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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
GOOGAlphabet Inc. - Cl C (non-voting)
Recent Activity
Decreased -2.43%
1.57%
$8.558M
44,940 shares@ $190.45 avg price
HDHome Depot, Inc.
Recent Activity
Decreased -0.11%
1.56%
$8.477M
21,793 shares@ $388.99 avg price
TXNTexas Instruments Inc.
Recent Activity
Decreased -0.48%
1.55%
$8.465M
45,145 shares@ $187.52 avg price
CVXChevron Corp.
Recent Activity
Increased 0.4%
1.5%
$8.154M
56,299 shares@ $144.84 avg price
MRKMerck & Company, Inc.
Recent Activity
Increased 1.9%
1.49%
$8.102M
81,445 shares@ $99.49 avg price
EMREmerson Electric Company
Recent Activity
Increased 0.1%
1.43%
$7.8M
62,939 shares@ $123.93 avg price
ABBVAbbvie Inc.
Recent Activity
Increased 10.15%
1.39%
$7.59M
42,715 shares@ $177.7 avg price
AMZNAmazon.com, Inc.
Recent Activity
Increased 0.8%
1.28%
$6.989M
31,855 shares@ $219.39 avg price
ADPAutomatic Data Processing, Inc.
Recent Activity
Decreased -0.57%
1.24%
$6.737M
23,015 shares@ $292.74 avg price
UNHUnitedhealth Group Inc.
Recent Activity
Increased 2.68%
1.24%
$6.731M
13,306 shares@ $505.86 avg price