Sky Investment Group LLC Diversified Active

CIK: 0001333792 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 26, 2016

Total Value ($000): $194,712 (100.0% shares, 0.0% debt)

Holdings (83)

XOM EXXON MOBIL CORP 3.8%
Value ($000) $7,441 Shares 95,463 Est. Cost $56.30 Unrealized -8.7%
PM PHILIP MORRIS INTERNATIONAL 3.6%
Value ($000) $7,002 Shares 79,655 Est. Cost $47.73 Unrealized +9.5%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $6,629 Shares 64,531 Est. Cost $66.98 Unrealized +13.4%
PEP PEPSICO INC 3.4%
Value ($000) $6,563 Shares 65,684 Est. Cost $58.34 Unrealized +25.9%
KMB KIMBERLY-CLARK CORP 3.3%
Value ($000) $6,359 Shares 49,950 Est. Cost $66.24 Unrealized +28.3%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $5,887 Shares 74,136 Est. Cost $57.88 Unrealized +0.1%
KO COCA-COLA CO 3.0%
Value ($000) $5,845 Shares 136,057 Est. Cost $27.08 Unrealized +13.9%
UNITED TECHNOLOGIES CORP 2.7%
Value ($000) $5,326 Shares 55,439 Est. Cost $110.75 Unrealized
GENERAL ELECTRIC CO 2.5%
Value ($000) $4,830 Shares 155,048 Est. Cost $26.78 Unrealized
DHR DANAHER CORP 2.4%
Value ($000) $4,647 Shares 50,027 Est. Cost $29.32 Unrealized +30.4%
ITW ILLINOIS TOOL WORKS 2.4%
Value ($000) $4,631 Shares 49,973 Est. Cost $58.58 Unrealized +21.9%
MCD MCDONALD`S CORP 2.3%
Value ($000) $4,427 Shares 37,471 Est. Cost $70.21 Unrealized +24.2%
GIS GENERAL MILLS INC 2.3%
Value ($000) $4,411 Shares 76,499 Est. Cost $33.22 Unrealized +21.8%
NSRGY NESTLES SA - ADR 2.3%
Value ($000) $4,398 Shares 59,099 Est. Cost $72.76 Unrealized
BDX BECTON DICKINSON & CO. 2.1%
Value ($000) $4,057 Shares 26,332 Est. Cost $86.29 Unrealized +43.1%
MSFT MICROSOFT CORP 2.0%
Value ($000) $3,990 Shares 71,915 Est. Cost $30.19 Unrealized +52.1%
MMM 3M COMPANY 1.9%
Value ($000) $3,733 Shares 24,784 Est. Cost $85.65 Unrealized +7.5%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $3,710 Shares 53,337 Est. Cost $68.53 Unrealized -8.3%
PRAXAIR INC 1.9%
Value ($000) $3,710 Shares 36,226 Est. Cost $126.66 Unrealized
SO SOUTHERN COMPANY 1.8%
Value ($000) $3,422 Shares 73,127 Est. Cost $25.31 Unrealized +17.0%
UPS UNITED PARCEL SERVICE - CL B 1.7%
Value ($000) $3,401 Shares 35,340 Est. Cost $63.42 Unrealized +11.4%
MRK MERCK & CO INC 1.7%
Value ($000) $3,400 Shares 64,361 Est. Cost $32.32 Unrealized +13.8%
TROW T ROWE PRICE GROUP INC 1.7%
Value ($000) $3,301 Shares 46,168 Est. Cost $50.22 Unrealized +1.3%
PNC PNC FINANCIAL SERVICES GROUP 1.7%
Value ($000) $3,268 Shares 34,283 Est. Cost $52.63 Unrealized +27.7%
SWK STANLEY BLACK & DECKER 1.7%
Value ($000) $3,215 Shares 30,127 Est. Cost $77.80 Unrealized +4.3%
MTB M&T BANK 1.6%
Value ($000) $3,190 Shares 26,321 Est. Cost $82.59 Unrealized +11.0%
T AT&T INC 1.6%
Value ($000) $3,095 Shares 89,946 Est. Cost $11.25 Unrealized +10.5%
DEO DIAGEO PLC - ADR 1.5%
Value ($000) $3,010 Shares 27,601 Est. Cost $128.51 Unrealized
MAS MASCO CORP 1.5%
Value ($000) $2,883 Shares 101,875 Est. Cost $16.31 Unrealized +50.2%
INTC INTEL CORP 1.5%
Value ($000) $2,876 Shares 83,492 Est. Cost $18.17 Unrealized +46.6%
CVX CHEVRON CORP 1.4%
Value ($000) $2,631 Shares 29,243 Est. Cost $72.88 Unrealized -19.8%
JOHNSON CONTROLS INC 1.3%
Value ($000) $2,620 Shares 66,354 Est. Cost $48.00 Unrealized
RHHBY ROCHE HOLDINGS LTD - ADR 1.3%
Value ($000) $2,616 Shares 75,899 Est. Cost $51.75 Unrealized
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $2,615 Shares 58,233 Est. Cost $30.09 Unrealized +21.4%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $2,611 Shares 56,499 Est. Cost $26.80 Unrealized +0.5%
MA MASTERCARD INC 1.3%
Value ($000) $2,601 Shares 26,718 Est. Cost $69.61 Unrealized +32.4%
TRAVELERS COS INC 1.3%
Value ($000) $2,575 Shares 47,842 Est. Cost $53.71 Unrealized
SYY SYSCO CORP 1.3%
Value ($000) $2,463 Shares 60,080 Est. Cost $24.79 Unrealized +27.0%
EXPRESS SCRIPTS HOLDING CO. 1.3%
Value ($000) $2,445 Shares 27,971 Est. Cost $69.97 Unrealized
EMR EMERSON ELECTRIC CO 1.2%
Value ($000) $2,373 Shares 49,621 Est. Cost $47.17 Unrealized -22.6%
WPP WPP PLC - ADR 1.2%
