BENEDICT FINANCIAL ADVISORS INC
Sector Allocation
- Technology18.9%$95.1M
- Financials15.2%$76.4M
- Healthcare15.0%$75.5M
- Consumer Staples14.7%$74.2M
- Industrials9.6%$48.2M
- Other7.8%$39.3M
- Energy4.8%$24.4M
- Consumer Discretionary4.8%$24.0M
- Materials3.5%$17.8M
- Utilities2.1%$10.7M
AUM History
13fpro.ai/research/fund/benedict-financial-advisors-inc-711089
Conviction and streaks
Stable · top 10 = 32.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$26.3MMSFT
$18.2MCSCO
$18.1M- STATE$16.3M
JNJ
$16.0MMO
$14.5MAMGN
$13.9MPM
$13.2MTRV
$12.3MABBV
$12.2MRTX
$11.6MGLW
$11.1MVZ
$8.1MCME
$8.0MQCOM
$7.7MCB
$7.4MV
$7.4MBRK.B
$6.8MMDT
$6.7MKO
$6.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/benedict-financial-advisors-inc-711089
BENEDICT FINANCIAL ADVISORS INC 13F holdings — Q3 2026
$503.8M portfolio (-2.1% QoQ) · 136 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$26.3M
5.2% of stocks
-4%This quarter+2.1%Since filed8+ qtrsHeld$18.2M
3.6% of stocks
-3%This quarter+0.5%Since filed8+ qtrsHeld$18.1M
3.6% of stocks
-2%This quarter-6.1%Since filed8+ qtrsHeldAIQuality70.4#206Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 4
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF
$16.3M
3.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $16.0M
3.2% of stocks
-1%This quarter+3.0%Since filed8+ qtrsHeld$14.5M
2.9% of stocks
-0.2%This quarter+6.1%Since filed8+ qtrsHeld$13.9M
2.8% of stocks
-0.8%This quarter+7.6%Since filed8+ qtrsHeld$13.2M
2.6% of stocks
-0.3%This quarter+4.8%Since filed8+ qtrsHeld$12.3M
2.4% of stocks
-2%This quarter+11.0%Since filed8+ qtrsHeld$12.2M
2.4% of stocks
-0.8%This quarter+5.7%Since filed8+ qtrsHeld
All holdings — BENEDICT FINANCIAL ADVISORS INC (Q3 2026)
136 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | RTX Corp | Industrials | $11.6M | 2.3% | 62K | -2% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CORNING INC /NY | Materials | $11.1M | 2.2% | 72K | -4% | 8+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VERIZON COMMUNICATIONS INC | Communication Services | $8.1M | 1.6% | 176K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CME GROUP INC. | Financials | $8.0M | 1.6% | 31K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | QUALCOMM INC/DE | Technology | $7.7M | 1.5% | 42K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Chubb Ltd | Financials | $7.4M | 1.5% | 23K | -0.7% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $7.4M | 1.5% | 21K | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $6.8M | 1.4% | 14K | -6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Medtronic plc | Healthcare | $6.7M | 1.3% | 77K | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COCA COLA CO | Consumer Staples | $6.3M | 1.3% | 74K | -2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LOCKHEED MARTIN CORP | Industrials | $6.3M | 1.3% | 12K | -0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CrowdStrike Holdings, Inc. | Technology | $6.2M | 1.2% | 23K | +273% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $6.1M | 1.2% | 30K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Duke Energy CORP | Utilities | $5.7M | 1.1% | 50K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | EMERSON ELECTRIC CO | Industrials | $5.2M | 1.0% | 34K | -0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.1M | 1.0% | 35K | -0.2% | |||
| 27 | $KMI | KINDER MORGAN, INC. | Energy | $5.1M | 1.0% | 168K | +0.9% | |||
| 28 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.8M | 1.0% | 21K | -0.5% | |||
| 29 | $HSY | HERSHEY CO | Consumer Staples | $4.8M | 1.0% | 31K | +1.0% | |||
| 30 | $COR | Cencora, Inc. | Consumer Staples | $4.8M | 0.9% | 16K | -0.3% | |||
| 31 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.7M | 0.9% | 6,326 | -1% | |||
| 32 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.6M | 0.9% | 19K | -6% | |||
| 33 | $SYY | SYSCO CORP | Consumer Discretionary | $4.6M | 0.9% | 59K | -0.3% | |||
| 34 | $BDX | BECTON DICKINSON & CO | Healthcare | $4.5M | 0.9% | 25K | +1% | |||
| 35 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.5M | 0.9% | 17K | -0.8% | |||
| 36 | $AXP | AMERICAN EXPRESS CO | Financials | $4.5M | 0.9% | 15K | +0.6% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $4.4M | 0.9% | 42K | -3% | |||
| 38 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $4.4M | 0.9% | 70K | +0.5% | |||
| 39 | $FANG | Diamondback Energy, Inc. | Energy | $4.3M | 0.9% | 23K | +0.5% | |||
| 40 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $4.3M | 0.9% | 46K | +0.1% | |||
| 41 | — | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF - ETF | — | $4.3M | 0.8% | 26K | -6% | |||
| 42 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $4.3M | 0.8% | 30K | +3% | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $4.0M | 0.8% | 12K | -7% | |||
| 44 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $4.0M | 0.8% | 13K | -0.5% | |||
| 45 | $NVDA | NVIDIA CORP | Technology | $3.9M | 0.8% | 17K | +0.0% | |||
| 46 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.7M | 0.7% | 13K | -1% | |||
| 47 | $CAT | CATERPILLAR INC | Industrials | $3.5M | 0.7% | 4,358 | -10% | |||
| 48 | $DOV | DOVER Corp | Industrials | $3.5M | 0.7% | 19K | -0.8% | |||
| 49 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF - ETF | — | $3.4M | 0.7% | 15K | -9% | |||
| 50 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.4M | 0.7% | 35K | +1% | |||
| 51 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $3.4M | 0.7% | 43K | -0.2% | |||
| 52 | $ICE | Intercontinental Exchange, Inc. | Financials | $3.3M | 0.7% | 22K | +3% | |||
| 53 | $ELV | Elevance Health, Inc. | Healthcare | $3.3M | 0.7% | 8,497 | -0.8% | |||
| 54 | $GIS | GENERAL MILLS INC | Consumer Staples | $3.1M | 0.6% | 97K | -3% | |||
| 55 | $KR | KROGER CO | Consumer Staples | $3.1M | 0.6% | 53K | +4% | |||
| 56 | $GPN | GLOBAL PAYMENTS INC | Financials | $3.1M | 0.6% | 38K | +0.7% | |||
| 57 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.0M | 0.6% | 17K | +0.3% | |||
| 58 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $3.0M | 0.6% | 6,856 | -0.2% | |||
| 59 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $3.0M | 0.6% | 14K | +5% | |||
| 60 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $3.0M | 0.6% | 16K | -3% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.0M | 0.6% | 3,249 | -2% | |||
| 62 | $CVS | CVS HEALTH Corp | Healthcare | $3.0M | 0.6% | 34K | +0.2% | |||
| 63 | $DVN | DEVON ENERGY CORP/DE | Energy | $2.9M | 0.6% | 63K | +1% | |||
| 64 | $TRP | TC ENERGY CORP | Energy | $2.8M | 0.6% | 49K | +0.2% | |||
| 65 | $CBOE | Cboe Global Markets, Inc. | Financials | $2.8M | 0.6% | 10K | +0.1% | |||
| 66 | $KMB | KIMBERLY CLARK CORP | Materials | $2.8M | 0.6% | 28K | +0.0% | |||
| 67 | $UL | UNILEVER PLC | Consumer Staples | $2.6M | 0.5% | 43K | -0.8% | |||
| 68 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $2.5M | 0.5% | 26K | +0.8% | |||
| 69 | $OKE | ONEOK INC /NEW/ | Energy | $2.5M | 0.5% | 29K | +1% | |||
| 70 | $AXS | AXIS CAPITAL HOLDINGS LTD | Financials | $2.5M | 0.5% | 27K | -0.0% | |||
| 71 | $DEO | DIAGEO PLC | Consumer Staples | $2.4M | 0.5% | 28K | +9% | |||
| 72 | $NVS | NOVARTIS AG | Healthcare | $2.4M | 0.5% | 17K | -1% | |||
| 73 | $GOOGL | Alphabet Inc. | Technology | $2.4M | 0.5% | 6,907 | -7% | |||
| 74 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.3M | 0.5% | 6,932 | +0.7% | |||
| 75 | $FIS | Fidelity National Information Services, Inc. | Financials | $2.2M | 0.4% | 68K | +6% | |||
| 76 | $C | CITIGROUP INC | Financials | $2.2M | 0.4% | 17K | -11% | |||
| 77 | — | NESTLE S A SPON ADR REPSTG REG SHS - Common Stock | — | $2.2M | 0.4% | 24K | -0.7% | |||
| 78 | — | ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | — | $2.2M | 0.4% | 20K | +2% | |||
| 79 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $2.2M | 0.4% | 8,701 | -6% | |||
| 80 | $O | REALTY INCOME CORP | Real Estate | $2.1M | 0.4% | 39K | +17% | |||
| 81 | $WTRG | Essential Utilities, Inc. | Utilities | $1.9M | 0.4% | 48K | -4% | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.9M | 0.4% | 10K | -10% | |||
| 83 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $1.8M | 0.4% | 12K | -0.2% | |||
| 84 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.8M | 0.3% | 12K | +0.1% | |||
| 85 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.7M | 0.3% | 6,130 | -1% | |||
| 86 | $SO | SOUTHERN CO | Utilities | $1.7M | 0.3% | 21K | -3% | |||
| 87 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.7M | 0.3% | 11K | -17% | |||
| 88 | $RLI | RLI CORP | Financials | $1.6M | 0.3% | 29K | -2% | |||
| 89 | $SYK | STRYKER CORP | Healthcare | $1.6M | 0.3% | 5,688 | +0.2% | |||
| 90 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.3% | 12K | -5% | |||
| 91 | $ROL | ROLLINS INC | Industrials | $1.5M | 0.3% | 50K | -0.3% | |||
| 92 | $NEE | NEXTERA ENERGY INC | Utilities | $1.5M | 0.3% | 19K | -2% | |||
| 93 | $NVO | NOVO NORDISK A S | Healthcare | $1.3M | 0.3% | 34K | -0.6% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.2% | 5,802 | +0.1% | |||
| 95 | $UBER | Uber Technologies, Inc | Technology | $1.2M | 0.2% | 17K | -0.2% | |||
| 96 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.1M | 0.2% | 8,996 | +0.1% | |||
| 97 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $1.1M | 0.2% | 9,323 | -7% | |||
| 98 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $781K | 0.2% | 2,128 | +158% | |||
| 99 | — | ISHARES 1-3 YR TREASURY BOND ETF - ETF | — | $730K | 0.1% | 8,989 | -33% | |||
| 100 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $726K | 0.1% | 4,460 | -0.7% | |||
| 101 | $DE | DEERE & CO | Industrials | $702K | 0.1% | 1,046 | -2% | |||
| 102 | $WT | WisdomTree, Inc. | Financials | $699K | 0.1% | 7,188 | +0.0% | |||
| 103 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $687K | 0.1% | 13K | -0.2% | |||
| 104 | $NKE | NIKE, Inc. | Consumer Discretionary | $663K | 0.1% | 19K | -15% | |||
| 105 | $CARR | CARRIER GLOBAL Corp | Industrials | $653K | 0.1% | 12K | -4% | |||
| 106 | $KNSL | Kinsale Capital Group, Inc. | Financials | $634K | 0.1% | 1,964 | +3% | |||
| 107 | $BHP | BHP Group Ltd | Materials | $605K | 0.1% | 7,136 | +0.2% | |||
| 108 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $579K | 0.1% | 4,624 | -31% | |||
| 109 | $META | Meta Platforms, Inc. | Technology | $579K | 0.1% | 798 | -24% | |||
| 110 | $DIS | Walt Disney Co | Communication Services | $562K | 0.1% | 5,360 | -47% | |||
| 111 | $SHOP | SHOPIFY INC. | Technology | $553K | 0.1% | 3,730 | — | |||
| 112 | — | ABB LTD SPON ADR - Common Stock | — | $535K | 0.1% | 5,651 | — | |||
| 113 | $SPY | SPDR S&P 500 ETF TRUST | — | $518K | 0.1% | 679 | +0.1% | |||
| 114 | $SII | SPROTT INC. | Financials | $453K | 0.1% | 3,795 | -2% | |||
