Sky Investment Group LLC Diversified Active

CIK: 0001333792 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 25, 2021

Total Value ($000): $393,771 (100.0% shares, 0.0% debt)

Holdings (119)

MSFT MICROSOFT CORP 5.5%
Value ($000) $21,576 Shares 97,005 Est. Cost $72.42 Unrealized +184.5%
ABT ABBOTT LABORATORIES 3.6%
Value ($000) $14,221 Shares 129,886 Est. Cost $44.89 Unrealized +121.1%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $11,594 Shares 73,670 Est. Cost $74.59 Unrealized +71.0%
PEP PEPSICO INC 2.9%
Value ($000) $11,449 Shares 77,201 Est. Cost $66.55 Unrealized +82.2%
DHR DANAHER CORP 2.7%
Value ($000) $10,454 Shares 47,060 Est. Cost $34.46 Unrealized +468.7%
PG PROCTER & GAMBLE COMPANY 2.6%
Value ($000) $10,312 Shares 74,109 Est. Cost $63.36 Unrealized +94.4%
NSRGY NESTLE SA - ADR 2.4%
Value ($000) $9,447 Shares 80,196 Est. Cost $84.89 Unrealized
MA MASTERCARD, INC. 2.3%
Value ($000) $8,916 Shares 24,978 Est. Cost $75.48 Unrealized +328.4%
TROW T. ROWE PRICE GROUP INC. 2.2%
Value ($000) $8,718 Shares 57,585 Est. Cost $53.43 Unrealized +114.0%
ITW ILLINOIS TOOL WORKS 2.2%
Value ($000) $8,711 Shares 42,724 Est. Cost $58.58 Unrealized +209.0%
KO COCA-COLA COMPANY 2.1%
Value ($000) $8,237 Shares 150,194 Est. Cost $28.39 Unrealized +55.9%
SWK STANLEY BLACK & DECKER INC 2.0%
Value ($000) $8,041 Shares 45,032 Est. Cost $95.04 Unrealized +57.8%
TXN TEXAS INSTRUMENTS INC 2.0%
Value ($000) $7,890 Shares 48,070 Est. Cost $42.50 Unrealized +216.7%
MCD MCDONALD`S CORP 2.0%
Value ($000) $7,710 Shares 35,932 Est. Cost $76.51 Unrealized +152.6%
LINDE PLC 1.9%
Value ($000) $7,634 Shares 28,970 Est. Cost $156.04 Unrealized
KMB KIMBERLY-CLARK CORP 1.9%
Value ($000) $7,362 Shares 54,602 Est. Cost $69.86 Unrealized +66.0%
TMO THERMO FISHER SCIENTIFIC, INC. 1.8%
Value ($000) $7,229 Shares 15,520 Est. Cost $340.29 Unrealized +35.9%
BDX BECTON DICKINSON & CO. 1.8%
Value ($000) $7,169 Shares 28,649 Est. Cost $100.62 Unrealized +113.3%
GOOGL ALPHABET INC - CL A (Voting) 1.7%
Value ($000) $6,730 Shares 3,840 Est. Cost $57.64 Unrealized +44.8%
UPS UNITED PARCEL SERVICE - CL B 1.7%
Value ($000) $6,640 Shares 39,429 Est. Cost $65.96 Unrealized +107.6%
MRK MERCK & CO. INC. 1.7%
Value ($000) $6,610 Shares 80,801 Est. Cost $37.46 Unrealized +73.1%
PM PHILIP MORRIS INTERNATIONAL 1.6%
Value ($000) $6,402 Shares 77,330 Est. Cost $48.46 Unrealized +24.5%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $6,374 Shares 52,717 Est. Cost $69.67 Unrealized +49.1%
SYY SYSCO CORP 1.4%
Value ($000) $5,559 Shares 74,857 Est. Cost $29.44 Unrealized +103.9%
ECL ECOLAB INC 1.4%
Value ($000) $5,443 Shares 25,157 Est. Cost $119.92 Unrealized +64.7%
AAPL APPLE INC. 1.4%
Value ($000) $5,393 Shares 40,645 Est. Cost $99.17 Unrealized +18.0%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $5,248 Shares 35,220 Est. Cost $55.38 Unrealized +92.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $5,144 Shares 71,935 Est. Cost $54.69 Unrealized +6.8%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $5,125 Shares 87,231 Est. Cost $32.02 Unrealized +37.3%
