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SKY INVESTMENT GROUP LLC

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HARTFORD CT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

SKY Investment Group is based out of Hartford. SKY Investment Group is a large advisory firm with 367 clients and discretionary assets under management (AUM) of $682,647,948 (Form ADV from 2023-05-15). Their last reported 13F filing for Q4 2023 included $474,318,424 in managed 13F securities and a top 10 holdings concentration of 29.37%. SKY Investment Group's largest holding is Microsoft Corp. with shares held of 91,455. Whalewisdom has at least 72 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 7.25%
NVDA NVIDIA Corp. 3.07%
GOOGL Alphabet Inc. Class 2.75%
PEP Pepsico Inc. (Loft, 2.66%
ABT Abbott Laboratories 2.53%

2023-12-31

13F Activity

Market Value $474m, Prior: $441m
New Purchases 7 stocks
Added To 32 stocks
Sold out of 2 stocks
Reduced holdings in 69 stocks
Top 10 Holdings % 29.37%
Turnover %[1] 7.2%
Turnover Alt %[2] 1.08%
Time Held Top 20 20.65 quarters
Time Held Top 10 17.5 quarters
Time Held All 24.35 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance