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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
SOSouthern Company
Recent Activity
Increased 0.94%
1.24%
$6.73M
81,749 shares@ $82.33 avg price
BRK.BBerkshire Hathaway Inc. - Cl B
Recent Activity
Increased 2.73%
1.21%
$6.578M
14,511 shares@ $453.28 avg price
PNCPnc Financial Services Group, Inc.
Recent Activity
Decreased -1.91%
1.2%
$6.534M
33,880 shares@ $192.85 avg price
SYYSysco Corp.
Recent Activity
Decreased -2.2%
1.11%
$6.058M
79,233 shares@ $76.46 avg price
TROWT. Rowe Price Group, Inc.
Recent Activity
Decreased -3.38%
1.1%
$5.963M
52,731 shares@ $113.1 avg price
ECLEcolab Inc.
Recent Activity
Decreased -0.37%
1.09%
$5.95M
25,392 shares@ $234.33 avg price
NSRGYNestle S.a. - Adr
Recent Activity
Decreased -7.64%
1.08%
$5.873M
71,886 shares@ $81.7 avg price
MTBM & T Bank Corp.
Recent Activity
Decreased -1.23%
1.08%
$5.868M
31,213 shares@ $188.01 avg price
BDXBecton, Dickinson & Company
Recent Activity
Increased 0.06%
1.08%
$5.854M
25,802 shares@ $226.87 avg price
SYKStryker Corp.
Recent Activity
Increased 0.57%
1.01%
$5.474M
15,204 shares@ $360.05 avg price