Sky Investment Group LLC holds a diversified book of 146 stocks worth $636.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc. and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1333792/holdings"
Use Arkolith to show Sky Investment Group LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Sky Investment Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sky Investment Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 77 / 80 | $3.3T |
| MORGAN STANLEY | 77 / 80 | $608.1B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $382.9B |
| GOLDMAN SACHS GROUP INC | 77 / 80 | $280.4B |
| ROYAL BANK OF CANADA | 77 / 80 | $175.6B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $163.1B |
| UBS Group AG | 77 / 80 | $159.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $91.4B |
Ranked by how many of Sky Investment Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. COM | $56.0M | 279.7K | 8.8% | ▼−0.1% Reduced · −413 sh | |
| 2 | Alphabet Inc. - CL A (Voting) COM | $34.7M | 97.2K | 5.5% | ▼−0.1% Reduced · −76 sh | |
| 3 | Microsoft Corp. COM | $32.0M | 85.7K | 5.0% | ▲+2.4% Added · +2K sh | |
| 4 | Johnson & Johnson COM | $16.6M | 65.5K | 2.6% | ▼~0% Reduced · −6 sh | |
| 5 | American Express Company COM | $16.0M | 47.3K | 2.5% | ▲+0.1% Added · +43 sh | |
| 6 | RTX Corp. COM | $15.5M | 81.5K | 2.4% | ▲+4.1% Added · +3K sh | |
| 7 | Philip Morris International Inc. COM | $15.4M | 84.9K | 2.4% | ▼−0.2% Reduced · −142 sh | |
| 8 | Linde PLC COM | $15.1M | 29.1K | 2.4% | ▼−0.2% Reduced · −66 sh | |
| 9 | ALPHABET INC. - CL C (Non-Voting) COM | $13.6M | 38.5K | 2.1% | ▼−0.4% Reduced · −155 sh | |
| 10 | Texas Instruments Inc. COM | $12.6M | 42.3K | 2.0% | ▼−0.9% Reduced · −386 sh | |
| 11 | Mastercard Inc. COM | $12.0M | 23.4K | 1.9% | ▲+3.2% Added · +720 sh | |
| 12 | Apple Inc. COM | $11.2M | 38.8K | 1.8% | ▲+14% Added · +5K sh | |
| 13 | Coca-Cola Company COM | $11.2M | 137.9K | 1.8% | ▲+0.1% Added · +104 sh | |
| 14 | Exxon Mobil Corp. COM | $10.8M | 78.9K | 1.7% | ▼−1.7% Reduced · −1K sh | |
| 15 | Merck & Company, Inc. COM | $10.6M | 82.1K | 1.7% | ▼−0.3% Reduced · −241 sh | |
| 16 | Amazon.com, Inc. COM | $10.3M | 43.1K | 1.6% | ▲+9.1% Added · +4K sh | |
| 17 | Abbvie Inc. COM | $10.3M | 40.8K | 1.6% | ▲+1.0% Added · +415 sh | |
| 18 | Procter & Gamble Company COM | $9.8M | 67.0K | 1.5% | ▼−1.2% Reduced · −844 sh | |
| 19 | Pepsico, Inc. COM | $9.5M | 69.8K | 1.5% | ▼−1.7% Reduced · −1K sh | |
| 20 | Abbott Laboratories COM | $9.3M | 102.7K | 1.5% | ▼−1.0% Reduced · −1K sh | |
| 21 | Meta Platforms, Inc. COM | $9.1M | 16.2K | 1.4% | ▼−1.8% Reduced · −292 sh | |
| 22 | Emerson Electric Company COM | $9.1M | 63.7K | 1.4% | ▲+0.2% Added · +113 sh | |
| 23 | Thermo Fisher Scientific Inc. COM | $9.0M | 18.0K | 1.4% | ▲+0.5% Added · +84 sh | |
