Sky Investment Group LLC Diversified Active

CIK: 0001333792 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $495,679 (100.0% shares, 0.0% debt)

Holdings (129)

MSFT MICROSOFT CORP 6.5%
Value ($000) $31,987 Shares 95,109 Est. Cost $72.42 Unrealized +332.8%
ABT ABBOTT LABORATORIES 3.4%
Value ($000) $16,614 Shares 118,047 Est. Cost $44.89 Unrealized +164.4%
DHR DANAHER CORP 2.8%
Value ($000) $14,063 Shares 42,744 Est. Cost $34.46 Unrealized +683.8%
PEP PEPSICO INC 2.6%
Value ($000) $13,040 Shares 75,070 Est. Cost $67.13 Unrealized +113.7%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $12,553 Shares 73,377 Est. Cost $74.59 Unrealized +94.5%
PG PROCTER & GAMBLE COMPANY 2.4%
Value ($000) $11,775 Shares 71,983 Est. Cost $63.36 Unrealized +111.7%
GOOGL ALPHABET INC - CL A (Voting) 2.3%
Value ($000) $11,635 Shares 4,016 Est. Cost $60.20 Unrealized +137.5%
NSRGY NESTLE SA - ADR 2.3%
Value ($000) $11,294 Shares 80,462 Est. Cost $85.33 Unrealized
TMO THERMO FISHER SCIENTIFIC, INC. 2.2%
Value ($000) $10,735 Shares 16,088 Est. Cost $345.37 Unrealized +78.7%
TROW T. ROWE PRICE GROUP INC. 2.2%
Value ($000) $10,697 Shares 54,400 Est. Cost $53.43 Unrealized +215.6%
ITW ILLINOIS TOOL WORKS 2.0%
Value ($000) $9,883 Shares 40,043 Est. Cost $58.58 Unrealized +259.0%
MCD MCDONALD`S CORP 1.9%
Value ($000) $9,518 Shares 35,507 Est. Cost $79.46 Unrealized +188.9%
LINDE PLC 1.9%
Value ($000) $9,446 Shares 27,268 Est. Cost $156.04 Unrealized
MA MASTERCARD, INC. 1.9%
Value ($000) $9,419 Shares 26,213 Est. Cost $86.58 Unrealized +290.2%
TXN TEXAS INSTRUMENTS INC 1.9%
Value ($000) $9,391 Shares 49,828 Est. Cost $45.58 Unrealized +273.2%
KO COCA-COLA COMPANY 1.8%
Value ($000) $8,718 Shares 147,246 Est. Cost $28.56 Unrealized +72.2%
SWK STANLEY BLACK & DECKER INC 1.7%
Value ($000) $8,585 Shares 45,514 Est. Cost $96.93 Unrealized +63.6%
UPS UNITED PARCEL SERVICE - CL B 1.7%
Value ($000) $8,536 Shares 39,824 Est. Cost $68.60 Unrealized +145.7%
HD HOME DEPOT INC 1.7%
Value ($000) $8,506 Shares 20,495 Est. Cost $190.50 Unrealized +80.1%
NVDA NVIDIA CORP 1.7%
Value ($000) $8,439 Shares 28,693 Est. Cost $15.76 Unrealized +74.2%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $8,106 Shares 49,550 Est. Cost $69.67 Unrealized +132.2%
KMB KIMBERLY-CLARK CORP 1.5%
Value ($000) $7,612 Shares 53,260 Est. Cost $70.42 Unrealized +63.7%
BDX BECTON DICKINSON & CO. 1.5%
Value ($000) $7,431 Shares 29,548 Est. Cost $104.08 Unrealized +114.7%
PM PHILIP MORRIS INTERNATIONAL 1.5%
Value ($000) $7,328 Shares 77,135 Est. Cost $48.78 Unrealized +56.5%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $7,098 Shares 35,397 Est. Cost $56.85 Unrealized +206.6%
CVX CHEVRON CORP 1.4%
Value ($000) $7,065 Shares 60,201 Est. Cost $73.33 Unrealized +31.0%
AAPL APPLE INC. 1.4%
Value ($000) $7,032 Shares 39,603 Est. Cost $99.17 Unrealized +56.0%
GOOG ALPHABET INC - CL C (Non-Voting) 1.4%
Value ($000) $6,817 Shares 2,356 Est. Cost $54.38 Unrealized +163.8%
SYY SYSCO CORP 1.3%
Value ($000) $6,635 Shares 84,469 Est. Cost $34.25 Unrealized +100.8%
MRK MERCK & CO. INC. 1.3%
Value ($000) $6,441 Shares 84,038 Est. Cost $38.35 Unrealized +82.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $6,441 Shares 74,846 Est. Cost $55.13 Unrealized +43.9%
