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
$4.34T
$23 Million 5.01% of portfolio
90,134
Q3 2025 Reduced 2.86%
$3.83T
$18.2 Million 3.99% of portfolio
35,221
Q3 2025 Reduced 3.57%
$103B
$14.5 Million 3.18% of portfolio
220,199
Q3 2025 Reduced 0.88%
$0
$14.1 Million 3.09% of portfolio
154,057
Q3 2025 Added 0.38%
$297B
$12.6 Million 2.75% of portfolio
184,091
Q3 2025 Added 0.47%
$258B
$12 Million 2.62% of portfolio
71,738
Q3 2025 Reduced 2.39%
$489B
$11.6 Million 2.54% of portfolio
62,616
Q3 2025 Added 0.43%
$229B
$11.4 Million 2.5% of portfolio
70,489
Q3 2025 Reduced 1.15%
$382B
$10.9 Million 2.38% of portfolio
46,998
Q3 2025 Added 0.98%
$65B
$9.91 Million 2.17% of portfolio
35,495
Q3 2025 Reduced 0.29%
$159B
$9.49 Million 2.07% of portfolio
33,637
Q3 2025 Added 0.82%
$72.1B
$8.38 Million 1.83% of portfolio
102,207
Q3 2025 Reduced 2.9%
$96.3B
$8.15 Million 1.78% of portfolio
30,173
Q3 2025 Added 0.94%
$165B
$7.69 Million 1.68% of portfolio
174,977
Q3 2025 Added 1.87%
$635B
$7.62 Million 1.66% of portfolio
15,147
Q3 2025 Reduced 3.96%
$556B
$7.36 Million 1.61% of portfolio
21,573
Q3 2025 Reduced 0.27%
$194B
$7.03 Million 1.54% of portfolio
42,263
Q3 2025 Added 1.12%
$220B
$6.67 Million 1.46% of portfolio
21,936
Q3 2025 Reduced 0.9%
$119B
$6.52 Million 1.42% of portfolio
23,089
Q3 2025 New
$95.3B
$6.02 Million 1.32% of portfolio
48,651
Q3 2025 Added 0.59%
$127B
$5.73 Million 1.25% of portfolio
11,478
Q3 2025 Added 0.68%
$24.4B
$5.63 Million 1.23% of portfolio
30,117
Q3 2025 Added 1.46%
$132B
$5.63 Million 1.23% of portfolio
26,729
Q3 2025 Reduced 0.25%
$349B
$5.3 Million 1.16% of portfolio
34,469
Q3 2025 Added 0.56%
$108B
$5.28 Million 1.15% of portfolio
17,997
Q3 2025 Reduced 1.27%
$297B
$4.95 Million 1.08% of portfolio
74,649
Q3 2025 Reduced 2.6%
$269B
$4.93 Million 1.08% of portfolio
14,846
Q3 2025 Added 0.56%
$278B
$4.9 Million 1.07% of portfolio
47,519
Q3 2025 Reduced 2.62%
$27.5B
$4.8 Million 1.05% of portfolio
95,186
Q3 2025 Added 2.78%
$37B
$4.74 Million 1.04% of portfolio
57,625
Q3 2025 Reduced 8.81%
$81.4B
$4.67 Million 1.02% of portfolio
35,562
Q3 2025 Reduced 2.0%
$300B
$4.51 Million 0.99% of portfolio
29,044
Q3 2025 Added 0.71%
$58.1B
$4.48 Million 0.98% of portfolio
158,109
Q3 2025 Added 3.07%
$220B
$4.35 Million 0.95% of portfolio
32,456
Q3 2025 Reduced 1.63%
$907B
$4.12 Million 0.9% of portfolio
13,064
Q3 2025 Reduced 2.34%
$2.54T
$4.08 Million 0.89% of portfolio
18,598
Q3 2025 Added 1.5%
$95.1B
$4.03 Million 0.88% of portfolio
47,680
Q3 2025 Added 1.85%
$0
$3.74 Million 0.82% of portfolio
26,858
Q3 2025 Reduced 3.35%
$51.1B
$3.43 Million 0.75% of portfolio
18,311
Q3 2025 Added 3.06%
$24.8B
$3.38 Million 0.74% of portfolio
23,652
Q3 2025 Added 1.6%
$34B
$3.34 Million 0.73% of portfolio
26,851
Q3 2025 Added 2.11%
$45.6B
$3.25 Million 0.71% of portfolio
48,139
Q3 2025 Added 1.51%
$82.1B
$3.24 Million 0.71% of portfolio
19,224
Q3 2025 Added 1.83%
$0
$3.23 Million 0.71% of portfolio
5,378
Q3 2025 Added 3.96%
$11.5B
$3.24 Million 0.71% of portfolio
12,778
Q3 2025 Added 1.6%
$25B
$3.22 Million 0.7% of portfolio
19,316
Q3 2025 Reduced 0.17%
$416B
$3.18 Million 0.69% of portfolio
3,433
Q3 2025 Reduced 0.55%
$38.4B
$3.1 Million 0.68% of portfolio
16,724
Q3 2025 Reduced 0.11%
$0
$3.09 Million 0.67% of portfolio
16,939
Q3 2025 Reduced 0.81%

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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