Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$474.32M
Total Bought
$16.28M
Total Sold
$27.75M
Net Transaction
-$11.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)091,455+91,455034,3917.25%+34,391
AMERICAN EXPRESS CO(AXP)050,649+50,64909,4892.00%+9,489
NVIDIA CORP(NVDA)29,72529,405-32012,93014,5623.07%+1,632
ABBOTT LABORATORIES0109,217+109,217012,0222.53%+12,022
MCDONALD`S CORP(MCD)032,609+32,60909,6692.04%+9,669
ILLINOIS TOOL WORKS(ITW)037,130+37,13009,7262.05%+9,726
PNC FINANCIAL SERVICES GROUP(PNC)36,11235,542-5704,4335,5041.16%+1,070
HOME DEPOT INC(HD)22,11822,176+586,6837,6851.62%+1,002
LINDE PLC(LIN)27,47527,264-21110,23011,1982.36%+967
RTX CORPORATION(RTX)082,004+82,00406,9001.45%+6,900
GE HEALTHCARE TECHNOLOGIES INC.(GEHC)43,67650,232+6,5562,9723,8840.82%+912
ALPHABET INC - CL A (Voting)(GOOG)92,89693,361+46512,15613,0422.75%+885
APPLE INC.(AAPL)039,121+39,12107,5321.59%+7,532
META PLATFORMS INC.(META)16,99916,562-4375,1035,8621.24%+759
VERALTO CORP.(VLTO)08,418+8,41806920.15%+692
ECOLAB INC(ECL)025,942+25,94205,1461.08%+5,146
MASTERCARD, INC.(MA)24,99424,618-3769,89510,5002.21%+604
AMAZON.COM INC(AMZN)25,02824,913-1153,1823,7850.80%+604
PHILIP MORRIS INTERNATIONAL(PM)80,43184,486+4,0557,4467,9481.68%+502
DASSAULT SYSTEMES SA ADR44,07043,660-4101,6392,1400.45%+502
TEXAS INSTRUMENTS INC(TXN)048,234+48,23408,2221.73%+8,222
MONDELEZ INTERNATIONAL INC(MDLZ)30,12435,581+5,4572,0912,5770.54%+487
GENERAL DYNAMICS CORP(GD)13,16513,044-1212,9093,3870.71%+478
EMERSON ELECTRIC CO(EMR)53,47757,935+4,4585,1645,6391.19%+475
HONEYWELL INTERNATIONAL INC(HON)21,29721,022-2753,9344,4090.93%+474
SOUTHERN COMPANY(SO)82,07882,117+395,3125,7581.21%+446
WALT DISNEY COMPANY(DIS)18,31021,348+3,0381,4841,9280.41%+443
ALPHABET INC - CL C (Non-Voting)(GOOG)46,81046,940+1306,1726,6151.39%+443
THERMO FISHER SCIENTIFIC, INC.(TMO)17,70917,687-228,9649,3881.98%+424
STANLEY BLACK & DECKER INC(SWK)35,74334,777-9662,9873,4120.72%+424
INTERNATIONAL BUSINESS MACHINES CORPORATION(IBM)16,78916,989+2002,3552,7790.59%+423
MERCK & CO. INC.(MRK)079,139+79,13908,6281.82%+8,628
COCA-COLA COMPANY/THE(KO)0138,111+138,11108,1391.72%+8,139
ZOETIS INC(ZTS)18,52218,332-1903,2223,6180.76%+396
SYSCO CORP(SYY)083,274+83,27406,0901.28%+6,090
BARINGS CORPORATE INVESTORS0002,7853,1590.67%+374
STRYKER CORP(SYK)014,665+14,66504,3920.93%+4,392
ADOBE SYSTEMS INC.(ADBE)4,2144,204-102,1492,5080.53%+359
U.S. BANCORP(USB)53,54149,146-4,3951,7702,1270.45%+357
ISHARES CORE S&P MID-CAP ETF0003,1763,5300.74%+354
DUKE ENERGY CORPORATION(DUK)40,29940,224-753,5573,9030.82%+347
NESTLE SA - ADR81,88582,999+1,1149,2679,5972.02%+330
EMERA INC.(EMA)68,77072,195+3,4252,3992,7280.58%+329
INTEL CORP(INTC)23,36422,944-4208311,1530.24%+322
AUTODESK INC8,6538,623-301,7902,1000.44%+309
MASCO CORP(MAS)40,81837,090-3,7282,1822,4840.52%+303
M & T BANK CORPORATION(MTB)33,70933,296-4134,2634,5640.96%+302