ECL ECOLAB INC 1.3%
Value ($000) $6,248 Shares 26,634 Est. Cost $124.80 Unrealized +72.7%
DEO DIAGEO PLC - ADR 1.2%
Value ($000) $5,923 Shares 26,905 Est. Cost $127.06 Unrealized
SO SOUTHERN COMPANY 1.1%
Value ($000) $5,597 Shares 81,616 Est. Cost $28.38 Unrealized +92.8%
ADP AUTOMATIC DATA PROCESSING 1.1%
Value ($000) $5,415 Shares 21,961 Est. Cost $127.03 Unrealized +63.2%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $5,372 Shares 103,383 Est. Cost $33.68 Unrealized +19.9%
GIS GENERAL MILLS INC 1.1%
Value ($000) $5,357 Shares 79,499 Est. Cost $33.88 Unrealized +63.1%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $5,067 Shares 82,811 Est. Cost $54.29 Unrealized -0.7%
EMR EMERSON ELECTRIC CO 1.0%
Value ($000) $5,015 Shares 53,945 Est. Cost $48.07 Unrealized +80.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,998 Shares 9,954 Est. Cost $210.33 Unrealized +100.7%
MTB M & T BANK CORPORATION 1.0%
Value ($000) $4,789 Shares 31,180 Est. Cost $87.86 Unrealized +52.8%
ABBV ABBVIE INC. 0.9%
Value ($000) $4,395 Shares 32,463 Est. Cost $63.91 Unrealized +59.1%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $4,382 Shares 42,749 Est. Cost $71.26 Unrealized +21.2%
MMM 3M COMPANY 0.8%
Value ($000) $4,203 Shares 23,662 Est. Cost $88.27 Unrealized +44.2%
AMZN AMAZON.COM INC 0.8%
Value ($000) $4,125 Shares 1,237 Est. Cost $99.60 Unrealized +71.8%
INTC INTEL CORP 0.8%
Value ($000) $3,881 Shares 75,363 Est. Cost $20.74 Unrealized +128.0%
DUK DUKE ENERGY CORPORATION 0.8%
Value ($000) $3,865 Shares 36,844 Est. Cost $53.92 Unrealized +60.0%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.8%
Value ($000) $3,757 Shares 12,565 Est. Cost $205.22 Unrealized +39.6%
SYK STRYKER CORP 0.7%
Value ($000) $3,665 Shares 13,706 Est. Cost $176.54 Unrealized +42.2%
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $3,610 Shares 23,310 Est. Cost $125.43 Unrealized +25.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.7%
Value ($000) $3,462 Shares 12,231 Est. Cost $263.08 Unrealized
MAS MASCO CORP 0.7%
Value ($000) $3,370 Shares 47,990 Est. Cost $16.79 Unrealized +256.3%
FTV FORTIVE CORP 0.6%
Value ($000) $3,220 Shares 42,212 Est. Cost $39.66 Unrealized +40.0%
UNILEVER PLC - ADR 0.6%
Value ($000) $3,162 Shares 58,778 Est. Cost $42.88 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC. 0.6%
Value ($000) $3,112 Shares 28,507 Est. Cost $65.33 Unrealized +56.2%
D DOMINION RESOURCES, INC. 0.6%
Value ($000) $3,008 Shares 38,287 Est. Cost $55.30 Unrealized +12.4%
USB U.S. BANCORP 0.6%
Value ($000) $2,908 Shares 51,766 Est. Cost $30.97 Unrealized +57.7%
CMCSA COMCAST CORP - CL A 0.6%
Value ($000) $2,906 Shares 57,744 Est. Cost $32.91 Unrealized +40.2%
MCI BARINGS CORPORATE INVESTORS 0.6%
Value ($000) $2,864 Shares 179,224 Est. Cost $15.31 Unrealized
RHHBY ROCHE HOLDINGS LTD - ADR 0.6%
Value ($000) $2,857 Shares 55,276 Est. Cost $50.67 Unrealized
EMA EMERA INC. 0.6%
Value ($000) $2,846 Shares 56,958 Est. Cost $23.44 Unrealized +63.0%
DASTY DASSAULT SYSTEMES SA ADR 0.6%
