Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$570.69M
Total Bought
$18.52M
Total Sold
$58.55M
Net Transaction
-$40.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP.(NVDA)0288,321+288,321045,5527.98%+45,552
MICROSOFT CORP.(MSFT)085,712+85,712042,6347.47%+42,634
META PLATFORMS, INC.(META)16,22716,304+779,35312,0342.11%+2,681
AMERICAN EXPRESS COMPANY(AXP)048,105+48,105015,3452.69%+15,345
ALPHABET INC. - CL A (Voting)(GOOG)097,534+97,534017,1883.01%+17,188
PHILIP MORRIS INTERNATIONAL INC.(PM)83,55582,815-74013,26315,0832.64%+1,820
EMERSON ELECTRIC COMPANY(EMR)063,113+63,11308,4151.47%+8,415
PROGRESSIVE CORP.(PGR)2,7708,474+5,7047842,2610.40%+1,477
TEXAS INSTRUMENTS INC.(TXN)043,782+43,78209,0901.59%+9,090
BROADCOM INC.(AVGO)011,005+11,00503,0340.53%+3,034
KYNDRYL HOLDINGS, INC.(KD)103,350103,720+3703,2454,3520.76%+1,107
RTX CORP.(RTX)80,81180,686-12510,70411,7822.06%+1,078
AMAZON.COM, INC.(AMZN)033,733+33,73307,4011.30%+7,401
EATON CORP. PLC(ETN)8672,885+2,0182361,0300.18%+794
INTERNATIONAL BUSINESS MACHINES CORP.(IBM)16,49916,394-1054,1034,8330.85%+730
ORACLE CORP.(ORCL)09,490+9,49002,0750.36%+2,075
WALT DISNEY COMPANY(DIS)028,841+28,84103,5770.63%+3,577
RALLIANT CORP(RAL)013,701+13,70106640.12%+664
GE VERNOVA INC.(GEV)1,9262,198+2725881,1630.20%+575
DELL TECHNOLOGIES INC.(DELL)016,535+16,53502,0270.36%+2,027
JPMORGAN CHASE & COMPANY(JPM)10,10510,180+752,4792,9510.52%+473
M & T BANK CORP.(MTB)031,042+31,04206,0221.06%+6,022
PALO ALTO NETWORKS, INC.(PANW)10,32010,610+2901,7612,1710.38%+410
WALMART INC.(WMT)20,61322,612+1,9991,8102,2110.39%+401
HONEYWELL INTERNATIONAL INC.(HON)021,847+21,84705,0880.89%+5,088
ALPHABET INC. - CL C (Non-Voting)(GOOG)041,420+41,42007,3471.29%+7,347
STRYKER CORP.(SYK)15,64415,664+205,8236,1971.09%+374
SPDR S&P 500 ETF TRUST(SPY)0003,4063,7440.66%+338
ECOLAB INC.(ECL)25,27225,015-2576,4076,7401.18%+333
GENERAL DYNAMICS CORP.(GD)14,89714,907+104,0614,3480.76%+287
AUTODESK, INC.07,958+7,95802,4640.43%+2,464
PNC FINANCIAL SERVICES GROUP, INC.(PNC)033,085+33,08506,1681.08%+6,168
ABBOTT LABORATORIES105,609104,749-86014,00914,2472.50%+238
GE AEROSPACE(GE)0920+92002370.04%+237
APPLIED MATERIALS, INC.4,2054,545+3406108320.15%+222
GOLDMAN SACHS GROUP, INC.(GS)1,1371,173+366218300.15%+209
CLEAN HARBORS, INC.(CLH)0900+90002080.04%+208
ISHARES CORE S&P MID-CAP ETF00004,1200.72%+4,120
TJX COMPANIES, INC.(TJX)01,662+1,66202050.04%+205
CANADIAN NATL RAILWAY COMPANY(CNI)01,960+1,96002040.04%+204
EMERA INC.(EMA)54,92554,480-4452,3122,4960.44%+184
CAPITAL ONE FINANCIAL CORP.(COF)4,4544,532+787999640.17%+166
MASTERCARD INC.(MA)23,26122,936-32512,75012,8892.26%+139
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR(TSM)1,9701,97003274460.08%+119
NETFLIX, INC.(NFLX)26926902513600.06%+109
T. ROWE PRICE GROUP, INC.(TROW)050,681+50,68104,8910.86%+4,891
TRANE TECHNOLOGIES PLC(TT)93593503154090.07%+94
BANK OF AMERICA CORP.15,65415,65406537410.13%+88
CISCO SYSTEMS, INC.(CSCO)11,30711,306-16987840.14%+87
ISHARES CORE S&P 500 ETF00009030.16%+903
CARRIER GLOBAL CORP.(CARR)8,8298,819-105606450.11%+86
LINDE PLC(LIN)27,74827,720-2812,92113,0062.28%+85
VISA INC.(V)7,2597,385+1262,5442,6220.46%+78
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
0003384140.07%+76
MOTOROLA SOLUTIONS, INC.(MSI)8641,079+2153784540.08%+75
CHARLES SCHWAB CORP.(SCHW)5,1455,220+754034760.08%+74
COSTCO WHOLESALE CORP.(COST)2,5172,477-402,3812,4520.43%+72
FISERV, INC.(FISV)4,9696,749+1,7801,0971,1640.20%+66
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,6071,605-23364030.07%+66
WELLS FARGO & COMPANY(WFC)7,7007,70005536170.11%+64
UBER TECHNOLOGIES, INC.(UBER)2,7622,76202012580.05%+56
ASML HOLDING N.V.
