Benedict Financial Advisors Inc

13F filer · CIK 0000711089

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$515MU.S. long equity reported on 13F

Positions12713 new · 5 closed

Net flow last quarter-$4MBuys minus sells

Top 10 positions weight30.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026127 positions
AAPLApple Inc.	$23.8M	4.62%	0.00%	-2.5%	Q4 2014
CSCOCisco Systems, Inc.	$20.2M	3.93%	0.00%	-4.2%	Q4 2014
GLWCorning Inc	$19.3M	3.75%	0.01%	-13.0%	Q4 2014
MOAltria Group, Inc.	$15.5M	3.01%	0.01%	-0.9%	Q4 2014
JNJJohnson & Johnson	$15.5M	3.01%	0.00%	-0.6%	Q4 2014
MSFTMicrosoft Corp	$13.7M	2.66%	0.00%	-0.8%	Q4 2014
PMPhilip Morris International Inc.	$12.6M	2.44%	0.00%	-0.5%	Q4 2014
RTXRTX Corp	$12.1M	2.35%	0.00%	-1.9%	Q3 2021
AMGNAmgen Inc	$12M	2.34%	0.01%	-0.1%	Q4 2014
ABBVAbbVie Inc.	$11.8M	2.30%	0.00%	+1.1%	Q3 2017
TRVTravelers Companies, Inc.	$11.6M	2.25%	0.02%	-0.3%	Q4 2014
CBChubb Ltd	$7.83M	1.52%	0.01%	-4.6%	Q4 2014
QCOMQualcomm Inc	$7.72M	1.50%	0.00%	-1.8%	Q4 2014
VZVerizon Communications Inc	$7.42M	1.44%	0.00%	-0.1%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.34M	1.43%	Not reported	-0.3%	Q1 2021
VVisa Inc.	$7.31M	1.42%	0.00%	-0.1%	Q4 2014
CMECme Group Inc.	$6.75M	1.31%	0.01%	+0.5%	Q1 2023
LMTLockheed Martin Corp	$6.32M	1.23%	0.01%	-0.7%	Q1 2016
DUKDuke Energy CORP	$6.29M	1.22%	0.01%	+0.3%	Q4 2014
KOCoca Cola Co	$6.07M	1.18%	0.00%	-1.0%	Q4 2014
MDTMedtronic plc	$6.01M	1.17%	0.01%	+1.8%	Q4 2014
MCDMcdonalds Corp	$5.67M	1.10%	0.00%	-0.3%	Q4 2014
KMIKinder Morgan, Inc.	$5.33M	1.04%	0.01%	+0.4%	Q4 2018
