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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
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
MCDMcdonald`s Corp.
Recent Activity
Increased 0.17%
1.74%
$9.453M
32,611 shares@ $289.89 avg price
AAPLApple Inc.
Recent Activity
Decreased -0.53%
1.73%
$9.446M
37,721 shares@ $250.42 avg price
DHRDanaher Corp.
Recent Activity
Increased 0.78%
1.73%
$9.435M
41,102 shares@ $229.55 avg price
TMOThermo Fisher Scientific Inc.
Recent Activity
Increased 5.5%
1.73%
$9.402M
18,072 shares@ $520.24 avg price
RTXRtx Corp.
Recent Activity
Decreased -0.18%
1.72%
$9.342M
80,731 shares@ $115.72 avg price
XOMExxon Mobil Corp.
Recent Activity
Increased 0.62%
1.66%
$9.045M
84,082 shares@ $107.58 avg price
ITWIllinois Tool Works Inc.
Recent Activity
Decreased -0.55%
1.63%
$8.891M
35,064 shares@ $253.57 avg price
KOCoca-cola Company
Recent Activity
Increased 2.83%
1.58%
$8.601M
138,153 shares@ $62.26 avg price