test

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
MASMasco Corp.
Recent Activity
Decreased -0.71%
0.45%
$2.457M
33,855 shares@ $72.57 avg price
ADSKAutodesk, Inc.
Recent Activity
Decreased -1.33%
0.45%
$2.452M
8,296 shares@ $295.58 avg price
JPMJpmorgan Chase & Company
Recent Activity
Increased 0.16%
0.43%
$2.333M
9,733 shares@ $239.71 avg price
COSTCostco Wholesale Corp.
Recent Activity
Decreased -6.25%
0.43%
$2.306M
2,517 shares@ $916.28 avg price
VVisa Inc.
Recent Activity
Increased 2.95%
0.42%
$2.294M
7,259 shares@ $316.04 avg price
AVGOBroadcom Inc.
Recent Activity
Decreased -0.04%
0.42%
$2.27M
9,793 shares@ $231.84 avg price
ADBEAdobe Inc.
Recent Activity
Increased 30.78%
0.42%
$2.262M
5,086 shares@ $444.68 avg price
EMRAFEmera Inc.
Recent Activity
Decreased -8.39%
0.4%
$2.144M
57,355 shares@ $37.39 avg price
VZVerizon Communications Inc.
Recent Activity
Decreased -20.08%
0.37%
$2.004M
50,115 shares@ $40.0 avg price
7802⤦Shell Plc - Adr
Recent Activity
Increased 23.16%
0.36%
$1.953M
31,170 shares@ $62.66 avg price