Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$522.75M
Total Bought
$18.76M
Total Sold
$32.38M
Net Transaction
-$13.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)28,832288,465+259,63326,05135,6376.82%+9,586
ALPHABET INC. - CL A (Voting)(GOOG)96,33696,181-15514,54017,5193.35%+2,979
MICROSOFT CORP(MSFT)90,80590,025-78038,20340,2377.70%+2,033
APPLE INC.(AAPL)038,974+38,97408,2091.57%+8,209
ALPHABET INC. - CL C (Non-Voting)(GOOG)47,09046,880-2107,1708,5991.64%+1,429
PALO ALTO NETWORKS, INC.(PANW)7304,685+3,9552071,5880.30%+1,381
KYNDRYL HOLDINGS, INC.(KD)051,215+51,21501,3470.26%+1,347
TEXAS INSTRUMENTS INC(TXN)47,46947,145-3248,2709,1711.75%+902
PHILIP MORRIS INTERNATIONAL INC.(PM)084,179+84,17908,5301.63%+8,530
AMAZON.COM, INC.(AMZN)24,86925,809+9404,4864,9880.95%+502
CIGNA GROUP(CI)01,239+1,23904100.08%+410
SOUTHERN COMPANY(SO)82,23280,292-1,9405,8996,2281.19%+329
COSTCO WHOLESALE CORP.(COST)2,8452,835-102,0842,4100.46%+325
COCA-COLA COMPANY(KO)137,236136,831-4058,3968,7091.67%+313
FISERV, INC.(FISV)01,945+1,94502900.06%+290
BROADCOM INC.(AVGO)266396+1303536360.12%+283
META PLATFORMS, INC.(META)16,35716,262-957,9438,2001.57%+257
BARINGS CORPORATE INVESTORS00003,0810.59%+3,081
CLEAN HARBORS, INC.(CLH)0900+90002040.04%+204
RTX CORPORATION(RTX)82,01481,631-3837,9998,1951.57%+196
UNITEDHEALTH GROUP INC.(UNH)013,234+13,23406,7401.29%+6,740
ZOETIS INC.(ZTS)021,184+21,18403,6720.70%+3,672
ELI LILLY & COMPANY(LLY)1,5391,503-361,1971,3610.26%+164
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0002183770.07%+159
WALMART INC.(WMT)20,74220,718-241,2481,4030.27%+155
ECOLAB INC(ECL)25,76725,607-1605,9506,0951.17%+145
M & T BANK CORP.(MTB)32,99832,662-3364,7994,9440.95%+144
HONEYWELL INTERNATIONAL INC(HON)021,037+21,03704,4920.86%+4,492
DUKE ENERGY CORPORATION(DUK)40,28440,204-803,8964,0300.77%+134
ORACLE CORP(ORCL)10,27010,020-2501,2901,4150.27%+125
KIMBERLY-CLARK CORP.(KMB)44,93242,945-1,9875,8125,9351.14%+123
SHELL PLC - ADR22,65022,485-1651,5181,6230.31%+105
SPDR S&P 500 ETF TRUST(SPY)0003,0343,1240.60%+89
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR(TSM)2,1002,10002863650.07%+79
PROCTER & GAMBLE COMPANY(PG)67,49566,881-61410,95111,0302.11%+79
NETAPP, INC.(NTAP)2,6752,67502813450.07%+64
VERISK ANALYTICS(VRSK)01,745+1,74504700.09%+470
AMGEN INC.(AMGN)2,3032,263-406557070.14%+52
GENERAL DYNAMICS CORP.(GD)12,92912,763-1663,6523,7030.71%+51
CARRIER GLOBAL CORP.(CARR)9,1329,13205315760.11%+45
CHARLES SCHWAB CORP.(SCHW)4,5855,085+5003323750.07%+43
GOLDMAN SACHS GROUP, INC.(GS)1,0361,040+44334700.09%+38
AIR PRODUCTS & CHEMICALS INC06,164+6,16401,5910.30%+1,591
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
00003930.08%+393
MONDELEZ INTERNATIONAL, INC. - CL A(MDLZ)38,06641,186+3,1202,6652,6950.52%+31
JPMORGAN CHASE & COMPANY(JPM)9,7429,781+391,9511,9780.38%+27
MOTOROLA SOLUTIONS INC.(MSI)84484403003260.06%+26
UNION PACIFIC CORP(UNP)4,5705,045+4751,1241,1410.22%+18
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,4701,47003133300.06%+17
TRANE TECHNOLOGIES PLC(TT)1,035985-503113240.06%+13
WELLS FARGO & COMPANY(WFC)7,7957,785-104524620.09%+11
BANK OF AMERICA CORP.16,17015,654-5166136230.12%+9
PROGRESSIVE CORP.(PGR)3,2203,22006666690.13%+3
EARTH SEARCH SCIENCES INC.10,00010,0000000.00%0
FIRST GRAPHENE LTD10,00010,0000000.00%-0
CAMDEN NATIONAL CORP.(CAC)07,700+7,70002540.05%+254
COTERRA ENERGY INC.12,05712,407+3503363310.06%-5
CHUBB LTD.