Value ($000) $2,824 Shares 47,325 Est. Cost $62.06 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $2,763 Shares 8,215 Est. Cost $325.69 Unrealized +1.2%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $2,503 Shares 12,006 Est. Cost $131.74 Unrealized +40.6%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $2,487 Shares 11,926 Est. Cost $118.85 Unrealized +55.7%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $2,389 Shares 5,030 Est. Cost $430.04 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $2,381 Shares 9,756 Est. Cost $147.00 Unrealized +43.2%
ADDYY ADIDAS AG SPON ADR 0.4%
Value ($000) $1,987 Shares 13,800 Est. Cost $143.99 Unrealized
COST COSTCO WHOLESALE CLUB 0.3%
Value ($000) $1,629 Shares 2,870 Est. Cost $309.06 Unrealized +57.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,577 Shares 15,291 Est. Cost $62.29 Unrealized +29.2%
NKE NIKE, INC. - CL B 0.3%
Value ($000) $1,563 Shares 9,380 Est. Cost $90.16 Unrealized +71.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,543 Shares 23,270 Est. Cost $29.19 Unrealized +89.5%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,491 Shares 23,921 Est. Cost $48.70 Unrealized +1.1%
PFE PFIZER INC 0.3%
Value ($000) $1,484 Shares 25,125 Est. Cost $27.37 Unrealized +47.0%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $1,483 Shares 4,873 Est. Cost $192.15 Unrealized +37.2%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,448 Shares 15,324 Est. Cost $12.60 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,358 Shares 6,270 Est. Cost $37.91 Unrealized +424.8%
CRM SALESFORCE.COM, INC. 0.3%
Value ($000) $1,335 Shares 5,254 Est. Cost $167.10 Unrealized +66.1%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,255 Shares 7,928 Est. Cost $82.64 Unrealized +78.9%
FBIN FORTUNE BRANDS HOME & SECURITY, INC. 0.3%
Value ($000) $1,244 Shares 11,640 Est. Cost $41.36 Unrealized +95.5%
V VISA INC 0.2%
Value ($000) $1,147 Shares 5,293 Est. Cost $127.77 Unrealized +62.9%
TD TORONTO-DOMINION BANK 0.2%
Value ($000) $1,139 Shares 14,854 Est. Cost $46.56 Unrealized +56.6%
BA BOEING COMPANY 0.2%
Value ($000) $1,104 Shares 5,485 Est. Cost $240.35 Unrealized -12.1%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,099 Shares 17,345 Est. Cost $28.02 Unrealized +80.1%
PYPL PAYPAL HOLDINGS, INC. 0.2%
Value ($000) $1,047 Shares 5,553 Est. Cost $60.65 Unrealized +255.9%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $1,043 Shares 4,140 Est. Cost $166.32 Unrealized +29.3%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $1,031 Shares 1,819 Est. Cost $456.55 Unrealized +36.9%
WMT WAL-MART STORES INC 0.2%
Value ($000) $1,000 Shares 6,911 Est. Cost $38.11 Unrealized +18.5%
ORCL ORACLE CORP 0.2%
Value ($000) $890 Shares 10,200 Est. Cost $53.35 Unrealized +66.7%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $852 Shares 8,818 Est. Cost $77.81 Unrealized -0.1%
AMGN AMGEN INC 0.1%
Value ($000) $710 Shares 3,158 Est. Cost $208.67 Unrealized -11.3%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $683 Shares 15,344 Est. Cost $14.21 Unrealized +188.7%
CMI CUMMINS INC. 0.1%
Value ($000) $628 Shares 2,877 Est. Cost $227.49 Unrealized -9.5%
TRV TRAVELERS COMPANIES, INC. 0.1%
Value ($000) $571 Shares 3,652 Est. Cost $91.90 Unrealized +56.6%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $554 Shares 10,217 Est. Cost $26.37 Unrealized +93.2%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $554 Shares 6,362 Est. Cost $47.48 Unrealized +65.2%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $540 Shares 3,721 Est. Cost $56.64 Unrealized +153.2%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $467 Shares 9,700 Est. Cost $25.76 Unrealized +54.7%