Value ($000) $2,364 Shares 20,606 Est. Cost $109.08 Unrealized
TXN TEXAS INSTRUMENTS INC 1.2%
Value ($000) $2,320 Shares 42,336 Est. Cost $29.91 Unrealized +41.4%
COR AMERISOURCEBERGEN CORP 1.0%
Value ($000) $1,966 Shares 18,960 Est. Cost $52.85 Unrealized +37.7%
BABSON CAPITAL CORP 1.0%
Value ($000) $1,925 Shares 111,570 Est. Cost $15.29 Unrealized
ECL ECOLAB INC 1.0%
Value ($000) $1,903 Shares 16,637 Est. Cost $96.88 Unrealized +8.6%
CVS CVS HEALTHCARE 1.0%
Value ($000) $1,856 Shares 18,981 Est. Cost $74.85 Unrealized -3.0%
SPECTRA ENERGY CORP 0.9%
Value ($000) $1,684 Shares 70,348 Est. Cost $23.94 Unrealized
DUK DUKE ENERGY CORPORATION 0.8%
Value ($000) $1,655 Shares 23,183 Est. Cost $46.23 Unrealized +0.3%
HAL HALLIBURTON CO 0.8%
Value ($000) $1,516 Shares 44,549 Est. Cost $41.40 Unrealized -25.2%
FIS FIDELITY NATL INCORMATION SVCS 0.8%
Value ($000) $1,473 Shares 24,310 Est. Cost $55.49 Unrealized 0.0%
COP CONOCOPHILLIPS 0.7%
Value ($000) $1,415 Shares 30,311 Est. Cost $49.33 Unrealized -22.2%
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,162 Shares 19,966 Est. Cost $28.93 Unrealized +1.8%
GOOGL ALPHABET INC CL A (voting) 0.6%
Value ($000) $1,092 Shares 1,403 Est. Cost $36.73 Unrealized 0.0%
GOOG ALPHABET INC CL C (non-voting) 0.5%
Value ($000) $982 Shares 1,294 Est. Cost $35.61 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.5%
Value ($000) $956 Shares 21,320 Est. Cost $25.60 Unrealized +38.6%
IBM INTL BUSINESS MACHINES CORP 0.5%
Value ($000) $879 Shares 6,388 Est. Cost $106.81 Unrealized -18.1%
ROYAL DUTCH SHELL PLC - ADR A 0.4%
Value ($000) $872 Shares 19,051 Est. Cost $67.67 Unrealized
ABBV ABBVIE INC. 0.4%
Value ($000) $851 Shares 14,363 Est. Cost $30.56 Unrealized +24.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $769 Shares 15,390 Est. Cost $50.81 Unrealized -21.3%
BUD ANHEUSER-BUSCH INBEV NV 0.3%
Value ($000) $669 Shares 5,355 Est. Cost $109.97 Unrealized
CMCSA COMCAST CORP - CL A 0.3%
Value ($000) $663 Shares 11,755 Est. Cost $22.53 Unrealized +5.5%
OXY OCCIDENTAL PETROLEUM CORP 0.3%
Value ($000) $643 Shares 9,517 Est. Cost $62.26 Unrealized -14.2%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $630 Shares 8,655 Est. Cost $47.82 Unrealized -1.6%
CELGENE 0.3%
Value ($000) $620 Shares 5,176 Est. Cost $109.94 Unrealized
YAHOO! INC 0.3%
Value ($000) $568 Shares 17,092 Est. Cost $39.32 Unrealized
AVY AVERY DENNISON 0.2%
Value ($000) $458 Shares 7,315 Est. Cost $37.50 Unrealized +39.8%
LAKE SUNAPEE BANK GROUP 0.2%
Value ($000) $424 Shares 30,205 Est. Cost $14.43 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $412 Shares 10,230 Est. Cost $37.61 Unrealized -13.8%
BIIB BIOGEN IDEC INC 0.2%
Value ($000) $399 Shares 1,301 Est. Cost $330.23 Unrealized -13.0%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $342 Shares 12,599 Est. Cost $18.62 Unrealized +8.3%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $320 Shares 4,845 Est. Cost $43.15 Unrealized +15.1%
BA BOEING COMPANY 0.2%
Value ($000) $319 Shares 2,208 Est. Cost $105.98 Unrealized +21.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $298 Shares 2,880 Est. Cost $68.66 Unrealized +8.2%
D DOMINION RESOURCES INC 0.1%
Value ($000) $290 Shares 4,290 Est. Cost $44.88 Unrealized -0.6%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $263 Shares 7,254 Est. Cost $35.85 Unrealized -1.8%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $245 Shares 14,528 Est. Cost $13.13 Unrealized +3.2%
EMC CORP MASS 0.1%
Value ($000) $229 Shares 8,930 Est. Cost $26.74 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $228 Shares 1,754 Est. Cost $79.28 Unrealized +23.6%
NVDA NVIDIA CORP 0.1%
Value ($000) $223 Shares 6,777 Est. Cost $0.73 Unrealized 0.0%
PLUM CREEK TIMBER CORP 0.1%
Value ($000) $220 Shares 4,600 Est. Cost $47.83 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $204 Shares 3,650 Est. Cost $56.47 Unrealized -14.0%
CORDIA BANCORP INC 0.1%
Value ($000) $198 Shares 50,283 Est. Cost $3.77 Unrealized
ERHC ENERGY INC 0.0%
Value ($000) $0 Shares 75,000 Est. Cost $0.05 Unrealized