Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$556.90M
Total Bought
$11.24M
Total Sold
$38.24M
Net Transaction
-$27.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERICAN EXPRESS COMPANY(AXP)48,87248,804-6811,31613,2362.38%+1,919
MCDONALD`S CORP.(MCD)032,557+32,55709,9141.78%+9,914
RTX CORP.(RTX)81,63180,881-7508,1959,8001.76%+1,605
PHILIP MORRIS INTERNATIONAL INC.(PM)84,17983,446-7338,53010,1301.82%+1,600
WASTE MANAGEMENT, INC.(WM)06,578+6,57801,3660.25%+1,366
HOME DEPOT, INC.(HD)021,818+21,81808,8411.59%+8,841
ISHARES CORE S&P 500 ETF00001,1310.20%+1,131
META PLATFORMS, INC.(META)16,26216,250-128,2009,3021.67%+1,103
SOUTHERN COMPANY(SO)80,29280,992+7006,2287,3041.31%+1,076
BROADCOM INC.(AVGO)3969,797+9,4016361,6900.30%+1,054
MASTERCARD INC.(MA)023,608+23,608011,6582.09%+11,658
PNC FINANCIAL SERVICES GROUP, INC.(PNC)034,542+34,54206,3851.15%+6,385
ABBVIE INC.(ABBV)038,779+38,77907,6581.38%+7,658
COCA-COLA COMPANY(KO)136,831134,362-2,4698,7099,6551.73%+946
DANAHER CORP.(DHR)41,60040,784-81610,39411,3392.04%+945
LINDE PLC(LIN)027,016+27,016012,8832.31%+12,883
ABBOTT LABORATORIES0106,177+106,177012,1052.17%+12,105
AMAZON.COM, INC.(AMZN)25,80931,605+5,7964,9885,8891.06%+901
JOHNSON & JOHNSON(JNJ)069,154+69,154011,2072.01%+11,207
UNITEDHEALTH GROUP INC.(UNH)13,23412,959-2756,7407,5771.36%+837
THERMO FISHER SCIENTIFIC INC.(TMO)017,130+17,130010,5961.90%+10,596
AUTOMATIC DATA PROCESSING, INC.023,148+23,14806,4061.15%+6,406
INTERNATIONAL BUSINESS MACHINES CORP.(IBM)016,734+16,73403,7000.66%+3,700
BERKSHIRE HATHAWAY INC. - CL B14,10114,126+255,7366,5021.17%+765
GE HEALTHCARE TECHNOLOGIES INC.(GEHC)050,707+50,70704,7590.85%+4,759
M & T BANK CORP.(MTB)32,66231,603-1,0594,9445,6291.01%+685
APPLE INC.(AAPL)38,97437,922-1,0528,2098,8361.59%+627
VANGUARD S&P 500 ETF00006080.11%+608
ILLINOIS TOOL WORKS INC.(ITW)035,259+35,25909,2401.66%+9,240
GENERAL MILLS, INC.(GIS)061,568+61,56804,5470.82%+4,547
MASCO CORP.(MAS)034,100+34,10002,8620.51%+2,862
PROCTER & GAMBLE COMPANY(PG)66,88166,746-13511,03011,5602.08%+530
EXXON MOBIL CORP.80,65383,571+2,9189,2859,7961.76%+511
DUKE ENERGY CORP.(DUK)40,20439,364-8404,0304,5390.81%+509
STRYKER CORP.(SYK)14,58615,119+5334,9635,4620.98%+499
SYSCO CORP.(SYY)081,023+81,02306,3251.14%+6,325
KYNDRYL HOLDINGS, INC.(KD)51,21579,095+27,8801,3471,8180.33%+470
ZOETIS INC.(ZTS)21,18421,057-1273,6724,1140.74%+442
MONDELEZ INTERNATIONAL, INC.(MDLZ)41,18642,366+1,1802,6953,1210.56%+426
ECOLAB INC.(ECL)25,60725,488-1196,0956,5081.17%+413
STARBUCKS CORP.(SBUX)20,26520,116-1491,5781,9610.35%+384
EMERSON ELECTRIC COMPANY(EMR)59,40862,879+3,4716,5446,8771.23%+333
BARINGS CORPORATE INVESTORS0003,0813,3980.61%+317
PEPSICO, INC.(PEP)073,867+73,867012,5612.26%+12,561
SCHWAB SHORT-TERM U.S. TREASURY - ETF00003120.06%+312
STANLEY BLACK & DECKER, INC.(SWK)022,214+22,21402,4460.44%+2,446
WALT DISNEY COMPANY(DIS)030,256+30,25602,9100.52%+2,910
ORACLE CORP.(ORCL)10,0209,870-1501,4151,6820.30%+267
