Sky Investment Group LLC Diversified Active

CIK: 0001333792 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $202,065 (100.0% shares, 0.0% debt)

Holdings (86)

XOM EXXON MOBIL CORP 4.0%
Value ($000) $8,003 Shares 95,739 Est. Cost $56.30 Unrealized -7.7%
PM PHILIP MORRIS INTERNATIONAL 3.8%
Value ($000) $7,724 Shares 78,727 Est. Cost $47.73 Unrealized +17.1%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $6,930 Shares 64,049 Est. Cost $66.98 Unrealized +17.6%
PEP PEPSICO INC 3.3%
Value ($000) $6,677 Shares 65,154 Est. Cost $58.34 Unrealized +25.6%
KMB KIMBERLY-CLARK CORP 3.3%
Value ($000) $6,609 Shares 49,137 Est. Cost $66.24 Unrealized +40.1%
KO COCA-COLA CO 3.1%
Value ($000) $6,285 Shares 135,472 Est. Cost $27.08 Unrealized +17.6%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $6,054 Shares 73,556 Est. Cost $57.88 Unrealized +6.5%
UNITED TECHNOLOGIES CORP 2.8%
Value ($000) $5,587 Shares 55,812 Est. Cost $110.75 Unrealized
ITW ILLINOIS TOOL WORKS 2.5%
Value ($000) $5,095 Shares 49,738 Est. Cost $58.58 Unrealized +25.0%
GENERAL ELECTRIC CO 2.4%
Value ($000) $4,884 Shares 153,624 Est. Cost $26.78 Unrealized
GIS GENERAL MILLS INC 2.4%
Value ($000) $4,845 Shares 76,476 Est. Cost $33.22 Unrealized +24.0%
DHR DANAHER CORP 2.3%
Value ($000) $4,735 Shares 49,914 Est. Cost $29.32 Unrealized +24.4%
MCD MCDONALD`S CORP 2.3%
Value ($000) $4,585 Shares 36,478 Est. Cost $70.21 Unrealized +33.8%
NSRGY NESTLES SA - ADR 2.2%
Value ($000) $4,400 Shares 58,974 Est. Cost $72.76 Unrealized
PRAXAIR INC 2.1%
Value ($000) $4,147 Shares 36,236 Est. Cost $126.66 Unrealized
MMM 3M COMPANY 2.0%
Value ($000) $4,116 Shares 24,699 Est. Cost $85.65 Unrealized +8.3%
BDX BECTON DICKINSON & CO. 2.0%
Value ($000) $3,965 Shares 26,118 Est. Cost $86.29 Unrealized +41.6%
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,903 Shares 70,675 Est. Cost $30.19 Unrealized +52.6%
UPS UNITED PARCEL SERVICE - CL B 1.8%
Value ($000) $3,719 Shares 35,263 Est. Cost $63.42 Unrealized +6.7%
SO SOUTHERN COMPANY 1.8%
Value ($000) $3,718 Shares 71,877 Est. Cost $25.31 Unrealized +27.3%
T AT&T INC 1.7%
Value ($000) $3,515 Shares 89,740 Est. Cost $11.25 Unrealized +23.0%
TROW T ROWE PRICE GROUP INC 1.7%
Value ($000) $3,444 Shares 46,878 Est. Cost $50.19 Unrealized -3.4%
MRK MERCK & CO INC 1.7%
Value ($000) $3,407 Shares 64,391 Est. Cost $32.32 Unrealized +11.5%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $3,268 Shares 53,232 Est. Cost $68.53 Unrealized -26.3%
MAS MASCO CORP 1.6%
Value ($000) $3,266 Shares 103,850 Est. Cost $16.46 Unrealized +44.5%
SWK STANLEY BLACK & DECKER 1.6%
Value ($000) $3,181 Shares 30,239 Est. Cost $77.80 Unrealized -3.5%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $3,083 Shares 57,012 Est. Cost $26.80 Unrealized +12.1%
DEO DIAGEO PLC - ADR 1.5%
Value ($000) $2,992 Shares 27,736 Est. Cost $128.51 Unrealized
MTB M&T BANK 1.5%
Value ($000) $2,956 Shares 26,629 Est. Cost $82.58 Unrealized -0.8%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $2,920 Shares 34,523 Est. Cost $52.63 Unrealized +17.7%
SYY SYSCO CORP 1.4%
Value ($000) $2,896 Shares 61,975 Est. Cost $25.05 Unrealized +33.3%
CVX CHEVRON CORP 1.4%
Value ($000) $2,800 Shares 29,348 Est. Cost $72.88 Unrealized -21.2%
TRAVELERS COS INC 1.4%
Value ($000) $2,750 Shares 49,647 Est. Cost $53.77 Unrealized
EMR EMERSON ELECTRIC CO 1.3%
Value ($000) $2,727 Shares 50,148 Est. Cost $47.07 Unrealized -20.6%
INTC INTEL CORP 1.3%
Value ($000) $2,681 Shares 82,867 Est. Cost $18.17 Unrealized +34.2%
JOHNSON CONTROLS INC 1.3%
Value ($000) $2,589 Shares 66,439 Est. Cost $48.00 Unrealized
MA MASTERCARD INC 1.3%
Value ($000) $2,541 Shares 26,890 Est. Cost $69.61 Unrealized +19.8%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $2,499 Shares 59,753 Est. Cost $30.17 Unrealized +9.4%
WPP WPP PLC - ADR 1.2%
Value ($000) $2,444 Shares 20,989 Est. Cost $109.21 Unrealized
TXN TEXAS INSTRUMENTS INC 1.2%
Value ($000) $2,407 Shares 41,911 Est. Cost $29.91 Unrealized +35.4%
RHHBY ROCHE HOLDINGS LTD - ADR 1.2%
Value ($000) $2,329 Shares 76,064 Est. Cost $51.75 Unrealized
ECL ECOLAB INC 1.1%
Value ($000) $2,215 Shares 19,866 Est. Cost $96.63 Unrealized -1.3%
