Sky Investment Group LLC

Q2 2025 13F-HR Holdings

Location
Hartford, CT
Holdings as of
6/30/2025
Date filed
7/10/2025
Form type
13F-HR
Num holdings
140
Total value ($000)
$570,692
Net value change ($000)
—
New positions
131
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2014 Next filing: 10/9/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 45,552 —
MSFT 42,634 —
GOOGL 17,188 —
AXP 15,345 —
PM 15,083 —
ABT 14,247 —
LIN 13,006 —
MA 12,889 —
META 12,034 —
RTX 11,782 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type