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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
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
DUKDuke Energy Corp.
Recent Activity
Increased 5.07%
0.82%
$4.456M
41,356 shares@ $107.74 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
GEHCGe Healthcare Technologies Inc.
Recent Activity
Increased 0.49%
0.73%
$3.984M
50,955 shares@ $78.19 avg price
GISGeneral Mills, Inc.
Recent Activity
Decreased -1.03%
0.72%
$3.886M
60,933 shares@ $63.77 avg price
GDGeneral Dynamics Corp.
Recent Activity
Increased 9.59%
0.68%
$3.686M
13,990 shares@ $263.49 avg price
IBMInternational Business Machines Corp.
Recent Activity
Decreased -0.14%
0.68%
$3.673M
16,709 shares@ $219.83 avg price
ZTSZoetis Inc.
Recent Activity
Increased 5.74%
0.67%
$3.627M
22,264 shares@ $162.93 avg price