Sky-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TROW",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "ASML",
  "AVGO",
  "MCI",
  "COF",
  "CMI",
  "DUK",
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "FBIN",
  "UNP",
  "ITW",
  "AMAT",
  "EMR",
  "META",
  "IJH",
  "SWK",
  null,
  "LHX",
  "LIN",
  "MA",
  "MSFT",
  "MDLZ",
  "FTV",
  "HRL",
  "ORCL",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  null,
  null,
  null,
  null,
  "RTX",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TD",
  "TMO",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "SCHW",
  "TXT",
  "TSM",
  "TT",
  "VRSK",
  "ADSK",
  "AVY",
  "FI",
  "WAB",
  "DEO",
  "WM",
  "IWR",
  "AEP",
  "AMZN",
  "MSI",
  "KD",
  "USB",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "WBS",
  "WFC",
  "MTB",
  "SO",
  "OTIS",
  "CRM",
  "SYY",
  "GEV",
  "NTAP",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  "BHB",
  "BRK-B",
  "BDX",
  "BMY",
  "CAC",
  "CARR",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "KO",
  "CMCSA",
  "CTRA",
  "COST",
  "CVS",
  "DHR",
  "DELL",
  "RSP",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 137
Total Value: 541654857
Accession Number: 0001333792-25-000002
Form Type: 13F-HR
CIK: sky-investment-group
Manager Name: Sky-Investment-Group

Data Enrichment

95% identified

130 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $541.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:88.3K

Value:$33.2M

% of Portfolio:6.1% ($33.2M/$541.7M)

NVIDIA CORP

NVDA|67066G104

Shares:290.8K

Value:$31.5M

% of Portfolio:5.8% ($31.5M/$541.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:98.4K

Value:$15.2M

% of Portfolio:2.8% ($15.2M/$541.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:105.6K

Value:$14.0M

% of Portfolio:2.6% ($14.0M/$541.7M)

Philip Morris International Inc.

PM|718172109

Shares:83.6K

Value:$13.3M

% of Portfolio:2.4% ($13.3M/$541.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:48.7K

Value:$13.1M

% of Portfolio:2.4% ($13.1M/$541.7M)

LINDE PLC

LIN|G54950103

Shares:27.7K

Value:$12.9M

% of Portfolio:2.4% ($12.9M/$541.7M)

Mastercard Inc

MA|57636Q104

Shares:23.3K

Value:$12.7M

% of Portfolio:2.4% ($12.7M/$541.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:68.4K

Value:$11.7M

% of Portfolio:2.2% ($11.7M/$541.7M)

PEPSICO INC

PEP|713448108

Shares:75.2K

Value:$11.3M

% of Portfolio:2.1% ($11.3M/$541.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:67.6K

Value:$11.2M

% of Portfolio:2.1% ($11.2M/$541.7M)

RTX Corp

RTX|75513E101

Shares:80.8K

Value:$10.7M

% of Portfolio:2.0% ($10.7M/$541.7M)

MCDONALDS CORP

MCD|580135101

Shares:32.8K

Value:$10.2M

% of Portfolio:1.9% ($10.2M/$541.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:85.0K

Value:$10.1M

% of Portfolio:1.9% ($10.1M/$541.7M)

COCA COLA CO

KO|191216100

Shares:139.1K

Value:$10.0M

% of Portfolio:1.8% ($10.0M/$541.7M)

CHEVRON CORP

CVX|166764100

Shares:56.1K

Value:$9.4M

% of Portfolio:1.7% ($9.4M/$541.7M)

Meta Platforms, Inc.

META|30303M102

Shares:16.2K

Value:$9.4M

% of Portfolio:1.7% ($9.4M/$541.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:18.3K

Value:$9.1M

% of Portfolio:1.7% ($9.1M/$541.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:42.8K

Value:$9.0M

% of Portfolio:1.7% ($9.0M/$541.7M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:35.1K

