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 Market Cap. of $10 Billions to $200 Billions
