Covington Investment Advisors Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$763.9M

Holdings

75

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (75 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
226,189$55.1M7.21%
2
MSFTMICROSOFT CORP
94,079$48.7M6.38%
3
AVGOBROADCOM INC
136,174$44.9M5.88%
4
NVDANVIDIA CORPORATION
195,888$36.5M4.78%
5
AAPLAPPLE INC
135,230$34.4M4.51%
6
AMZNAMAZON COM INC
119,283$26.2M3.43%
7
ANETEURARISTA NETWORKS INC
167,861$24.5M3.20%
8
LRCXEURLAM RESEARCH CORP
172,280$23.1M3.02%
9
PNCPNC FINL SVCS GROUP INC
96,220$19.3M2.53%
10
VVISA INC
56,595$19.3M2.53%
11
RTXRAYTHEON TECHNOLOGIES CORP
108,984$18.2M2.39%
12
BLKCHFBLACKROCK INC
15,460$18.0M2.36%
13
LLYLILLY ELI & CO
21,997$16.8M2.20%
14
TMOTHERMO FISHER SCIENTIFIC INC
34,090$16.5M2.16%
15
METAMETA PLATFORMS INC
21,899$16.1M2.11%
16
SPGIS&P GLOBAL INC
32,267$15.7M2.06%
17
WSOWATSCO INC.
34,000$13.7M1.80%
18
FISVFISERV INC
96,531$12.4M1.63%
19
HDHOME DEPOT INC
29,400$11.9M1.56%
20
AG8AGILENT TECHNOLOGIES INC
89,311$11.5M1.50%
21
DRIDARDEN RESTAURANTS INC
57,994$11.0M1.45%
22
COPCONOCOPHILLIPS
113,739$10.8M1.41%
23
JNJJOHNSON & JOHNSON
55,965$10.4M1.36%
24
TXNTEXAS INSTRS INC
56,367$10.4M1.36%
25
JPMJPMORGAN CHASE & CO
32,191$10.2M1.33%
26
CATCATERPILLAR INC
20,537$9.8M1.28%
27
APDAIR PRODS & CHEMS INC
35,651$9.7M1.27%
28
ABTABBOTT LABS
70,826$9.5M1.24%
29
MCDMCDONALDS CORP
30,132$9.2M1.20%
30
SNPSSYNOPSYS INC
18,413$9.1M1.19%
31
LHXL3HARRIS TECHNOLOGIES INC.
29,287$8.9M1.17%
32
HONHONEYWELL INTL INC
41,955$8.8M1.16%
33
IBMPISHARES TR
336,815$8.6M1.12%
34
BXBLACKSTONE INC
48,897$8.4M1.09%
35
WMTWALMART INC
79,514$8.2M1.07%
36
VCITVANGUARD SCOTTSDALE FDS
96,333$8.1M1.06%
37
IBMQISHARES TR
312,670$8.0M1.05%
38
IBMOISHARES TR
309,830$8.0M1.04%
39
SYKSTRYKER CORPORATION
20,134$7.7M1.01%
40
CTVACORTEVA INC
111,247$7.5M0.98%
41
COSTCOSTCO WHSL CORP NEW
7,710$7.1M0.93%
42
PGPROCTER & GAMBLE CO
43,219$6.6M0.87%
43
PLDPROLOGIS INC
56,204$6.4M0.84%
44
VYMVANGUARD WHITEHALL FDS INC
45,022$6.3M0.83%
45
DUKDUKE ENERGY CORP NEW
51,170$6.3M0.83%
46
IAUISHARES TR
235,579$6.3M0.83%
47
KOCOCA COLA CO
82,328$5.5M0.71%
48
CVXCHEVRON CORP NEW
31,176$4.8M0.63%
49
WHDCACTUS INC
120,816$4.8M0.62%
50
PEPPEPSICO INC
31,254$4.4M0.57%
51
NEENEXTERA ENERGY INC
56,749$4.3M0.56%
52
VUGVANGUARD INDEX FDS
8,712$4.2M0.55%
53
CEGCONSTELLATION ENERGY CORP
12,187$4.0M0.52%
54
VOVANGUARD INDEX FDS
8,531$2.5M0.33%
55
PEOEXELON CORP
53,399$2.4M0.31%
56
IBDTISHARES TR
88,896$2.3M0.30%
57
IBDSISHARES TR
88,559$2.2M0.28%
58
IBDRISHARES TR
85,362$2.1M0.27%
59
VBKVANGUARD INDEX FDS
6,761$2.0M0.26%
60
IBDQISHARES TR
78,551$2.0M0.26%
61
WABWABTEC CORP
9,158$1.8M0.24%
62
PHPARKER HANNIFIN CORP
2,269$1.7M0.23%
63
SCHDSCHWAB STRATEGIC TR
60,825$1.7M0.22%
64
BRK/BBERKSHIRE HATHAWAY INC DEL
2,389$1.2M0.16%
65
GOOGLALPHABET INC
4,739$1.2M0.15%
66
SCHXSCHWAB STRATEGIC TR
36,210$954K0.12%
67
VOOVANGUARD INDEX FDS
1,460$894K0.12%
68
CBCHUBB LIMITED
2,284$645K0.08%
69
GDGENERAL DYNAMICS CORP
1,776$606K0.08%
70
SPYSPDR S&P 500 ETF TR
577$384K0.05%
71
RSGREPUBLIC SVCS INC
1,050$240K0.03%
72
VVVANGUARD INDEX FDS
776$239K0.03%
73
BILSPDR SERIES TRUST
2,350$216K0.03%
74
PLTRPALANTIR TECHNOLOGIES INC
1,140$208K0.03%
75
ABGCENCORA INC
665$208K0.03%