Sky Investment Group LLC

Q1 2026 13F-HR Holdings

Location
Hartford, CT
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$583,398
Net value change ($000)
-22,012 (-3.6%)
New positions
6
Sold out positions
8
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 3,564 35.4%
CVX 2,531 29.6%
JNJ 2,317 16.9%
LIN 1,993 16.0%
MRK 1,234 14.2%
DELL 854 40.7%
SO 823 11.1%
TXN 799 10.7%
NOW 769 NEW
KO 753 7.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,462 -23.4%
NVDA -3,998 -7.6%
AXP -3,215 -18.4%
GOOGL -2,594 -8.5%
ABT -2,236 -17.3%
KD -1,981 -54.9%
GOOGL -1,704 -13.3%
DHR -1,620 -17.5%
META -1,429 -13.1%
MA -1,419 -11.1%
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