N Y REGISTRY SHS
359361+22382890.05%+51
NETAPP, INC.(NTAP)2,6752,67502352850.05%+50
INVESCO QQQ TRUST SERIES 1 ETF0002392810.05%+42
WABTEC CORP.(WAB)1,2251,22502222560.04%+34
PAYPAL HOLDINGS, INC.(PYPL)3,7473,74702442780.05%+34
SALESFORCE.COM, INC.(CRM)03,595+3,59509800.17%+980
AUTOMATIC DATA PROCESSING, INC.22,88022,765-1156,9917,0211.23%+30
U.S. BANCORP(USB)030,477+30,47701,3790.24%+1,379
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0004825060.09%+24
VERISK ANALYTICS, INC.(VRSK)1,6701,67004975200.09%+23
WEBSTER FINANCIAL CORP.(WBS)5,1865,18602672830.05%+16
CUMMINS INC.(CMI)1,1031,10303463610.06%+16
HORMEL FOODS CORPORATION(HRL)34,75036,030+1,2801,0751,0900.19%+15
BALL CORP.4,7554,655-1002482610.05%+14
HOME DEPOT, INC.(HD)021,850+21,85008,0111.40%+8,011
TRAVELERS COMPANIES, INC.(TRV)2,2912,29106066130.11%+7
BAR HARBOR BANKSHARES6,9876,98702062090.04%+3
ISHARES RUSSELL MID CAP ETF0002302320.04%+2
UNILEVER PLC - ADR(UL)5,8755,750-1253503520.06%+2
EARTH SEARCH SCIENCES INC.10,00010,0000000.00%0
FIRST GRAPHENE LTD.10,00010,0000000.00%-0
VANGUARD S&P 500 ETF0005235210.09%-2
ROCHE HOLDINGS AG - ADR16,21516,214-16676610.12%-6
VERALTO CORP.(VLTO)3,5633,344-2193473380.06%-10
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)2,7002,600-1002262150.04%-10
OTIS WORLDWIDE CORP.(OTIS)2,4362,434-22512410.04%-10
AVERY DENNISON CORP.14,82514,965+1402,6382,6260.46%-12
STARBUCKS CORP.(SBUX)19,73420,969+1,2351,9361,9210.34%-14
CHUBB LTD.
COM
2,3592,397+387126940.12%-18
WASTE MANAGEMENT, INC.(WM)8,5988,59801,9911,9670.34%-23
AMERICAN ELECTRIC POWER COMPANY, INC.4,4704,47004884640.08%-25
ADOBE INC.(ADBE)05,019+5,01901,9420.34%+1,942
CIGNA GROUP(CI)964864-1003172860.05%-32
TEXTRON INC.(TXT)4,0503,250-8002932610.05%-32
NIKE, INC.(NKE)04,060+4,06002880.05%+288
COTERRA ENERGY INC.13,99914,249+2504053620.06%-43
MONDELEZ INTERNATIONAL, INC.(MDLZ)48,81648,476-3403,3123,2690.57%-43
UNION PACIFIC CORP.(UNP)6,2436,208-351,4751,4280.25%-47
ILLINOIS TOOL WORKS INC.(ITW)035,006+35,00608,6551.52%+8,655
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