{"url":"https://nivawealth.com/firms/sky-investment-group-134001","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134001","regulatoryAum":930981263,"crd":"134001","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1417739","suffix":null,"lastName":"BINGHAM","firstName":"ROBERT","middleName":null},{"crd":"2374361","suffix":null,"lastName":"FERGUSON","firstName":"JAY","middleName":"GRAY"},{"crd":"2735383","suffix":null,"lastName":"HUBBARD","firstName":"MARGARET","middleName":"WITHERELL"},{"crd":"6802419","suffix":"Ms","lastName":"Mullen","firstName":"Catherine","middleName":"Hart"},{"crd":"4903870","suffix":null,"lastName":"NEWMAN","firstName":"WILLIAM","middleName":"HENRY"},{"crd":"7271039","suffix":null,"lastName":"Pye","firstName":"Richard","middleName":"Joseph"},{"crd":"833944","suffix":null,"lastName":"SOPER","firstName":"JARED","middleName":"PORTER"},{"crd":"6250669","suffix":null,"lastName":"WATERMAN","firstName":"JOHN","middleName":"TYLER"},{"crd":"1303373","suffix":null,"lastName":"WRIGHT","firstName":"JOHN","middleName":"PARDEE"},{"crd":"4757223","suffix":null,"lastName":"ZAHNER","firstName":"KENT","middleName":"DAVID"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":644924678,"clients":319,"employees":9,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":763615727,"clients":357,"employees":9,"offices":1},{"filedOn":"2023-05-15","regulatoryAum":682647948,"clients":367,"employees":9,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":765257886,"clients":371,"employees":10,"offices":1},{"filedOn":"2025-07-29","regulatoryAum":850858338,"clients":380,"employees":10,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":930981263,"clients":396,"employees":11,"offices":1}],"secFileNumber":"801-63875","legalName":"Sky Investment Group LLC","displayName":"Sky Investment Group","slug":"sky-investment-group-134001","website":"https://skyig.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/134001/ad5bf52a8028a195-r1.webp","tone":"light","width":609,"height":200,"sourceUrl":"https://skyig.com/","sourceLabel":"SKY Investment Group LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/sky-investment-group","founded":"2005","organization":"Connecticut limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Financial Plaza, Suite 1210","city":"Hartford","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06103"},"tradeNames":[],"registration":{"secApproved":"18 February 2005","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2365773.347150259,"staff":{"employees":11,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":930981263,"discretionary":930981263,"discretionaryAccounts":929,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":386,"regulatoryAum":913188512},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":7478253},{"label":"Charitable organizations","clients":8,"regulatoryAum":10314498}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T06:34:31.320043+00:00","documents":[{"name":"03-23-2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036947","versionId":1036947,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":595122724},{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":152119121},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":115327773}],"custodyNote":"Sky Investment Group does not have custody of client assets.","leadership":[{"name":"Kendall Bolt","title":"Chief Executive Officer","crd":"6958414"},{"name":"William Newman","title":"Chief Compliance Officer/CFO","crd":"4903870"},{"name":"Robert Bingham","title":"Founder & Chief Investment Officer","crd":"1417739"}],"ownership":[{"label":"Aspen Standard Group LLC","detail":"Member in the 75% or more ownership band and a control person, since July 2025."