ABBVIE INC.(ABBV)38,53938,986+4475,7456,0421.27%+297
BROADCOM LTD(AVGO)0238+23802660.06%+266
COSTCO WHOLESALE CORP(COST)2,9602,935-251,6721,9370.41%+265
JPMORGAN CHASE & CO.(JPM)10,38710,370-171,5061,7640.37%+258
AVERY DENNISON CORP15,28315,073-2102,7923,0470.64%+255
PEPSICO, INC.(PEP)074,212+74,212012,6042.66%+12,604
SPDR S&P 500 ETF TRUST(SPY)0002,3022,5450.54%+243
BAR HARBOR BANKSHARES08,110+8,11002380.05%+238
CHARLES SCHWAB CORPORATION(SCHW)03,345+3,34502300.05%+230
QUALCOMM INC(QCOM)01,578+1,57802280.05%+228
UNITEDHEALTH GROUP INC(UNH)13,22913,072-1576,6706,8821.45%+212
UNION PACIFIC CORP(UNP)4,5454,570+259251,1220.24%+197
VISA INC(V)6,3106,315+51,4511,6440.35%+193
SALESFORCE.COM, INC.(CRM)3,7263,586-1407569440.20%+188
CAPITAL ONE FINANCIAL CORP(COF)4,4964,49604365900.12%+153
BERKSHIRE HATHAWAY INC - CL B13,64513,770+1254,7804,9111.04%+131
FORTUNE BRANDS INNOVATIONS INC.(FBIN)11,28010,880-4007018280.17%+127
T. ROWE PRICE GROUP INC.(TROW)57,87357,451-4226,0696,1871.30%+118
BANK OF AMERICA CORP16,17016,17004435440.11%+102
NIKE, INC. - CL B(NKE)7,9727,872-1007628550.18%+92
ROCHE HOLDINGS LTD - ADR51,59350,708-8851,7511,8370.39%+87
CAMDEN NATIONAL CORP(CAC)8,9008,90002513350.07%+84
GENERAL MILLS, INC.(GIS)063,763+63,76304,1540.88%+4,154
TORONTO-DOMINION BANK(TD)14,95015,100+1509019760.21%+75
TRAVELERS COMPANIES, INC.(TRV)2,6152,61504274980.11%+71
ELI LILLY & CO(LLY)1,5391,53908268970.19%+70
BALL CORP15,48514,555-9307718370.18%+66
ORACLE CORP(ORCL)9,40010,060+6609961,0610.22%+65
UNITED PARCEL SERVICE - CL B(UPS)040,350+40,35006,3441.34%+6,344
GOLDMAN SACHS GROUP INC(GS)1,0361,03603354000.08%+64
PROGRESSIVE CORPORATION(PGR)3,2203,22004495130.11%+64
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
0003484090.09%+61
WEBSTER FINANCIAL CORP(WBS)5,6865,68602292890.06%+59
WELLS FARGO & CO(WFC)7,9657,795-1703253840.08%+58
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,4951,470-252603100.07%+49
CHURCH & DWIGHT COMPANY, INC.(CHD)36,13035,510-6203,3113,3580.71%+47
AMGEN INC(AMGN)2,3032,30306196630.14%+44
PROCTER & GAMBLE COMPANY(PG)068,203+68,20309,9952.11%+9,995
CHUBB LTD
COM
2,3102,306-44815210.11%+40
CANADIAN NATL RAILWAY CO(CNI)1,9601,96002122460.05%+34
TRANE TECHNOLOGIES PLC(TT)1,0801,035-452192520.05%+33
NETAPP, INC.(NTAP)2,6752,67502032360.05%+33
MOTOROLA SOLUTIONS INC.(MSI)80480402192520.05%+33
AMERICAN ELECTRIC POWER5,2175,21703924240.09%+31
TEXTRON INC(TXT)4,9005,100+2003834100.09%+27
NUCOR CORP(NUE)1,7461,720-262732990.06%+26
COTERRA ENERGY INC.10,50711,957+1,4502843050.06%+21
CARRIER GLOBAL CORP(CARR)9,2629,257-55115320.11%+21
OTIS WORLDWIDE CORP(OTIS)3,0652,940-1252462630.06%+17
LOWE`S COMPANIES, INC.(LOW)1,0531,05302192340.05%+15
BOEING COMPANY(BA)3,1262,356-7705996140.13%+15
SHELL PLC - ADR22,39522,115-2801,4421,4550.31%+13
ALTABA INC - ESCROW SHARES015,000+15,0000130.00%+13
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