Value:$8.7M

% of Portfolio:1.6% ($8.7M/$541.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	88.3K	QoQ +0.85% (-749) YoY -2.74% (-2.5K)	All Managers (Combined)	$33.2M	6.1% ($33.2M/$541.7M)	QoQ -10.17% (-$3.8M) YoY -13.22% (-$5.1M)
NVIDIA CORP(NVDAcusip67066G104)	290.8K	QoQ +0.65% (-1.9K) YoY +908.76% (+262.0K)	All Managers (Combined)	$31.5M	5.8% ($31.5M/$541.7M)	QoQ -18.76% (-$7.3M) YoY +20.99% (+$5.5M)
Alphabet Inc.(GOOGLcusip02079K305)	98.4K	QoQ +3.27% (-3.1K) YoY +2.18% (+2.1K)	All Managers (Combined)	$15.2M	2.8% ($15.2M/$541.7M)	QoQ -15.63% (-$2.8M) YoY +4.69% (+$683.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	105.6K	QoQ -0.29% (-315) YoY -2.41% (-2.6K)	All Managers (Combined)	$14.0M	2.6% ($14.0M/$541.7M)	QoQ +16.92% (-$2.0M) YoY +13.88% (-$1.7M)
Philip Morris International Inc.(PMcusip718172109)	83.6K	QoQ +0.10% (+90) YoY -1.42% (-1.2K)	All Managers (Combined)	$13.3M	2.4% ($13.3M/$541.7M)	QoQ +32.03% (+$3.2M) YoY +70.77% (-$5.5M)
AMERICAN EXPRESS CO(AXPcusip025816109)	48.7K	QoQ +0.82% (-400) YoY -2.77% (-1.4K)	All Managers (Combined)	$13.1M	2.4% ($13.1M/$541.7M)	QoQ -8.59% (-$1.2M) YoY +14.88% (-$1.7M)
LINDE PLC(LINcusipG54950103)	27.7K	QoQ +0.62% (+173) YoY +2.45% (+666)	All Managers (Combined)	$12.9M	2.4% ($12.9M/$541.7M)	QoQ +11.91% (+$1.4M) YoY +2.75% (+$345.9K)
Mastercard Inc(MAcusip57636Q104)	23.3K	QoQ -0.46% (-109) YoY -4.79% (-1.2K)	All Managers (Combined)	$12.7M	2.4% ($12.7M/$541.7M)	QoQ +3.60% (-$443.9K) YoY +8.35% (-$983.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	68.4K	QoQ +2.08% (+1.4K) YoY +1.40% (+949)	All Managers (Combined)	$11.7M	2.2% ($11.7M/$541.7M)	QoQ +3.76% (+$423.5K) YoY +6.51% (+$713.2K)
PEPSICO INC(PEPcusip713448108)	75.2K	QoQ -0.72% (-553) YoY +0.81% (-606)	All Managers (Combined)	$11.3M	2.1% ($11.3M/$541.7M)	QoQ -2.11% (-$243.5K) YoY -13.62% (-$1.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	67.6K	QoQ -1.23% (-844) YoY -5.97% (-4.3K)	All Managers (Combined)	$11.2M	2.1% ($11.2M/$541.7M)	QoQ +13.25% (-$1.3M) YoY -1.42% (-$162.0K)
RTX Corp(RTXcusip75513E101)	80.8K	QoQ +0.09% (+80) YoY -1.46% (-1.2K)	All Managers (Combined)	$10.7M	2.0% ($10.7M/$541.7M)	QoQ +14.57% (+$1.4M) YoY +33.82% (-$2.7M)
MCDONALDS CORP(MCDcusip580135101)	32.8K	QoQ +0.47% (+155) YoY +1.25% (+407)	All Managers (Combined)	$10.2M	1.9% ($10.2M/$541.7M)	QoQ +8.26% (+$781.5K) YoY +12.18% (+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	85.0K	QoQ +1.03% (+870) YoY +4.31% (+3.5K)	All Managers (Combined)	$10.1M	1.9% ($10.1M/$541.7M)	QoQ +11.70% (+$1.1M) YoY +6.72% (+$636.9K)
COCA COLA CO(KOcusip191216100)	139.1K	QoQ +0.71% (+990) YoY +1.38% (+1.9K)	All Managers (Combined)	$10.0M	1.8% ($10.0M/$541.7M)	QoQ +15.85% (+$1.4M) YoY +18.69% (+$1.6M)
CHEVRON CORP(CVXcusip166764100)	56.1K	QoQ -0.41% (-233) YoY -0.71% (-404)	All Managers (Combined)	$9.4M	1.7% ($9.4M/$541.7M)	QoQ +15.02% (-$1.2M) YoY +5.29% (-$471.7K)
Meta Platforms, Inc.(METAcusip30303M102)	16.2K	QoQ +0.32% (-53) YoY -0.79% (-130)	All Managers (Combined)	$9.4M	1.7% ($9.4M/$541.7M)	QoQ -1.24% (-$117.4K) YoY +17.75% (-$1.4M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	18.3K	QoQ +1.23% (-223) YoY +2.76% (-492)	All Managers (Combined)	$9.1M	1.7% ($9.1M/$541.7M)	QoQ -3.16% (-$298.0K) YoY -12.01% (-$1.2M)
AbbVie Inc.(ABBVcusip00287Y109)	42.8K	QoQ +0.30% (+129) YoY +10.89% (+4.2K)	All Managers (Combined)	$9.0M	1.7% ($9.0M/$541.7M)	QoQ +18.26% (+$1.4M) YoY +27.58% (+$1.9M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	35.1K	QoQ +0.14% (-50) YoY -4.34% (-1.6K)	All Managers (Combined)	$8.7M	1.6% ($8.7M/$541.7M)	QoQ -2.04% (-$182.2K) YoY -11.59% (-$1.1M)