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Portfolio (Quarterly) Guide ↗

Covington Investment Advisors Inc.

· CIK 0001569036
13F Portfolio $680M AUM 74 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 Added 52 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 23,890.0 $14.3M 2.10% +2K +8.4% $597.53 +15.2%
2 IBMQ ISHARES TR 386,630.0 $9.9M 1.45% +15K +4.1% $25.53 -0.0%
3 IBMP ISHARES TR 370,490.0 $9.4M 1.39% +4K +0.9% $25.44 -0.2%
4 VYM VANGUARD WHITEHALL FDS INC 58,249.0 $8.6M 1.27% +2K +4.4% $148.11 +6.8%
5 VCIT VANGUARD SCOTTSDALE FDS 100,301.0 $8.3M 1.22% +2K +2.1% $82.75 -0.3%
6 IBMR ISHARES TR 285,410.0 $7.2M 1.06% +46K +19.4% $25.35 +0.1%
7 SNPS SYNOPSYS INC Technology 17,914.0 $7.1M 1.04% +1K +7.8% $396.51 +14.9%
8 KO COCA COLA CO Consumer Defensive 71,576.0 $5.4M 0.80% +1K +1.8% $76.05 +4.4%
9 VUG VANGUARD INDEX FDS 9,497.0 $4.1M 0.61% +524.0 +5.8% $436.77 -80.1%
10 VO VANGUARD INDEX FDS 12,938.0 $3.7M 0.55% +883.0 +7.3% $287.22 -72.1%
11 VBK VANGUARD INDEX FDS 11,622.0 $3.5M 0.52% +1K +11.1% $302.27 +18.0%
12 IBDT ISHARES TR 102,982.0 $2.6M 0.38% +3K +2.8% $25.33 -0.6%
13 IBDS ISHARES TR 105,135.0 $2.5M 0.37% +2K +2.3% $24.24 -0.3%
14 IBDR ISHARES TR 103,348.0 $2.5M 0.37% +2K +2.0% $24.24 -0.1%
15 IBDU ISHARES TR 85,061.0 $2.0M 0.29% +9K +12.6% $23.27 -0.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Communication Services 12.2%
Healthcare 11.9%
Financial Services 11.9%
Industrials 11.6%
Consumer Cyclical 9.4%
Consumer Defensive 5.6%
Energy 4.3%
Basic Materials 3.2%
Utilities 2.9%