Covington Investment Advisors Inc.

CIK: 0001569036Latest portfolio: $731.7M · Q4 2025

Holdings

74

Total Value

$731.7M

New Positions

4

Closed Positions

5

#StockSharesValue% PortfolioChangeType
1
GOOGALPHABET INC
197,255$61.9M8.46%-28,934
2
AVGOBROADCOM INC
122,685$42.5M5.80%-13,489
3
MSFTMICROSOFT CORP
85,888$41.5M5.68%-8,191
4
AAPLAPPLE INC
116,817$31.8M4.34%-18,413
5
NVDANVIDIA CORPORATION
169,204$31.6M4.31%-26,684
6
AMZNAMAZON COM INC
117,218$27.1M3.70%-2,065
7
LRCXEURLAM RESEARCH CORP
152,604$26.1M3.57%-19,676
8
PNCPNC FINL SVCS GROUP INC
100,196$20.9M2.86%+4K
9
LLYLILLY ELI & CO
19,373$20.8M2.85%-2,624
10
ANETEURARISTA NETWORKS INC
148,414$19.4M2.66%-19,447
11
VVISA INC
53,897$18.9M2.58%-2,698
12
TMOTHERMO FISHER SCIENTIFIC INC
30,260$17.5M2.40%-3,830
13
RTXRAYTHEON TECHNOLOGIES CORP
93,108$17.1M2.33%-15,876
14
SPGIS&P GLOBAL INC
31,478$16.4M2.25%-789
15
BLKCHFBLACKROCK INC
13,753$14.7M2.01%-1,707
16
METAMETA PLATFORMS INC
21,119$13.9M1.91%-780
17
VOOVANGUARD INDEX FDS
22,043$13.8M1.89%+21K
18
WSOWATSCO INC.
34,855$11.7M1.61%+855
19
AG8AGILENT TECHNOLOGIES INC
82,605$11.2M1.54%-6,706
20
JNJJOHNSON & JOHNSON
49,537$10.3M1.40%-6,428
21
DRIDARDEN RESTAURANTS INC
55,205$10.2M1.39%-2,789
22
CATCATERPILLAR INC
17,672$10.1M1.38%-2,865
23
JPMJPMORGAN CHASE & CO
29,898$9.6M1.32%-2,293
24
IBMQISHARES TR
371,320$9.5M1.30%+59K
25
COPCONOCOPHILLIPS
100,493$9.4M1.29%-13,246

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IBMQ371K+59K
IBMP367K+30K
VOO22K+21K
IBMO327K+17K
VYM56K+11K
VCIT98K+2K
CEG14K+2K
WSO35K+855
VUG9K+261
SPY826+249

Decreased Positions

NameSharesChange
SCHD18K-43193
GOOG197K-28934
NVDA169K-26684
LRCXEUR153K-19676
ANETEUR148K-19447
AAPL117K-18413
AVGO123K-13489
NEE43K-13341
COP100K-13246
KO70K-12012

Sector Breakdown

Financial Services0.0% ($2.0914189021645018e+85T)
Industrials0.0% ($1.7076117441012473e+27T)
Technology0.0% ($4.246141537317583e+22T)
Unknown0.0% ($261231944714721088.0T)
Healthcare0.0% ($20819175341025.3T)
Consumer Cyclical0.0% ($270561015991.0T)
Consumer Defensive0.0% ($79446230526.9T)
Communication Services0.0% ($61899.1T)
Energy0.0% ($940.8T)
Utilities0.0% ($542.4T)
Basic Materials0.0% ($76.4T)
Real Estate0.0% ($6.6M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$731.7M74
Q3 2025Nov 12, 2025$763.9M75
Q2 2025Aug 12, 2025$700.0M71
Q1 2025May 12, 2025$643.4M71
Q4 2024Feb 12, 2025$1.1B72

Fund Information

CIK0001569036
Most Recent FilingFeb 17, 2026
Number of Filings5

Covington Investment Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $731.7M across 74 holdings. The largest position is ALPHABET INC (GOOG), representing 8.5% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.