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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Million 3.12% of portfolio
157,737
Q4 2025 Added 2.39%
$0
$4.16 Million 0.9% of portfolio
27,416
Q4 2025 Added 2.08%
$0
$3.84 Million 0.83% of portfolio
6,366
Q4 2025 Added 18.37%
$0
$3.07 Million 0.66% of portfolio
16,875
Q4 2025 Reduced 0.38%
$0
$1.86 Million 0.4% of portfolio
9,064
Q4 2025 Added 0.42%
$0
$1.47 Million 0.32% of portfolio
13,284
Q4 2025 Added 7.68%
$0
$1.25 Million 0.27% of portfolio
15,092
Q4 2025 Reduced 1.32%
$0
$856,000 0.18% of portfolio
1,818
Q3 2025 Reduced 0.33%
$0
$702,000 0.15% of portfolio
8,063
Q4 2025 Added 0.02%
$0
$611,000 0.13% of portfolio
918
Q4 2025 New
$0
$384,000 0.08% of portfolio
623
Q4 2025 New
$0
$331,000 0.07% of portfolio
2,359
Q4 2025 Reduced 0.84%
$0
$294,000 0.06% of portfolio
5,613
Q4 2025 Reduced 1.25%

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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