Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$541.65M
Total Bought
$38.41M
Total Sold
$21.60M
Net Transaction
+$16.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PHILIP MORRIS INTERNATIONAL INC.(PM)83,46583,555+9010,04513,2632.45%+3,218
ABBOTT LABORATORIES105,924105,609-31511,98114,0092.59%+2,028
ABBVIE INC.(ABBV)42,71542,844+1297,5908,9771.66%+1,386
LINDE PLC(LIN)027,748+27,748012,9212.39%+12,921
COCA-COLA COMPANY(KO)0139,143+139,14309,9651.84%+9,965
RTX CORP.(RTX)080,811+80,811010,7041.98%+10,704
JOHNSON & JOHNSON(JNJ)067,618+67,618011,2142.07%+11,214
CHEVRON CORP.(CVX)56,29956,066-2338,1549,3791.73%+1,225
BERKSHIRE HATHAWAY INC. - CL B14,51114,496-156,5787,7201.43%+1,143
HORMEL FOODS CORPORATION(HRL)034,750+34,75001,0750.20%+1,075
EXXON MOBIL CORP.084,952+84,952010,1031.87%+10,103
NESTLE S.A. - ADR068,499+68,49906,9301.28%+6,930
SOUTHERN COMPANY(SO)082,324+82,32407,5701.40%+7,570
MCDONALD`S CORP.(MCD)032,766+32,766010,2351.89%+10,235
DUKE ENERGY CORP.(DUK)41,35641,576+2204,4565,0710.94%+615
BARINGS CORPORATE INVESTORS0003,4753,9830.74%+509
MONDELEZ INTERNATIONAL, INC.(MDLZ)048,816+48,81603,3120.61%+3,312
SHELL PLC - ADR31,17033,245+2,0751,9532,4360.45%+483
ECOLAB INC.(ECL)025,272+25,27206,4071.18%+6,407
MASTERCARD INC.(MA)23,37023,261-10912,30612,7502.35%+444
INTERNATIONAL BUSINESS MACHINES CORP.(IBM)16,70916,499-2103,6734,1030.76%+430
PROCTER & GAMBLE COMPANY(PG)068,444+68,444011,6642.15%+11,664
KIMBERLY-CLARK CORP.(KMB)040,405+40,40505,7461.06%+5,746
GENERAL DYNAMICS CORP.(GD)13,99014,897+9073,6864,0610.75%+374
STRYKER CORP.(SYK)15,20415,644+4405,4745,8231.08%+349
GE VERNOVA INC.(GEV)8761,926+1,0502885880.11%+300
UNITEDHEALTH GROUP INC.(UNH)013,387+13,38707,0111.29%+7,011
WASTE MANAGEMENT, INC.(WM)8,5138,598+851,7181,9910.37%+273
FISERV, INC.(FISV)4,1084,969+8618441,0970.20%+253
AUTOMATIC DATA PROCESSING, INC.23,01522,880-1356,7376,9911.29%+253
VISA INC.(V)7,2597,25902,2942,5440.47%+250
EATON CORP. PLC(ETN)0867+86702360.04%+236
CVS HEALTH CORP.(CVS)03,048+3,04802070.04%+207
UBER TECHNOLOGIES, INC.(UBER)02,762+2,76202010.04%+201
KYNDRYL HOLDINGS, INC.(KD)88,335103,350+15,0153,0563,2450.60%+189
BRISTOL-MYERS SQUIBB COMPANY(BMY)19,82821,328+1,5001,1211,3010.24%+179
EMERA INC.(EMA)054,925+54,92502,3120.43%+2,312
APPLIED MATERIALS, INC.2,8154,205+1,3904586100.11%+152
VERIZON COMMUNICATIONS INC.(VZ)047,519+47,51902,1550.40%+2,155
JPMORGAN CHASE & COMPANY(JPM)9,73310,105+3722,3332,4790.46%+146
STARBUCKS CORP.(SBUX)19,79219,734-581,8061,9360.36%+130
DASSAULT SYSTEMES SE - ADR041,990+41,99001,6020.30%+1,602
GE HEALTHCARE TECHNOLOGIES INC.(GEHC)050,940+50,94004,1110.76%+4,111
PROGRESSIVE CORP.(PGR)2,8052,770-356727840.14%+112
ZOETIS INC.(ZTS)022,674+22,67403,7330.69%+3,733
ELI LILLY & COMPANY(LLY)1,4781,483+51,1411,2250.23%+84
AMGEN INC.(AMGN)2,1732,073-1005666460.12%+79
AMERICAN ELECTRIC POWER COMPANY, INC.4,4704,47004124880.09%+76
COSTCO WHOLESALE CORP.(COST)2,5172,51702,3062,3810.44%+74
CHUBB LTD.
