Skyline Advisors, Inc. reported 38 positions worth $50.99M for the quarter ended Sep 30, 2026, up 14.5% on the prior quarter. It opened 1 new position, added to 17, trimmed 8 and exited 2. Its largest holding is Microsoft Corp at 45.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +6,315 | +17.8% | $493.20K | 6.42% |
| AMAT Applied Materials Inc | +500 | +161.3% | $255.80K | 0.813% |
| AMGN Amgen Inc | +499 | – | $210.22K | 0.412% |
| JPM Jpmorgan Chase & Co | +141 | +15.9% | $46.63K | 0.667% |
| CSCO Cisco Systems, Inc. | +321 | +7.2% | $34.55K | 1.01% |
| GOOG Alphabet Inc. | +100 | +15.0% | $34.09K | 0.513% |
| JNJ Johnson & Johnson | +103 | +5.2% | $27.27K | 1.08% |
| PNC Pnc Financial Services Group, Inc. | +110 | +10.7% | $24.45K | 0.495% |
| MO Altria Group, Inc. | +240 | +2.7% | $16.16K | 1.23% |
| NEE Nextera Energy Inc | +201 | +4.7% | $15.22K | 0.664% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -569 | -9.7% | $283.33K | 5.17% |
| DE Deere & Co | -385 | -11.1% | $258.55K | 4.06% |
| LOW Lowes Companies Inc | -970 | -100.0% | $213.81K | Exited |
| HD Home Depot, Inc. | -579 | -100.0% | $204.18K | Exited |
| MSFT Microsoft Corp | -370 | -0.8% | $189.77K | 45.12% |
| TMUS T-Mobile US, Inc. | -610 | -32.6% | $99.48K | 0.404% |
| AAPL Apple Inc. | -288 | -2.2% | $95.91K | 8.23% |
| EMR Emerson Electric Co | -215 | -5.1% | $33.35K | 1.21% |
| SBUX Starbucks Corp | -128 | -1.6% | $12.03K | 1.45% |
| IBM International Business Machines Corp | -12 | -0.9% | $2.64K | 0.588% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMGN Amgen Inc | +499 | $210.22K | 0.412% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 44.9K | $23.01M | 45.12% | -370 | -0.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 12.6K | $4.20M | 8.23% | -288 | -2.2% | Reduced | 0% |
| 3 | IAU Ishares Gold Trust | Others | 41.9K | $3.27M | 6.42% | +6,315 | +17.8% | Added | 0.01% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,293 | $2.64M | 5.17% | -569 | -9.7% | Reduced | 0% |
| 5 | DE Deere & Co | Industrials | 3,080 | $2.07M | 4.06% | -385 | -11.1% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 5,376 | $1.23M | 2.41% | +10 | +0.2% | Added | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 1,270 | $1.16M | 2.27% | +2 | +0.2% | Added | 0% |
| 8 | BAC Bank Of America Corp | Financial Services | 21.0K | $1.14M | 2.24% | +3 | +0.0% | Added | 0% |
| 9 | CRWD CrowdStrike Holdings, Inc. | Technology | 3,756 | $994.40K | 1.95% | 0 | 0.0% | Unchanged | 0% |
| 10 | PM Philip Morris International Inc. | Consumer Staples | 4,662 | $889.68K | 1.74% | +1 | +0.0% | Added | 0% |
| 11 | SBUX Starbucks Corp | Consumer Discretionary | 7,888 | $741.13K | 1.45% | -128 | -1.6% | Reduced | 0% |
| 12 | MO Altria Group, Inc. | Consumer Staples | 9,295 | $625.93K | 1.23% | +240 | +2.7% | Added | 0% |
| 13 | SO Southern Co | Utilities | 7,507 | $622.27K | 1.22% | 0 | 0.0% | Unchanged | 0% |
| 14 | EMR Emerson Electric Co | Industrials | 3,991 | $619.00K | 1.21% | -215 | -5.1% | Reduced | 0% |
| 15 | SIGI Selective Insurance Group Inc | Financial Services | 6,575 | $549.67K | 1.08% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Skyline Advisors.
As of its Q3 2026 13F filing, Skyline Advisors, Inc.’s five largest positions were Microsoft Corp (MSFT) at 45.1%, Apple Inc. (AAPL) at 8.2%, Ishares Gold Trust (IAU) at 6.4%, Berkshire Hathaway Inc (BRK-B) at 5.2%, Deere & Co (DE) at 4.1% of the reported portfolio.
Skyline Advisors, Inc. reported a 13F portfolio worth $50.99M across 38 positions for Q3 2026. That is up 14.5% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($493.20K), Applied Materials Inc ($255.80K), Amgen Inc ($210.22K). It opened 1 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($283.33K), Deere & Co ($258.55K), Lowes Companies Inc ($213.81K). It exited 2 positions entirely.
From the Form 13F-HR reports Skyline Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.