HD HOME DEPOT INC 1.2%
Value ($000) $4,917 Shares 18,512 Est. Cost $183.47 Unrealized +32.2%
SO SOUTHERN COMPANY 1.2%
Value ($000) $4,805 Shares 78,212 Est. Cost $27.26 Unrealized +81.7%
GIS GENERAL MILLS INC 1.2%
Value ($000) $4,757 Shares 80,893 Est. Cost $33.88 Unrealized +50.1%
CVX CHEVRON CORP 1.2%
Value ($000) $4,664 Shares 55,223 Est. Cost $72.17 Unrealized -9.9%
DEO DIAGEO PLC - ADR 1.2%
Value ($000) $4,597 Shares 28,947 Est. Cost $127.06 Unrealized
EMR EMERSON ELECTRIC CO 1.1%
Value ($000) $4,520 Shares 56,236 Est. Cost $48.07 Unrealized +39.0%
INTC INTEL CORP 1.1%
Value ($000) $4,486 Shares 90,053 Est. Cost $20.74 Unrealized +112.3%
GOOG ALPHABET INC - CL C (Non-Voting) 1.1%
Value ($000) $4,231 Shares 2,415 Est. Cost $54.38 Unrealized +54.0%
MMM 3M COMPANY 1.1%
Value ($000) $4,138 Shares 23,673 Est. Cost $87.56 Unrealized +34.2%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $3,975 Shares 22,559 Est. Cost $127.03 Unrealized +16.1%
ABBV ABBVIE INC. 1.0%
Value ($000) $3,869 Shares 36,107 Est. Cost $62.62 Unrealized +26.1%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC. 1.0%
Value ($000) $3,788 Shares 26,776 Est. Cost $60.68 Unrealized +110.1%
NVDA NVIDIA CORP 1.0%
Value ($000) $3,744 Shares 7,170 Est. Cost $0.88 Unrealized +1413.0%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $3,607 Shares 10,286 Est. Cost $210.33 Unrealized +46.5%
MTB M & T BANK CORPORATION 0.9%
Value ($000) $3,524 Shares 27,681 Est. Cost $83.97 Unrealized +15.1%
DIS WALT DISNEY COMPANY 0.9%
Value ($000) $3,497 Shares 19,302 Est. Cost $116.88 Unrealized +20.0%
AMZN AMAZON.COM INC 0.9%
Value ($000) $3,452 Shares 1,060 Est. Cost $88.11 Unrealized +81.1%
DUK DUKE ENERGY CORPORATION 0.8%
Value ($000) $3,333 Shares 36,404 Est. Cost $53.36 Unrealized +41.8%
UNILEVER PLC - ADR 0.8%
Value ($000) $3,311 Shares 54,857 Est. Cost $41.86 Unrealized
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $3,309 Shares 37,935 Est. Cost $69.98 Unrealized +19.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,285 Shares 79,702 Est. Cost $54.76 Unrealized -44.6%
SYK STRYKER CORP 0.8%
Value ($000) $3,049 Shares 12,442 Est. Cost $170.76 Unrealized +25.7%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.8%
Value ($000) $3,046 Shares 13,135 Est. Cost $205.22 Unrealized +7.3%
FTV FORTIVE CORP 0.8%
Value ($000) $3,005 Shares 42,431 Est. Cost $39.49 Unrealized +27.4%
MAS MASCO CORP 0.7%
Value ($000) $2,882 Shares 52,465 Est. Cost $16.79 Unrealized +199.6%
D DOMINION RESOURCES, INC. 0.7%
Value ($000) $2,650 Shares 35,244 Est. Cost $54.66 Unrealized +16.0%
CMCSA COMCAST CORP - CL A 0.6%
Value ($000) $2,525 Shares 48,187 Est. Cost $29.32 Unrealized +42.1%
RHHBY ROCHE HOLDINGS LTD - ADR 0.6%
Value ($000) $2,508 Shares 57,202 Est. Cost $50.79 Unrealized
EMA EMERA INC. 0.6%
Value ($000) $2,425 Shares 57,053 Est. Cost $23.44 Unrealized +39.0%
USB U.S. BANCORP 0.6%
