1y return+10.8%S&P 500 +20.9%
3y return+38.3%S&P 500 +68.5%
5y return+41.0%S&P 500 +74.5%
10y return+132.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $232 against $357 in the S&P 500.2
Sky Investment Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp. | $56.0M | 9.0% | |
| GOOGLALPHABET INC. - CL A (Voting) | $34.7M | 5.6% | |
| MSFTMicrosoft Corp. | $32.0M | 5.2% | +2.4% |
| JNJJohnson & Johnson | $16.6M | 2.7% | |
| AXPAmerican Express Company | $16.0M | 2.6% | |
| RTXRtx Corp. | $15.5M | 2.5% | +4.1% |
| PMPhilip Morris International Inc. | $15.4M | 2.5% | |
| Linde PLCCUSIP G54950103 | $15.1M | 2.4% | |
| GOOGALPHABET INC. - CL C (Non-Voting) | $13.6M | 2.2% | |
| TXNTexas Instruments Inc. | $12.6M | 2.0% | |
| MAMastercard Inc. | $12.0M | 1.9% | +3.2% |
| AAPLApple Inc. | $11.2M | 1.8% | +13.6% |
| KOCoca-cola Company | $11.2M | 1.8% | |
| Exxon Mobil Corp.CUSIP 30231G102 | $10.8M | 1.7% | −1.7% |
| MRKMerck & Company, Inc. | $10.6M | 1.7% | |
| AMZNAmazon.com, Inc. | $10.3M | 1.7% | +9.1% |
| ABBVAbbvie Inc. | $10.3M | 1.7% | +1.0% |
| PGProcter & Gamble Company | $9.8M | 1.6% | −1.2% |
| PEPPepsico, Inc. | $9.5M | 1.5% | −1.7% |
| ABTAbbott Laboratories | $9.3M | 1.5% | −1.0% |
| METAMeta Platforms, Inc. | $9.1M | 1.5% | −1.8% |
| EMREmerson Electric Company | $9.1M | 1.5% | |
| TMOThermo Fisher Scientific Inc. | $9.0M | 1.5% | |
| ITWIllinois Tool Works Inc. | $9.0M | 1.4% | −1.8% |
| MCDMcdonald`s Corp. | $8.9M | 1.4% | +2.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp. | June 30, 2020 | +2006.7% | $56.0M |
| GOOGLALPHABET INC. - CL A (Voting) | June 30, 2020 | +404.0% | $34.7M |
| GOOGALPHABET INC. - CL C (Non-Voting) | June 30, 2020 | +399.9% | $13.6M |
| DELLDell Technologies Inc. | December 31, 2024 | +274.4% | $7.7M |
| AXPAmerican Express Company | June 30, 2020 | +255.3% | $16.0M |
| AVGOBroadcom Inc. | December 31, 2023 | +238.4% | $7.1M |
| AAPLApple Inc. | June 30, 2020 | +217.3% | $11.2M |
| RTXRtx Corp. | June 30, 2020 | +207.9% | $15.5M |
| Exxon Mobil Corp.CUSIP 30231G102 | June 30, 2020 | +205.7% | $10.8M |
| PMPhilip Morris International Inc. | June 30, 2020 | +158.2% | $15.4M |
Sold off last quarter
- WATWaters Corp. was $532K
- CTRACoterra Energy Inc. was $493K
- NFLXNetflix, Inc. was $260K
- VLTOVeralto Corp. was $222K
- CMCSAComcast Corp. - Cl A was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −2.2% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +10.1% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −7.7% | −5.3% |
| June 30, 2022 | −11.1% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +9.8% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sky Investment Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1333792&type=13F-HR&dateb=&owner=include&count=40CIK 1333792
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1333792/000133379226000003/Filed July 20, 2026 · accession 0001333792-26-000003