Q2 2026 13F · SEC CIK 1333792

Sky Investment Group LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $620.0M
Reported positions: 135
Top holdings a year, 3 yrs: +16.7%
Assets under management: $931.0M

Sky Investment Group LLC is a wealth manager that reported 135 positions worth $620.0M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Nvidia Corporation Com (NVDA, 9.0%), Alphabet Inc (GOOGL, 5.6%), Microsoft Corp (MSFT, 5.2%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Sky Investment Group LLC holdings largest 50 of 135 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sky Investment Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	9.0%	8.6%	279,677	-0.1%	$56.0M
GOOGLAlphabet Inc	5.6%	4.9%	97,159	-0.1%	$34.7M
MSFTMicrosoft Corp	5.2%	5.4%	85,671	+2.4%	$32.0M
JNJJohnson & Johnson	2.7%	2.8%	65,545	-0.0%	$16.6M
AXPAmerican Express Co Com	2.6%	2.5%	47,260	+0.1%	$16.0M
RTXRtx Corporation Com	2.5%	2.7%	81,493	+4.1%	$15.5M
PMPhilip Morris Intl Inc Com	2.5%	2.5%	84,858	-0.2%	$15.4M
LINLinde PLC	2.4%	2.5%	29,051	-0.2%	$15.1M
GOOGAlphabet Inc	2.2%	1.9%	38,486	-0.4%	$13.6M
TXNTexas Instruments Inc	2.0%	1.5%	42,261	-0.9%	$12.6M
MAMastercard Inc.	1.9%	2.0%	23,382	+3.2%	$12.0M
AAPLApple Inc	1.8%	1.5%	38,837	+13.6%	$11.2M
KOCoca Cola Co	1.8%	1.8%	137,909	+0.1%	$11.2M
XOMExxon Mobil Corp	1.7%	2.4%	78,887	-1.7%	$10.8M
MRKMerck & Co. Inc	1.7%	1.7%	82,126	-0.3%	$10.6M
AMZNAmazon Com Inc Com	1.7%	1.4%	43,125	+9.1%	$10.3M
ABBVAbbvie Inc	1.7%	1.5%	40,786	+1.0%	$10.3M
PGProcter & Gamble Co Com	1.6%	1.7%	66,967	-1.2%	$9.8M
PEPPepsico Inc	1.5%	1.9%	69,832	-1.7%	$9.5M
ABTAbbott Laboratories	1.5%	1.9%	102,725	-1.0%	$9.3M
METAMeta Platforms Inc Class A	1.5%	1.7%	16,242	-1.8%	$9.1M
EMREmerson Elec Co Com	1.5%	1.5%	63,717	+0.2%	$9.1M
TMOThermo Fisher Scientific Inc	1.5%	1.5%	18,005	+0.5%	$9.0M
ITWIllinois Tool Works Inc.	1.4%	1.5%	33,178	-1.8%	$9.0M
MCDMcdonalds Corp Com	1.4%	1.7%	32,874	+2.6%	$8.9M
CVXChevron Corp New	1.4%	1.9%	53,603	+0.1%	$8.9M
SOSouthern Co.	1.3%	1.4%	85,563	+0.1%	$8.2M
PNCPnc Finl Svcs Group Inc	1.3%	1.2%	33,052	-0.7%	$8.1M
DELLDell Technologies Inc	1.2%	—	17,860	—	$7.7M
HDHome Depot Inc Com	1.2%	1.2%	21,529	+0.1%	$7.6M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	15,154	+0.3%	$7.6M
DHRDanaher Corporation	1.2%	1.3%	39,702	-1.5%	$7.6M
MTBM & T Bk Corp	1.2%	1.1%	30,130	-0.3%	$7.2M
AVGOBroadcom Inc	1.1%	0.6%	18,871	+59.6%	$7.1M
ECLEcolab Inc	1.1%	1.1%	24,626	+0.5%	$6.9M
SYKStryker Corporation	1.0%	1.0%	19,526	+7.4%	$6.1M
SYYSysco Corp	1.0%	0.9%	70,956	-1.0%	$5.9M
NSRGYNestle S.a. Sp/adr-For Reg (che)	0.9%	1.1%	57,291	-5.8%	$5.9M
DUKDuke Energy	0.9%	1.0%	44,218	-0.1%	$5.6M
ADPAutomatic Data Processing Inc Com	0.9%	0.9%	24,577	-2.7%	$5.5M
GDGeneral Dynamics Corp	0.9%	0.9%	15,030	+2.0%	$5.3M
UNHUnitedhealth Group Inc Com	0.9%	0.6%	12,785	-2.2%	$5.3M
TROWT. Rowe Price Group Inc.	0.8%	0.7%	44,006	-3.2%	$5.0M
IBMInternational Business Machs	0.8%	0.7%	17,349	+1.9%	$4.9M
PGRProgressive Corp.	0.8%	0.7%	21,572	+3.1%	$4.7M
PANWPalo Alto Networks Inc	0.7%	—	12,646	—	$4.3M
KMBKimberly-Clark Corporation	0.6%	0.6%	36,509	-0.2%	$4.0M
JPMJpmorgan Chase & Co	0.6%	0.6%	11,693	+1.7%	$3.8M
ETNEaton Corp PLC	0.5%	—	7,949	—	$3.4M
AMATApplied Matls Inc	0.5%	—	4,262	—	$3.1M

What Sky Investment Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.2% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$620.0M	135
Q1 2026	$569.5M	131
Q4 2025	$591.1M	133
Q3 2025	$581.7M	134
Q2 2025	$556.3M	131
Q1 2025	$527.7M	128
Q4 2024	$532.0M	127
Q3 2024	$542.1M	128
Q2 2024	$511.9M	122
Q1 2024	$509.1M	122
Q4 2023	$464.7M	121
Q3 2023	$432.0M	116

Questions about Sky Investment Group LLC's portfolio

What stocks does Sky Investment Group LLC own?

Sky Investment Group LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 135 positions worth $620.0M. The largest are Nvidia Corporation Com (NVDA) at 9.0%, Alphabet Inc (GOOGL) at 5.6%, Microsoft Corp (MSFT) at 5.2%, Johnson & Johnson (JNJ) at 2.7% and American Express Co Com (AXP) at 2.6%.

What did Sky Investment Group LLC buy last quarter?

In Q2 2026, Sky Investment Group LLC added Broadcom Inc (AVGO) (+59.6% shares), Apple Inc (AAPL) (+13.6% shares) and Amazon Com Inc Com (AMZN) (+9.1% shares), compared with its Q1 2026 filing.

What did Sky Investment Group LLC sell last quarter?

In Q2 2026, Sky Investment Group LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Ge Healthcare Technologies I (GEHC), cut from its top 50 Becton Dickinson & Co (BDX), cut from its top 50 Shell PLC - ADR and Nestle S.a. Sp/adr-For Reg (che) (NSRGY) (-5.8% shares), compared with its Q1 2026 filing.

How has Sky Investment Group LLC's portfolio performed?

A portfolio copying Sky Investment Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.2% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Sky Investment Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sky Investment Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sky Investment Group LLC manage?

Sky Investment Group LLC reported $931.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $620.0M.