},{"label":"Aspen Standard Group Intermediate Co LLC","detail":"Indirect owner: a member of Aspen Standard Group LLC in the 75% or more band and a control person, since July 2024.","parent":"Aspen Standard Group LLC"},{"label":"Aspen Standard Group Topco LP","detail":"Indirect owner: a member of Aspen Standard Group Intermediate Co LLC in the 75% or more band and a control person, since August 2024.","parent":"Aspen Standard Group Intermediate Co LLC"},{"label":"Evergreen Services Group Topco II, LLC","detail":"Indirect owner: a partner of Aspen Standard Group Topco LP in the 75% or more band and a control person, since March 2025.","parent":"Aspen Standard Group Topco LP"},{"label":"Alpine Investors IX, LP","detail":"Indirect owner: a member of Evergreen Services Group Topco II, LLC in the 25% to 50% band and a control person, since March 2025.","parent":"Evergreen Services Group Topco II, LLC"},{"label":"Alpine Investors IX-A Splitter Eg II, LP","detail":"Indirect owner: a member of Evergreen Services Group Topco II, LLC in the 50% to 75% band and a control person, since March 2025.","parent":"Evergreen Services Group Topco II, LLC"},{"label":"Alpine Investors IX-A Blocker Eg II, LLC","detail":"Indirect owner: a partner of Alpine Investors IX-A Splitter Eg II, LP in the 75% or more band and a control person, since March 2025.","parent":"Alpine Investors IX-A Splitter Eg II, LP"},{"label":"Alpine Investors IX-A, LP","detail":"Indirect owner: a member of Alpine Investors IX-A Blocker Eg II, LLC in the 75% or more band and a control person, since March 2025.","parent":"Alpine Investors IX-A Blocker Eg II, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"One Financial Plaza, Suite 1210","city":"Hartford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"860-761-9700","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":9},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/134001/PDF/134001.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036947","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sky Investment Group have?","answer":"Sky Investment Group has 396 clients and manages $931 million for them, as of March 2026. They include 386 high-net-worth individuals, 8 charitable organizations, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sky Investment Group offer?","answer":"Sky Investment Group provides portfolio management for individuals and small businesses and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sky Investment Group use?","answer":"Sky Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $595M, Fidelity Distributors Company LLC (Boston, MA), with $152M and Pershing LLC (Jersey City, NJ), with $115M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sky Investment Group have?","answer":"Sky Investment Group has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sky Investment Group invest in?","answer":"At the end of its last fiscal year, Sky Investment Group’s separately managed accounts held 67% exchange-traded equities, 9% state and local bonds, 7% investment grade corporate bonds, 6% U.S. government and agency bonds, 6% cash and equivalents and 5% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sky Investment Group?","answer":"Sky Investment Group is owned through a chain of holding companies by Alpine Investors IX, LP and Alpine Investors IX-A, LP. Its direct owner is Aspen Standard Group LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sky Investment Group get paid?","answer":"Sky Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Sky Investment Group registered with the SEC?","answer":"Yes, Sky Investment Group has been registered with the SEC as an investment adviser since 18 February 2005. Its CRD number is 134001 and its SEC file number is 801-63875.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Sky Investment Group?","answer":"Sky Investment Group’s main office is at One Financial Plaza, Suite 1210, Hartford, CT 06103. Its phone number is 860-761-9700. Its website is skyig.