| 24 | Illinois Tool Works Inc. COM | $9.0M | 33.2K | 1.4% | ▼−1.8% Reduced · −621 sh | |
| 25 | McDonald`s Corp. COM | $8.9M | 32.9K | 1.4% | ▲+2.6% Added · +845 sh | |
| 26 | Chevron Corp. COM | $8.9M | 53.6K | 1.4% | ▲+0.1% Added · +34 sh | |
| 27 | Southern Company COM | $8.2M | 85.6K | 1.3% | ▲+0.1% Added · +48 sh | |
| 28 | PNC Financial Services Group, Inc. COM | $8.1M | 33.1K | 1.3% | ▼−0.7% Reduced · −236 sh | |
| 29 | Dell Technologies Inc. COM | $7.7M | 17.9K | 1.2% | ▼−0.8% Reduced · −135 sh | |
| 30 | Home Depot, Inc. COM | $7.6M | 21.5K | 1.2% | ▲+0.1% Added · +12 sh | |
| 31 | Berkshire Hathaway Inc. - CL B COM | $7.6M | 15.2K | 1.2% | ▲+0.3% Added · +48 sh | |
| 32 | Danaher Corp. COM | $7.6M | 39.7K | 1.2% | ▼−1.5% Reduced · −599 sh | |
| 33 | M & T Bank Corp. COM | $7.2M | 30.1K | 1.1% | ▼−0.3% Reduced · −104 sh | |
| 34 | Broadcom Inc. COM | $7.1M | 18.9K | 1.1% | ▲+60% Added · +7K sh | |
| 35 | Ecolab Inc. COM | $6.9M | 24.6K | 1.1% | ▲+0.5% Added · +134 sh | |
| 36 | Stryker Corp. COM | $6.1M | 19.5K | 1.0% | ▲+7.4% Added · +1K sh | |
| 37 | Sysco Corp. COM | $5.9M | 71.0K | 0.9% | ▼−1.0% Reduced · −702 sh | |
| 38 | Nestle S.A. - ADR COM | $5.9M | 57.3K | 0.9% | ▼−5.8% Reduced · −4K sh | |
| 39 | Duke Energy Corp. COM | $5.6M | 44.2K | 0.9% | ▼−0.1% Reduced · −45 sh | |
| 40 | Automatic Data Processing, Inc. COM | $5.5M | 24.6K | 0.9% | ▼−2.7% Reduced · −685 sh | |
| 41 | General Dynamics Corp. COM | $5.3M | 15.0K | 0.8% | ▲+2.0% Added · +295 sh | |
| 42 | Unitedhealth Group Inc. COM | $5.3M | 12.8K | 0.8% | ▼−2.2% Reduced · −292 sh | |
| 43 | T. Rowe Price Group, Inc. COM | $5.0M | 44.0K | 0.8% | ▼−3.2% Reduced · −1K sh | |
| 44 | Ishares Core S&P Mid-Cap ETF CONV BONDS | $5.0M | 64.6K | 0.8% | ▲+2.2% Added · +1K sh | |
| 45 | International Business Machines Corp. COM | $4.9M | 17.3K | 0.8% | ▲+1.9% Added · +317 sh | |
| 46 | Progressive Corp. COM | $4.7M | 21.6K | 0.7% | ▲+3.1% Added · +657 sh | |
| 47 | SPDR S&P 500 ETF Trust CONV BONDS | $4.3M | 5.8K | 0.7% | ▲+2.6% Added · +148 sh | |
| 48 | Palo Alto Networks, Inc. COM | $4.3M | 12.6K | 0.7% | ▲+4.6% Added · +558 sh | |
| 49 | Kimberly-Clark Corp. COM | $4.0M | 36.5K | 0.6% | ▼−0.2% Reduced · −64 sh | |
| 50 | JPMorgan Chase & Company COM | $3.8M | 11.7K | 0.6% | ▲+1.7% Added · +198 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 146 | $636.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 140 | $583.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 142 | $605.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 143 | $596.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 140 | $570.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 137 | $541.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 137 | $546.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 140 | $556.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.