HSYHershey Co	$5.31M	1.03%	0.01%	+0.9%	Q4 2014
PGPROCTER & GAMBLE Co	$5.17M	1.01%	0.00%	+0.7%	Q4 2014
CATCaterpillar Inc	$5.14M	1.00%	0.00%	-2.1%	Q2 2017
CVXChevron Corp	$4.96M	0.96%	0.00%	-0.2%	Q4 2014
SYYSysco Corp	$4.94M	0.96%	0.01%	+0.3%	Q4 2014
WMTWalmart Inc.	$4.93M	0.96%	0.00%	-4.8%	Q4 2014
AXPAmerican Express Co	$4.93M	0.96%	0.00%	+0.4%	Q4 2014
EMREmerson Electric Co	$4.88M	0.95%	0.01%	-1.2%	Q4 2014
CRWDCrowdStrike Holdings, Inc.	$4.76M	0.92%	0.00%	-2.7%	Q4 2023
AMZNAmazon Com Inc	$4.73M	0.92%	0.00%	-0.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$4.72M	0.92%	Not reported	+1.2%	Q1 2021
SBUXStarbucks Corp	$4.68M	0.91%	0.00%	-1.0%	Q4 2018
CORCencora, Inc.	$4.53M	0.88%	0.01%	0.0%	Q1 2016
LAMRLamar Advertising Co	$4.48M	0.87%	Not reported	+1.0%	Q3 2025
JPMJPMorgan Chase & Co	$4.28M	0.83%	0.00%	-0.8%	Q1 2021
DOVDOVER Corp	$4.18M	0.81%	0.01%	-1.7%	Q4 2014
FANGDiamondback Energy, Inc.	$4.11M	0.80%	0.01%	+0.1%	Q3 2023
BMYBristol Myers Squibb Co	$4.04M	0.78%	0.00%	+1.3%	Q3 2017
RNRRenaissancere Holdings Ltd	$4.01M	0.78%	0.03%	-1.5%	Q2 2022
TXNTexas Instruments Inc	$3.99M	0.77%	0.00%	-1.5%	Q1 2022
ADPAutomatic Data Processing Inc	$3.9M	0.76%	0.00%	-0.2%	Q4 2014
BDXBecton Dickinson & Co	$3.78M	0.73%	0.01%	+1.8%	Q4 2014
CVSCVS HEALTH Corp	$3.56M	0.69%	0.00%	0.0%	Q1 2021
GISGeneral Mills Inc	$3.49M	0.68%	0.02%	-0.9%	Q4 2014
NVDANvidia Corp	$3.45M	0.67%	0.00%	-1.1%	Q1 2018
ROKRockwell Automation, Inc	$3.4M	0.66%	0.01%	-0.1%	Q4 2015
ELVElevance Health, Inc.	$3.31M	0.64%	0.00%	-1.6%	Q4 2014