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/sky-investment-group-134001/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-20","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1333792/000133379226000003/0001333792-26-000003-index.html","totalValue":636942579,"positionCount":146,"top10Share":0.3569483757184963,"top10":[{"issuer":"NVIDIA CORP.","titleOfClass":"COM","cusip":"67066G104","value":55960564,"shares":279677,"shareType":"SH","priorValue":48847690,"priorShares":280090},{"issuer":"ALPHABET INC. - CL A (Voting)","titleOfClass":"COM","cusip":"02079K305","value":34721712,"shares":97159,"shareType":"SH","priorValue":27960848,"priorShares":97235},{"issuer":"MICROSOFT CORP.","titleOfClass":"COM","cusip":"594918104","value":31957118,"shares":85671,"shareType":"SH","priorValue":30969066,"priorShares":83662},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":16646561,"shares":65545,"shareType":"SH","priorValue":16023369,"priorShares":65551},{"issuer":"AMERICAN EXPRESS COMPANY","titleOfClass":"COM","cusip":"025816109","value":15985695,"shares":47260,"shareType":"SH","priorValue":14282153,"priorShares":47217},{"issuer":"RTX CORP.","titleOfClass":"COM","cusip":"75513E101","value":15461667,"shares":81493,"shareType":"SH","priorValue":15095276,"priorShares":78254},{"issuer":"PHILIP MORRIS INTERNATIONAL INC.","titleOfClass":"COM","cusip":"718172109","value":15351651,"shares":84858,"shareType":"SH","priorValue":14053940,"priorShares":85000},{"issuer":"LINDE PLC","titleOfClass":"COM","cusip":"G54950103","value":15075726,"shares":29051,"shareType":"SH","priorValue":14435142,"priorShares":29117},{"issuer":"ALPHABET INC. - CL C  (Non-Voting)","titleOfClass":"COM","cusip":"02079K107","value":13598189,"shares":38486,"shareType":"SH","priorValue":11084501,"priorShares":38641},{"issuer":"TEXAS INSTRUMENTS INC.","titleOfClass":"COM","cusip":"882508104","value":12596736,"shares":42261,"shareType":"SH","priorValue":8279459,"priorShares":42647}],"positionsListed":146,"positions":[{"issuer":"NVIDIA CORP.","titleOfClass":"COM","cusip":"67066G104","value":55960564,"shares":279677,"shareType":"SH","priorValue":48847690,"priorShares":280090},{"issuer":"ALPHABET INC. - CL A (Voting)","titleOfClass":"COM","cusip":"02079K305","value":34721712,"shares":97159,"shareType":"SH","priorValue":27960848,"priorShares":97235},{"issuer":"MICROSOFT CORP.","titleOfClass":"COM","cusip":"594918104","value":31957118,"shares":85671,"shareType":"SH","priorValue":30969066,"priorShares":83662},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":16646561,"shares":65545,"shareType":"SH","priorValue":16023369,"priorShares":65551},{"issuer":"AMERICAN EXPRESS COMPANY","titleOfClass":"COM","cusip":"025816109","value":15985695,"shares":47260,"shareType":"SH","priorValue":14282153,"priorShares":47217},{"issuer":"RTX CORP.","titleOfClass":"COM","cusip":"75513E101","value":15461667,"shares":81493,"shareType":"SH","priorValue":15095276,"priorShares":78254},{"issuer":"PHILIP MORRIS INTERNATIONAL INC.","titleOfClass":"COM","cusip":"718172109","value":15351651,"shares":84858,"shareType":"SH","priorValue":14053940,"priorShares":85000},{"issuer":"LINDE PLC","titleOfClass":"COM","cusip":"G54950103","value":15075726,"shares":29051,"shareType":"SH","priorValue":14435142,"priorShares":29117},{"issuer":"ALPHABET INC. - CL C  (Non-Voting)","titleOfClass":"COM","cusip":"02079K107","value":13598189,"shares":38486,"shareType":"SH","priorValue":11084501,"priorShares":38641},{"issuer":"TEXAS INSTRUMENTS INC.","titleOfClass":"COM","cusip":"882508104","value":12596736,"shares":42261,"shareType":"SH","priorValue":8279459,"priorShares":42647},{"issuer":"MASTERCARD INC.","titleOfClass":"COM","cusip":"57636Q104","value":12008995,"shares":23382,"shareType":"SH","priorValue":11323402,"priorShares":22662},{"issuer":"APPLE INC.","titleOfClass":"COM","cusip":"037833100","value":11237882,"shares":38837,"shareType":"SH","priorValue":8678594,"priorShares":34196},{"issuer":"COCA-COLA COMPANY","titleOfClass":"COM","cusip":"191216100","value":11207847,"shares":137909,"shareType":"SH","priorValue":10480092,"priorShares":137805},{"issuer":"EXXON MOBIL CORP.","titleOfClass":"COM","cusip":"30231G102","value":10785431,"shares":78887,"shareType":"SH","priorValue":13619342,"priorShares":80274},{"issuer":"MERCK & COMPANY, INC.","titleOfClass":"COM","cusip":"58933Y105","value":10553214,"shares":82126,"shareType":"SH","priorValue":9907948,"priorShares":82367},{"issuer":"AMAZON.COM, INC.","titleOfClass":"COM","cusip":"023135106","value":10278413,"shares":43125,"shareType":"SH","priorValue":8234843,"priorShares":39539},{"issuer":"ABBVIE