SKY INVESTMENT GROUP LLC

PrivateCIK: 1333792
Location

HARTFORD, CT

140
Positions
$583.40M
Total AUM (reported)
3.77M
Total Shares

Allocation by class

TOTAL AUM$583.40M140 positions
COM$569.51M97.6%
CONV BONDS$13.88M2.4%

Portfolio Concentration

Top 318.5%4–1016.9%11–2524.9%Rest39.7%TOP 1035.4%0%100%
Top 3$107.78M18.5%
4–10$98.83M16.9%
11–25$145.13M24.9%
Rest$231.66M39.7%

Top 3 weight

18.5%

Top 10 weight

35.4%

Voting Authority Distribution

Total shares with voting rights: 3.77M

Sole

Full voting authority

3.77M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:

NVIDIA CORP.

SOLE
COM
Shares280.09K
TypeSH
Market value$48.85M
8.37%
Sole
280.09K
Shared
0.00
None
0.00

MICROSOFT CORP.

SOLE
COM
Shares83.66K
TypeSH
Market value$30.97M
5.31%
Sole
83.66K
Shared
0.00
None
0.00

ALPHABET INC. - CL A (Voting)

SOLE
COM
Shares97.23K
TypeSH
Market value$27.96M
4.79%
Sole
97.23K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares65.55K
TypeSH
Market value$16.02M
2.75%
Sole
65.55K
Shared
0.00
None
0.00

RTX CORP.

SOLE
COM
Shares78.25K
TypeSH
Market value$15.10M
2.59%
Sole
78.25K
Shared
0.00
None
0.00

LINDE PLC

SOLE
COM
Shares29.12K
TypeSH
Market value$14.44M
2.47%
Sole
29.12K
Shared
0.00
None
0.00

AMERICAN EXPRESS COMPANY

SOLE
COM
Shares47.22K
TypeSH
Market value$14.28M
2.45%
Sole
47.22K
Shared
0.00
None
0.00

PHILIP MORRIS INTERNATIONAL INC.

SOLE
COM
Shares85K
TypeSH
Market value$14.05M
2.41%
Sole
85K
Shared
0.00
None
0.00

EXXON MOBIL CORP.

SOLE
COM
Shares80.27K
TypeSH
Market value$13.62M
2.33%
Sole
80.27K
Shared
0.00
None
0.00

MASTERCARD INC.

SOLE
COM
Shares22.66K
TypeSH
Market value$11.32M
1.94%
Sole
22.66K
Shared
0.00
None
0.00

ALPHABET INC. - CL C (Non-Voting)

SOLE
COM
Shares38.64K
TypeSH
Market value$11.08M
1.90%
Sole
38.64K
Shared
0.00
None
0.00

CHEVRON CORP.

SOLE
COM
Shares53.57K
TypeSH
Market value$11.08M
1.90%
Sole
53.57K
Shared
0.00
None
0.00

PEPSICO, INC.

SOLE
COM
Shares71.06K
TypeSH
Market value$11.03M
1.89%
Sole
71.06K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares103.77K
TypeSH
Market value$10.65M
1.83%
Sole
103.77K
Shared
0.00
None
0.00

COCA-COLA COMPANY

SOLE
COM
Shares137.81K
TypeSH
Market value$10.48M
1.80%
Sole
137.81K
Shared
0.00
None
0.00

MCDONALD`S CORP.

SOLE
COM
Shares32.03K
TypeSH
Market value$9.95M
1.71%
Sole
32.03K
Shared
0.00
None
0.00

MERCK & COMPANY, INC.

SOLE
COM
Shares82.37K
TypeSH
Market value$9.91M
1.70%
Sole
82.37K
Shared
0.00
None
0.00

PROCTER & GAMBLE COMPANY

SOLE
COM
Shares67.81K
TypeSH
Market value$9.79M
1.68%
Sole
67.81K
Shared
0.00
None
0.00

META PLATFORMS, INC.

SOLE
COM
Shares16.53K
TypeSH
Market value$9.46M
1.62%
Sole
16.53K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC.

SOLE
COM
Shares17.92K
TypeSH
Market value$8.81M
1.51%
Sole
17.92K
Shared
0.00
None
0.00

ILLINOIS TOOL WORKS INC.

SOLE
COM
Shares33.80K
TypeSH
Market value$8.80M
1.51%
Sole
33.80K
Shared
0.00
None
0.00

ABBVIE INC.

SOLE
COM
Shares40.37K
TypeSH
Market value$8.78M
1.51%
Sole
40.37K
Shared
0.00
None
0.00

APPLE INC.

SOLE
COM
Shares34.20K
TypeSH
Market value$8.68M
1.49%
Sole
34.20K
Shared
0.00
None
0.00

EMERSON ELECTRIC COMPANY

SOLE
COM
Shares63.60K
TypeSH
Market value$8.33M
1.43%
Sole
63.60K
Shared
0.00
None
0.00

TEXAS INSTRUMENTS INC.

SOLE
COM
Shares42.65K
TypeSH
Market value$8.28M
1.42%
Sole
42.65K
Shared
0.00
None
0.00
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