Benedict Financial Advisors Inc Top Holdings and 13F Report (2026) About Benedict Financial Advisors IncInvestment ActivityBenedict Financial Advisors Inc has $480.50 million in total holdings as of December 31, 2025.Benedict Financial Advisors Inc owns shares of 133 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 2.26% of the portfolio was sold this quarter.This quarter, Benedict Financial Advisors Inc has purchased 134 new stocks and bought additional shares in 45 stocks.Benedict Financial Advisors Inc sold shares of 80 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $21,367,176Johnson & Johnson $15,003,906Altria Group $14,357,258SPDR Bloomberg 1-3 Month T-Bill ETF $14,291,472Cisco Systems $13,930,769 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $1,120,092 Holding49714P108 - Kinsale Capital Group $456,890 Holding02079K107 - Alphabet $288,781 Holding64110L106 - Netflix $264,605 Holding97717X669 - WisdomTree U.S. Quality Dividend Growth Fund $202,267 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 5,836 shares (about $1.12M)Becton, Dickinson and Company 5,662 shares (about $890.22K)Microsoft 2,399 shares (about $888.04K)Lamar Advertising 5,762 shares (about $729.81K)Global Payments 8,614 shares (about $579.73K) Largest Sales this Quarter Corning 9,556 shares (about $1.30M)Apple 3,473 shares (about $881.42K)RTX 4,318 shares (about $832.95K)Johnson & Johnson 1,171 shares (about $286.24K)PIMCO Multi Sector Bond Active ETF 9,770 shares (about $255.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenedict Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,367,176$881,416 â–¼-4.0%84,1924.4%Computer and TechnologyJNJJohnson & Johnson$15,003,906$286,238 â–¼-1.9%61,3813.1%MedicalMOAltria Group$14,357,258$170,056 â–¼-1.2%217,5673.0%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,291,472$163,578 â–¼-1.1%155,9523.0%ETFCSCOCisco Systems$13,930,769$254,263 â–¼-1.8%179,5432.9%Computer and TechnologyMSFTMicrosoft$13,679,350$888,044 â–²6.9%36,9542.8%Computer and TechnologyRTXRTX$12,536,831$832,947 â–¼-6.2%64,9912.6%AerospaceGLWCorning$11,800,936$1,299,325 â–¼-9.9%86,7912.5%Computer and TechnologyAMGNAmgen$11,711,116$132,649 â–¼-1.1%33,2842.4%MedicalPMPhilip Morris International$11,548,462$148,475 â–¼-1.3%69,8472.4%Consumer StaplesTRVTravelers Companies$10,264,869$90,421 â–¼-0.9%35,1922.1%FinanceABBVAbbVie$10,119,673$101,134 â–¼-1.0%46,5292.1%MedicalCMECME Group$8,986,606$45,484 â–²0.5%30,4271.9%FinanceVZVerizon Communications$8,810,672$90,310 â–²1.0%175,5111.8%Computer and TechnologyCBChubb$7,846,296$269,539 â–²3.6%24,0741.6%FinanceLMTLockheed Martin$7,546,351$238,128 â–²3.3%12,4861.6%AerospaceBRK.BBerkshire Hathaway$7,048,193$114,531 â–¼-1.6%14,7081.5%FinanceMCDMcDonald's$6,543,226$231,223 