INC.","titleOfClass":"COM","cusip":"00287Y109","value":10263331,"shares":40786,"shareType":"SH","priorValue":8780293,"priorShares":40371},{"issuer":"PROCTER & GAMBLE COMPANY","titleOfClass":"COM","cusip":"742718109","value":9820055,"shares":66967,"shareType":"SH","priorValue":9794550,"priorShares":67811},{"issuer":"PEPSICO, INC.","titleOfClass":"COM","cusip":"713448108","value":9455304,"shares":69832,"shareType":"SH","priorValue":11034072,"priorShares":71055},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":9321281,"shares":102725,"shareType":"SH","priorValue":10654340,"priorShares":103773},{"issuer":"META PLATFORMS, INC.","titleOfClass":"COM","cusip":"30303M102","value":9149149,"shares":16242,"shareType":"SH","priorValue":9459585,"priorShares":16534},{"issuer":"EMERSON ELECTRIC COMPANY","titleOfClass":"COM","cusip":"291011104","value":9121089,"shares":63717,"shareType":"SH","priorValue":8333444,"priorShares":63604},{"issuer":"THERMO FISHER SCIENTIFIC INC.","titleOfClass":"COM","cusip":"883556102","value":9026987,"shares":18005,"shareType":"SH","priorValue":8808709,"priorShares":17921},{"issuer":"ILLINOIS TOOL WORKS INC.","titleOfClass":"COM","cusip":"452308109","value":8973654,"shares":33178,"shareType":"SH","priorValue":8797594,"priorShares":33799},{"issuer":"MCDONALD`S CORP.","titleOfClass":"COM","cusip":"580135101","value":8886305,"shares":32874,"shareType":"SH","priorValue":9954363,"priorShares":32029},{"issuer":"CHEVRON CORP.","titleOfClass":"COM","cusip":"166764100","value":8885233,"shares":53603,"shareType":"SH","priorValue":11083401,"priorShares":53569},{"issuer":"SOUTHERN COMPANY","titleOfClass":"COM","cusip":"842587107","value":8189235,"shares":85563,"shareType":"SH","priorValue":8253938,"priorShares":85515},{"issuer":"PNC FINANCIAL SERVICES GROUP, INC.","titleOfClass":"COM","cusip":"693475105","value":8138063,"shares":33052,"shareType":"SH","priorValue":6926890,"priorShares":33288},{"issuer":"DELL TECHNOLOGIES INC.","titleOfClass":"COM","cusip":"24703L202","value":7705876,"shares":17860,"shareType":"SH","priorValue":2953519,"priorShares":17995},{"issuer":"HOME DEPOT, INC.","titleOfClass":"COM","cusip":"437076102","value":7592848,"shares":21529,"shareType":"SH","priorValue":7076698,"priorShares":21517},{"issuer":"BERKSHIRE HATHAWAY INC. - CL B","titleOfClass":"COM","cusip":"084670702","value":7582910,"shares":15154,"shareType":"SH","priorValue":7238795,"priorShares":15106},{"issuer":"DANAHER CORP.","titleOfClass":"COM","cusip":"235851102","value":7562437,"shares":39702,"shareType":"SH","priorValue":7641037,"priorShares":40301},{"issuer":"M & T BANK CORP.","titleOfClass":"COM","cusip":"55261F104","value":7171241,"shares":30130,"shareType":"SH","priorValue":6250006,"priorShares":30234},{"issuer":"BROADCOM INC.","titleOfClass":"COM","cusip":"11135F101","value":7128379,"shares":18871,"shareType":"SH","priorValue":3660092,"priorShares":11825},{"issuer":"ECOLAB INC.","titleOfClass":"COM","cusip":"278865100","value":6861050,"shares":24626,"shareType":"SH","priorValue":6515272,"priorShares":24492},{"issuer":"STRYKER CORP.","titleOfClass":"COM","cusip":"863667101","value":6147566,"shares":19526,"shareType":"SH","priorValue":5971356,"priorShares":18173},{"issuer":"SYSCO CORP.","titleOfClass":"COM","cusip":"871829107","value":5930502,"shares":70956,"shareType":"SH","priorValue":5111333,"priorShares":71658},{"issuer":"NESTLE S.A. - ADR","titleOfClass":"COM","cusip":"641069406","value":5883213,"shares":57291,"shareType":"SH","priorValue":6028947,"priorShares":60837},{"issuer":"DUKE ENERGY CORP.","titleOfClass":"COM","cusip":"26441C204","value":5597114,"shares":44218,"shareType":"SH","priorValue":5795797,"priorShares":44263},{"issuer":"AUTOMATIC DATA PROCESSING, INC.","titleOfClass":"COM","cusip":"053015103","value":5504019,"shares":24577,"shareType":"SH","priorValue":5132665,"priorShares":25262},{"issuer":"GENERAL DYNAMICS CORP.","titleOfClass":"COM","cusip":"369550108","value":5324227,"shares":15030,"shareType":"SH","priorValue":5057347,"priorShares":14735},{"issuer":"UNITEDHEALTH GROUP INC.","titleOfClass":"COM","cusip":"91324P102","value":5313830,"shares":12785,"shareType":"SH","priorValue":3538505,"priorShares":13077},{"issuer":"T. ROWE