Sky Investment Group LLC

Q4 2025 13F-HR Holdings

Location
Hartford, CT
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$605,410
Net value change ($000)
+8,967 (1.5%)
New positions
6
Sold out positions
7
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 6,916 29.3%
GOOGL 2,733 27.2%
MRK 1,843 27.0%
AXP 1,594 10.0%
JNJ 1,404 11.4%
TMO 1,298 14.8%
RTX 1,254 9.3%
DHR 1,234 15.4%
ETN 1,163 98.3%
PGR 1,063 32.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,795 -6.5%
HD -1,257 -14.3%
KMB -1,066 -21.7%
ZTS -1,046 -33.5%
META -1,046 -8.8%
NVDA -977 -1.8%
FISV -974 -100.0%
ABT -852 -6.2%
ORCL -777 -34.2%
SYY -725 -11.6%
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