Covington Investment Advisors Inc

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Covington Investment Advisors Inc
CRD #127270
SEC #801-62139
CIK #0001569036
AUM $808.8 M (2025-02-24)
Employees 6 (50% Investors, 0% Brokers)
Phone724-238-0151
Address301 East Main Street
Ligonier, PA 15658
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018002001200920172026
CIK Period
0001569036
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
Watsco Inc 14.6
Thermo Fisher Scientific Inc 13.8
Darden Restaurants Inc 12.6
Texas Instruments Inc 11.8
Home Depot Inc 10.8
Agilent Technologies Inc 10.5
Conocophillips 10.2
Air Products & Chemicals Inc /DE/ 10.2
Abbott Laboratories 9.7
J P Morgan Chase & Co 9.5
Synopsys Inc 9.4
McDonalds Corp 8.8
Johnson & Johnson 8.6
Corteva Inc 8.3
Stryker Corp 8.0
Caterpillar Inc 8.0
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 127 49.2
(b) Individuals (high net worth individuals) 69 476.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 29.6
(h) Charitable organizations 13 248.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 4.9
(n) Other 0 0.0
Total 579 808.8
By Discretionary
Discretionary 566 780.7
Non-Discretionary 13 28.1
Total 579 808.8
By Non-United States Persons
Non-United States Persons 2.4
United States Persons 806.4
Total 579 808.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001569036]
Comparable Firms State AUM ($B)
BCS Financial LLC
TN 0.8
Statheros Financial Solutions Inc
CA 0.8
Slow Capital Inc
CA 0.8
WISS Private Client Advisors LLC
NJ 0.8
Crane Advisory LLC
CA 0.8
Concentrum Wealth Management Inc
CA 0.8
Addison Capital LLC
PA 0.8
Investment Partners Ltd
OH 0.8
Strategic Point Investment Advisors LLC
RI 0.8
Legacy Financial Strategies LLC
KS 0.8
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