PRICE GROUP, INC.","titleOfClass":"COM","cusip":"74144T108","value":5003042,"shares":44006,"shareType":"SH","priorValue":4096322,"priorShares":45444},{"issuer":"ISHARES CORE S&P MID-CAP ETF","titleOfClass":"CONV BONDS","cusip":"464287507","value":4979566,"shares":64577,"shareType":"PRN","priorValue":4266275,"priorShares":63176},{"issuer":"INTERNATIONAL BUSINESS MACHINES CORP.","titleOfClass":"COM","cusip":"459200101","value":4878712,"shares":17349,"shareType":"SH","priorValue":4128386,"priorShares":17032},{"issuer":"PROGRESSIVE CORP.","titleOfClass":"COM","cusip":"743315103","value":4712403,"shares":21572,"shareType":"SH","priorValue":4146190,"priorShares":20915},{"issuer":"SPDR S&P 500 ETF TRUST","titleOfClass":"CONV BONDS","cusip":"78462F103","value":4337240,"shares":5808,"shareType":"PRN","priorValue":3680924,"priorShares":5660},{"issuer":"PALO ALTO NETWORKS, INC.","titleOfClass":"COM","cusip":"697435105","value":4312539,"shares":12646,"shareType":"SH","priorValue":1937948,"priorShares":12088},{"issuer":"KIMBERLY-CLARK CORP.","titleOfClass":"COM","cusip":"494368103","value":4007593,"shares":36509,"shareType":"SH","priorValue":3528197,"priorShares":36573},{"issuer":"JPMORGAN CHASE & COMPANY","titleOfClass":"COM","cusip":"46625H100","value":3827519,"shares":11693,"shareType":"SH","priorValue":3381412,"priorShares":11495},{"issuer":"EATON CORP. PLC","titleOfClass":"COM","cusip":"G29183103","value":3387228,"shares":7949,"shareType":"SH","priorValue":2798410,"priorShares":7824},{"issuer":"APPLIED MATERIALS, INC.","titleOfClass":"COM","cusip":"038222105","value":3081426,"shares":4262,"shareType":"SH","priorValue":1456709,"priorShares":4262},{"issuer":"BARINGS CORPORATE INVESTORS","titleOfClass":"CONV BONDS","cusip":"06759X107","value":3075441,"shares":175139,"shareType":"PRN","priorValue":2935782,"priorShares":170289},{"issuer":"BECTON, DICKINSON & COMPANY","titleOfClass":"COM","cusip":"075887109","value":3018088,"shares":19944,"shareType":"SH","priorValue":3248019,"priorShares":20658},{"issuer":"EMERA INC.","titleOfClass":"COM","cusip":"290876101","value":2861755,"shares":53975,"shareType":"SH","priorValue":2820431,"priorShares":54375},{"issuer":"GE VERNOVA INC.","titleOfClass":"COM","cusip":"36828A101","value":2854910,"shares":2430,"shareType":"SH","priorValue":2099325,"priorShares":2405},{"issuer":"VISA INC.","titleOfClass":"COM","cusip":"92826C839","value":2808878,"shares":8187,"shareType":"SH","priorValue":2446028,"priorShares":8093},{"issuer":"MONDELEZ INTERNATIONAL, INC.","titleOfClass":"COM","cusip":"609207105","value":2717074,"shares":46976,"shareType":"SH","priorValue":2847744,"priorShares":49406},{"issuer":"WASTE MANAGEMENT, INC.","titleOfClass":"COM","cusip":"94106L109","value":2635353,"shares":11824,"shareType":"SH","priorValue":2688334,"priorShares":11699},{"issuer":"GE HEALTHCARE TECHNOLOGIES INC.","titleOfClass":"COM","cusip":"36266G107","value":2618910,"shares":40914,"shareType":"SH","priorValue":3317871,"priorShares":46612},{"issuer":"SHELL PLC - ADR","titleOfClass":"COM","cusip":"780295305","value":2566419,"shares":33098,"shareType":"SH","priorValue":2985765,"priorShares":32105},{"issuer":"WALT DISNEY COMPANY","titleOfClass":"COM","cusip":"254687106","value":2510938,"shares":26088,"shareType":"SH","priorValue":2617167,"priorShares":27155},{"issuer":"MASCO CORP.","titleOfClass":"COM","cusip":"574599106","value":2509451,"shares":30840,"shareType":"SH","priorValue":1881733,"priorShares":31170},{"issuer":"WALMART INC.","titleOfClass":"COM","cusip":"931142103","value":2497141,"shares":22048,"shareType":"SH","priorValue":2695367,"priorShares":21688},{"issuer":"HONEYWELL INTERNATIONAL INC.","titleOfClass":"COM","cusip":"438516106","value":2495813,"shares":11147,"shareType":"SH","priorValue":4769361,"priorShares":21101},{"issuer":"HONEYWELL AEROSPACE INC.","titleOfClass":"COM","cusip":"43849R105","value":2461726,"shares":11135,"shareType":"SH"},{"issuer":"AVERY DENNISON CORP.","titleOfClass":"COM","cusip":"053611109","value":2323716,"shares":14313,"shareType":"SH","priorValue":2508522,"priorShares":14527},{"issuer":"COSTCO