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| Wallington Asset Management LLC
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|---|---|
| CRD # | 143360 |
| SEC # | 801-67613 |
| CIK # | 0001426754 |
| AUM | 1,317.6 M (2026-03-31) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 317-575-8670 |
| Address | 8900 Keystone Crossing Indianapolis, IN 46240-2134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Linde PLC | 35.1 | ||
| TJX Companies Inc /DE/ | 34.1 | ||
| Apple Inc | 32.5 | ||
| Alphabet Inc | 30.6 | ||
| Microsoft Corp | 30.1 | ||
| Goldman Sachs Group Inc | 24.6 | ||
| iShares Comex Gold Trust | 24.5 | ||
| Phillips 66 | 24.2 | ||
| Johnson & Johnson | 22.1 | ||
| Micron Technology Inc | 21.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 46.8 |
| (b) Individuals (high net worth individuals) | 197 | 1,083.4 |
| (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 | 17 | 155.4 |
| (h) Charitable organizations | 12 | 20.5 |
| (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 | 2 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 1,317.6 |
| By Discretionary | ||
| Discretionary | 929 | 1,314.7 |
| Non-Discretionary | 1 | 2.9 |
| Total | 930 | 1,317.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,317.6 | |
| Total | 930 | 1,317.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001426754] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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