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William Newman

Sky Investment Group Llc

Assets Managed
$636.943M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
9.18%(2Q avg: 2.78%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sky Investment Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 636.943M in assets, with a quarterly growth rate of 9.18% and a 2-quarter average growth rate of 2.78%. The portfolio is managed by William Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.14%
8.79%
$55.961M
279,677 shares@ $200.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.07%
5.46%
$34.722M
97,159 shares@ $357.38 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.41%
5.02%
$31.957M
85,671 shares@ $373.03 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased 0%
2.62%
$16.647M
65,545 shares@ $253.98 avg price
AXP
American Express Co
Recent Activity
Increased 0.1%
2.51%
$15.986M
47,260 shares@ $338.25 avg price
RTX
Rtx Corp
Recent Activity
Increased 4.14%
2.43%
$15.462M
81,493 shares@ $189.74 avg price
PM
Philip Morris International
Recent Activity
Decreased -0.16%
2.42%
$15.352M
84,858 shares@ $180.91 avg price
LIN
Linde Plc
Recent Activity
Decreased -0.22%
2.37%
$15.076M
29,051 shares@ $518.95 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.4%
2.14%
$13.598M
38,486 shares@ $353.33 avg price
TXN
Texas Instruments Inc
Recent Activity
Decreased -0.9%
1.98%
$12.597M
42,261 shares@ $298.07 avg price

1-10 of 146