WHOLESALE CORP.","titleOfClass":"COM","cusip":"22160K105","value":2200225,"shares":2352,"shareType":"SH","priorValue":2373496,"priorShares":2382},{"issuer":"STARBUCKS CORP.","titleOfClass":"COM","cusip":"855244109","value":2147279,"shares":21013,"shareType":"SH","priorValue":1887342,"priorShares":21066},{"issuer":"UNION PACIFIC CORP.","titleOfClass":"COM","cusip":"907818108","value":1852592,"shares":6811,"shareType":"SH","priorValue":1671894,"priorShares":6891},{"issuer":"HORMEL FOODS CORPORATION","titleOfClass":"COM","cusip":"440452100","value":1803545,"shares":72665,"shareType":"SH","priorValue":1678931,"priorShares":74125},{"issuer":"ELI LILLY & COMPANY","titleOfClass":"COM","cusip":"532457108","value":1737063,"shares":1448,"shareType":"SH","priorValue":1355042,"priorShares":1473},{"issuer":"AUTODESK, INC.","titleOfClass":"COM","cusip":"052769106","value":1699036,"shares":8739,"shareType":"SH","priorValue":2024286,"priorShares":8456},{"issuer":"GENERAL MILLS, INC.","titleOfClass":"COM","cusip":"370334104","value":1656271,"shares":47594,"shareType":"SH","priorValue":2034855,"priorShares":54671},{"issuer":"U.S. BANCORP","titleOfClass":"COM","cusip":"902973304","value":1621680,"shares":26849,"shareType":"SH","priorValue":1427622,"priorShares":27449},{"issuer":"MOTOROLA SOLUTIONS, INC.","titleOfClass":"COM","cusip":"620076307","value":1621292,"shares":3904,"shareType":"SH","priorValue":1509782,"priorShares":3479},{"issuer":"CHURCH & DWIGHT COMPANY, INC.","titleOfClass":"COM","cusip":"171340102","value":1544267,"shares":15940,"shareType":"SH","priorValue":1739014,"priorShares":18635},{"issuer":"VERIZON COMMUNICATIONS INC.","titleOfClass":"COM","cusip":"92343V104","value":1417120,"shares":33470,"shareType":"SH","priorValue":2118189,"priorShares":42195},{"issuer":"CISCO SYSTEMS, INC.","titleOfClass":"COM","cusip":"17275R102","value":1271270,"shares":10823,"shareType":"SH","priorValue":881112,"priorShares":11356},{"issuer":"KYNDRYL HOLDINGS, INC.","titleOfClass":"COM","cusip":"50155Q100","value":1225552,"shares":108360,"shareType":"SH","priorValue":1626967,"priorShares":124007},{"issuer":"CAPITAL ONE FINANCIAL CORP.","titleOfClass":"COM","cusip":"14040H105","value":1222980,"shares":6096,"shareType":"SH","priorValue":978919,"priorShares":5366},{"issuer":"CUMMINS INC.","titleOfClass":"COM","cusip":"231021106","value":1218163,"shares":1708,"shareType":"SH","priorValue":590746,"priorShares":1098},{"issuer":"GOLDMAN SACHS GROUP, INC.","titleOfClass":"COM","cusip":"38141G104","value":1181280,"shares":1168,"shareType":"SH","priorValue":979656,"priorShares":1158},{"issuer":"FORTIVE CORP.","titleOfClass":"COM","cusip":"34959J108","value":1179220,"shares":19303,"shareType":"SH","priorValue":1306819,"priorShares":23640},{"issuer":"AIR PRODUCTS & CHEMICALS, INC.","titleOfClass":"COM","cusip":"009158106","value":1155522,"shares":3941,"shareType":"SH","priorValue":1188203,"priorShares":4090},{"issuer":"ONEOK, INC.","titleOfClass":"COM","cusip":"682680103","value":1124569,"shares":12935,"shareType":"SH","priorValue":1030596,"priorShares":11402},{"issuer":"ISHARES CORE S&P 500 ETF","titleOfClass":"CONV BONDS","cusip":"464287200","value":1109178,"shares":1481,"shareType":"PRN","priorValue":965218,"priorShares":1478},{"issuer":"S&P GLOBAL INC","titleOfClass":"COM","cusip":"78409V104","value":1047065,"shares":2571,"shareType":"SH","priorValue":673313,"priorShares":1583},{"issuer":"ORACLE CORP.","titleOfClass":"COM","cusip":"68389X105","value":1043876,"shares":7123,"shareType":"SH","priorValue":1109504,"priorShares":7542},{"issuer":"UBER TECHNOLOGIES, INC.","titleOfClass":"COM","cusip":"90353T100","value":1040547,"shares":14420,"shareType":"SH","priorValue":922502,"priorShares":12825},{"issuer":"BANK OF AMERICA CORP.","titleOfClass":"COM","cusip":"060505104","value":982871,"shares":17249,"shareType":"SH","priorValue":762177,"priorShares":15634},{"issuer":"TAIWAN SEMICONDUCTOR MFG CO. LTD. - ADR","titleOfClass":"COM","cusip":"874039100","value":956573,"shares":2003,"shareType":"SH","priorValue":676914,"priorShares":2003},{"issuer":"UNITED PARCEL