Q1 2026Reported Apr 20, 2026118 positions
AAPLApple Inc.	$21.4M	4.45%	0.00%	-4.0%	Q4 2014
JNJJohnson & Johnson	$15M	3.12%	0.00%	-1.9%	Q4 2014
MOAltria Group, Inc.	$14.4M	2.99%	0.01%	-1.2%	Q4 2014
CSCOCisco Systems, Inc.	$13.9M	2.90%	0.00%	-1.8%	Q4 2014
MSFTMicrosoft Corp	$13.7M	2.85%	0.00%	+6.9%	Q4 2014
RTXRTX Corp	$12.5M	2.61%	0.00%	-6.2%	Q3 2021
GLWCorning Inc	$11.8M	2.46%	0.01%	-9.9%	Q4 2014
AMGNAmgen Inc	$11.7M	2.44%	0.01%	-1.1%	Q4 2014
PMPhilip Morris International Inc.	$11.5M	2.40%	0.00%	-1.3%	Q4 2014
TRVTravelers Companies, Inc.	$10.3M	2.14%	0.02%	-0.9%	Q4 2014
ABBVAbbVie Inc.	$10.1M	2.11%	0.00%	-1.0%	Q3 2017
CMECme Group Inc.	$8.99M	1.87%	0.01%	+0.5%	Q1 2023
VZVerizon Communications Inc	$8.81M	1.83%	0.00%	+1.0%	Q4 2014
CBChubb Ltd	$7.85M	1.63%	0.01%	+3.6%	Q4 2014
LMTLockheed Martin Corp	$7.55M	1.57%	0.01%	+3.3%	Q1 2016
BRK.BBerkshire Hathaway Inc	$7.05M	1.47%	Not reported	-1.6%	Q1 2021
MCDMcdonalds Corp	$6.54M	1.36%	0.00%	-3.4%	Q4 2014
MDTMedtronic plc	$6.54M	1.36%	0.01%	-0.6%	Q4 2014
DUKDuke Energy CORP	$6.49M	1.35%	0.01%	+0.6%	Q4 2014
VVisa Inc.	$6.44M	1.34%	0.00%	-1.3%	Q4 2014
HSYHershey Co	$6.24M	1.30%	0.01%	-1.3%	Q4 2014
CVXChevron Corp	$6.21M	1.29%	0.00%	-0.3%	Q4 2014
HONHoneywell International Inc	$6.04M	1.26%	0.00%	-1.6%	Q4 2014
KOCoca Cola Co	$5.74M	1.19%	0.00%	+0.5%	Q4 2014
WMTWalmart Inc.	$5.69M	1.18%	0.00%	-3.1%	Q4 2014
KMIKinder Morgan, Inc.	$5.57M	1.16%	0.01%	+2.2%	Q4 2018
QCOMQualcomm Inc	$5.48M	1.14%	0.00%	+0.2%	Q4 2014
PGPROCTER & GAMBLE Co	$5.06M	1.05%	0.00%	+1.1%	Q4 2014
CORCencora, Inc.	$5.03M	1.05%	0.01%	-2.4%	Q1 2016
FANGDiamondback Energy, Inc.	$4.62M	0.96%	0.01%	-1.0%	Q3 2023
EMREmerson Electric Co	$4.52M	0.94%	0.01%	-1.7%	Q4 2014
AXPAmerican Express Co	$4.39M	0.91%	0.00%	-0.4%	Q4 2014
SYYSysco Corp	$4.2M	0.87%	0.01%	+1.1%	Q4 2014
BMYBristol Myers Squibb Co	$4.2M	0.87%	0.00%	+0.8%	Q3 2017
AMZNAmazon Com Inc	$4.17M	0.87%	0.00%	+1.7%	Q1 2021
SBUXStarbucks Corp	$4.15M	0.86%	0.00%	-0.6%	Q4 2018
DOVDOVER Corp	$3.96M	0.82%	0.01%	-1.2%	Q4 2014
JPMJPMorgan Chase & Co	$3.88M	0.81%	0.00%	-2.1%	Q1 2021
BDXBecton Dickinson & Co	$3.85M	0.80%	0.01%	+30.1%	Q4 2014
RNRRenaissancere Holdings Ltd	$3.82M	0.79%	0.03%	-0.6%	Q2 2022
GISGeneral Mills Inc	$3.77M	0.78%	0.02%	+4.7%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$3.66M	0.76%	Not reported	-0.4%	Q1 2021
KRKroger Co	$3.61M	0.75%	0.01%	+1.0%	Q3 2016
LAMRLamar Advertising Co	$3.6M	0.75%	Not reported	+25.4%	Q3 2025
ADPAutomatic Data Processing Inc	$3.55M	0.74%	0.00%	-2.3%	Q4 2014
CATCaterpillar Inc	$3.49M	0.73%	0.00%	0.0%	Q2 2017
COSTCostco Wholesale Corp	$3.37M	0.70%	0.00%	-1.0%	Q1 2021
ABTAbbott Laboratories	$3.36M	0.70%	0.00%	+1.1%	Q4 2014
ICEIntercontinental Exchange, Inc.	$3.18M	0.66%	0.00%	+3.5%	Q2 2022
DLRDigital Realty Trust, Inc.	$3.14M	0.65%	0.01%	+0.2%	Q2 2020