SPECTRA ENERGY CORP 1.1%
Value ($000) $2,184 Shares 71,360 Est. Cost $24.03 Unrealized
CVS CVS HEALTHCARE 1.0%
Value ($000) $1,983 Shares 19,119 Est. Cost $74.85 Unrealized -3.3%
EXPRESS SCRIPTS HOLDING CO. 1.0%
Value ($000) $1,952 Shares 28,414 Est. Cost $69.95 Unrealized
BABSON CAPITAL CORP 0.9%
Value ($000) $1,909 Shares 112,220 Est. Cost $15.29 Unrealized
DUK DUKE ENERGY CORPORATION 0.9%
Value ($000) $1,845 Shares 22,868 Est. Cost $46.23 Unrealized +9.2%
COR AMERISOURCEBERGEN CORP 0.8%
Value ($000) $1,688 Shares 19,500 Est. Cost $53.22 Unrealized +24.5%
FIS FIDELITY NATL INCORMATION SVCS 0.8%
Value ($000) $1,558 Shares 24,615 Est. Cost $55.43 Unrealized -8.8%
HAL HALLIBURTON CO 0.7%
Value ($000) $1,481 Shares 41,470 Est. Cost $41.40 Unrealized -34.9%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,358 Shares 21,666 Est. Cost $29.10 Unrealized +6.8%
GILEAD SCIENCES, INC 0.7%
Value ($000) $1,347 Shares 14,665 Est. Cost $91.85 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,185 Shares 29,414 Est. Cost $49.33 Unrealized -43.1%
GOOGL ALPHABET INC CL A (voting) 0.5%
Value ($000) $1,074 Shares 1,408 Est. Cost $36.73 Unrealized -0.5%
GOOG ALPHABET INC CL C (non-voting) 0.5%
Value ($000) $968 Shares 1,299 Est. Cost $35.61 Unrealized -0.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $853 Shares 21,270 Est. Cost $25.60 Unrealized +26.6%
ABBV ABBVIE INC. 0.4%
Value ($000) $816 Shares 14,293 Est. Cost $30.56 Unrealized +21.5%
CMCSA COMCAST CORP - CL A 0.4%
Value ($000) $766 Shares 12,540 Est. Cost $22.54 Unrealized +0.9%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $677 Shares 8,614 Est. Cost $47.82 Unrealized +1.0%
BUD ANHEUSER-BUSCH INBEV NV 0.3%
Value ($000) $664 Shares 5,330 Est. Cost $109.97 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.3%
Value ($000) $650 Shares 9,492 Est. Cost $62.26 Unrealized -19.1%
ROYAL DUTCH SHELL PLC - ADR A 0.3%
Value ($000) $643 Shares 13,266 Est. Cost $67.67 Unrealized
YAHOO! INC 0.3%
Value ($000) $629 Shares 17,092 Est. Cost $39.32 Unrealized
AVY AVERY DENNISON 0.3%
Value ($000) $527 Shares 7,315 Est. Cost $37.50 Unrealized +44.0%
CELGENE 0.3%
Value ($000) $521 Shares 5,201 Est. Cost $109.94 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $491 Shares 9,610 Est. Cost $50.81 Unrealized -27.3%
LAKE SUNAPEE BANK GROUP 0.2%
Value ($000) $422 Shares 30,205 Est. Cost $14.43 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $359 Shares 12,599 Est. Cost $18.62 Unrealized +1.7%
D DOMINION RESOURCES INC 0.2%
Value ($000) $347 Shares 4,615 Est. Cost $44.96 Unrealized +2.5%
BIIB BIOGEN IDEC INC 0.2%
Value ($000) $344 Shares 1,321 Est. Cost $329.23 Unrealized -19.8%
HON HONEYWELL INTL INC 0.2%
Value ($000) $323 Shares 2,880 Est. Cost $68.66 Unrealized +11.2%
ROYAL DUTCH SHELL PLC - ADR B 0.1%
Value ($000) $298 Shares 6,055 Est. Cost $49.22 Unrealized
BA BOEING COMPANY 0.1%
Value ($000) $292 Shares 2,303 Est. Cost $106.23 Unrealized +5.3%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $280 Shares 7,254 Est. Cost $35.85 Unrealized +0.5%
CMI CUMMINS INC 0.1%
Value ($000) $274 Shares 2,490 Est. Cost $74.19 Unrealized 0.0%
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $253 Shares 1,754 Est. Cost $79.28 Unrealized +19.5%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $243 Shares 4,111 Est. Cost $43.15 Unrealized +3.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $241 Shares 6,777 Est. Cost $0.73 Unrealized +1.6%
EMC CORP MASS 0.1%
Value ($000) $237 Shares 8,880 Est. Cost $26.74 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $228 Shares 3,650 Est. Cost $56.47 Unrealized -17.2%
WY WEYERHAEUSER CO 0.1%
Value ($000) $228 Shares 7,360 Est. Cost $18.15 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $220 Shares 2,875 Est. Cost $49.79 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $219 Shares 2,040 Est. Cost $88.14 Unrealized 0.0%
MET METLIFE, INC 0.1%
Value ($000) $204 Shares 4,650 Est. Cost $26.74 Unrealized 0.0%
CORDIA BANCORP INC 0.1%
Value ($000) $197 Shares 50,283 Est. Cost $3.77 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $196 Shares 14,528 Est. Cost $13.13 Unrealized -17.3%