SERVICE, INC.","titleOfClass":"COM","cusip":"911312106","value":879458,"shares":8181,"shareType":"SH","priorValue":1082465,"priorShares":11003},{"issuer":"SERVICENOW, INC.","titleOfClass":"COM","cusip":"81762P102","value":872671,"shares":8790,"shareType":"SH","priorValue":769488,"priorShares":7360},{"issuer":"STANLEY BLACK & DECKER, INC.","titleOfClass":"COM","cusip":"854502101","value":863645,"shares":9176,"shareType":"SH","priorValue":762545,"priorShares":10731},{"issuer":"BRISTOL-MYERS SQUIBB COMPANY","titleOfClass":"COM","cusip":"110122108","value":843018,"shares":14631,"shareType":"SH","priorValue":994700,"priorShares":16401},{"issuer":"CHUBB LTD.","titleOfClass":"COM","cusip":"H1467J104","value":820843,"shares":2409,"shareType":"SH","priorValue":783536,"priorShares":2404},{"issuer":"ASML HOLDING N.V.","titleOfClass":"COM","cusip":"N07059210","value":779860,"shares":392,"shareType":"SH","priorValue":519086,"priorShares":393},{"issuer":"CHARLES SCHWAB CORP.","titleOfClass":"COM","cusip":"808513105","value":751539,"shares":8145,"shareType":"SH","priorValue":647052,"priorShares":6885},{"issuer":"TRAVELERS COMPANIES, INC.","titleOfClass":"COM","cusip":"89417E109","value":745411,"shares":2258,"shareType":"SH","priorValue":658613,"priorShares":2258},{"issuer":"PARKER-HANNIFIN CORPORATION","titleOfClass":"COM","cusip":"701094104","value":741415,"shares":758,"shareType":"SH"},{"issuer":"INVESCO QQQ TRUST SERIES 1 ETF","titleOfClass":"CONV BONDS","cusip":"46090E103","value":707553,"shares":961,"shareType":"PRN","priorValue":264826,"priorShares":459},{"issuer":"ROCHE HOLDINGS AG - ADR","titleOfClass":"COM","cusip":"771195104","value":693430,"shares":13504,"shareType":"SH","priorValue":697133,"priorShares":14024},{"issuer":"INTERCONTINENTAL EXCHANGE, INC.","titleOfClass":"COM","cusip":"45866F104","value":688379,"shares":5592,"shareType":"SH","priorValue":780042,"priorShares":4960},{"issuer":"TECHNOLOGY SELECT SECTOR SPDR ETF","titleOfClass":"CONV BONDS","cusip":"81369Y803","value":670630,"shares":3520,"shareType":"PRN","priorValue":474453,"priorShares":3570},{"issuer":"AMGEN INC.","titleOfClass":"COM","cusip":"031162100","value":632986,"shares":1748,"shareType":"SH","priorValue":616441,"priorShares":1752},{"issuer":"CRH PLC","titleOfClass":"COM","cusip":"G25508105","value":630444,"shares":5892,"shareType":"SH","priorValue":381586,"priorShares":3630},{"issuer":"CARRIER GLOBAL CORP.","titleOfClass":"COM","cusip":"14448C104","value":609098,"shares":8304,"shareType":"SH","priorValue":481676,"priorShares":8554},{"issuer":"INVESCO S&P 500 EQUAL WEIGHT ETF","titleOfClass":"CONV BONDS","cusip":"46137V357","value":608948,"shares":2862,"shareType":"PRN","priorValue":503214,"priorShares":2622},{"issuer":"WELLS FARGO & COMPANY","titleOfClass":"COM","cusip":"949746101","value":593355,"shares":7180,"shareType":"SH","priorValue":563639,"priorShares":7080},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"COM","cusip":"G8994E103","value":582025,"shares":1185,"shareType":"SH","priorValue":494670,"priorShares":1187},{"issuer":"VANGUARD S&P 500 ETF","titleOfClass":"CONV BONDS","cusip":"922908363","value":576920,"shares":840,"shareType":"PRN","priorValue":547953,"priorShares":917},{"issuer":"ADOBE INC.","titleOfClass":"COM","cusip":"00724F101","value":551504,"shares":2690,"shareType":"SH","priorValue":774850,"priorShares":3188},{"issuer":"TORONTO-DOMINION BANK","titleOfClass":"COM","cusip":"891160509","value":539878,"shares":4446,"shareType":"SH","priorValue":428666,"priorShares":4594},{"issuer":"SALESFORCE.COM, INC.","titleOfClass":"COM","cusip":"79466L302","value":536474,"shares":3424,"shareType":"SH","priorValue":723430,"priorShares":3875},{"issuer":"AMERICAN ELECTRIC POWER COMPANY, INC.","titleOfClass":"COM","cusip":"025537101","value":532191,"shares":3890,"shareType":"SH","priorValue":509901,"priorShares":3890},{"issuer":"AMPHENOL CORP.","titleOfClass":"COM","cusip":"032095101","value":529842,"shares":3005,"shareType":"SH"},{"issuer":"DASSAULT SYSTEMES SE - ADR","titleOfClass":"COM","cusip":"237545108","value":491866,"shares":24206,"shareType":"SH","priorValue":759365,"priorShares":37481},{"issuer":"L3 HARRIS