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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
MTBM & T Bank Corp.
Recent Activity
Decreased -1.23%
1.08%
$5.868M
31,213 shares@ $188.01 avg price
KMBKimberly-clark Corp.
Recent Activity
Decreased -1.57%
0.98%
$5.331M
40,680 shares@ $131.04 avg price
HONHoneywell International Inc.
Recent Activity
Decreased -0.11%
0.91%
$4.926M
21,807 shares@ $225.89 avg price
UPSUnited Parcel Service, Inc.
Recent Activity
Decreased -6.83%
0.78%
$4.259M
33,774 shares@ $126.1 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -0.06%
0.77%
$4.161M
66,786 shares@ $62.31 avg price
GISGeneral Mills, Inc.
Recent Activity
Decreased -1.03%
0.72%
$3.886M
60,933 shares@ $63.77 avg price
IBMInternational Business Machines Corp.
Recent Activity
Decreased -0.14%
0.68%
$3.673M
16,709 shares@ $219.83 avg price
DISWalt Disney Company
Recent Activity
Decreased -3.83%
0.6%
$3.24M
29,096 shares@ $111.36 avg price
CHDChurch & Dwight Company, Inc.
Recent Activity
Decreased -4.95%
0.56%
$3.036M
28,995 shares@ $104.71 avg price
DEODiageo Plc - Adr
Recent Activity
Decreased -14.42%
0.49%
$2.625M
20,650 shares@ $127.14 avg price