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William Newman

@Sky Investment Group Llc

Latest period2024 - Q4ReportedManaged Assets$546.303MTotal holdings137
Assets growth rate-1.9%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sky Investment Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Sky Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 546.303M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by William Newman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp.
Recent Activity
Decreased -0.2%
7.11%
$38.805M
288,961 shares@ $134.3 avg price
MSFTMicrosoft Corp.
Recent Activity
Decreased -1.38%
6.76%
$36.909M
87,567 shares@ $421.5 avg price
GOOGLAlphabet Inc. - Cl A (voting)
Recent Activity
Decreased -0.22%
3.31%
$18.044M
95,322 shares@ $189.31 avg price
AXPAmerican Express Company
Recent Activity
Decreased -1.02%
2.63%
$14.336M
48,302 shares@ $296.8 avg price
MAMastercard Inc.
Recent Activity
Decreased -1%
2.26%
$12.306M
23,370 shares@ $526.58 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -0.23%
2.2%
$11.981M
105,924 shares@ $113.12 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1%
1.82%
$9.901M
68,462 shares@ $144.63 avg price
METAMeta Platforms, Inc.
Recent Activity
Decreased -0.46%
1.74%
$9.47M
16,174 shares@ $585.52 avg price
AAPLApple Inc.
Recent Activity
Decreased -0.53%
1.73%
$9.446M
37,721 shares@ $250.42 avg price
RTXRtx Corp.
Recent Activity
Decreased -0.18%
1.72%
$9.342M
80,731 shares@ $115.72 avg price