| 115 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $445K | 0.1% | 5,029 | +2% | |||
| 116 | — | VANGUARD S&P 500 INDEX ETF - ETF | — | $440K | 0.1% | 628 | +0.2% | |||
| 117 | $WPM | Wheaton Precious Metals Corp. | Materials | $429K | 0.1% | 3,209 | -2% | |||
| 118 | $PKG | PACKAGING CORP OF AMERICA | Materials | $428K | 0.1% | 1,868 | -0.4% | |||
| 119 | $MU | MICRON TECHNOLOGY INC | Technology | $403K | 0.1% | 378 | — | |||
| 120 | $AVGO | Broadcom Inc. | Technology | $371K | 0.1% | 1,055 | +0.2% | |||
| 121 | — | ISHARES SELECT DIVIDEND ETF - ETF | — | $369K | 0.1% | 2,428 | +0.4% | |||
| 122 | $RGLD | ROYAL GOLD INC | Financials | $365K | 0.1% | 1,545 | -3% | |||
| 123 | $LLY | ELI LILLY & Co | Healthcare | $352K | 0.1% | 304 | +67% | |||
| 124 | $GOOG | Alphabet Inc. | Technology | $343K | 0.1% | 1,008 | +0.1% | |||
| 125 | $INGR | Ingredion Inc | Consumer Staples | $325K | 0.1% | 3,393 | +0.9% | |||
| 126 | — | GMO U S QUALITY ETF - ETF | — | $321K | 0.1% | 7,494 | -6% | |||
| 127 | $NOW | ServiceNow, Inc. | Technology | $285K | 0.1% | 2,125 | — | |||
| 128 | $CRM | Salesforce, Inc. | Technology | $279K | 0.1% | 1,214 | New | |||
| 129 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $278K | 0.1% | 2,321 | +0.3% | |||
| 130 | $YUM | YUM BRANDS INC | Consumer Discretionary | $259K | 0.1% | 1,899 | +0.2% | |||
| 131 | — | SIEMENS A G SPON ADR - Common Stock | — | $233K | 0.1% | 1,503 | — | |||
| 132 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $231K | 0.1% | 452 | -4% | |||
| 133 | $WT | WisdomTree, Inc. | Financials | $230K | 0.1% | 2,364 | +2% | |||
| 134 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | — | $224K | 0.0% | 4,188 | -4% | |||
| 135 | $TGT | TARGET CORP | Consumer Staples | $215K | 0.0% | 1,370 | New | |||
| 136 | $GANX | Gain Therapeutics, Inc. | Healthcare | $23K | 0.0% | 14K | -61% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 52 added to, 77 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (52)
$CRWDCrowdStrike Holdings, Inc.+273%
now $6.2M · held 8+ qtrs
- STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF+8%
now $16.3M
$UNHUNITEDHEALTH GROUP INC+158%
now $781K · held 8+ qtrs
$OREALTY INCOME CORP+17%
now $2.1M · held 8+ qtrs, 7 adds in a row
$DEODIAGEO PLC+9%
now $2.4M · held 8+ qtrs, 3 adds in a row
$HONHONEYWELL INTERNATIONAL INC+5%
now $3.0M · held 8+ qtrs
+46 more in the Excel export
Trimmed (77)
now $26.3M · held 8+ qtrs, 7 trims in a row
now $18.2M · held 8+ qtrs
now $11.1M · held 8+ qtrs, 5 trims in a row
$DISWalt Disney Co-47%
now $562K · held 6 qtrs, 4 trims in a row
now $6.8M · held 8+ qtrs
now $18.1M · held 8+ qtrs, 3 trims in a row
+71 more in the Excel export
Holdings by quarter
Every 13F BENEDICT FINANCIAL ADVISORS INC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow BENEDICT FINANCIAL ADVISORS?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BENEDICT FINANCIAL ADVISORS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+3.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BENEDICT FINANCIAL ADVISORS INC disclosed 136 positions worth $503.8M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 5.2% of the equity portfolio, followed by $MSFT and $CSCO. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $CRM and a full exit from $BA. The portfolio is most concentrated in Technology (18.9% of disclosed assets). All figures are sourced directly from BENEDICT FINANCIAL ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 711089.
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AI-Powered Hedge Fund Analysis: BENEDICT FINANCIAL ADVISORS INC
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