Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$546.30M
Total Bought
$22.45M
Total Sold
$29.34M
Net Transaction
-$6.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORP.(NVDA)0288,961+288,961038,8057.10%+38,805
ALPHABET INC. - CL A (Voting)(GOOG)095,322+95,322018,0443.30%+18,044
DELL TECHNOLOGIES INC.(DELL)014,640+14,64001,6870.31%+1,687
KYNDRYL HOLDINGS, INC.(KD)79,09588,335+9,2401,8183,0560.56%+1,239
AMERICAN EXPRESS COMPANY(AXP)48,80448,302-50213,23614,3362.62%+1,100
AMAZON.COM, INC.(AMZN)31,60531,855+2505,8896,9891.28%+1,100
EMERSON ELECTRIC COMPANY(EMR)62,87962,939+606,8777,8001.43%+923
ALPHABET INC. - CL C (Non-Voting)(GOOG)044,940+44,94008,5581.57%+8,558
MASTERCARD INC.(MA)23,60823,370-23811,65812,3062.25%+648
APPLE INC.(AAPL)37,92237,721-2018,8369,4461.73%+610
BROADCOM INC.(AVGO)9,7979,793-41,6902,2700.42%+580
APPLIED MATERIALS, INC.02,815+2,81504580.08%+458
FISERV, INC.(FISV)2,2904,108+1,8184118440.15%+432
HONEYWELL INTERNATIONAL INC.(HON)21,83321,807-264,5134,9260.90%+413
VISA INC.(V)7,0517,259+2081,9392,2940.42%+355
WASTE MANAGEMENT, INC.(WM)6,5788,513+1,9351,3661,7180.31%+352
AUTOMATIC DATA PROCESSING, INC.23,14823,015-1336,4066,7371.23%+331
WALT DISNEY COMPANY(DIS)30,25629,096-1,1602,9103,2400.59%+330
GE VERNOVA INC.(GEV)0876+87602880.05%+288
JPMORGAN CHASE & COMPANY(JPM)9,7189,733+152,0492,3330.43%+284
SHELL PLC - ADR25,31031,170+5,8601,6691,9530.36%+284
ADOBE INC.(ADBE)3,8895,086+1,1972,0142,2620.41%+248
NETFLIX, INC.(NFLX)0269+26902400.04%+240
M & T BANK CORP.(MTB)31,60331,213-3905,6295,8681.07%+239
ASML HOLDING N.V.
N Y REGISTRY SHS
0342+34202370.04%+237
SALESFORCE.COM, INC.(CRM)3,5423,527-159691,1790.22%+210
WALMART INC.(WMT)20,61320,61301,6641,8620.34%+198
META PLATFORMS, INC.(META)16,25016,174-769,3029,4701.73%+168
BRISTOL-MYERS SQUIBB COMPANY(BMY)18,45819,828+1,3709551,1210.21%+166
PALO ALTO NETWORKS, INC.(PANW)4,95610,220+5,2641,6941,8600.34%+166
GOLDMAN SACHS GROUP, INC.(GS)1,0101,137+1275006510.12%+151
PNC FINANCIAL SERVICES GROUP, INC.(PNC)34,54233,880-6626,3856,5341.20%+149
AUTODESK, INC.8,4088,296-1122,3162,4520.45%+136
CAPITAL ONE FINANCIAL CORP.(COF)4,4794,454-256717940.15%+124
UNION PACIFIC CORP.(UNP)5,3196,273+9541,3111,4300.26%+119
WELLS FARGO & COMPANY(WFC)07,700+7,70005410.10%+541
SPDR S&P 500 ETF TRUST(SPY)0003,3903,4750.64%+85
BARINGS CORPORATE INVESTORS0003,3983,4750.64%+77
BERKSHIRE HATHAWAY INC. - CL B14,12614,511+3856,5026,5781.20%+76
CISCO SYSTEMS, INC.(CSCO)011,307+11,30706690.12%+669
BANK OF AMERICA CORP.015,654+15,65406880.13%+688
AIR PRODUCTS & CHEMICALS, INC.5,6506,014+3641,6821,7440.32%+62
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0004294820.09%+52
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR(TSM)02,070+2,07004090.07%+409
CHARLES SCHWAB CORP.(SCHW)05,145+5,14503810.07%+381
WEBSTER FINANCIAL CORP.(WBS)05,186+5,18602860.05%+286
U.S. BANCORP(USB)033,396+33,39601,5970.29%+1,597
COTERRA ENERGY INC.013,899+13,89903550.06%+355
CUMMINS INC.(CMI)1,1131,11303603880.07%+28
T. ROWE PRICE GROUP, INC.(TROW)052,731+52,73105,9631.09%+5,963
VERISK ANALYTICS, INC.(VRSK)01,695+1,69504670.09%+467
STRYKER CORP.(SYK)15,11915,204+855,4625,4741.00%+12
INVESCO QQQ TRUST SERIES 1 ETF0002482600.05%+12
MOTOROLA SOLUTIONS, INC.(MSI)85485403843950.07%+11
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
00003480.06%+348
WABTEC CORP.(WAB)1,1501,15002092180.04%+9
PAYPAL HOLDINGS, INC.(PYPL)4,0423,747-2953153200.06%+4
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)2,7002,70002002050.04%+4
ISHARES RUSSELL MID CAP ETF0002382390.04%+1
EARTH SEARCH SCIENCES INC.010,000+10,000000.00%0
FIRST GRAPHENE LTD.010,000+10,000000.00%0
CHUBB LTD.
COM
2,2612,356+956526510.12%-1
BAR HARBOR BANKSHARES7,0106,987-232162140.04%-3
ISHARES CORE S&P MID-CAP ETF0004,1654,1610.76%-3
VANGUARD S&P 500 ETF0006086020.11%-7
HERSHEY COMPANY(HSY)1,0901,190+1002092020.04%-8
CLEAN HARBORS, INC.(CLH)0900+90002070.04%+207
CAMDEN NATIONAL CORP.(CAC)7,1006,400-7002932740.05%-20
NETAPP, INC.(NTAP)02,675+2,67503110.06%+311
ISHARES CORE MSCI INTL DEVELOPED MARKETS - ETF
CORE MSCI INTL
0002362150.04%-21
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,5031,584+813583330.06%-24
INTERNATIONAL BUSINESS MACHINES CORP.(IBM)16,73416,709-253,7003,6730.67%-26
OTIS WORLDWIDE CORP.(OTIS)2,4982,441-572602260.04%-34
TRANE TECHNOLOGIES PLC(TT)985925-603833420.06%-41
PROGRESSIVE CORP.(PGR)2,8202,805-157166720.12%-43
AMERICAN ELECTRIC POWER COMPANY, INC.4,4704,47004594120.08%-46
TRAVELERS COMPANIES, INC.(TRV)2,5652,291-2746015520.10%-49
TEXTRON INC.(TXT)04,050+4,05003100.06%+310
ORACLE CORP.(ORCL)9,8709,720-1501,6821,6200.30%-62
ABBVIE INC.(ABBV)38,77942,715+3,9367,6587,5901.39%-68
COSTCO WHOLESALE CORP.(COST)02,517+2,51702,3060.42%+2,306
DUKE ENERGY CORP.(DUK)39,36441,356+1,9924,5394,4560.82%-83
PHILIP MORRIS INTERNATIONAL INC.(PM)83,44683,465+1910,13010,0451.84%-85
VERALTO CORP.(VLTO)03,657+3,65703720.07%+372
CIGNA GROUP(CI)01,039+1,03902870.05%+287
CHEVRON CORP.(CVX)056,299+56,29908,1541.49%+8,154
MCCORMICK & COMPANY, INC.(MKC)5,5974,537-1,0604613460.06%-115
ISHARES CORE S&P 500 ETF0001,1311,0110.19%-120
CARRIER GLOBAL CORP.(CARR)9,0248,829-1957266030.11%-124
NIKE, INC.(NKE)6,8836,403-4806084850.09%-124
ABBOTT LABORATORIES106,177105,924-25312,10511,9812.19%-124
AMGEN INC.(AMGN)02,173+2,17305660.10%+566
FORTIVE CORP.(FTV)41,25441,558+3043,2563,1170.57%-139
STARBUCKS CORP.(SBUX)20,11619,792-3241,9611,8060.33%-155
CHURCH & DWIGHT COMPANY, INC.(CHD)028,995+28,99503,0360.56%+3,036
GENERAL DYNAMICS CORP.(GD)12,76613,990+1,2243,8583,6860.67%-172
UNILEVER PLC - ADR(UL)8,1906,190-2,0005323510.06%-181
ELI LILLY & COMPANY(LLY)01,478+1,47801,1410.21%+1,141
QUALCOMM INC.(QCOM)000000
BALL CORP.06,470+6,47003570.07%+357
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