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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:21.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$541.7M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:16.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$541.7M)

ELI LILLY & Co

LLY|532457108

Shares:1.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$541.7M)

FISERV INC

FI|337738108

Shares:5.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$541.7M)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:34.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$541.7M)

Salesforce, Inc.

CRM|79466L302

Shares:3.5K

Value:$947.3K

% of Portfolio:0.2% ($947.3K/$541.7M)

464287200

IVV|464287200

Shares:—

Value:$817.4K

% of Portfolio:0.2% ($817.4K/$541.7M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.5K

Value:$798.6K

% of Portfolio:0.1% ($798.6K/$541.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.8K

Value:$783.9K

% of Portfolio:0.1% ($783.9K/$541.7M)

Chubb Ltd

CB|H1467J104

Shares:2.4K

Value:$712.4K

% of Portfolio:0.1% ($712.4K/$541.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.3K

Value:$697.8K

% of Portfolio:0.1% ($697.8K/$541.7M)

771195104

Shares:16.2K

Value:$667.2K

% of Portfolio:0.1% ($667.2K/$541.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:15.7K

Value:$653.2K

% of Portfolio:0.1% ($653.2K/$541.7M)

AMGEN INC

AMGN|031162100

Shares:2.1K

Value:$645.8K

% of Portfolio:0.1% ($645.8K/$541.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.1K

Value:$621.1K

% of Portfolio:0.1% ($621.1K/$541.7M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:4.2K

Value:$610.2K

% of Portfolio:0.1% ($610.2K/$541.7M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.3K

Value:$605.9K

% of Portfolio:0.1% ($605.9K/$541.7M)

GE Vernova Inc.

GEV|36828A101

Shares:1.9K

Value:$588.0K

% of Portfolio:0.1% ($588.0K/$541.7M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:8.8K

Value:$559.8K

% of Portfolio:0.1% ($559.8K/$541.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.7K

Value:$552.8K

% of Portfolio:0.1% ($552.8K/$541.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	21.3K	QoQ +7.56% (+1.5K) YoY -2.11% (-460)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$541.7M)	QoQ +15.98% (+$179.3K) YoY +10.09% (-$119.2K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	16.5K	QoQ -5.54% (-970) YoY -49.74% (-16.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$541.7M)	QoQ -9.55% (-$134.2K) YoY -60.54% (-$1.9M)
ELI LILLY & Co(LLYcusip532457108)	1.5K	QoQ +0.33% (+5) YoY -3.63% (-56)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$541.7M)	QoQ +7.34% (+$83.8K) YoY +2.32% (-$27.8K)
FISERV INC(FIcusip337738108)	5.0K	QoQ +20.95% (+861) YoY NEW(+5.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$541.7M)	QoQ +30.03% (+$253.4K) YoY NEW(+$1.1M)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	34.8K	QoQ NEW(+34.8K) YoY NEW(+34.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$541.7M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Salesforce, Inc.(CRMcusip79466L302)	3.5K	QoQ +0.08% (-3) YoY -0.87% (-31)	All Managers (Combined)	$947.3K	0.2% ($947.3K/$541.7M)	QoQ -19.66% (-$231.9K) YoY -11.67% (-$125.2K)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$817.4K	0.2% ($817.4K/$541.7M)	QoQ -19.13% (-$193.4K) YoY +297.63% (+$611.8K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.5K	QoQ 0.00% (+0) YoY -0.80% (-36)	All Managers (Combined)	$798.6K	0.1% ($798.6K/$541.7M)	QoQ +0.54% (+$4.4K) YoY +19.45% (-$130.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.8K	QoQ -1.24% (-35) YoY -13.97% (-450)	All Managers (Combined)	$783.9K	0.1% ($783.9K/$541.7M)	QoQ +16.63% (-$111.8K) YoY +17.71% (-$118.0K)
Chubb Ltd(CBcusipH1467J104)	2.4K	QoQ +0.12% (+3) YoY +2.29% (+53)	All Managers (Combined)	$712.4K	0.1% ($712.4K/$541.7M)	QoQ +9.43% (+$61.4K) YoY +19.21% (+$114.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.3K	QoQ 0.00% (+0) YoY -31.97% (-5.3K)	All Managers (Combined)	$697.8K	0.1% ($697.8K/$541.7M)	QoQ +4.23% (+$28.4K) YoY -15.89% (-$131.9K)
(cusip771195104)✕	16.2K	QoQ -20.79% (-4.3K) YoY -62.38% (-26.9K)	All Managers (Combined)	$667.2K	0.1% ($667.2K/$541.7M)	QoQ -6.56% (-$46.9K) YoY -51.50% (-$708.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	15.7K	QoQ 0.00% (-0) YoY -3.19% (-516)	All Managers (Combined)	$653.2K	0.1% ($653.2K/$541.7M)	QoQ -5.05% (-$34.8K) YoY +6.53% (-$40.1K)
AMGEN INC(AMGNcusip031162100)	2.1K	QoQ -4.60% (-100) YoY -9.98% (-230)	All Managers (Combined)	$645.8K	0.1% ($645.8K/$541.7M)	QoQ +14.03% (-$79.5K) YoY -1.36% (-$8.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.1K	QoQ 0.00% (-0) YoY +9.74% (+101)	All Managers (Combined)	$621.1K	0.1% ($621.1K/$541.7M)	QoQ -4.59% (-$29.9K) YoY +43.53% (+$188.4K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	4.2K	QoQ +49.37% (+1.4K) YoY NEW(+4.2K)	All Managers (Combined)	$610.2K	0.1% ($610.2K/$541.7M)	QoQ +33.29% (+$152.4K) YoY NEW(+$610.2K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.3K	QoQ 0.00% (+0) YoY -12.39% (-324)	All Managers (Combined)	$605.9K	0.1% ($605.9K/$541.7M)	QoQ +9.78% (+$54.0K) YoY +0.67% (-$4.1K)
GE Vernova Inc.(GEVcusip36828A101)	1.9K	QoQ +119.86% (+1.1K) YoY NEW(+1.9K)	All Managers (Combined)	$588.0K	0.1% ($588.0K/$541.7M)	QoQ +104.05% (+$299.8K) YoY NEW(+$588.0K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	8.8K	QoQ 0.00% (-0) YoY -3.31% (-303)	All Managers (Combined)	$559.8K	0.1% ($559.8K/$541.7M)	QoQ -7.11% (-$42.9K) YoY +5.44% (-$28.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.7K	QoQ 0.00% (+0) YoY -1.21% (-95)	All Managers (Combined)	$552.8K	0.1% ($552.8K/$541.7M)	QoQ +2.20% (+$11.9K) YoY +22.35% (-$101.0K)