COM
2,3562,359+36517120.13%+61
TORONTO-DOMINION BANK(TD)08,596+8,59605150.10%+515
TRAVELERS COMPANIES, INC.(TRV)2,2912,29105526060.11%+54
COTERRA ENERGY INC.13,89913,999+1003554050.07%+50
UNION PACIFIC CORP.(UNP)6,2736,243-301,4301,4750.27%+44
CIGNA GROUP(CI)1,039964-752873170.06%+30
VERISK ANALYTICS, INC.(VRSK)1,6951,670-254674970.09%+30
CISCO SYSTEMS, INC.(CSCO)11,30711,30706696980.13%+28
OTIS WORLDWIDE CORP.(OTIS)2,4412,436-52262510.05%+25
CHARLES SCHWAB CORP.(SCHW)5,1455,14503814030.07%+22
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)2,7002,70002052260.04%+21
AIR PRODUCTS & CHEMICALS, INC.6,0145,974-401,7441,7620.33%+18
WELLS FARGO & COMPANY(WFC)7,7007,70005415530.10%+12
NETFLIX, INC.(NFLX)26926902402510.05%+11
CAPITAL ONE FINANCIAL CORP.(COF)4,4544,45407947990.15%+4
WABTEC CORP.(WAB)1,1501,225+752182220.04%+4
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,5841,607+233333360.06%+3
ASML HOLDING N.V.
N Y REGISTRY SHS
342359+172372380.04%+1
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0004824820.09%+1
FIRST GRAPHENE LTD.10,00010,0000000.00%0
EARTH SEARCH SCIENCES INC.10,00010,0000000.00%0
UNILEVER PLC - ADR(UL)6,1905,875-3153513500.06%-1
BAR HARBOR BANKSHARES6,9876,98702142060.04%-8
ISHARES RUSSELL MID CAP ETF0002392300.04%-9
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
0003483380.06%-10
BECTON, DICKINSON & COMPANY(BDX)025,509+25,50905,8431.08%+5,843
CAMDEN NATIONAL CORP.(CAC)6,4006,40002742590.05%-15
MOTOROLA SOLUTIONS, INC.(MSI)854864+103953780.07%-16
TEXTRON INC.(TXT)4,0504,05003102930.05%-17
WEBSTER FINANCIAL CORP.(WBS)5,1865,18602862670.05%-19
INVESCO QQQ TRUST SERIES 1 ETF0002602390.04%-22
VERALTO CORP.(VLTO)3,6573,563-943723470.06%-25
TRANE TECHNOLOGIES PLC(TT)925935+103423150.06%-27
GOLDMAN SACHS GROUP, INC.(GS)1,1371,13706516210.11%-30
BANK OF AMERICA CORP.15,65415,65406886530.12%-35
CUMMINS INC.(CMI)1,1131,103-103883460.06%-42
CARRIER GLOBAL CORP.(CARR)8,8298,82906035600.10%-43
ROCHE HOLDINGS AG - ADR016,215+16,21506670.12%+667
WALMART INC.(WMT)20,61320,61301,8621,8100.33%-53
SPDR S&P 500 ETF TRUST(SPY)0003,4753,4060.63%-69
PAYPAL HOLDINGS, INC.(PYPL)3,7473,74703202440.05%-75
NETAPP, INC.(NTAP)2,6752,67503112350.04%-76
VANGUARD S&P 500 ETF0006025230.10%-79
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR(TSM)2,0701,970-1004093270.06%-82
FORTUNE BRANDS INNOVATIONS, INC.(FBIN)09,025+9,02505490.10%+549
PALO ALTO NETWORKS, INC.(PANW)10,22010,320+1001,8601,7610.33%-99
FORTIVE CORP.(FTV)41,55841,243-3153,1173,0180.56%-99
BALL CORP.6,4704,755-1,7153572480.05%-109
MASCO CORP.(MAS)033,655+33,65502,3400.43%+2,340
META PLATFORMS, INC.(META)16,17416,227+539,4709,3531.73%-117
AVERY DENNISON CORP.014,825+14,82502,6380.49%+2,638
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