Sky Investment Group LLC holds a diversified book of 146 reported positions worth $636.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Parker Hannifin Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.2 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 each quarter's actual reporting lag, ~20 days for the latest filing, with 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.
96% mapped to company sectors
+4 sectors below the cut, 8% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sky Investment Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 22 / 80 | $218.6M |
| Capital & Planning, LLC | 25 / 80 | $168.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 40 / 80 | $478.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Independent Investors Inc | 34 / 80 | $441.4M |
| Draper Asset Management, LLC | 8 / 80 | $164.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Sky Investment Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 146 | $636.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 140 | $583.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 142 | $605.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 143 | $596.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 140 | $570.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 137 | $541.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 137 | $546.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 140 | $556.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.