SPDR S&P 500 ETF TRUST(SPY)0003,1243,3900.61%+267
WALMART INC.(WMT)20,71820,613-1051,4031,6640.30%+262
ISHARES MSCI EAFE ETF00002620.05%+262
ISHARES CORE S&P MID-CAP ETF0003,9084,1650.75%+257
INVESCO QQQ TRUST SERIES 1 ETF00002480.04%+248
ISHARES RUSSELL MID CAP ETF00002380.04%+238
ISHARES CORE MSCI INTL DEVELOPED MARKETS - ETF
CORE MSCI INTL
00002360.04%+236
EMERA INC.(EMA)66,76062,610-4,1502,2282,4590.44%+231
FORTUNE BRANDS INNOVATIONS, INC.(FBIN)9,7209,605-1156318600.15%+229
AUTODESK, INC.8,4488,408-402,0902,3160.42%+226
LOWE`S COMPANIES, INC.(LOW)0801+80102170.04%+217
BAR HARBOR BANKSHARES07,010+7,01002160.04%+216
LOCKHEED MARTIN CORP.(LMT)0369+36902160.04%+216
HERSHEY COMPANY(HSY)01,090+1,09002090.04%+209
WABTEC CORP.(WAB)01,150+1,15002090.04%+209
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)02,700+2,70002000.04%+200
TEXAS INSTRUMENTS INC.(TXN)47,14545,365-1,7809,1719,3711.68%+200
VISA INC.(V)6,7027,051+3491,7591,9390.35%+180
UNION PACIFIC CORP.(UNP)5,0455,319+2741,1411,3110.24%+170
FORTIVE CORP.(FTV)041,254+41,25403,2560.58%+3,256
DIAGEO PLC - ADR(DEO)024,130+24,13003,3860.61%+3,386
GENERAL DYNAMICS CORP.(GD)12,76312,766+33,7033,8580.69%+155
CARRIER GLOBAL CORP.(CARR)9,1329,024-1085767260.13%+150
FISERV, INC.(FISV)1,9452,290+3452904110.07%+122
COMCAST CORP. - CL A(CCZ)76,44674,323-2,1232,9943,1040.56%+111
PALO ALTO NETWORKS, INC.(PANW)4,6854,956+2711,5881,6940.30%+106
AIR PRODUCTS & CHEMICALS, INC.6,1645,650-5141,5911,6820.30%+92
NIKE, INC.(NKE)6,9936,883-1105276080.11%+81
PAYPAL HOLDINGS, INC.(PYPL)4,0424,04202353150.06%+81
DASSAULT SYSTEMES SE - ADR042,765+42,76501,6960.30%+1,696
JPMORGAN CHASE & COMPANY(JPM)9,7819,718-631,9782,0490.37%+71
BECTON, DICKINSON & COMPANY(BDX)025,787+25,78706,2171.12%+6,217
TRAVELERS COMPANIES, INC.(TRV)2,6152,565-505326010.11%+69
AMERICAN ELECTRIC POWER COMPANY, INC.4,4704,47003924590.08%+66
BRISTOL-MYERS SQUIBB COMPANY(BMY)018,458+18,45809550.17%+955
CHUBB LTD.
COM
2,3062,261-455886520.12%+64
TRANE TECHNOLOGIES PLC(TT)98598503243830.07%+59
MOTOROLA SOLUTIONS, INC.(MSI)844854+103263840.07%+58
SALESFORCE.COM, INC.(CRM)3,5483,542-69129690.17%+57
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0003774290.08%+52
MCCORMICK & COMPANY, INC.(MKC)5,7975,597-2004114610.08%+49
CAPITAL ONE FINANCIAL CORP.(COF)4,4904,479-116226710.12%+49
ADOBE INC.(ADBE)3,5373,889+3521,9652,0140.36%+49
PROGRESSIVE CORP.(PGR)3,2202,820-4006697160.13%+47
SHELL PLC - ADR22,48525,310+2,8251,6231,6690.30%+46
CAMDEN NATIONAL CORP.(CAC)7,7007,100-6002542930.05%+39
CUMMINS INC.(CMI)1,1731,113-603253600.06%+36
UNILEVER PLC - ADR(UL)9,1158,190-9255015320.10%+31
GOLDMAN SACHS GROUP, INC.(GS)1,0401,010-304705000.09%+30
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,4701,503+333303580.06%+27
HONEYWELL INTERNATIONAL INC.(HON)21,03721,833+7964,4924,5130.81%+21
OTIS WORLDWIDE CORP.(OTIS)2,5302,498-322442600.05%+16
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