COM
2,3062,30605985880.11%-9
VERALTO CORP.(VLTO)04,782+4,78204570.09%+457
UNILEVER PLC - ADR(UL)10,4249,115-1,3095235010.10%-22
CANADIAN NATL RAILWAY COMPANY(CNI)1,9601,96002582320.04%-27
VISA INC.(V)6,4006,702+3021,7861,7590.34%-27
QUALCOMM INC(QCOM)1,5781,178-4002672350.04%-33
OTIS WORLDWIDE CORP(OTIS)2,7902,530-2602772440.05%-33
WEBSTER FINANCIAL CORP.(WBS)05,186+5,18602260.04%+226
CAPITAL ONE FINANCIAL CORP.(COF)4,4904,49006696220.12%-47
AMERICAN ELECTRIC POWER5,1174,470-6474413920.08%-48
CUMMINS INC.(CMI)1,2731,173-1003753250.06%-50
TEXTRON INC(TXT)4,2504,050-2004083480.07%-60
PAYPAL HOLDINGS, INC.(PYPL)4,4494,042-4072982350.04%-63
ISHARES CORE S&P MID-CAP ETF0003,9713,9080.75%-64
NUCOR CORP(NUE)1,6701,67003302640.05%-66
TRAVELERS COMPANIES, INC.(TRV)2,6152,61506025320.10%-70
EMERSON ELECTRIC COMPANY(EMR)58,39559,408+1,0136,6236,5441.25%-79
TORONTO-DOMINION BANK(TD)014,800+14,80008130.16%+813
AVERY DENNISON CORP14,99814,918-803,3483,2620.62%-86
AMERICAN EXPRESS COMPANY(AXP)50,09448,872-1,22211,40611,3162.16%-90
MCCORMICK & COMPANY, INC.(MKC)6,7225,797-9255164110.08%-105
ADOBE SYSTEMS INC.(ADBE)03,537+3,53701,9650.38%+1,965
DANAHER CORP.(DHR)42,08141,600-48110,50810,3941.99%-115
BALL CORP14,38014,165-2159698500.16%-118
CISCO SYSTEMS INC(CSCO)16,62314,500-2,1238306890.13%-141
VERIZON COMMUNICATIONS INC.(VZ)71,35669,021-2,3352,9942,8460.54%-148
ROCHE HOLDINGS AG - ADR035,388+35,38801,2270.23%+1,227
CHURCH & DWIGHT COMPANY, INC.(CHD)34,71033,467-1,2433,6213,4700.66%-151
AUTODESK INC8,6238,448-1752,2462,0900.40%-155
SALESFORCE.COM, INC.(CRM)3,5613,548-131,0739120.17%-160
BERKSHIRE HATHAWAY INC. - CL B14,03614,101+655,9025,7361.10%-166
NIKE, INC. - CL B(NKE)06,993+6,99305270.10%+527
EXXON MOBIL CORP.81,43980,653-7869,4669,2851.78%-182
ISHARES CORE S&P 500 ETF0002060-206
VALERO ENERGY(VLO)1,2320-1,2322100-210
BAR HARBOR BANKSHARES8,1100-8,1102150-215
STARBUCKS CORP.(SBUX)19,70320,265+5621,8011,5780.30%-223
LOWE`S COMPANIES, INC.(LOW)9510-9512420-242
FORTUNE BRANDS INNOVATIONS, INC.(FBIN)10,5909,720-8708976310.12%-265
STRYKER CORP.(SYK)14,63014,586-445,2364,9630.95%-273
EMERA INC.(EMA)066,760+66,76002,2280.43%+2,228
CHEVRON CORP.(CVX)56,47055,185-1,2858,9088,6321.65%-276
COMCAST CORP. - CL A(CCZ)75,50176,446+9453,2732,9940.57%-279
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