Sky Investment Group LLC
CIK 1333792
13F filing for Q2 2026・No. 3,375
- Holdings
- US$636.94M
- Quarter change
- +US$53.54M
- Entries
- 146
- Net bought (estimate)
- +US$5.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 5
- Cut 64
- Added 47
- Corporate actions 0
- Unchanged 15
Largest holdings
135 stocks worth US$620.04M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 279,677 | US$55.96M | 9.03% |
| GOOGLAlphabetCOM | Cut | 97,159 | US$34.72M | 5.60% |
| MSFTMicrosoftCOM | Added | 85,671 | US$31.96M | 5.15% |
| JNJJOHNSON & JOHNSONCOM | Cut | 65,545 | US$16.65M | 2.68% |
| AXPAMERICAN EXPRESS COMPANYCOM | Added | 47,260 | US$15.99M | 2.58% |
| RTXRTX CORP.COM | Added | 81,493 | US$15.46M | 2.49% |
| PMPHILIP MORRIS INTERNATIONAL INC.COM | Cut | 84,858 | US$15.35M | 2.48% |
| LINLINDE PLCCOM | Cut | 29,051 | US$15.08M | 2.43% |
| GOOGALPHABET INC. - CL C (Non-Voting)COM | Cut | 38,486 | US$13.6M | 2.19% |
| TXNTEXAS INSTRUMENTS INC.COM | Cut | 42,261 | US$12.6M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.