Sky Investment Group LLC

Q2 2026 13F-HR Holdings

Location
Hartford, CT
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$636,943
Net value change ($000)
+53,545 (9.2%)
New positions
9
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,113 14.6%
GOOGL 6,761 24.2%
DELL 4,752 160.9%
TXN 4,318 52.2%
AVGO 3,468 94.8%
AAPL 2,559 29.5%
GOOGL 2,513 22.7%
HONEYWELL AEROSPACE INC. 2,462 NEW
PANW 2,375 122.5%
AMZN 2,043 24.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,834 -20.8%
HON -2,273 -47.7%
CVX -2,198 -19.8%
PEP -1,579 -14.3%
ZTS -1,376 -75.0%
ABT -1,333 -12.5%
MCD -1,068 -10.7%
VZ -701 -33.1%
GEHC -699 -21.1%
WAT -532 -100.0%
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