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Portfolio (Quarterly) Guide ↗

Covington Investment Advisors Inc.

· CIK 0001569036
13F Portfolio $732M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDU ISHARES TR 75,567.0 $1.8M 0.24% NEW $23.41 -1.3%
62 GOOGL ALPHABET INC Communication Services 4,916.0 $1.5M 0.21% NEW $313.06 +17.6%
63 VBK VANGUARD INDEX FDS 10,462.0 $1.4M 0.19% NEW $130.09 +174.1%
64 BERKSHIRE HATHAWAY INC DEL 2,350.0 $1.2M 0.16% NEW $502.55
65 SCHX SCHWAB STRATEGIC TR 34,606.0 $931K 0.13% NEW $26.90 +9.6%
66 CB CHUBB LIMITED Financial Services 2,284.0 $713K 0.10% NEW $312.17 +3.6%
67 GD GENERAL DYNAMICS CORP Industrials 1,776.0 $597K 0.08% NEW $336.15 +4.1%
68 SPY SPDR S&P 500 ETF TR Financial Services 826.0 $563K 0.08% NEW $681.60 +9.6%
69 SCHD SCHWAB STRATEGIC TR 17,632.0 $484K 0.07% NEW $27.45 +16.1%
70 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,765.0 $426K 0.06% NEW $48.60 +76.1%
71 IEFA ISHARES TR 3,059.0 $274K 0.04% NEW $89.57 +8.6%
72 VV VANGUARD INDEX FDS 776.0 $244K 0.03% NEW $314.43 +9.7%
73 CENCORA INC 666.0 $225K 0.03% NEW $337.84
74 RSG REPUBLIC SVCS INC Industrials 1,050.0 $223K 0.03% NEW $212.38 -3.5%
Page 4 of 4  ·  74 positions

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 27.9%
Communication Services 13.2%
Healthcare 12.7%
Financial Services 12.6%
Industrials 9.9%
Consumer Cyclical 9.3%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.8%
Basic Materials 2.5%