William Newman

@Sky Investment Group Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$546.303M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DELLDell Technologies Inc. Recent Activity New Position	0.31%	$1.687M 14,640 shares@ $115.25 avg price	New Position
AMATApplied Materials, Inc. Recent Activity New Position	0.09%	$457,803 2,815 shares@ $162.63 avg price	New Position
GEVGe Vernova Inc. Recent Activity New Position	0.06%	$288,143 876 shares@ $328.94 avg price	New Position
NFLXNetflix, Inc. Recent Activity New Position	0.05%	$239,765 269 shares@ $891.32 avg price	New Position
ASMLAsml Holding N.v. Recent Activity New Position	0.05%	$237,033 342 shares@ $693.08 avg price	New Position