BENEDICT FINANCIAL ADVISORS INC

CIK

711089

Location

ATLANTA, GA

Portfolio Value

Micro $80,653,623

Diversification

Diversified

Filing Date

Global Rank

#2,492 / 8,232 ▲ 156

Top Industry

Drug Manufacturers - General 10.5%

3Y Alpha vs SPY

-5.9%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.8%

SPY

+76.3%

Annualised alpha

-5.9%

Max drawdown

−11.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

−0.6 pts

Top 5

17.5%

−0.7 pts

Top 10

30.5%

−0.5 pts

HHI

168

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	18.0%	$80,653,623	19
Technology	17.9%	$80,041,157	12
Healthcare	16.2%	$72,477,855	16
Financial Services	15.0%	$67,181,492	17
Industrials	12.1%	$53,962,051	16
Energy	5.8%	$25,790,657	7
Consumer Cyclical	5.6%	$25,114,493	10
Communication Services	2.9%	$12,905,170	6
Utilities	2.8%	$12,515,726	4
Real Estate	1.9%	$8,272,751	3
Unclassified	0.9%	$4,098,950	2
Basic Materials	0.9%	$3,925,267	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GPN	Global Payments Inc	+8,614	34,083	$2,293,785
LAMR	Lamar Advertising Co/New	+5,762	28,461	$3,604,870
BDX	Becton Dickinson & Co	+5,662	24,506	$3,853,078
GIS	General Mills Inc	+4,580	101,242	$3,768,227
KMI	Kinder Morgan, Inc.	+3,620	166,032	$5,567,052
MSFT	Microsoft Corp	+2,399	36,954	$13,679,262
CTRA	Coterra Energy Inc.	+2,338	82,671	$2,905,058
OKE	Oneok Inc /New/	+2,103	28,319	$2,559,754
VZ	Verizon Communications Inc	+1,799	175,511	$8,810,652
INGR	Ingredion Inc	+1,095	3,015	$339,669
DEO	Diageo PLC	+880	25,063	$1,865,940
STZ	Constellation Brands, Inc.	+867	9,767	$1,465,050
CB	Chubb Ltd	+827	24,074	$7,846,438
BA	Boeing Co	+823	10,434	$2,076,679
XOM	Exxon Mobil Corp	+789	5,160	$875,445
ICE	Intercontinental Exchange, Inc.	+685	20,212	$3,178,943
NKE	NIKE, Inc.	+660	21,614	$1,141,651
SYY	Sysco Corp	+630	58,913	$4,202,264
O	Realty Income Corp	+608	24,968	$1,527,542
BMY	Bristol Myers Squibb Co	+549	69,186	$4,196,130
KR	Kroger Co	+516	49,916	$3,611,921
UBER	Uber Technologies, Inc	+475	17,464	$1,256,185
KO	Coca Cola Co	+403	75,442	$5,737,364
LMT	Lockheed Martin Corp	+394	12,486	$7,546,413
PG	PROCTER & GAMBLE Co	+384	35,047	$5,062,188
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GANX	Gain Therapeutics, Inc.	−22,500	15,500	$30,070
GLW	Corning Inc /Ny	−9,556	86,791	$11,800,972
RTX	RTX Corp	−4,318	64,991	$12,536,763
AAPL	Apple Inc.	−3,473	84,192	$21,367,087
CSCO	Cisco Systems, Inc.	−3,277	179,543	$13,930,741
WTRG	Essential Utilities, Inc.	−2,707	53,223	$2,143,290
BAC	Bank Of America Corp /De/	−2,644	13,248	$645,840
MO	Altria Group, Inc.	−2,577	217,567	$14,357,246
NVO	Novo Nordisk A S	−2,038	33,489	$1,230,720
PEP	Pepsico Inc	−1,631	12,815	$1,990,041
WMT	Walmart Inc.	−1,447	45,761	$5,687,177
RLI	Rli Corp	−1,274	29,401	$1,677,033
JNJ	Johnson & Johnson	−1,171	61,381	$15,003,971
PM	Philip Morris International Inc.	−898	69,847	$11,548,502
GOOGL	Alphabet Inc.	−865	6,939	$1,995,378
MCD	Mcdonalds Corp	−744	21,054	$6,543,372
UL	Unilever PLC	−648	43,385	$2,471,643
EMR	Emerson Electric Co	−606	34,488	$4,518,617
ADM	Archer-Daniels-Midland Co	−578	42,972	$3,123,634
DIS	Walt Disney Co	−553	11,328	$1,091,792
KMB	Kimberly Clark Corp	−481	26,731	$2,578,739
MDT	Medtronic plc	−476	75,481	$6,540,428
ABBV	AbbVie Inc.	−465	46,529	$10,119,592
HON	Honeywell International Inc	−441	26,709	$6,037,035
ADP	Automatic Data Processing Inc	−415	17,457	$3,546,913
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
KNSL	Kinsale Capital Group, Inc.	1,337	$456,799
NFLX	Netflix Inc	2,752	$264,604
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	3,941	$1,167,363
LYB	LyondellBasell Industries N.V.	7,558	$327,261
NOW	ServiceNow, Inc.	1,655	$253,529
HUBS	Hubspot Inc	515	$206,669
CRM	Salesforce, Inc.	777	$205,835
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $80,653,623 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MO	Altria Group, Inc. Consumer Defensive	Reduced	217,567	-2,577	$14,357,246	+13.1%	17.80%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	69,847	-898	$11,548,502	+1.8%	14.32%
HSY	Hershey Co Consumer Defensive	Reduced	29,998	-381	$6,236,284	+12.8%	7.73%
KO	Coca Cola Co Consumer Defensive	Added	75,442	+403	$5,737,364	+9.4%	7.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	45,761	-1,447	$5,687,177	+8.1%	7.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	35,047	+384	$5,062,188	+1.9%	6.28%
SYY	Sysco Corp Consumer Defensive	Added	58,913	+630	$4,202,264	−2.2%	5.21%
GIS	General Mills Inc Consumer Defensive	Added	101,242	+4,580	$3,768,227	−16.2%	4.67%
KR	Kroger Co Consumer Defensive	Added	49,916	+516	$3,611,921	+17.0%	4.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,384	-33	$3,371,919	+14.4%	4.18%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	42,972	-578	$3,123,634	+24.8%	3.87%
TGT	Target Corp Consumer Defensive	Reduced	24,398	-171	$2,957,037	+23.1%	3.67%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	26,731	-481	$2,578,739	−6.1%	3.20%
UL	Unilever PLC Consumer Defensive	Reduced	43,385	-648	$2,471,643	−14.2%	3.06%
PEP	Pepsico Inc Consumer Defensive	Reduced	12,815	-1,631	$1,990,041	−4.0%	2.47%
DEO	Diageo PLC Consumer Defensive	Added	25,063	+880	$1,865,940	−10.6%	2.31%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	9,767	+867	$1,465,050	+19.3%	1.82%
INGR	Ingredion Inc Consumer Defensive	Added	3,015	+1,095	$339,669	+60.4%	0.42%
DG	Dollar General Corp Consumer Defensive	Added	2,348	+6	$278,778	−10.3%	0.35%