Q3 2026 13F · SEC CIK 711089

Benedict Financial Advisors Inc

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $503.8M
Reported positions: 136
Top holdings a year, 3 yrs: +16.9%
Assets under management: $529.4M

Benedict Financial Advisors Inc is a wealth manager that reported 136 positions worth $503.8M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Apple Inc (AAPL, 5.2%), Microsoft Corp (MSFT, 3.6%), Cisco Sys Inc (CSCO, 3.6%). A portfolio copying its top holdings returned 16.9% a year over the last 3 years, against 20.4% for the S&P 500.

Benedict Financial Advisors Inc holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Benedict Financial Advisors Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.2%	4.6%	78,977	-3.8%	$26.3M
MSFTMicrosoft Corp	3.6%	2.7%	35,544	-3.0%	$18.2M
CSCOCisco Sys Inc	3.6%	3.9%	167,774	-2.5%	$18.1M
BILSpdr Series Trust	3.2%	3.0%	178,298	+7.6%	$16.3M
JNJJohnson & Johnson	3.2%	3.0%	60,273	-1.2%	$16.0M
MOAltria Group Inc	2.9%	3.0%	215,038	-0.2%	$14.5M
AMGNAmgen Inc	2.8%	2.3%	32,995	-0.8%	$13.9M
PMPhilip Morris Intl Inc	2.6%	2.4%	69,312	-0.3%	$13.2M
TRVTravelers Companies Inc	2.4%	2.3%	34,508	-1.6%	$12.3M
ABBVAbbvie Inc	2.4%	2.3%	46,681	-0.8%	$12.2M
RTXRtx Corporation	2.3%	2.3%	62,425	-2.0%	$11.6M
GLWCorning Inc	2.2%	3.7%	72,137	-4.5%	$11.1M
VZVerizon Communications Inc	1.6%	1.4%	175,633	+0.2%	$8.1M
CMECme Group Inc	1.6%	1.3%	30,601	+0.1%	$8.0M
QCOMQualcomm Inc	1.5%	1.5%	41,599	-0.4%	$7.7M
CBChubb Limited	1.5%	1.5%	22,806	-0.7%	$7.4M
VVisa Inc	1.5%	1.4%	20,634	-3.1%	$7.4M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	13,725	-6.4%	$6.8M
MDTMedtronic PLC	1.3%	1.2%	77,085	+0.3%	$6.7M
KOCoca Cola Co	1.3%	1.2%	73,560	-1.5%	$6.3M
LMTLockheed Martin Corp	1.3%	1.2%	12,404	-0.0%	$6.3M
CRWDCrowdstrike Hldgs Inc	1.2%	0.9%	23,294	+273.5%	$6.2M
CVXChevron Corporation	1.2%	1.0%	29,898	-0.1%	$6.1M
DUKDuke Energy Corp New	1.1%	1.2%	49,769	+0.1%	$5.7M
EMREmerson Elec Co	1.0%	0.9%	33,769	-0.9%	$5.2M
PGProcter & Gamble Co	1.0%	1.0%	35,201	-0.2%	$5.1M
KMIKinder Morgan Inc Del	1.0%	1.0%	168,127	+0.9%	$5.1M
MCDMcdonalds Corp	1.0%	1.1%	20,883	-0.5%	$4.8M
HSYHershey Co	1.0%	1.0%	30,547	+1.0%	$4.8M
CORCencora Inc	1.0%	0.9%	15,960	-0.3%	$4.8M
QQQInvesco Qqq Tr	0.9%	0.9%	6,326	-1.4%	$4.7M
AMZNAmazon Com Inc	0.9%	0.9%	18,620	-6.2%	$4.6M
SYYSysco Corp	0.9%	1.0%	58,924	-0.3%	$4.6M
BDXBecton Dickinson & Co	0.9%	0.7%	25,309	+1.4%	$4.5M
ADPAutomatic Data Processing in	0.9%	0.8%	17,296	-0.8%	$4.5M
AXPAmerican Express Co	0.9%	1.0%	14,660	+0.6%	$4.5M
WMTWalmart Inc	0.9%	1.0%	42,462	-2.5%	$4.4M
BMYBristol-Myers Squibb Co	0.9%	0.8%	70,430	+0.5%	$4.4M
FANGDiamondback Energy Inc	0.9%	0.8%	23,477	+0.5%	$4.3M
SBUXStarbucks Corp	0.9%	0.9%	45,875	+0.1%	$4.3M
XLVSelect Sector Spdr Tr	0.9%	0.8%	25,527	-6.0%	$4.3M
LAMRLamar Advertising Co New Cl A	0.9%	0.9%	29,740	+3.4%	$4.3M
JPMJpmorgan Chase & Co	0.8%	0.8%	12,140	-7.2%	$4.0M
RNRRenaissancere Holdings	0.8%	0.8%	12,592	-0.5%	$4.0M
NVDANvidia Corporation	0.8%	—	17,262	—	$3.9M
TXNTexas Instrs Inc	0.7%	0.8%	13,198	-1.3%	$3.7M
CATCaterpillar Inc	0.7%	1.0%	4,358	-9.7%	$3.5M
DOVDover Corp	0.7%	0.8%	18,511	-0.8%	$3.5M
VIGVanguard Specialized Funds	0.7%	0.8%	14,781	-9.4%	$3.4M
ABTAbbott Laboratories	0.7%	—	34,869	—	$3.4M

What Benedict Financial Advisors Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.8% /yr; S&P 500 +20.1%
3 years: +16.9% /yr; S&P 500 +20.4%
5 years: +9.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$503.8M	136
Q2 2026	$514.7M	142
Q1 2026	$480.5M	133
Q4 2025	$474.5M	134
Q3 2025	$461.3M	129
Q2 2025	$441.4M	125
Q1 2025	$431.4M	127
Q4 2024	$412.0M	123
Q3 2024	$423.3M	126
Q2 2024	$394.2M	126
Q1 2024	$394.1M	126
Q4 2023	$367.0M	124

Questions about Benedict Financial Advisors Inc's portfolio

What stocks does Benedict Financial Advisors Inc own?

Benedict Financial Advisors Inc's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 136 positions worth $503.8M. The largest are Apple Inc (AAPL) at 5.2%, Microsoft Corp (MSFT) at 3.6%, Cisco Sys Inc (CSCO) at 3.6%, Spdr Series Trust (BIL) at 3.2% and Johnson & Johnson (JNJ) at 3.2%.

What did Benedict Financial Advisors Inc buy last quarter?

In Q3 2026, Benedict Financial Advisors Inc added Crowdstrike Hldgs Inc (CRWD) (+273.5% shares) and Spdr Series Trust (BIL) (+7.6% shares), compared with its Q2 2026 filing.

What did Benedict Financial Advisors Inc sell last quarter?

In Q3 2026, Benedict Financial Advisors Inc cut from its top 50 Cvs Health Corp (CVS), cut from its top 50 General Mills Inc (GIS), Caterpillar Inc (CAT) (-9.7% shares), Vanguard Specialized Funds (VIG) (-9.4% shares) and Jpmorgan Chase & Co (JPM) (-7.2% shares), compared with its Q2 2026 filing.

How has Benedict Financial Advisors Inc's portfolio performed?

A portfolio copying Benedict Financial Advisors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.8% against +20.1%. Over 5 years: +9.0% a year against +11.6%.

When is Benedict Financial Advisors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Benedict Financial Advisors Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Benedict Financial Advisors Inc manage?

Benedict Financial Advisors Inc reported $529.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $503.8M.