Sky Investment Group LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.2M, Nvidia Corp with a value of $35.2M, Alphabet Inc. with a value of $15.8M, American Express CO with a value of $13.2M, and Pepsico Inc with a value of $12.6M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $505M to 536M.

Below you can find more details about Sky Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $536 Million
Technology: $114 Million
Healthcare: $90.1 Million
Consumer Defensive: $83.4 Million
Financial Services: $64.6 Million
Industrials: $61.2 Million
Communication Services: $41.7 Million
Consumer Cyclical: $28 Million
Energy: $18.4 Million
Other: $34.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Sky Investment Group LLC Portfolio

Follow Sky Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Investment Group LLC with notifications on news.