Value ($000) $2,364 Shares 50,732 Est. Cost $30.67 Unrealized +10.4%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $2,359 Shares 11,093 Est. Cost $113.74 Unrealized +43.9%
MCI BARINGS CORPORATE INVESTORS 0.6%
Value ($000) $2,261 Shares 171,579 Est. Cost $15.26 Unrealized
DASTY DASSAULT SYSTEMES SA ADR 0.5%
Value ($000) $2,042 Shares 10,025 Est. Cost $97.97 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY, INC. 0.5%
Value ($000) $1,889 Shares 22,035 Est. Cost $40.22 Unrealized +67.6%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,707 Shares 11,470 Est. Cost $130.64 Unrealized 0.0%
ZTS ZOETIS INC 0.4%
Value ($000) $1,591 Shares 9,614 Est. Cost $146.91 Unrealized +5.8%
NKE NIKE, INC. - CL B 0.4%
Value ($000) $1,537 Shares 10,868 Est. Cost $90.16 Unrealized +36.7%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,448 Shares 23,338 Est. Cost $48.61 Unrealized +2.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,309 Shares 22,394 Est. Cost $27.53 Unrealized +82.1%
STZ CONSTELLATION BRANDS INC A 0.3%
Value ($000) $1,307 Shares 5,968 Est. Cost $184.83 Unrealized -2.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,203 Shares 17,616 Est. Cost $62.29 Unrealized -11.3%
PYPL PAYPAL HOLDINGS, INC. 0.3%
Value ($000) $1,166 Shares 4,980 Est. Cost $40.54 Unrealized +409.9%
T AT&T INC 0.3%
Value ($000) $1,163 Shares 40,436 Est. Cost $11.50 Unrealized +33.7%
GILD GILEAD SCIENCES, INC. 0.3%
Value ($000) $1,130 Shares 19,392 Est. Cost $58.10 Unrealized -15.1%
COST COSTCO WHOLESALE CLUB 0.3%
Value ($000) $1,112 Shares 2,950 Est. Cost $309.06 Unrealized +12.4%
V VISA INC 0.3%
Value ($000) $1,093 Shares 4,996 Est. Cost $124.09 Unrealized +58.9%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,060 Shares 6,835 Est. Cost $37.91 Unrealized +250.3%
CRM SALESFORCE.COM, INC. 0.2%
Value ($000) $957 Shares 4,300 Est. Cost $152.26 Unrealized +57.8%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $932 Shares 13,800 Est. Cost $47.48 Unrealized +26.5%
TD TORONTO-DOMINION BANK 0.2%
Value ($000) $914 Shares 16,204 Est. Cost $46.56 Unrealized +8.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $911 Shares 20,366 Est. Cost $28.02 Unrealized +25.9%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $859 Shares 6,758 Est. Cost $72.32 Unrealized +35.7%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $823 Shares 3,953 Est. Cost $165.20 Unrealized +7.8%
AMGN AMGEN INC 0.2%
Value ($000) $767 Shares 3,334 Est. Cost $208.72 Unrealized -5.9%
PFE PFIZER INC 0.2%
Value ($000) $735 Shares 19,956 Est. Cost $27.18 Unrealized +5.3%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $691 Shares 1,382 Est. Cost $427.24 Unrealized +13.1%
ORCL ORACLE CORP 0.2%
Value ($000) $660 Shares 10,200 Est. Cost $52.75 Unrealized +5.2%
WMT WAL-MART STORES INC 0.1%
Value ($000) $575 Shares 3,986 Est. Cost $34.21 Unrealized +32.3%
TRV TRAVELERS COMPANIES, INC. 0.1%
Value ($000) $553 Shares 3,937 Est. Cost $91.90 Unrealized +25.8%
IFF INTL FLAVORS & FRAGRANCES 0.1%
