Sky Investment Group LLC 13F Holdings · Q2 2026
Sky Investment Group LLC reported 145 securities worth $636.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (8.79%), GOOGL (5.45%), MSFT (5.02%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP. | $56.0M | 8.79% | 279,677 | Trimmed |
| 2 | GOOGL | ALPHABET INC. - CL A (Voting) | $34.7M | 5.45% | 97,159 | Trimmed |
| 3 | MSFT | MICROSOFT CORP. | $32.0M | 5.02% | 85,671 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $16.6M | 2.61% | 65,545 | Trimmed |
| 5 | AXP | AMERICAN EXPRESS COMPANY | $16.0M | 2.51% | 47,260 | Added |
| 6 | RTX | RTX CORP. | $15.5M | 2.43% | 81,493 | Added |
| 7 | PM | PHILIP MORRIS INTERNATIONAL INC. | $15.4M | 2.41% | 84,858 | Trimmed |
| 8 | LIN | LINDE PLC | $15.1M | 2.37% | 29,051 | Trimmed |
| 9 | GOOG | ALPHABET INC. - CL C (Non-Voting) | $13.6M | 2.13% | 38,486 | Trimmed |
| 10 | TXN | TEXAS INSTRUMENTS INC. | $12.6M | 1.98% | 42,261 | Trimmed |
| 11 | MA | MASTERCARD INC. | $12.0M | 1.89% | 23,382 | Added |
| 12 | AAPL | APPLE INC. | $11.2M | 1.76% | 38,837 | Added |
| 13 | KO | COCA-COLA COMPANY | $11.2M | 1.76% | 137,909 | Added |
| 14 | XOM | EXXON MOBIL CORP. | $10.8M | 1.69% | 78,887 | Trimmed |
| 15 | MRK | MERCK & COMPANY, INC. | $10.6M | 1.66% | 82,126 | Trimmed |
| 16 | ABBV | ABBVIE INC. | $10.3M | 1.61% | 40,786 | Added |
| 17 | AMZN | AMAZON.COM, INC. | $10.3M | 1.61% | 43,125 | Added |
| 18 | PG | PROCTER & GAMBLE COMPANY | $9.8M | 1.54% | 66,967 | Trimmed |
| 19 | PEP | PEPSICO, INC. | $9.5M | 1.48% | 69,832 | Trimmed |
| 20 | ABT | ABBOTT LABORATORIES | $9.3M | 1.46% | 102,725 | Trimmed |
| 21 | META | META PLATFORMS, INC. | $9.1M | 1.44% | 16,242 | Trimmed |
| 22 | EMR | EMERSON ELECTRIC COMPANY | $9.1M | 1.43% | 63,717 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC. | $9.0M | 1.42% | 18,005 | Added |
| 24 | ITW | ILLINOIS TOOL WORKS INC. | $9.0M | 1.41% | 33,178 | Trimmed |
| 25 | MCD | MCDONALD`S CORP. | $8.9M | 1.40% | 32,874 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR