Fund HoldingsSky Investment Group LLC

Total Portfolio Value
$605.41M
Total Bought
$29.59M
Total Sold
$25.51M
Net Transaction
+$4.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC. - CL A (Voting)(GOOG)97,23997,619+38023,63930,5555.05%+6,916
ALPHABET INC. - CL C (Non-Voting)(GOOG)41,29040,755-53510,05612,7892.11%+2,733
MERCK & COMPANY, INC.(MRK)81,38882,407+1,0196,8318,6741.43%+1,843
AMERICAN EXPRESS COMPANY(AXP)47,87747,295-58215,90317,4972.89%+1,594
JOHNSON & JOHNSON(JNJ)66,34966,228-12112,30213,7062.26%+1,403
THERMO FISHER SCIENTIFIC INC.(TMO)18,09417,385-7098,77610,0741.66%+1,298
RTX CORP.(RTX)80,40680,195-21113,45414,7082.43%+1,253
DANAHER CORP.(DHR)40,48640,456-308,0279,2611.53%+1,234
EATON CORP. PLC(ETN)3,1607,366+4,2061,1832,3460.39%+1,164
PROGRESSIVE CORP.(PGR)13,18118,962+5,7813,2554,3180.71%+1,063
AMAZON.COM, INC.(AMZN)34,34636,731+2,3857,5418,4781.40%+937
APPLE INC.(AAPL)33,11534,304+1,1898,4329,3261.54%+894
MOTOROLA SOLUTIONS, INC.(MSI)1,0793,381+2,3024931,2960.21%+803
EXXON MOBIL CORP.83,05283,552+5009,36410,0551.66%+691
INTERCONTINENTAL EXCHANGE, INC.(ICE)03,565+3,56505770.10%+577
COCA-COLA COMPANY(KO)0139,141+139,14109,7271.61%+9,727
WASTE MANAGEMENT, INC.(WM)9,31311,513+2,2002,0572,5300.42%+473
ELI LILLY & COMPANY(LLY)1,4731,453-201,1241,5620.26%+438
PNC FINANCIAL SERVICES GROUP, INC.(PNC)32,97533,660+6856,6267,0261.16%+400
GE HEALTHCARE TECHNOLOGIES INC.(GEHC)50,15250,642+4903,7664,1540.69%+387
BROADCOM INC.(AVGO)10,84511,212+3673,5783,8800.64%+303
CAPITAL ONE FINANCIAL CORP.(COF)4,6025,231+6299781,2680.21%+289
UNILEVER PLC - ADR(UL)04,306+4,30602820.05%+282
LOWE`S COMPANIES, INC.(LOW)01,087+1,08702620.04%+262
NUCOR CORP.(NUE)01,360+1,36002220.04%+222
NISOURCE INC(NI)05,230+5,23002180.04%+218
GE VERNOVA INC.(GEV)2,1982,393+1951,3521,5640.26%+212
UBER TECHNOLOGIES, INC.(UBER)6,36210,200+3,8386238330.14%+210
CAMDEN NATIONAL CORP.(CAC)04,650+4,65002020.03%+202
INTERNATIONAL BUSINESS MACHINES CORP.(IBM)016,589+16,58904,9140.81%+4,914
WALMART INC.(WMT)22,73222,763+312,3432,5360.42%+193
ONEOK, INC.(OKE)8,78511,240+2,4556418260.14%+185
VISA INC.(V)07,653+7,65302,6840.44%+2,684
AVERY DENNISON CORP.014,270+14,27002,5950.43%+2,595
APPLIED MATERIALS, INC.4,5354,262-2739281,0950.18%+167
NESTLE S.A. - ADR062,756+62,75606,1991.02%+6,199
STRYKER CORP.(SYK)017,236+17,23606,0581.00%+6,058
CHARLES SCHWAB CORP.(SCHW)5,0706,285+1,2154846280.10%+144
PEPSICO, INC.(PEP)72,65472,083-57110,20410,3451.71%+142
ISHARES CORE S&P 500 ETF0008931,0200.17%+127
U.S. BANCORP(USB)29,90229,422-4801,4451,5700.26%+125
M & T BANK CORP.(MTB)30,89730,881-166,1066,2221.03%+116
SALESFORCE.COM, INC.(CRM)03,848+3,84801,0190.17%+1,019
CISCO SYSTEMS, INC.(CSCO)11,30611,356+507748750.14%+101
EMERSON ELECTRIC COMPANY(EMR)062,998+62,99808,3611.38%+8,361
GOLDMAN SACHS GROUP, INC.(GS)1,1731,17309341,0310.17%+97
CUMMINS INC.(CMI)1,1031,098-54665600.09%+95
AMGEN INC.(AMGN)1,9231,927+45436310.10%+88
MASTERCARD INC.(MA)022,320+22,320012,7422.10%+12,742
TORONTO-DOMINION BANK(TD)5,4465,494+484355180.09%+82
EMERA INC.(EMA)54,28054,525+2452,6032,6850.44%+82
ROCHE HOLDINGS AG - ADR15,76414,294-1,4706597370.12%+78
CHUBB LTD.
COM
2,3972,404+76777500.12%+74
WELLS FARGO & COMPANY(WFC)7,7007,680-206457160.12%+70
JPMORGAN CHASE & COMPANY(JPM)10,18010,176-43,2113,2790.54%+68
TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR(TSM)1,9702,008+385506100.10%+60
BANK OF AMERICA CORP.15,65415,588-668088570.14%+50
PHILIP MORRIS INTERNATIONAL INC.(PM)085,497+85,497013,7142.27%+13,714
ASML HOLDING N.V.
N Y REGISTRY SHS
376384+83644110.07%+47
DUKE ENERGY CORP.(DUK)41,44144,113+2,6725,1285,1700.85%+42
COTERRA ENERGY INC.15,06715,06703563970.07%+40
MCDONALD`S CORP.(MCD)32,27332,214-599,8079,8461.63%+38
TJX COMPANIES, INC.(TJX)1,6021,741+1392322670.04%+36
BRISTOL-MYERS SQUIBB COMPANY(BMY)016,550+16,55008930.15%+893
BERKSHIRE HATHAWAY INC. - CL B15,06015,113+537,5717,5971.25%+25
TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
0004604830.08%+23
WABTEC CORP.(WAB)1,2251,22502462610.04%+16
TRAVELERS COMPANIES, INC.(TRV)2,2912,258-336406550.11%+15
VANGUARD S&P 500 ETF0005625750.09%+14
SHELL PLC - ADR33,31032,570-7402,3832,3930.40%+11
INVESCO QQQ TRUST SERIES 1 ETF0002782880.05%+10
WEBSTER FINANCIAL CORP.(WBS)5,1865,036-1503083170.05%+9
TEXTRON INC.(TXT)3,1003,10002622700.04%+8
BAR HARBOR BANKSHARES6,9876,98702132170.04%+4
AMERICAN ELECTRIC POWER COMPANY, INC.4,4704,390-805035060.08%+3
CLEAN HARBORS, INC.(CLH)90090002092110.03%+2
FIRST GRAPHENE LTD.10,00020,000+10,000010.00%0
EARTH SEARCH SCIENCES INC.10,00010,0000000.00%0
ISHARES RUSSELL MID CAP ETF0002442430.04%-1
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
0005285270.09%-1
UNION PACIFIC CORP.(UNP)6,7436,881+1381,5941,5920.26%-2
SS&C TECHNOLOGIES HOLDINGS, INC.(SSNC)2,6002,60002312270.04%-3
OTIS WORLDWIDE CORP.(OTIS)02,326+2,32602030.03%+203
L3 HARRIS TECHNOLOGIES, INC.(LHX)1,6051,60504904710.08%-19
STARBUCKS CORP.(SBUX)021,113+21,11301,7780.29%+1,778
SPDR S&P 500 ETF TRUST(SPY)0003,9503,9270.65%-23
BALL CORP.4,6203,945-6752332090.03%-24
TRANE TECHNOLOGIES PLC(TT)935937+23953650.06%-30
NETAPP, INC.(NTAP)2,6752,67503172860.05%-30
CHEVRON CORP.(CVX)55,27156,109+8388,5838,5521.41%-31
ABBVIE INC.(ABBV)40,60540,998+3939,4029,3681.55%-34
GE AEROSPACE(GE)920787-1332772420.04%-34
PAYPAL HOLDINGS, INC.(PYPL)3,7473,565-1822512080.03%-43
VERISK ANALYTICS, INC.(VRSK)01,670+1,67003740.06%+374
ISHARES CORE S&P MID-CAP ETF0004,2614,2130.70%-47
FORTUNE BRANDS INNOVATIONS, INC.(FBIN)8,0807,600-4804313800.06%-51
CARRIER GLOBAL CORP.(CARR)08,840+8,84004670.08%+467
NIKE, INC.(NKE)3,8303,145-6852672000.03%-67
VERALTO CORP.(VLTO)3,2432,794-4493462790.05%-67
NETFLIX, INC.(NFLX)02,700+2,70002530.04%+253
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