BENEDICT FINANCIAL ADVISORS INC

CIK

711089

Location

ATLANTA, GA

Portfolio Value

Small $476,349,246

Diversification

Diversified

Filing Date

Global Rank

#55 / 179 ▲ 3719

Top Industry

Drug Manufacturers - General 11.3%

Period ended 8 days ago

Filed Oct 7, 2026 · 1d

27 quarters · since Mar 2020

Clone Performance

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

View clone backtest

Portfolio Concentration

128 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.5%

+0.9 pts

Top 5

19.5%

+1.1 pts

Top 10

32.8%

+1.6 pts

HHI

179

Diversified+13

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.1%	$105,122,964	17
Healthcare	16.9%	$80,297,809	17
Consumer Defensive	16.1%	$76,756,515	19
Financial Services	14.4%	$68,634,776	17
Industrials	10.6%	$50,309,044	16
Energy	5.1%	$24,436,171	7
Consumer Cyclical	4.5%	$21,366,247	10
Unclassified	2.8%	$13,385,562	10
Communication Services	2.5%	$11,917,267	4
Utilities	2.3%	$10,742,887	4
Real Estate	2.0%	$9,451,651	3
Basic Materials	0.8%	$3,928,353	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+17,057	23,294	$6,167,086
—		+12,554	178,298	$0
O	Realty Income Corp	+5,593	39,379	$2,138,279
FIS	Fidelity National Information Services, Inc.	+3,538	67,669	$2,226,310
DEO	Diageo PLC	+2,234	28,241	$2,417,429
KR	Kroger Co	+1,925	52,546	$3,080,246
KMI	Kinder Morgan, Inc.	+1,441	168,127	$5,069,029
UNH	Unitedhealth Group Inc	+1,303	2,128	$781,146
LAMR	Lamar Advertising Co/New	+986	29,740	$4,285,831
DVN	Devon Energy Corp/De	+740	62,785	$2,890,621
HON	Honeywell International Inc	+679	14,057	$2,965,183
ICE	Intercontinental Exchange, Inc.	+594	21,859	$3,323,223
ABT	Abbott Laboratories	+376	34,869	$3,446,103
OKE	Oneok Inc /New/	+358	29,473	$2,513,162
BDX	Becton Dickinson & Co	+352	25,309	$4,530,311
VZ	Verizon Communications Inc	+346	175,633	$8,056,285
BMY	Bristol Myers Squibb Co	+342	70,430	$4,394,832
HSY	Hershey Co	+293	30,547	$4,814,512
GPN	Global Payments Inc	+272	37,530	$3,065,075
MDT	Medtronic plc	+236	77,085	$6,651,664
RPM	Rpm International Inc/De/	+197	25,633	$2,529,208
LLY	ELI LILLY & Co	+122	304	$351,752
FANG	Diamondback Energy, Inc.	+116	23,477	$4,315,307
SWK	Stanley Black & Decker, Inc.	+104	5,029	$445,519
AXP	American Express Co	+86	14,660	$4,458,106
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GANX	Gain Therapeutics, Inc.	−21,500	13,500	$23,355
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−6,858	44,455	$0
DIS	Walt Disney Co	−4,697	5,360	$562,264
CSCO	Cisco Systems, Inc.	−4,226	167,774	$18,057,515
GLW	Corning Inc /Ny	−3,366	72,137	$11,091,785
NKE	NIKE, Inc.	−3,307	18,739	$663,360
AAPL	Apple Inc.	−3,139	78,977	$26,300,920
GIS	General Mills Inc	−2,916	97,406	$3,132,576
HONA	Honeywell Aerospace Inc.	−2,279	11,035	$1,710,093
C	Citigroup Inc	−2,159	17,136	$2,218,769
WTRG	Essential Utilities, Inc.	−2,105	48,485	$1,900,127
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,621	25,527	$4,299,257
VIG	Vanguard Dividend Appreciation ETF	−1,526	14,781	$3,448,555
RTX	RTX Corp	−1,306	62,425	$11,589,201
AMZN	Amazon Com Inc	−1,236	18,620	$4,639,173
KO	Coca Cola Co	−1,134	73,560	$6,332,044
MSFT	Microsoft Corp	−1,107	35,544	$18,230,517
WMT	Walmart Inc.	−1,094	42,462	$4,412,651
LOW	Lowes Companies Inc	−1,067	10,120	$1,865,014
BRK-B	Berkshire Hathaway Inc	−942	13,725	$6,834,363
JPM	Jpmorgan Chase & Co	−937	12,140	$4,016,276
JNJ	Johnson & Johnson	−718	60,273	$15,956,674
STZ	Constellation Brands, Inc.	−688	9,323	$1,054,058
PEP	Pepsico Inc	−676	12,155	$1,540,281
V	Visa Inc.	−664	20,634	$7,414,415
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,214	$278,697
TGT	Target Corp	1,370	$214,665
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BA	Boeing Co	10,377	$2,246,309
EL	Estee Lauder Companies Inc	5,238	$413,540
BILZ	PIMCO Ultra Short Government Active ETF	11,945	$316,781
IBM	International Business Machines Corp	773	$217,375
GEV	GE Vernova Inc.	183	$214,999
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.