â–¼-3.4%21,0541.4%Retail/WholesaleMDTMedtronic$6,540,414$41,245 â–¼-0.6%75,4811.4%MedicalDUKDuke Energy$6,491,570$40,460 â–²0.6%49,5771.4%UtilitiesVVisa$6,441,468$87,651 â–¼-1.3%21,3121.3%Business ServicesHSYHershey$6,236,305$79,206 â–¼-1.3%29,9981.3%Consumer StaplesCVXChevron$6,206,400$17,793 â–¼-0.3%29,9971.3%EnergyHONHoneywell International$6,037,015$99,679 â–¼-1.6%26,7091.3%Multi-Sector ConglomeratesKOCocaCola$5,737,364$30,648 â–²0.5%75,4421.2%Consumer StaplesWALMART INC$5,687,122$179,831 â–¼-3.1%45,7611.2%Common StockKMIKinder Morgan$5,567,048$121,378 â–²2.2%166,0321.2%EnergyQCOMQualcomm$5,479,144$10,560 â–²0.2%42,5471.1%Computer and TechnologyPGProcter & Gamble$5,062,237$55,465 â–²1.1%35,0471.1%Consumer StaplesCORCencora$5,030,536$124,711 â–¼-2.4%16,0141.0%MedicalFANGDiamondback Energy$4,618,493$48,657 â–¼-1.0%23,3501.0%EnergyEMREmerson Electric$4,518,677$79,399 â–¼-1.7%34,4880.9%IndustrialsAXPAmerican Express$4,391,227$17,544 â–¼-0.4%14,5170.9%FinanceSYYSysco$4,202,252$44,938 â–²1.1%58,9130.9%Consumer StaplesBMYBristol Myers Squibb$4,196,142$33,297 â–²0.8%69,1860.9%MedicalAMZNAmazon.com$4,174,668$68,103 â–²1.7%20,0450.9%Retail/WholesaleSBUXStarbucks$4,149,155$26,518 â–¼-0.6%46,3130.9%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$3,980,112$39,291 â–¼-1.0%27,1480.8%ETFDOVDover$3,957,078$47,944 â–¼-1.2%18,9830.8%IndustrialsJPMJPMorgan Chase & Co.$3,878,514$81,483 â–¼-2.1%13,1850.8%FinanceBDXBecton, Dickinson and Company$3,852,998$890,218 â–²30.0%24,5060.8%MedicalRNRRenaissanceRe$3,817,338$24,670 â–¼-0.6%12,8430.8%FinanceGISGeneral Mills$3,768,226$170,468 â–²4.7%101,2420.8%Consumer StaplesQQQInvesco QQQ$3,659,075$15,006 â–¼-0.4%6,3400.8%FinanceKRKroger$3,611,917$37,338 â–²1.0%49,9160.8%Retail/WholesaleLAMRLamar Advertising$3,604,870$729,815 â–²25.4%28,4610.8%FinanceADPAutomatic Data Processing$3,546,956$84,321 â–¼-2.3%17,4570.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,540,854$88,392 â–¼-2.4%16,4640.7%ETFCATCaterpillar$3,492,133$1,417 â–¼0.0%4,9290.7%IndustrialsCOSTCostco Wholesale$3,371,431$32,877 â–¼-1.0%3,3840.7%Retail/WholesaleABTAbbott Laboratories$3,356,841$37,680 â–²1.1%32,6950.7%MedicalICEIntercontinental Exchange$3,178,948$107,737 â–²3.5%20,2120.7%FinanceDLRDigital Realty Trust$3,140,421$5,226 â–²0.2%17,4260.7%FinanceADMArcher Daniels Midland$3,123,623$42,015 â–¼-1.3%42,9720.7%Consumer StaplesTRPTC Energy$3,058,594$16,714 â–¼-0.5%48,8590.6%EnergyNVDANVIDIA$3,042,364$12,905 â–¼-0.4%17,4450.6%Computer and TechnologyTGTTarget$2,956,981$20,725 â–¼-0.7%24,3980.6%Retail/WholesaleCTRACoterra Energy$2,905,072$82,158 â–²2.9%82,6710.6%EnergyCBOECboe Global Markets$2,844,482$5,622 â–²0.2%10,1200.6%Financial ServicesAXSAxis Capital$2,689,843$15,110 