Sky Investment Group LLC

Q3 2025 13F-HR Holdings

Location
Hartford, CT
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
143
Total value ($000)
$596,443
Net value change ($000)
+25,751 (4.5%)
New positions
4
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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 8,271 18.2%
GOOGL 6,451 37.5%
GOOGL 2,709 36.9%
JNJ 2,100 20.6%
RTX 1,672 14.2%
ABBV 1,453 18.3%
AAPL 1,332 18.8%
TMO 1,303 17.4%
PGR 994 44.0%
HRL 877 80.5%
Top Reduces (Value $000, Stocks/ETFs)
UPS -1,544 -51.7%
PM -1,416 -9.4%
DEO -1,259 -75.6%
TXN -1,073 -11.8%
KD -659 -15.1%
KO -612 -6.3%
NSRGY -609 -9.2%
PG -549 -5.1%
ABT -505 -3.5%
HON -497 -9.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type