Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$440.59M
Total Bought
$16.55M
Total Sold
$21.88M
Net Transaction
-$5.32M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GE HEALTHCARE TECHNOLOGIES INC.(GEHC)18,55143,676+25,1251,5072,9720.67%+1,465
ALPHABET INC - CL A (Voting)(GOOG)91,81192,896+1,08510,99012,1562.76%+1,167
EXXON MOBIL CORP79,72879,664-648,5519,3672.13%+816
CHEVRON CORP(CVX)55,98756,452+4658,8109,5192.16%+709
ABBVIE INC.(ABBV)38,59938,539-605,2005,7451.30%+544
ALPHABET INC - CL C (Non-Voting)(GOOG)46,86046,810-505,6696,1721.40%+503
NVIDIA CORP(NVDA)29,65029,725+7512,54312,9302.93%+388
AUTOMATIC DATA PROCESSING24,21823,672-5465,3235,6951.29%+372
UNITEDHEALTH GROUP INC(UNH)13,15913,229+706,3256,6701.51%+345
AIR PRODUCTS & CHEMICALS INC4,5205,948+1,4281,3541,6860.38%+332
EMERSON ELECTRIC CO(EMR)53,77753,477-3004,8615,1641.17%+303
DANAHER CORP(DHR)42,60242,360-24210,22410,5102.39%+285
MOTOROLA SOLUTIONS INC.(MSI)0804+80402190.05%+219
META PLATFORMS INC.(META)17,09616,999-974,9065,1031.16%+197
COMCAST CORP - CL A(CCZ)75,83375,353-4803,1513,3410.76%+190
AVERY DENNISON CORP15,24815,283+352,6202,7920.63%+172
BARINGS CORPORATE INVESTORS0002,6292,7850.63%+156
MONDELEZ INTERNATIONAL INC(MDLZ)26,71430,124+3,4101,9482,0910.47%+142
INTERNATIONAL BUSINESS MACHINES CORPORATION(IBM)16,61416,789+1752,2232,3550.53%+132
AUTODESK INC8,1088,653+5451,6591,7900.41%+131
AMGEN INC(AMGN)2,3032,30305116190.14%+108
ELI LILLY & CO(LLY)1,5391,53907228260.19%+105
BERKSHIRE HATHAWAY INC - CL B13,73713,645-924,6844,7801.08%+96
GENERAL DYNAMICS CORP(GD)13,09013,165+752,8162,9090.66%+93
SHELL PLC - ADR22,56022,395-1651,3621,4420.33%+80
ADOBE SYSTEMS INC.(ADBE)4,2394,214-252,0732,1490.49%+76
CARRIER GLOBAL CORP(CARR)8,7629,262+5004365110.12%+76
COSTCO WHOLESALE CORP(COST)2,9802,960-201,6041,6720.38%+68
M & T BANK CORPORATION(MTB)33,93633,709-2274,2004,2630.97%+63
TEXTRON INC(TXT)04,900+4,90003830.09%+383
CHUBB LTD
COM
2,3102,31004454810.11%+36
CISCO SYSTEMS INC(CSCO)16,90916,733-1768759000.20%+25
PROGRESSIVE CORPORATION(PGR)03,220+3,22004490.10%+449
COTERRA ENERGY INC.010,507+10,50702840.06%+284
WEBSTER FINANCIAL CORP(WBS)05,686+5,68602290.05%+229
TRANE TECHNOLOGIES PLC(TT)01,080+1,08002190.05%+219
WAL-MART STORES INC(WMT)7,0136,938-751,1021,1100.25%+7
ZOETIS INC(ZTS)18,67718,522-1553,2163,2220.73%+6
GOLDMAN SACHS GROUP INC(GS)01,036+1,03603350.08%+335
FIRST GRAPHENE LTD010,000+10,000000.00%0
NETAPP, INC.(NTAP)02,675+2,67502030.05%+203
JPMORGAN CHASE & CO.(JPM)10,40610,387-191,5131,5060.34%-7
VERISK ANALYTICS(VRSK)2,0751,925-1504694550.10%-14
INTEL CORP(INTC)25,31423,364-1,9508478310.19%-16
WELLS FARGO & CO(WFC)07,965+7,96503250.07%+325
NUCOR CORP(NUE)01,746+1,74602730.06%+273
DUKE ENERGY CORPORATION(DUK)39,84940,299+4503,5763,5570.81%-19
L3 HARRIS TECHNOLOGIES, INC.(LHX)01,495+1,49502600.06%+260
