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| Happy Holidays!! thanks for using AUM13F!! |
| Covington Investment Advisors Inc
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| CRD # | 127270 |
| SEC # | 801-62139 |
| CIK # | 0001569036 |
| AUM | $808.8 M (2025-02-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 724-238-0151 |
| Address | 301 East Main Street Ligonier, PA 15658 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 20.1 | ||
| PNC Financial Services Group Inc | 17.9 | ||
| Arista Networks Inc | 17.7 | ||
| McGraw-hill Companies Inc | 17.0 | ||
| Lilly Eli & Co | 16.8 | ||
| Lam Research Corp | 16.8 | ||
| Fiserv Inc | 16.2 | ||
| BlackRock Inc | 16.2 | ||
| Facebook Inc | 16.2 | ||
| United Technologies Corp /DE/ | 15.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 49.2 |
| (b) Individuals (high net worth individuals) | 69 | 476.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 29.6 |
| (h) Charitable organizations | 13 | 248.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 808.8 |
| By Discretionary | ||
| Discretionary | 566 | 780.7 |
| Non-Discretionary | 13 | 28.1 |
| Total | 579 | 808.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 806.4 | |
| Total | 579 | 808.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569036] |
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|---|---|---|
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BCS Financial LLC
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TN | 0.8 |
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Statheros Financial Solutions Inc
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CA | 0.8 |
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Slow Capital Inc
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CA | 0.8 |
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WISS Private Client Advisors LLC
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NJ | 0.8 |
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Crane Advisory LLC
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CA | 0.8 |
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Concentrum Wealth Management Inc
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CA | 0.8 |
|
Addison Capital LLC
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|
PA | 0.8 |
|
Investment Partners Ltd
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|
OH | 0.8 |
|
Strategic Point Investment Advisors LLC
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|
RI | 0.8 |
|
Legacy Financial Strategies LLC
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|
KS | 0.8 |