Value ($000) $521 Shares 4,785 Est. Cost $112.01 Unrealized -12.9%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $483 Shares 15,944 Est. Cost $14.21 Unrealized +66.5%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $482 Shares 1,764 Est. Cost $94.78 Unrealized +161.2%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $452 Shares 11,972 Est. Cost $26.37 Unrealized +28.2%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $404 Shares 9,586 Est. Cost $50.51 Unrealized -28.5%
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION 0.1%
Value ($000) $401 Shares 3,189 Est. Cost $93.86 Unrealized -0.5%
PGR PROGRESSIVE CORPORATION 0.1%
Value ($000) $390 Shares 3,945 Est. Cost $52.48 Unrealized +53.6%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $383 Shares 10,700 Est. Cost $25.76 Unrealized +7.3%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $368 Shares 3,721 Est. Cost $56.64 Unrealized +37.2%
KEY KEYCORP 0.1%
Value ($000) $328 Shares 20,000 Est. Cost $12.55 Unrealized -9.3%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $325 Shares 3,907 Est. Cost $68.79 Unrealized +4.7%
CB CHUBB LTD 0.1%
Value ($000) $313 Shares 2,036 Est. Cost $114.08 Unrealized +14.0%
BHB BAR HARBOR BANKSHARES 0.1%
Value ($000) $307 Shares 13,571 Est. Cost $21.18 Unrealized -12.5%
ROYAL DUTCH SHELL PLC - ADR B 0.1%
Value ($000) $307 Shares 9,145 Est. Cost $56.78 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.1%
Value ($000) $298 Shares 4,100 Est. Cost $54.81 Unrealized +22.3%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $295 Shares 3,020 Est. Cost $54.93 Unrealized +62.7%
MEDTRONIC, PLC 0.1%
Value ($000) $294 Shares 2,512 Est. Cost $97.94 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $288 Shares 2,625 Est. Cost $73.71 Unrealized +32.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $281 Shares 1,065 Est. Cost $165.47 Unrealized +19.1%
VNT VONTIER CORP 0.1%
Value ($000) $268 Shares 8,021 Est. Cost $31.19 Unrealized 0.0%
LHX L3 HARRIS TECHNOLOGIES 0.1%
Value ($000) $259 Shares 1,372 Est. Cost $167.47 Unrealized -1.6%
TXT TEXTRON INC 0.1%
Value ($000) $256 Shares 5,300 Est. Cost $41.81 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $245 Shares 4,874 Est. Cost $38.66 Unrealized +20.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $230 Shares 1,511 Est. Cost $124.71 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $221 Shares 7,336 Est. Cost $23.04 Unrealized 0.0%
ALTABA INC - ESCROW SHARES 0.1%
Value ($000) $218 Shares 15,000 Est. Cost $22.60 Unrealized
SLACK TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 5,150 Est. Cost $42.33 Unrealized
LLY ELY LILLY & CO 0.1%
Value ($000) $206 Shares 1,220 Est. Cost $141.36 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $202 Shares 4,936 Est. Cost $28.19 Unrealized -5.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $173 Shares 16,011 Est. Cost $7.90 Unrealized
EARTH SEARCH SCIENCES INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized