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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
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLD PROLOGIS INC Real Estate 47,853.0 $6.3M 0.93% -4K -7.4% $132.18 +6.3%
42 ABT ABBOTT LABS Healthcare 60,910.0 $6.3M 0.92% -3K -4.5% $102.68 -13.9%
43 DUK DUKE ENERGY CORP NEW Utilities 42,340.0 $5.5M 0.81% -4K -8.5% $130.94 -5.4%
44 KO COCA COLA CO Consumer Defensive 71,576.0 $5.4M 0.80% +1K +1.8% $76.05 +4.4%
45 SYK STRYKER CORPORATION Healthcare 16,221.0 $5.3M 0.78% -2K -10.9% $328.59 -6.3%
46 CVX CHEVRON CORP NEW Energy 25,171.0 $5.2M 0.77% -1K -4.5% $206.90 -16.1%
47 WHD CACTUS INC Energy 106,947.0 $5.1M 0.74% -9K -7.7% $47.37 +15.5%
48 PG PROCTER & GAMBLE CO Consumer Defensive 34,798.0 $5.0M 0.74% -2K -5.4% $144.43 +4.1%
49 BX BLACKSTONE INC Financial Services 41,071.0 $4.7M 0.69% -1K -3.4% $115.00 +7.6%
50 PEP PEPSICO INC Consumer Defensive 26,775.0 $4.2M 0.61% -2K -7.6% $155.29 -8.5%
51 VUG VANGUARD INDEX FDS 9,497.0 $4.1M 0.61% +524.0 +5.8% $436.77 -80.1%
52 CEG CONSTELLATION ENERGY CORP Utilities 13,415.0 $3.7M 0.55% -486.0 -3.5% $279.24 -1.9%
53 VO VANGUARD INDEX FDS 12,938.0 $3.7M 0.55% +883.0 +7.3% $287.22 -72.1%
54 NEE NEXTERA ENERGY INC Utilities 39,383.0 $3.7M 0.54% -4K -9.3% $92.88 -6.6%
55 VBK VANGUARD INDEX FDS 11,622.0 $3.5M 0.52% +1K +11.1% $302.27 +18.0%
56 EXC EXELON CORP Utilities 53,272.0 $2.6M 0.38% $49.01 -6.5%
57 IBDT ISHARES TR 102,982.0 $2.6M 0.38% +3K +2.8% $25.33 -0.6%
58 IBDS ISHARES TR 105,135.0 $2.5M 0.37% +2K +2.3% $24.24 -0.3%
59 IBDR ISHARES TR 103,348.0 $2.5M 0.37% +2K +2.0% $24.24 -0.1%
60 WAB WABTEC CORP Industrials 9,068.0 $2.3M 0.33% -90.0 -1.0% $249.89 +9.6%
Page 3 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 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%