUM 32.99% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return

Sky Investment Group's Q4 2025 Portfolio in Review

As of Q4 2025, Sky Investment Group held 148 positions worth $605M, up 1.5% from $596M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Sky Investment Group's Q4 2025 filing shows 5 new, 55 increased, 61 reduced and 6 closed positions. Its largest new stake was Intercontinental Exchange: 3,565 shares worth $577K. The largest sale was Fiserv Inc, an estimated $974K.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.

  • Sky Investment Group's largest Q4 2025 buy was Intercontinental Exchange: 3,565 shares worth $577K.
  • Sky Investment Group added most to Eaton in Q4 2025, an estimated $1.49M increase.
  • Sky Investment Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $952K.
  • Sky Investment Group fully exited Fiserv Inc in Q4 2025, selling an estimated $974K.
  • Sky Investment Group's ten largest holdings make up 37% of its $605M portfolio in Q4 2025.
  • Sky Investment Group opened 5 new positions and closed 6 in Q4 2025.
  • Sky Investment Group's portfolio value rose 1.5% quarter-over-quarter to $605M.

Based on Sky Investment Group's 13F filing for Q4 2025, filed 14 Jan 2026.