Benedict Financial Advisors Inc Portfolio Holdings

Benedict Financial Advisors Inc

  • $458 Million
  • Q3 2025

Benedict Financial Advisors Inc has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $458 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23M, Microsoft Corp with a value of $18.2M, Altria Group, Inc. with a value of $14.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M, and Cisco Systems, Inc. with a value of $12.6M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $435M to 458M.

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

Portfolio value $458 Million
Consumer Defensive: $82 Million
Technology: $81.7 Million
Healthcare: $66.5 Million
Financial Services: $65.5 Million
Industrials: $52.7 Million
ETFs: $30.8 Million
Consumer Cyclical: $25.1 Million
Energy: $18.4 Million
Other: $35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$115B
$3.06 Million 0.67% of portfolio
6,236
Q3 2025 Added 0.74%
$45.5B
$3.02 Million 0.66% of portfolio
17,481
Q3 2025 Added 0.17%
$28.7B
$2.95 Million 0.64% of portfolio
50,173
Q3 2025 Reduced 0.04%
$465B
$2.92 Million 0.64% of portfolio
15,675
Q3 2025 Reduced 0.61%
$99.5B
$2.92 Million 0.64% of portfolio
64,800
Q3 2025 Reduced 2.67%
$150B
$2.92 Million 0.64% of portfolio
49,187
Q3 2025 Reduced 0.77%
$13.8B
$2.87 Million 0.63% of portfolio
24,358
Q3 2025 Added 0.22%
$140B
$2.82 Million 0.62% of portfolio
11,214
Q3 2025 Reduced 1.83%
$78.2B
$2.83 Million 0.62% of portfolio
8,749
Q3 2025 Added 4.59%
$55.9B
$2.65 Million 0.58% of portfolio
48,791
Q3 2025 Added 1.56%
$177B
$2.68 Million 0.58% of portfolio
13,756
Q3 2025 Added 0.36%
$367B
$2.58 Million 0.56% of portfolio
6,358
Q3 2025 Reduced 0.53%
$32.2B
$2.58 Million 0.56% of portfolio
43,111
Q3 2025 Added 1.64%
$8.65B
$2.56 Million 0.56% of portfolio
26,690
Q3 2025 Added 0.56%
$103B
$2.5 Million 0.55% of portfolio
33,203
Q3 2025 Added 1.11%
$53B
$2.51 Million 0.55% of portfolio
26,265
Q3 2025 Reduced 2.42%
$43.5B
$2.42 Million 0.53% of portfolio
6,926
Q3 2025 Reduced 1.54%
$291B
$2.39 Million 0.52% of portfolio
5,017
Q3 2025 Reduced 2.98%
$10.4B
$2.36 Million 0.52% of portfolio
59,229
Q3 2025 Reduced 10.29%
$94.5B
$2.28 Million 0.5% of portfolio
6,680
Q3 2025 Added 2.53%
$283B
$2.25 Million 0.49% of portfolio
17,519
Q3 2025 Reduced 0.39%
$41.4B
$2.2 Million 0.48% of portfolio
24,570
Q3 2025 Added 0.68%
$278B
$2.14 Million 0.47% of portfolio
23,359
Q3 2025 Added 2.6%
$114B
$2.14 Million 0.47% of portfolio
9,910
Q3 2025 Reduced 1.1%
$136B
$2.12 Million 0.46% of portfolio
5,732
Q3 2025 New
$22.6B
$2.11 Million 0.46% of portfolio
17,239
Q3 2025 Reduced 0.24%
$204B
$2.09 Million 0.46% of portfolio
14,912
Q3 2025 Reduced 1.86%
$2.87B
$1.95 Million 0.43% of portfolio
29,925
Q3 2025 Reduced 2.01%
$98.6B
$1.97 Million 0.43% of portfolio
20,831
Q3 2025 Added 0.63%
$190B
$1.98 Million 0.43% of portfolio
19,497
Q3 2025 Reduced 2.5%
$109B
$1.98 Million 0.43% of portfolio
35,764
Q3 2025 Reduced 0.97%
$11.3B
$1.88 Million 0.41% of portfolio
15,362
Q3 2025 New
$0
$1.84 Million 0.4% of portfolio
9,026
Q3 2025 Reduced 2.88%
$18.9B
$1.74 Million 0.38% of portfolio
13,178
Q3 2025 Reduced 0.8%
$21B
$1.74 Million 0.38% of portfolio
73,436
Q3 2025 Added 18.68%
$1.65T
$1.65 Million 0.36% of portfolio
6,797
Q2 2025 Reduced 63.42%
$181B
$1.66 Million 0.36% of portfolio
16,989
Q3 2025 Reduced 1.88%
$193B
$1.67 Million 0.36% of portfolio
14,584
Q3 2025 Added 6.76%
$168B
$1.48 Million 0.32% of portfolio
19,642
Q3 2025 Added 4.45%
$35.1B
$1.44 Million 0.31% of portfolio
23,687
Q3 2025 Added 5.21%
$156B
$1.38 Million 0.3% of portfolio
12,414
Q3 2025 Added 0.35%
$0
$1.36 Million 0.3% of portfolio
12,337
Q3 2025 Added 17.21%
$18B
$1.34 Million 0.29% of portfolio
9,663
Q3 2025 Added 0.21%
$0
$1.27 Million 0.28% of portfolio
15,294
Q3 2025 Added 29.92%
$20.8B
$1.22 Million 0.27% of portfolio
9,061
Q3 2025 Added 9.99%
$31.5B
$1.08 Million 0.24% of portfolio
14,778
Q3 2025 Added 12.55%
$20.5B
$1.09 Million 0.24% of portfolio
13,179
Q3 2025 New
$266B
$1.11 Million 0.24% of portfolio
3,922
Q3 2025 Added 4.45%
$14.8B
$992,000 0.22% of portfolio
20,238
Q3 2025 Reduced 40.43%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $458 Million
  • Prior Value $435 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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