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Sky Investment Group Portfolio holdings

AUM $637M
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
+9.17%
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
$571M
AUM Growth
+$29M
Cap. Flow
-$3.43M
Cap. Flow %
-0.6%
Top 10 Hldgs %
35%
Holding
143
New
6
Increased
34
Reduced
73
Closed
3

Top Buys

Rank Stock Value
1
EMA
Emera Inc
EMA
+$2.45M
2
PGR icon
Progressive
PGR
+$1.56M
3
RAL
Ralliant Corp
RAL
+$675K
4
ETN icon
Eaton
ETN
+$621K
5
UNH icon
UnitedHealth
UNH
+$358K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.13M
2
CMCSA icon
Comcast
CMCSA
+$868K
3
FTV icon
Fortive
FTV
+$714K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$526K
5
AAPL icon
Apple
AAPL
+$440K

Sector Composition

Rank Sector Weight
1 Technology 25.02%
2 Healthcare 13.92%
3 Consumer Staples 12.74%
4 Financials 11.9%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
126
Uber
UBER
$143B
$258K 0.05%
2,762
– –
WAB icon
127
Wabtec
WAB
$49.1B
$256K 0.04%
1,225
– –
OTIS icon
128
Otis Worldwide
OTIS
$27.4B
$241K 0.04%
2,434
-2
-0.1% -$193
GE icon
129
GE Aerospace
GE
$374B
$237K 0.04%
+920
New +$202K
IWR icon
130
iShares Russell Mid-Cap ETF
IWR
$56B
– –
0
– –
SSNC icon
131
SS&C Technologies
SSNC
$18.1B
$215K 0.04%
2,600
-100
-4% -$7.86K
BHB icon
132
Bar Harbor Bankshares
BHB
$665M
$209K 0.04%
6,987
– –
CLH icon
133
Clean Harbors
CLH
$16.5B
$208K 0.04%
+900
New +$197K
TJX icon
134
TJX Companies
TJX
$174B
$205K 0.04%
+1,662
New +$211K
CNI icon
135
Canadian National Railway
CNI
$76.9B
$204K 0.04%
+1,960
New +$199K
CAC icon
136
Camden National
CAC
$978M
– –
-6,400
Closed -$259K
CVS icon
137
CVS Health
CVS
$133B
– –
-3,048
Closed -$207K
2 3 4 5
6

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WCM
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PSP
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BPC
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SJIC
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Sky Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Sky Investment Group held 143 positions worth $571M, up 5.4% from $542M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sky Investment Group's Q2 2025 filing shows 6 new, 34 increased, 73 reduced and 3 closed positions. Its largest new stake was Emera Inc: 54,480 shares worth $2.5M. The largest sale was Microsoft, an estimated $1.13M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 21% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Sky Investment Group's largest Q2 2025 buy was Emera Inc: 54,480 shares worth $2.5M.
  • Sky Investment Group added most to Progressive in Q2 2025, an estimated $1.56M increase.
  • Sky Investment Group's biggest Q2 2025 reduction was Microsoft, cutting an estimated $1.13M.
  • Sky Investment Group fully exited Camden National in Q2 2025, selling an estimated $259K.
  • Sky Investment Group's ten largest holdings make up 35% of its $571M portfolio in Q2 2025.
  • Sky Investment Group opened 6 new positions and closed 3 in Q2 2025.
  • Sky Investment Group's portfolio value rose 5.4% quarter-over-quarter to $571M.

Based on Sky Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.