â–¼-0.6%26,5240.6%FinanceLOWLowe's Companies$2,664,600$66,633 â–¼-2.4%11,2770.6%Retail/WholesaleROLRollins$2,657,560$21,417 â–¼-0.8%49,7580.6%ConstructionNVSNovartis$2,652,706$17,108 â–¼-0.6%17,3660.6%MedicalTXNTexas Instruments$2,635,100$37,081 â–¼-1.4%13,5730.5%Computer and TechnologyKIMBERLY CLARK CORP$2,578,763$46,402 â–¼-1.8%26,7310.5%Common StockOKEONEOK$2,559,784$190,092 â–²8.0%28,3190.5%EnergyELVElevance Health$2,548,316$55,328 â–¼-2.1%8,7050.5%MedicalRPMRPM International$2,516,644$3,081 â–¼-0.1%25,3180.5%Basic MaterialsCRWDCrowdStrike$2,503,699$52,315 â–²2.1%6,4130.5%Computer and TechnologyUNILEVER PLC SPON ADR$2,471,669$36,917 â–¼-1.5%43,3850.5%Common StockCVSCVS Health$2,470,282$19,104 â–²0.8%34,3950.5%MedicalROKRockwell Automation$2,466,443$20,096 â–¼-0.8%6,8730.5%Computer and TechnologyEXPDExpeditors International of Washington$2,404,635$49,556 â–¼-2.0%16,7890.5%TransportationNSRGYNestle$2,373,484$26,559 â–²1.1%23,9500.5%Consumer StaplesGDGeneral Dynamics$2,365,112$19,563 â–¼-0.8%6,8910.5%AerospaceGPNGlobal Payments$2,293,812$579,729 â–²33.8%34,0830.5%Business ServicesCCitigroup$2,223,863$23,476 â–¼-1.0%19,6090.5%Financial ServicesWTRGEssential Utilities$2,143,271$109,010 â–¼-4.8%53,2230.4%UtilitiesCHRWC.H. Robinson Worldwide$2,094,181$24,081 â–¼-1.1%12,6100.4%TransportationBABoeing$2,076,679$163,802 â–²8.6%10,4340.4%AerospaceSOSouthern$2,071,770$386 â–¼0.0%21,4650.4%UtilitiesHDHome Depot$2,067,981$5,591 â–²0.3%6,2880.4%Retail/WholesaleGOOGLAlphabet$1,995,387$248,740 â–¼-11.1%6,9390.4%Computer and TechnologyPEPPepsiCo$1,990,052$253,279 â–¼-11.3%12,8150.4%Consumer StaplesIWDiShares Russell 1000 Value ETF$1,978,449$41,667 â–²2.2%9,2590.4%ETFSYKStryker$1,869,7730.0%5,6900.4%MedicalDEODiageo$1,865,973$65,517 â–²3.6%25,0630.4%Consumer StaplesNEENextEra Energy$1,809,030$24,892 â–¼-1.4%19,4770.4%UtilitiesSHViShares Short Treasury Bond ETF$1,741,440$274,987 â–²18.8%15,7750.4%ETFRLIRLI$1,677,041$72,669 â–¼-4.2%29,4010.3%FinanceGILDGilead Sciences$1,642,397$44,321 â–¼-2.6%11,7840.3%MedicalORealty Income$1,527,550$37,198 â–²2.5%24,9680.3%FinanceSTZConstellation Brands$1,464,982$130,044 â–²9.7%9,7670.3%Consumer StaplesUBERUber Technologies$1,256,186$34,167 â–²2.8%17,4640.3%Computer and TechnologyNVONovo Nordisk A/S$1,230,721$74,897 â–¼-5.7%33,4890.3%MedicalNKENIKE$1,141,671$34,862 â–²3.1%21,6140.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$1,120,092$1,120,092 â–²New Holding5,8360.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,115,521$130,626 â–¼-10.5%13,5100.2%ManufacturingDISWalt Disney$1,091,826$53,300 â–¼-4.7%11,3280.2%Consumer DiscretionaryGPCGenuine Parts$1,018,022$5,922 â–¼-0.6%9,6270.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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