Q4 2025Reported Jan 27, 2026121 positions
AAPLApple Inc.	$23.8M	5.02%	0.00%	-2.7%	Q4 2014
MSFTMicrosoft Corp	$16.7M	3.52%	0.00%	-1.9%	Q4 2014
CSCOCisco Systems, Inc.	$14.1M	2.97%	0.00%	-0.7%	Q4 2014
JNJJohnson & Johnson	$12.9M	2.73%	0.00%	-0.1%	Q4 2014
RTXRTX Corp	$12.7M	2.68%	0.01%	-3.4%	Q3 2021
MOAltria Group, Inc.	$12.7M	2.68%	0.01%	0.0%	Q4 2014
PMPhilip Morris International Inc.	$11.3M	2.39%	0.00%	+0.4%	Q4 2014
AMGNAmgen Inc	$11M	2.32%	0.01%	+0.1%	Q4 2014
ABBVAbbVie Inc.	$10.7M	2.26%	0.00%	0.0%	Q3 2017
TRVTravelers Companies, Inc.	$10.3M	2.17%	0.02%	0.0%	Q4 2014
GLWCorning Inc	$8.44M	1.78%	0.01%	-5.7%	Q4 2014
CMECme Group Inc.	$8.27M	1.74%	0.01%	+0.3%	Q1 2023
VVisa Inc.	$7.58M	1.60%	0.00%	+0.1%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.51M	1.58%	Not reported	-1.3%	Q1 2021
MDTMedtronic plc	$7.3M	1.54%	0.01%	+0.4%	Q4 2014
QCOMQualcomm Inc	$7.26M	1.53%	0.00%	+0.5%	Q4 2014
CBChubb Ltd	$7.26M	1.53%	0.01%	+0.7%	Q4 2014
VZVerizon Communications Inc	$7.08M	1.49%	0.00%	-0.7%	Q4 2014
MCDMcdonalds Corp	$6.66M	1.40%	0.00%	-0.6%	Q4 2014
LMTLockheed Martin Corp	$5.85M	1.23%	0.01%	+5.4%	Q1 2016
DUKDuke Energy CORP	$5.77M	1.22%	0.01%	+1.3%	Q4 2014
CORCencora, Inc.	$5.54M	1.17%	0.01%	-1.9%	Q1 2016
HSYHershey Co	$5.53M	1.17%	0.02%	+0.9%	Q4 2014
AXPAmerican Express Co	$5.39M	1.14%	0.00%	-1.8%	Q4 2014
HONHoneywell International Inc	$5.3M	1.12%	0.00%	+1.6%	Q4 2014
WMTWalmart Inc.	$5.26M	1.11%	0.00%	-0.7%	Q4 2014
KOCoca Cola Co	$5.25M	1.11%	0.00%	+0.5%	Q4 2014
PGPROCTER & GAMBLE Co	$4.97M	1.05%	0.00%	+0.6%	Q4 2014
EMREmerson Electric Co	$4.66M	0.98%	0.01%	-1.3%	Q4 2014
ADPAutomatic Data Processing Inc	$4.6M	0.97%	0.00%	-0.7%	Q4 2014
CVXChevron Corp	$4.58M	0.97%	0.00%	+3.6%	Q4 2014
AMZNAmazon Com Inc	$4.55M	0.96%	0.00%	+6.0%	Q1 2021
GISGeneral Mills Inc	$4.49M	0.95%	0.02%	+1.6%	Q4 2014
KMIKinder Morgan, Inc.	$4.46M	0.94%	0.01%	+2.7%	Q4 2018
JPMJPMorgan Chase & Co	$4.34M	0.91%	0.00%	+3.1%	Q1 2021
SYYSysco Corp	$4.29M	0.91%	0.01%	+1.1%	Q4 2014
ABTAbbott Laboratories	$4.05M	0.85%	0.00%	-0.4%	Q4 2014
SBUXStarbucks Corp	$3.92M	0.83%	0.00%	-2.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.91M	0.82%	Not reported	+18.4%	Q1 2021
DOVDOVER Corp	$3.75M	0.79%	0.01%	-0.5%	Q4 2014
BMYBristol Myers Squibb Co	$3.7M	0.78%	0.00%	+5.9%	Q3 2017
BDXBecton Dickinson & Co	$3.66M	0.77%	0.01%	+2.9%	Q4 2014
RNRRenaissancere Holdings Ltd	$3.63M	0.77%	0.03%	+1.2%	Q2 2022
FANGDiamondback Energy, Inc.	$3.55M	0.75%	0.01%	-0.2%	Q3 2023
NVDANvidia Corp	$3.27M	0.69%	0.00%	+11.8%	Q1 2018
ICEIntercontinental Exchange, Inc.	$3.16M	0.67%	0.00%	+1.6%	Q2 2022
ELVElevance Health, Inc.	$3.12M	0.66%	0.00%	+1.7%	Q4 2014
KRKroger Co	$3.09M	0.65%	0.01%	+2.6%	Q3 2016
ROLRollins Inc	$3.01M	0.63%	0.01%	0.0%	Q4 2014
COSTCostco Wholesale Corp	$2.95M	0.62%	0.00%	-0.5%	Q1 2021