TECHNOLOGIES, INC.","titleOfClass":"COM","cusip":"502431109","value":467269,"shares":1608,"shareType":"SH","priorValue":553966,"priorShares":1605},{"issuer":"ZOETIS INC.","titleOfClass":"COM","cusip":"98978V103","value":458754,"shares":6384,"shareType":"SH","priorValue":1835163,"priorShares":15525},{"issuer":"DEVON ENERGY CORP.","titleOfClass":"COM","cusip":"25179M103","value":438901,"shares":10622,"shareType":"SH"},{"issuer":"NETAPP, INC.","titleOfClass":"COM","cusip":"64110D104","value":413983,"shares":2675,"shareType":"SH","priorValue":273893,"priorShares":2675},{"issuer":"WABTEC CORP.","titleOfClass":"COM","cusip":"929740108","value":400895,"shares":1487,"shareType":"SH","priorValue":354122,"priorShares":1417},{"issuer":"WEBSTER FINANCIAL CORP.","titleOfClass":"COM","cusip":"947890109","value":384851,"shares":5036,"shareType":"SH","priorValue":349599,"priorShares":5036},{"issuer":"FORTUNE BRANDS INNOVATIONS, INC.","titleOfClass":"COM","cusip":"34964C106","value":371948,"shares":6775,"shareType":"SH","priorValue":277272,"priorShares":7115},{"issuer":"VANGUARD INFORMATION TECHNOLOGY ETF","titleOfClass":"CONV BONDS","cusip":"92204A702","value":352584,"shares":2950,"shareType":"PRN"},{"issuer":"ADVANCED MICRO DEVICES, INC.","titleOfClass":"COM","cusip":"007903107","value":332861,"shares":573,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":320971,"shares":506,"shareType":"SH"},{"issuer":"TJX COMPANIES, INC.","titleOfClass":"COM","cusip":"872540109","value":318302,"shares":2101,"shareType":"SH","priorValue":287620,"priorShares":1801},{"issuer":"GE AEROSPACE","titleOfClass":"COM","cusip":"369604301","value":309471,"shares":828,"shareType":"SH","priorValue":238100,"priorShares":839},{"issuer":"NUCOR CORP.","titleOfClass":"COM","cusip":"670346105","value":296258,"shares":1330,"shareType":"SH","priorValue":224903,"priorShares":1330},{"issuer":"VERISK ANALYTICS, INC.","titleOfClass":"COM","cusip":"92345Y106","value":286350,"shares":1595,"shareType":"SH","priorValue":302651,"priorShares":1595},{"issuer":"ISHARES RUSSELL MID CAP ETF","titleOfClass":"CONV BONDS","cusip":"464287499","value":278668,"shares":2526,"shareType":"PRN","priorValue":245603,"priorShares":2526},{"issuer":"CLEAN HARBORS, INC.","titleOfClass":"COM","cusip":"184496107","value":268875,"shares":900,"shareType":"SH","priorValue":258057,"priorShares":900},{"issuer":"EBAY INC.","titleOfClass":"COM","cusip":"278642103","value":255796,"shares":2289,"shareType":"SH","priorValue":208345,"priorShares":2289},{"issuer":"NISOURCE INC","titleOfClass":"COM","cusip":"65473P105","value":248687,"shares":5230,"shareType":"SH","priorValue":244032,"priorShares":5230},{"issuer":"CATERPILLAR INC.","titleOfClass":"COM","cusip":"149123101","value":247642,"shares":233,"shareType":"SH"},{"issuer":"CANADIAN NATL RAILWAY COMPANY","titleOfClass":"COM","cusip":"136375102","value":233710,"shares":1960,"shareType":"SH","priorValue":201429,"priorShares":1960},{"issuer":"LOWE`S COMPANIES, INC.","titleOfClass":"COM","cusip":"548661107","value":228648,"shares":1037,"shareType":"SH","priorValue":256836,"priorShares":1087},{"issuer":"BAR HARBOR BANKSHARES","titleOfClass":"COM","cusip":"066849100","value":220972,"shares":5852,"shareType":"SH","priorValue":226728,"priorShares":6987},{"issuer":"TEXTRON INC.","titleOfClass":"COM","cusip":"883203101","value":210062,"shares":2290,"shareType":"SH","priorValue":200512,"priorShares":2290},{"issuer":"ISHARES CORE S&P SMALL CAP ETF","titleOfClass":"CONV BONDS","cusip":"464287804","value":208932,"shares":1409,"shareType":"PRN"},{"issuer":"QUALCOMM INC.","titleOfClass":"COM","cusip":"747525103","value":208443,"shares":1128,"shareType":"SH"},{"issuer":"BLACKSTONE INC.","titleOfClass":"COM","cusip":"09260D107","value":200274,"shares":1702,"shareType":"SH"},{"issuer":"FIRST GRAPHENE LTD.","titleOfClass":"COM","cusip":"Q3860H107","value":872,"shares":20000,"shareType":"SH","priorValue":883,"priorShares":20000},{"issuer":"EARTH SEARCH SCIENCES INC.","titleOfClass":"COM","cusip":"270313208","value":1,"shares":10000,"shareType":"SH","priorValue":1,"priorShares":10000}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}