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SKY Investment Group LLC
Sky Investment Group LLC is a registered investment adviser headquartered in Hartford, Connecticut. Founded in 2001, the firm provides wealth management and investment advisory services, primarily serving high net worth individuals, pension plans, and charitable organizations. As of July 2025, it manages approximately $850.9 million in assets with a team of 10 employees, the majority being investment professionals. The firm is SEC registered and emphasizes personalized service for clients in the United States.
Investment Strategy
Sky Investment Group LLC applies a diversified multi-asset strategy tailored primarily to high net worth individuals, pension plans, and charitable foundations. Their investment philosophy focuses on long-term capital appreciation and risk management through carefully selected holdings across sectors, including large-cap technology and healthcare stocks such as Nvidia, Microsoft, Alphabet, and Abbott Laboratories. The firm employs discretionary portfolio management, favoring direct ownership of equities and fixed income instruments rather than pooled vehicles, with an emphasis on U.S. markets.
Latest 13F Filing Activity
SKY Investment Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 139 equity positions with a total 13F market value of $596M. The fund increased holdings in Nvidia Corp., Alphabet Inc. - CL A (voting), Alphabet Inc. - CL C (non-voting) among other positions. SKY Investment Group LLC reduced exposure to United Parcel Service, Inc., Philip Morris International Inc., Diageo PLC - Adr among others.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP. | 9.02% | $53.8M | 288,471 | $3.25 | $186.58 | +$8.3M |
M MSFT | MICROSOFT CORP. | 7.25% | $43.2M | 83,456 | $84.56 | $517.95 | +$592.2K |
| ALPHABET INC. - CL A (Voting) | 3.96% | $23.6M | 97,239 | $72.40 | $243.10 | +$6.5M | |
A AXP | AMERICAN EXPRESS COMPANY | 2.67% | $15.9M | 47,877 | $92.75 | $332.16 | +$558.3K |
A ABT | ABBOTT LABORATORIES | 2.30% | $13.7M | 102,596 | $54.24 | $133.94 | -$505.2K |
Industry Allocation
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