BALL BALL CORP 0.1%
Value ($000) $457 Shares 4,745 Est. Cost $87.41 Unrealized 0.0%
CB CHUBB LTD 0.1%
Value ($000) $444 Shares 2,297 Est. Cost $119.99 Unrealized +48.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $406 Shares 2,335 Est. Cost $149.46 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $404 Shares 1,055 Est. Cost $165.47 Unrealized +115.4%
TXT TEXTRON INC 0.1%
Value ($000) $394 Shares 5,100 Est. Cost $43.39 Unrealized +70.4%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, LTD 0.1%
Value ($000) $384 Shares 3,195 Est. Cost $119.12 Unrealized
PGR PROGRESSIVE CORPORATION 0.1%
Value ($000) $372 Shares 3,620 Est. Cost $52.48 Unrealized +63.5%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $361 Shares 4,057 Est. Cost $68.93 Unrealized +5.2%
VRSK VERISK ANALYTICS 0.1%
Value ($000) $344 Shares 1,503 Est. Cost $175.85 Unrealized +20.8%
WBS WEBSTER FINANCIAL CORP 0.1%
Value ($000) $340 Shares 6,086 Est. Cost $50.51 Unrealized +11.5%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $335 Shares 2,520 Est. Cost $54.93 Unrealized +113.2%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.1%
Value ($000) $332 Shares 4,050 Est. Cost $54.81 Unrealized +40.4%
EBAY EBAY INC 0.1%
Value ($000) $322 Shares 4,839 Est. Cost $38.66 Unrealized +70.8%
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION 0.1%
Value ($000) $320 Shares 2,393 Est. Cost $95.23 Unrealized +11.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $307 Shares 1,678 Est. Cost $125.34 Unrealized +16.5%
BHB BAR HARBOR BANKSHARES 0.1%
Value ($000) $307 Shares 10,610 Est. Cost $21.18 Unrealized +17.2%
IFF INTL FLAVORS & FRAGRANCES 0.1%
Value ($000) $305 Shares 2,026 Est. Cost $112.01 Unrealized +15.7%
LLY ELY LILLY & CO 0.1%
Value ($000) $302 Shares 1,093 Est. Cost $141.36 Unrealized +72.5%
CNI CANADIAN NATL RAILWAY CO 0.1%
Value ($000) $299 Shares 2,435 Est. Cost $73.71 Unrealized +58.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $299 Shares 6,224 Est. Cost $23.04 Unrealized +92.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $295 Shares 3,800 Est. Cost $77.63 Unrealized
LHX L3 HARRIS TECHNOLOGIES 0.1%
Value ($000) $290 Shares 1,358 Est. Cost $167.47 Unrealized +21.5%
ROYAL DUTCH SHELL PLC - ADR B 0.1%
Value ($000) $265 Shares 6,115 Est. Cost $56.18 Unrealized
LOW LOWE'S COMPANIES 0.1%
Value ($000) $257 Shares 995 Est. Cost $183.57 Unrealized +19.7%
MEDTRONIC, PLC 0.1%
Value ($000) $250 Shares 2,413 Est. Cost $97.94 Unrealized
NTAP NETAPP, INC 0.0%
Value ($000) $246 Shares 2,675 Est. Cost $69.83 Unrealized +16.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $240 Shares 2,571 Est. Cost $71.85 Unrealized +7.7%
NUE NUCOR CORP 0.0%
Value ($000) $239 Shares 2,096 Est. Cost $99.29 Unrealized +3.3%
T AT&T INC 0.0%
Value ($000) $234 Shares 9,520 Est. Cost $11.50 Unrealized +27.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $218 Shares 1,080 Est. Cost $145.48 Unrealized +22.7%
ALTABA INC - ESCROW SHARES 0.0%
Value ($000) $89 Shares 15,000 Est. Cost $22.60 Unrealized