Portfolio Positions

Compact Export CSV View 13F filing

128 tracked positions · $476,349,246 total · filing declares 136 positions · $503,825,790 · as of Sep 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 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	78,977	-3,139	$26,300,920	+10.7%	5.52%
MSFT	Microsoft Corp Technology	Reduced	35,544	-1,107	$18,230,517	+33.3%	3.83%
CSCO	Cisco Systems, Inc. Technology	Reduced	167,774	-4,226	$18,057,515	−10.6%	3.79%
JNJ	Johnson & Johnson Healthcare	Reduced	60,273	-718	$15,956,674	+3.0%	3.35%
MO	Altria Group, Inc. Consumer Defensive	Reduced	215,038	-483	$14,480,658	−6.6%	3.04%
AMGN	Amgen Inc Healthcare	Reduced	32,995	-260	$13,907,722	+15.5%	2.92%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	69,312	-216	$13,226,115	+5.2%	2.78%
TRV	Travelers Companies, Inc. Financial Services	Reduced	34,508	-574	$12,302,447	+6.2%	2.58%
ABBV	AbbVie Inc. Healthcare	Reduced	46,681	-357	$12,211,282	+3.2%	2.56%
RTX	RTX Corp Industrials	Reduced	62,425	-1,306	$11,589,201	−4.2%	2.43%
GLW	Corning Inc /Ny Technology	Reduced	72,137	-3,366	$11,091,785	−42.5%	2.33%
VZ	Verizon Communications Inc Communication Services	Added	175,633	+346	$8,056,285	+8.6%	1.69%
CME	Cme Group Inc. Financial Services	Added	30,601	+20	$8,016,849	+18.7%	1.68%
QCOM	Qualcomm Inc/De Technology	Reduced	41,599	-165	$7,655,879	−0.8%	1.61%
CB	Chubb Ltd Financial Services	Reduced	22,806	-169	$7,417,651	−5.2%	1.56%
V	Visa Inc. Financial Services	Reduced	20,634	-664	$7,414,415	+1.5%	1.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,725	-942	$6,834,363	−6.9%	1.43%
MDT	Medtronic plc Healthcare	Added	77,085	+236	$6,651,664	+10.6%	1.40%
KO	Coca Cola Co Consumer Defensive	Reduced	73,560	-1,134	$6,332,044	+4.3%	1.33%
LMT	Lockheed Martin Corp Industrials	Reduced	12,404	-1	$6,316,737	−0.0%	1.33%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	23,294	+17,057	$6,167,086	+29.6%	1.29%
CVX	Chevron Corp Energy	Reduced	29,898	-37	$6,105,470	+23.0%	1.28%
DUK	Duke Energy CORP Utilities	Added	49,769	+69	$5,674,163	−9.8%	1.19%
EMR	Emerson Electric Co Industrials	Reduced	33,769	-315	$5,237,571	+7.3%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	35,201	-84	$5,114,001	−1.2%	1.07%
KMI	Kinder Morgan, Inc. Energy	Added	168,127	+1,441	$5,069,029	−4.9%	1.06%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	20,883	-110	$4,822,720	−15.0%	1.01%
HSY	Hershey Co Consumer Defensive	Added	30,547	+293	$4,814,512	−9.3%	1.01%
COR	Cencora, Inc. Healthcare	Reduced	15,960	-53	$4,791,990	+5.8%	1.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,326	-89	$4,679,785	−0.9%	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,620	-1,236	$4,639,173	−2.0%	0.97%
SYY	Sysco Corp Consumer Defensive	Reduced	58,924	-151	$4,593,715	−7.0%	0.96%
BDX	Becton Dickinson & Co Healthcare	Added	25,309	+352	$4,530,311	+20.0%	0.95%
ADP	Automatic Data Processing Inc Technology	Reduced	17,296	-132	$4,463,405	+14.4%	0.94%
AXP	American Express Co Financial Services	Added	14,660	+86	$4,458,106	−9.6%	0.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	42,462	-1,094	$4,412,651	−10.6%	0.93%
BMY	Bristol Myers Squibb Co Healthcare	Added	70,430	+342	$4,394,832	+8.8%	0.92%
FANG	Diamondback Energy, Inc. Energy	Added	23,477	+116	$4,315,307	+5.1%	0.91%
SBUX	Starbucks Corp Consumer Cyclical	Added	45,875	+45	$4,310,415	−8.0%	0.90%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	25,527	-1,621	$4,299,257	−0.2%	0.90%
LAMR	Lamar Advertising Co/New Real Estate	Added	29,740	+986	$4,285,831	−4.4%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,140	-937	$4,016,276	−6.2%	0.84%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	12,592	-60	$4,007,152	−0.1%	0.84%
NVDA	Nvidia Corp Technology	Added	17,262	+7	$3,942,295	+14.2%	0.83%
TXN	Texas Instruments Inc Technology	Reduced	13,198	-177	$3,696,627	−7.3%	0.78%
CAT	Caterpillar Inc Industrials	Reduced	4,358	-468	$3,533,422	−31.2%	0.74%
DOV	DOVER Corp Industrials	Reduced	18,511	-146	$3,462,482	−17.3%	0.73%
VIG	Vanguard Dividend Appreciation ETF	Reduced	14,781	-1,526	$3,448,555	−10.6%	0.72%
ABT	Abbott Laboratories Healthcare	Added	34,869	+376	$3,446,103	+10.1%	0.72%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	42,867	-70	$3,402,782	+3.7%	0.71%

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.