Q3 2025Reported Nov 3, 2025117 positions
AAPLApple Inc.	$23M	4.98%	0.00%	-2.9%	Q4 2014
MSFTMicrosoft Corp	$18.2M	3.96%	0.00%	-3.6%	Q4 2014
MOAltria Group, Inc.	$14.5M	3.15%	0.01%	-0.9%	Q4 2014
CSCOCisco Systems, Inc.	$12.6M	2.73%	0.00%	+0.5%	Q4 2014
RTXRTX Corp	$12M	2.60%	0.01%	-2.4%	Q3 2021
JNJJohnson & Johnson	$11.6M	2.52%	0.00%	+0.4%	Q4 2014
PMPhilip Morris International Inc.	$11.4M	2.48%	0.00%	-1.2%	Q4 2014
ABBVAbbVie Inc.	$10.9M	2.36%	0.00%	+1.0%	Q3 2017
TRVTravelers Companies, Inc.	$9.91M	2.15%	0.02%	-0.3%	Q4 2014
AMGNAmgen Inc	$9.49M	2.06%	0.01%	+0.8%	Q4 2014
GLWCorning Inc	$8.38M	1.82%	0.01%	-2.9%	Q4 2014
CMECme Group Inc.	$8.15M	1.77%	0.01%	+0.9%	Q1 2023
VZVerizon Communications Inc	$7.69M	1.67%	0.00%	+1.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$7.62M	1.65%	Not reported	-4.0%	Q1 2021
VVisa Inc.	$7.36M	1.60%	0.00%	-0.3%	Q4 2014
MDTMedtronic plc	$7.21M	1.56%	0.01%	+0.7%	Q4 2014
QCOMQualcomm Inc	$7.03M	1.52%	0.00%	+1.1%	Q4 2014
MCDMcdonalds Corp	$6.67M	1.45%	0.00%	-0.9%	Q4 2014
CBChubb Ltd	$6.52M	1.41%	0.01%	Not reported	Q4 2014
DUKDuke Energy CORP	$6.02M	1.31%	0.01%	+0.6%	Q4 2014
LMTLockheed Martin Corp	$5.73M	1.24%	0.00%	+0.7%	Q1 2016
HSYHershey Co	$5.63M	1.22%	0.01%	+1.5%	Q4 2014
HONHoneywell International Inc	$5.63M	1.22%	0.00%	-0.3%	Q4 2014
PGPROCTER & GAMBLE Co	$5.3M	1.15%	0.00%	+0.6%	Q4 2014
ADPAutomatic Data Processing Inc	$5.28M	1.15%	0.00%	-1.3%	Q4 2014
CORCencora, Inc.	$5.23M	1.13%	0.01%	-0.1%	Q1 2016
KOCoca Cola Co	$4.95M	1.07%	0.00%	-2.6%	Q4 2014
AXPAmerican Express Co	$4.93M	1.07%	0.00%	+0.6%	Q4 2014
WMTWalmart Inc.	$4.9M	1.06%	0.00%	-2.6%	Q4 2014
GISGeneral Mills Inc	$4.8M	1.04%	0.02%	+2.8%	Q4 2014
SYYSysco Corp	$4.74M	1.03%	0.01%	-8.8%	Q4 2014
EMREmerson Electric Co	$4.67M	1.01%	0.01%	-2.0%	Q4 2014
CVXChevron Corp	$4.51M	0.98%	0.00%	+0.7%	Q4 2014
KMIKinder Morgan, Inc.	$4.48M	0.97%	0.01%	+3.1%	Q4 2018
ABTAbbott Laboratories	$4.35M	0.94%	0.00%	-1.6%	Q4 2014
JPMJPMorgan Chase & Co	$4.12M	0.89%	0.00%	-2.3%	Q1 2021
AMZNAmazon Com Inc	$4.08M	0.89%	0.00%	+1.5%	Q1 2021
SBUXStarbucks Corp	$4.03M	0.87%	0.00%	+1.9%	Q4 2018
BDXBecton Dickinson & Co	$3.43M	0.74%	0.01%	+3.1%	Q4 2014
FANGDiamondback Energy, Inc.	$3.38M	0.73%	0.01%	+1.6%	Q3 2023
KMBKimberly Clark Corp	$3.34M	0.72%	0.01%	+2.1%	Q4 2014
KRKroger Co	$3.25M	0.70%	0.01%	+1.5%	Q3 2016
RNRRenaissancere Holdings Ltd	$3.24M	0.70%	0.03%	+1.6%	Q2 2022
ICEIntercontinental Exchange, Inc.	$3.24M	0.70%	0.00%	+1.8%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$3.23M	0.70%	Not reported	+4.0%	Q1 2021
DOVDOVER Corp	$3.22M	0.70%	0.01%	-0.2%	Q4 2014
COSTCostco Wholesale Corp	$3.18M	0.69%	0.00%	-0.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$3.06M	0.66%	0.00%	+0.7%	Q4 2023
DLRDigital Realty Trust, Inc.	$3.02M	0.66%	0.01%	+0.2%	Q2 2020
ROLRollins Inc	$2.95M	0.64%	0.01%	0.0%	Q4 2014

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