BANK OF AMERICA CORP16,17016,17004644430.10%-21
CAMDEN NATIONAL CORP(CAC)08,900+8,90002510.06%+251
CANADIAN NATL RAILWAY CO(CNI)01,960+1,96002120.05%+212
TORONTO-DOMINION BANK(TD)14,95014,95009279010.20%-26
OTIS WORLDWIDE CORP(OTIS)03,065+3,06502460.06%+246
TRAVELERS COMPANIES, INC.(TRV)2,6152,61504544270.10%-27
LOWE`S COMPANIES, INC.(LOW)01,053+1,05302190.05%+219
AMERICAN ELECTRIC POWER05,217+5,21703920.09%+392
CUMMINS INC.(CMI)1,9431,913-304764370.10%-39
VISA INC(V)6,2806,310+301,4911,4510.33%-40
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
00003480.08%+348
SALESFORCE.COM, INC.(CRM)3,8013,726-758037560.17%-47
FORTIVE CORP(FTV)42,32042,026-2943,1643,1170.71%-48
UNION PACIFIC CORP(UNP)4,7754,545-2309779250.21%-52
CAPITAL ONE FINANCIAL CORP(COF)4,4964,49604924360.10%-55
PAYPAL HOLDINGS, INC.(PYPL)05,641+5,64103300.07%+330
MASTERCARD, INC.(MA)25,33024,994-3369,9629,8952.25%-67
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD.(TSM)02,695+2,69502340.05%+234
AMAZON.COM INC(AMZN)24,96425,028+643,2543,1820.72%-73
BALL CORP14,50015,485+9858447710.17%-73
U.S. BANCORP(USB)56,15153,541-2,6101,8551,7700.40%-85
MCCORMICK & CO., INC(MKC)8,4028,40207336360.14%-97
ISHARES CORE S&P MID-CAP ETF0003,2743,1760.72%-98
UNILEVER PLC - ADR(UL)13,32911,879-1,4506955870.13%-108
SPDR S&P 500 ETF TRUST(SPY)0002,4122,3020.52%-110
CVS HEALTH CORP(CVS)15,54613,780-1,7661,0759620.22%-113
FORTUNE BRANDS INNOVATIONS INC.(FBIN)11,40011,280-1208207010.16%-119
PNC FINANCIAL SERVICES GROUP(PNC)36,33736,112-2254,5774,4331.01%-143
NIKE, INC. - CL B(NKE)8,2227,972-2509077620.17%-145
BOEING COMPANY(BA)3,5363,126-4107475990.14%-147
ORACLE CORP(ORCL)9,6009,400-2001,1439960.23%-148
BRISTOL-MYERS SQUIBB CO(BMY)24,66224,562-1001,5771,4260.32%-152
HOME DEPOT INC(HD)22,14322,118-256,8796,6831.52%-195
3M COMPANY(MMM)000000
BECTON DICKINSON & CO.(BDX)27,87127,646-2257,3587,1471.62%-211
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)000000
THERMO FISHER SCIENTIFIC, INC.(TMO)17,60717,709+1029,1868,9642.03%-223
PFIZER INC(PFE)24,72720,438-4,2899076780.15%-229
MASCO CORP(MAS)42,01640,818-1,1982,4112,1820.50%-229
MEDTRONIC, PLC(MDT)000000
DASSAULT SYSTEMES SA ADR44,37044,070-3001,9721,6390.37%-333
LINDE PLC(LIN)27,73327,475-25810,56810,2302.32%-338
ROCHE HOLDINGS LTD - ADR55,17351,593-3,5802,1081,7510.40%-357
PHILIP MORRIS INTERNATIONAL(PM)80,15980,431+2727,8257,4461.69%-379
CHURCH & DWIGHT CO INC(CHD)36,82036,130-6903,6903,3110.75%-380
HONEYWELL INTERNATIONAL INC(HON)20,87321,297+4244,3313,9340.89%-397
EMERA INC.(EMA)67,86068,770+9102,7982,3990.54%-398
STANLEY BLACK & DECKER INC(SWK)36,23335,743-4903,3952,9870.68%-408
NESTLE SA - ADR80,49581,885+1,3909,6889,2672.10%-421
WALT DISNEY COMPANY(DIS)21,35618,310-3,0461,9071,4840.34%-423
T. ROWE PRICE GROUP INC.(TROW)58,15157,873-2786,5146,0691.38%-445
SOUTHERN COMPANY(SO)82,02182,078+575,7625,3121.21%-450
Page 1 of 1