Benedict Financial Advisors Inc Portfolio Holdings

Benedict Financial Advisors Inc

  • $464 Million
  • Q4 2025

Benedict Financial Advisors Inc has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $464 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.4M, Microsoft Corp with a value of $17.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.4M, Cisco Systems, Inc. with a value of $14.2M, and Altria Group, Inc. with a value of $12.8M.

Examining the 13F form we can see an increase of $6.1M in the current position value, from $458M to 464M.

Below you can find more details about Benedict Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $464 Million
Technology: $84.9 Million
Consumer Defensive: $75.6 Million
Healthcare: $69.9 Million
Financial Services: $66.2 Million
Industrials: $53.3 Million
ETFs: $33.3 Million
Consumer Cyclical: $26.2 Million
Energy: $19.8 Million
Other: $34.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$23.4 Million 5.06% of portfolio
87,665
Q4 2025 Reduced 2.74%
$3.78T
$17.5 Million 3.78% of portfolio
34,555
Q4 2025 Reduced 1.89%
$0
$14.4 Million 3.12% of portfolio
157,737
Q4 2025 Added 2.39%
$319B
$14.2 Million 3.07% of portfolio
182,820
Q4 2025 Reduced 0.69%
$104B
$12.8 Million 2.76% of portfolio
220,144
Q4 2025 Reduced 0.02%
$522B
$12.5 Million 2.69% of portfolio
62,552
Q4 2025 Reduced 0.1%
$258B
$12.2 Million 2.62% of portfolio
69,309
Q4 2025 Reduced 3.39%
$183B
$11.5 Million 2.48% of portfolio
33,661
Q4 2025 Added 0.07%
$414B
$11 Million 2.37% of portfolio
46,994
Q4 2025 Reduced 0.01%
$237B
$10.8 Million 2.33% of portfolio
70,745
Q4 2025 Added 0.36%
$67.3B
$10.2 Million 2.2% of portfolio
35,502
Q4 2025 Added 0.02%
$100B
$8.45 Million 1.82% of portfolio
30,273
Q4 2025 Added 0.33%
$69.4B
$7.91 Million 1.7% of portfolio
96,347
Q4 2025 Reduced 5.73%
$662B
$7.61 Million 1.64% of portfolio
14,947
Q4 2025 Reduced 1.32%
$128B
$7.31 Million 1.58% of portfolio
75,957
Q4 2025 Added 0.37%
$172B
$7.12 Million 1.54% of portfolio
173,712
Q4 2025 Reduced 0.72%
$533B
$7.04 Million 1.52% of portfolio
21,602
Q4 2025 Added 0.13%
$123B
$6.87 Million 1.48% of portfolio
23,247
Q4 2025 Added 0.68%
$224B
$6.65 Million 1.43% of portfolio
21,798
Q4 2025 Reduced 0.63%
$96.4B
$6.17 Million 1.33% of portfolio
49,268
Q4 2025 Added 1.27%
$123B
$5.69 Million 1.23% of portfolio
12,092
Q4 2025 Added 5.35%
$26.3B
$5.44 Million 1.17% of portfolio
30,379
Q4 2025 Added 0.87%
$132B
$5.32 Million 1.15% of portfolio
27,150
Q4 2025 Added 1.58%
$306B
$5.3 Million 1.14% of portfolio
75,039
Q4 2025 Added 0.52%
$346B
$5.05 Million 1.09% of portfolio
34,663
Q4 2025 Added 0.56%
$255B
$4.97 Million 1.07% of portfolio
14,575
Q4 2025 Reduced 1.83%
$279B
$4.86 Million 1.05% of portfolio
47,208
Q4 2025 Reduced 0.65%
$2.39T
$4.63 Million 1.0% of portfolio
19,718
Q4 2025 Added 6.02%
$303B
$4.66 Million 1.0% of portfolio
30,083
Q4 2025 Added 3.58%
$28.1B
$4.58 Million 0.99% of portfolio
96,662
Q4 2025 Added 1.55%
$104B
$4.48 Million 0.97% of portfolio
17,872
Q4 2025 Reduced 0.69%
$75.4B
$4.48 Million 0.97% of portfolio
35,094
Q4 2025 Reduced 1.32%
$61.6B
$4.45 Million 0.96% of portfolio
162,412
Q4 2025 Added 2.72%
$37.9B
$4.35 Million 0.94% of portfolio
58,283
Q4 2025 Added 1.14%
$228B
$4.2 Million 0.91% of portfolio
32,328
Q4 2025 Reduced 0.39%
$0
$4.16 Million 0.9% of portfolio
27,416
Q4 2025 Added 2.08%
$881B
$4.04 Million 0.87% of portfolio
13,462
Q4 2025 Added 3.05%
$97.3B
$3.95 Million 0.85% of portfolio
46,609
Q4 2025 Reduced 2.25%
$0
$3.84 Million 0.83% of portfolio
6,366
Q4 2025 Added 18.37%
$54.5B
$3.6 Million 0.78% of portfolio
18,844
Q4 2025 Added 2.91%
$26.5B
$3.52 Million 0.76% of portfolio
23,596
Q4 2025 Reduced 0.24%
$25.7B
$3.52 Million 0.76% of portfolio
19,213
Q4 2025 Reduced 0.53%
$11.5B
$3.41 Million 0.73% of portfolio
12,926
Q4 2025 Added 1.16%
$115B
$3.38 Million 0.73% of portfolio
6,279
Q4 2025 Added 0.69%
$47.8B
$3.3 Million 0.71% of portfolio
49,400
Q4 2025 Added 2.62%
$465B
$3.27 Million 0.7% of portfolio
17,519
Q4 2025 Added 11.76%
$99.5B
$3.21 Million 0.69% of portfolio
68,637
Q4 2025 Added 5.92%
$404B
$3.12 Million 0.67% of portfolio
3,417
Q4 2025 Reduced 0.47%
$0
$3.07 Million 0.66% of portfolio
16,875
Q4 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $464 Million
  • Prior Value $458 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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