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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DANAHER CORP /DE/

DHR|235851102

Shares:40.9K

Value:$8.4M

% of Portfolio:1.5% ($8.4M/$541.7M)

Apple Inc.

AAPL|037833100

Shares:36.8K

Value:$8.2M

% of Portfolio:1.5% ($8.2M/$541.7M)

HOME DEPOT, INC.

HD|437076102

Shares:21.8K

Value:$8.0M

% of Portfolio:1.5% ($8.0M/$541.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:43.9K

Value:$7.9M

% of Portfolio:1.5% ($7.9M/$541.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.5K

Value:$7.7M

% of Portfolio:1.4% ($7.7M/$541.7M)

SOUTHERN CO

SO|842587107

Shares:82.3K

Value:$7.6M

% of Portfolio:1.4% ($7.6M/$541.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:83.6K

Value:$7.5M

% of Portfolio:1.4% ($7.5M/$541.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:13.4K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$541.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:22.9K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$541.7M)

Alphabet Inc.

GOOG|02079K107

Shares:44.6K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$541.7M)

641069406

Shares:68.5K

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$541.7M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:63.2K

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$541.7M)

ECOLAB INC.

ECL|278865100

Shares:25.3K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$541.7M)

AMAZON COM INC

AMZN|023135106

Shares:33.5K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$541.7M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:33.7K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$541.7M)

SYSCO CORP

SYY|871829107

Shares:78.9K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$541.7M)

BECTON DICKINSON & CO

BDX|075887109

Shares:25.5K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$541.7M)

STRYKER CORP

SYK|863667101

Shares:15.6K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$541.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:40.4K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$541.7M)

M&T BANK CORP

MTB|55261F104

Shares:31.1K

Value:$5.6M

% of Portfolio:1.0% ($5.6M/$541.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	40.9K	QoQ -0.60% (-248) YoY -2.91% (-1.2K)	All Managers (Combined)	$8.4M	1.5% ($8.4M/$541.7M)	QoQ -11.23% (-$1.1M) YoY -20.30% (-$2.1M)
Apple Inc.(AAPLcusip037833100)	36.8K	QoQ -2.48% (-939) YoY -6.68% (-2.6K)	All Managers (Combined)	$8.2M	1.5% ($8.2M/$541.7M)	QoQ -13.50% (-$1.3M) YoY +20.88% (-$1.4M)
HOME DEPOT, INC.(HDcusip437076102)	21.8K	QoQ +0.16% (-35) YoY -1.03% (-228)	All Managers (Combined)	$8.0M	1.5% ($8.0M/$541.7M)	QoQ -5.63% (-$477.5K) YoY -5.44% (-$460.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	43.9K	QoQ -2.78% (-1.3K) YoY -7.54% (-3.6K)	All Managers (Combined)	$7.9M	1.5% ($7.9M/$541.7M)	QoQ -6.83% (-$578.6K) YoY -4.63% (-$383.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.5K	QoQ -0.10% (-15) YoY +3.27% (+460)	All Managers (Combined)	$7.7M	1.4% ($7.7M/$541.7M)	QoQ +17.37% (-$1.1M) YoY +30.79% (+$1.8M)
SOUTHERN CO(SOcusip842587107)	82.3K	QoQ +0.70% (+575) YoY +0.11% (+92)	All Managers (Combined)	$7.6M	1.4% ($7.6M/$541.7M)	QoQ +12.48% (+$840.1K) YoY +28.31% (+$1.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	83.6K	QoQ +2.63% (-2.1K) YoY +6.08% (-4.8K)	All Managers (Combined)	$7.5M	1.4% ($7.5M/$541.7M)	QoQ -7.39% (-$599.1K) YoY -27.83% (-$2.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	13.4K	QoQ +0.60% (+81) YoY +1.02% (+136)	All Managers (Combined)	$7.0M	1.3% ($7.0M/$541.7M)	QoQ +4.16% (+$280.5K) YoY +6.95% (+$456.2K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	22.9K	QoQ -0.58% (-135) YoY -4.01% (-958)	All Managers (Combined)	$7.0M	1.3% ($7.0M/$541.7M)	QoQ +3.76% (-$253.3K) YoY +17.42% (-$1.0M)
Alphabet Inc.(GOOGcusip02079K107)	44.6K	QoQ -0.74% (-335) YoY -5.27% (-2.5K)	All Managers (Combined)	$7.0M	1.3% ($7.0M/$541.7M)	QoQ -18.57% (-$1.6M) YoY -2.80% (-$201.3K)
(cusip641069406)✕	68.5K	QoQ -4.71% (-3.4K) YoY -18.30% (-15.3K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$541.7M)	QoQ +17.99% (-$1.1M) YoY -22.17% (-$2.0M)
EMERSON ELECTRIC CO(EMRcusip291011104)	63.2K	QoQ +0.42% (-265) YoY +8.23% (+4.8K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$541.7M)	QoQ -11.15% (-$870.3K) YoY +4.62% (+$306.5K)
ECOLAB INC.(ECLcusip278865100)	25.3K	QoQ -0.47% (-120) YoY -1.92% (-495)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$541.7M)	QoQ +7.68% (-$457.1K) YoY +7.68% (-$457.4K)
AMAZON COM INC(AMZNcusip023135106)	33.5K	QoQ +5.08% (-1.6K) YoY +34.60% (+8.6K)	All Managers (Combined)	$6.4M	1.2% ($6.4M/$541.7M)	QoQ -8.86% (-$619.7K) YoY +41.97% (+$1.9M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	33.7K	QoQ -0.57% (-195) YoY -4.42% (-1.6K)	All Managers (Combined)	$5.9M	1.1% ($5.9M/$541.7M)	QoQ -9.38% (-$612.9K) YoY +3.95% (-$225.1K)
SYSCO CORP(SYYcusip871829107)	78.9K	QoQ -0.47% (-375) YoY -4.37% (-3.6K)	All Managers (Combined)	$5.9M	1.1% ($5.9M/$541.7M)	QoQ -2.32% (-$140.7K) YoY -11.60% (-$776.9K)
BECTON DICKINSON & CO(BDXcusip075887109)	25.5K	QoQ -1.13% (-293) YoY -5.75% (-1.6K)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$541.7M)	QoQ -0.18% (-$10.6K) YoY -12.76% (-$854.9K)
STRYKER CORP(SYKcusip863667101)	15.6K	QoQ +2.89% (+440) YoY +6.93% (+1.0K)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$541.7M)	QoQ +6.38% (+$349.3K) YoY +11.22% (+$587.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	40.4K	QoQ -0.67% (-275) YoY -10.07% (-4.5K)	All Managers (Combined)	$5.7M	1.1% ($5.7M/$541.7M)	QoQ +7.79% (-$415.7K) YoY -1.12% (-$65.6K)
M&T BANK CORP(MTBcusip55261F104)	31.1K	QoQ -0.41% (-130) YoY -5.80% (-1.9K)	All Managers (Combined)	$5.6M	1.0% ($5.6M/$541.7M)	QoQ -5.32% (-$312.3K) YoY +15.77% (-$756.9K)