BENEDICT FINANCIAL ADVISORS INC

CIK

711089

Location

ATLANTA, GA

Portfolio Value

Small $511,950,058

Diversification

Diversified

Filing Date

Global Rank

#3,775 / 8,795 ▼ 344 · as of Jun 2026

Top Industry

Drug Manufacturers - General 10.4%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.6%

+0.1 pts

Top 5

18.4%

+1.6 pts

Top 10

31.2%

+1.3 pts

HHI

167

Diversified+4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.8%	$106,701,796	18
Consumer Defensive	15.5%	$79,119,010	19
Healthcare	14.8%	$75,929,997	17
Financial Services	13.4%	$68,374,800	17
Industrials	11.2%	$57,462,925	19
Unclassified	7.5%	$38,519,216	11
Consumer Cyclical	4.8%	$24,552,365	10
Energy	4.6%	$23,332,469	7
Communication Services	2.3%	$11,994,340	4
Utilities	2.3%	$11,990,499	4
Real Estate	1.9%	$9,665,946	3
Basic Materials	0.8%	$4,306,695	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GANX	Gain Therapeutics, Inc.	+19,500	35,000	$71,050
—		+9,792	165,744	$15,188,780
O	Realty Income Corp	+8,818	33,786	$2,093,380
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,701	51,313	$6,707,772
GPN	Global Payments Inc	+3,175	37,258	$2,703,440
ABT	Abbott Laboratories	+1,798	34,493	$3,129,894
KMB	Kimberly Clark Corp	+1,503	28,234	$3,099,246
MDT	Medtronic plc	+1,368	76,849	$6,011,897
ICE	Intercontinental Exchange, Inc.	+1,053	21,265	$2,617,934
DEO	Diageo PLC	+944	26,007	$2,090,442
BMY	Bristol Myers Squibb Co	+902	70,088	$4,038,470
OKE	Oneok Inc /New/	+796	29,115	$2,531,258
KR	Kroger Co	+705	50,621	$2,810,984
KMI	Kinder Morgan, Inc.	+654	166,686	$5,328,951
KNSL	Kinsale Capital Group, Inc.	+561	1,898	$625,979
ABBV	AbbVie Inc.	+509	47,038	$11,836,642
GOOGL	Alphabet Inc.	+505	8,451	$3,016,065
BDX	Becton Dickinson & Co	+451	24,957	$3,776,742
NKE	NIKE, Inc.	+432	22,046	$904,988
INGR	Ingredion Inc	+347	3,362	$318,415
ROL	Rollins Inc	+325	50,083	$2,090,464
LAMR	Lamar Advertising Co/New	+293	28,754	$4,485,048
NVO	Novo Nordisk A S	+265	33,754	$1,618,166
HSY	Hershey Co	+256	30,254	$5,308,064
STZ	Constellation Brands, Inc.	+244	10,011	$1,392,429
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−13,331	13,378	$2,995,334
GLW	Corning Inc /Ny	−11,288	75,503	$19,285,731
CSCO	Cisco Systems, Inc.	−7,543	172,000	$20,203,120
WTRG	Essential Utilities, Inc.	−2,633	50,590	$1,938,102
WMT	Walmart Inc.	−2,205	43,556	$4,933,152
AAPL	Apple Inc.	−2,076	82,116	$23,761,085
MO	Altria Group, Inc.	−2,046	215,521	$15,506,735
DIS	Walt Disney Co	−1,271	10,057	$967,986
RTX	RTX Corp	−1,260	63,731	$12,091,682
CB	Chubb Ltd	−1,099	22,975	$7,828,501
GIS	General Mills Inc	−920	100,322	$3,491,205
QCOM	Qualcomm Inc/De	−783	41,764	$7,717,569
KO	Coca Cola Co	−748	74,694	$6,070,381
SWK	Stanley Black & Decker, Inc.	−683	4,925	$463,541
XOM	ExxonMobil Holdings Corp	−670	4,490	$613,872
GPC	Genuine Parts Co	−643	8,984	$1,059,932
BAC	Bank Of America Corp /De/	−593	12,655	$721,081
SBUX	Starbucks Corp	−483	45,830	$4,683,367
EMR	Emerson Electric Co	−404	34,084	$4,879,124
JNJ	Johnson & Johnson	−390	60,991	$15,489,884
UBER	Uber Technologies, Inc	−361	17,103	$1,234,152
EXPD	Expeditors International Of Washington Inc	−331	16,458	$2,682,324
DOV	DOVER Corp	−326	18,657	$4,184,391
PM	Philip Morris International Inc.	−319	69,528	$12,578,310
C	Citigroup Inc	−314	19,295	$2,700,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	13,314	$2,943,459
DVN	Devon Energy Corp/De	62,045	$2,563,699
FIS	Fidelity National Information Services, Inc.	64,131	$2,493,413
MU	Micron Technology Inc	378	$436,321
EL	Estee Lauder Companies Inc	5,238	$413,540
AMAT	Applied Materials Inc /De	473	$341,979
LLY	ELI LILLY & Co	182	$218,296
IBM	International Business Machines Corp	773	$217,375
GEV	GE Vernova Inc.	183	$214,999
NOW	ServiceNow, Inc.	2,125	$210,970
GE	General Electric Co	554	$207,046
ASML	Asml Holding NV	102	$202,922
AMRZ	Amrize Ltd	3,769	$200,887
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TGT	Target Corp	24,398	$2,957,037
T	At&T Inc.	9,714	$281,608
NFLX	Netflix Inc	2,752	$264,604
MKTX	Marketaxess Holdings Inc	1,447	$238,726
—		82,671	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $511,950,058 total · filing declares 142 positions · $514,720,954 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	82,116	-2,076	$23,761,085	+11.2%	4.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	172,000	-7,543	$20,203,120	+45.0%	3.95%
GLW	Corning Inc /Ny Technology	Reduced	75,503	-11,288	$19,285,731	+63.4%	3.77%
MO	Altria Group, Inc. Consumer Defensive	Reduced	215,521	-2,046	$15,506,735	+8.0%	3.03%
JNJ	Johnson & Johnson Healthcare	Reduced	60,991	-390	$15,489,884	+3.2%	3.03%
		Added	165,744	+9,792	$15,188,780	+6.3%	2.97%
MSFT	Microsoft Corp Technology	Reduced	36,651	-303	$13,671,556	−0.1%	2.67%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	69,528	-319	$12,578,310	+8.9%	2.46%
RTX	RTX Corp Industrials	Reduced	63,731	-1,260	$12,091,682	−3.6%	2.36%
AMGN	Amgen Inc Healthcare	Reduced	33,255	-29	$12,042,300	+2.8%	2.35%
ABBV	AbbVie Inc. Healthcare	Added	47,038	+509	$11,836,642	+17.0%	2.31%
TRV	Travelers Companies, Inc. Financial Services	Reduced	35,082	-110	$11,581,269	+12.8%	2.26%
CB	Chubb Ltd Financial Services	Reduced	22,975	-1,099	$7,828,501	−0.2%	1.53%
QCOM	Qualcomm Inc/De Technology	Reduced	41,764	-783	$7,717,569	+40.9%	1.51%
VZ	Verizon Communications Inc Communication Services	Reduced	175,287	-224	$7,421,651	−15.8%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,667	-41	$7,339,220	+4.1%	1.43%
V	Visa Inc. Financial Services	Reduced	21,298	-14	$7,307,130	+13.4%	1.43%
CME	Cme Group Inc. Financial Services	Added	30,581	+154	$6,753,202	−24.9%	1.32%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	51,313	+8,701	$6,707,772	—	1.31%
LMT	Lockheed Martin Corp Industrials	Reduced	12,405	-81	$6,319,851	−16.3%	1.23%
DUK	Duke Energy CORP Utilities	Added	49,700	+123	$6,291,026	−3.1%	1.23%
KO	Coca Cola Co Consumer Defensive	Reduced	74,694	-748	$6,070,381	+5.8%	1.19%
MDT	Medtronic plc Healthcare	Added	76,849	+1,368	$6,011,897	−8.1%	1.17%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	20,993	-61	$5,674,617	−13.3%	1.11%
KMI	Kinder Morgan, Inc. Energy	Added	166,686	+654	$5,328,951	−4.3%	1.04%
HSY	Hershey Co Consumer Defensive	Added	30,254	+256	$5,308,064	−14.9%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	35,285	+238	$5,174,192	+2.2%	1.01%
CAT	Caterpillar Inc Industrials	Reduced	4,826	-103	$5,139,207	+47.2%	1.00%
CVX	Chevron Corp Energy	Reduced	29,935	-62	$4,962,025	−20.0%	0.97%
SYY	Sysco Corp Consumer Defensive	Added	59,075	+162	$4,937,488	+17.5%	0.96%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,556	-2,205	$4,933,152	−13.3%	0.96%
AXP	American Express Co Financial Services	Added	14,574	+57	$4,929,655	+12.3%	0.96%
EMR	Emerson Electric Co Industrials	Reduced	34,084	-404	$4,879,124	+8.0%	0.95%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	6,237	-176	$4,759,704	+90.1%	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,856	-189	$4,732,479	+13.4%	0.92%
QQQ	Invesco Qqq Trust, Series 1	Added	6,415	+75	$4,724,006	+29.1%	0.92%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	45,830	-483	$4,683,367	+12.9%	0.91%
COR	Cencora, Inc. Healthcare	Reduced	16,013	-1	$4,531,358	−9.9%	0.89%
LAMR	Lamar Advertising Co/New Real Estate	Added	28,754	+293	$4,485,048	+24.4%	0.88%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Held	27,148	0	$4,307,301	+8.2%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,077	-108	$4,280,494	+10.4%	0.84%
DOV	DOVER Corp Industrials	Reduced	18,657	-326	$4,184,391	+5.7%	0.82%
FANG	Diamondback Energy, Inc. Energy	Added	23,361	+11	$4,106,396	−11.1%	0.80%
BMY	Bristol Myers Squibb Co Healthcare	Added	70,088	+902	$4,038,470	−3.8%	0.79%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	12,652	-191	$4,009,418	+5.0%	0.78%
TXN	Texas Instruments Inc Technology	Reduced	13,375	-198	$3,986,686	+51.3%	0.78%
ADP	Automatic Data Processing Inc Technology	Reduced	17,428	-29	$3,903,000	+10.0%	0.76%
VIG	Vanguard Dividend Appreciation ETF	Reduced	16,307	-157	$3,858,562	+9.0%	0.75%
BDX	Becton Dickinson & Co Healthcare	Added	24,957	+451	$3,776,742	−2.0%	0.74%
CVS	CVS HEALTH Corp Healthcare	Reduced	34,394	-1	$3,558,059	+44.0%	0.70%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.