Benedict Financial Advisors Inc Portfolio Holdings

Benedict Financial Advisors Inc

  • $435 Million
  • Q2 2025

Benedict Financial Advisors Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $435 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19M, Microsoft Corp with a value of $18.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M, Altria Group, Inc. with a value of $13M, and Philip Morris International Inc. with a value of $13M.

Examining the 13F form we can see an increase of $6.01M in the current position value, from $429M to 435M.

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

Portfolio value $435 Million
Consumer Defensive: $82.7 Million
Technology: $74.2 Million
Financial Services: $63.9 Million
Healthcare: $59.6 Million
Industrials: $50.2 Million
ETFs: $29.8 Million
Consumer Cyclical: $24.3 Million
Energy: $17.7 Million
Other: $32.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.6B
$3.06 Million 0.7% of portfolio
17,768
Q2 2025 Added 4.64%
$10.5B
$3.05 Million 0.7% of portfolio
12,577
Q2 2025 Added 0.34%
$48.7B
$3.04 Million 0.7% of portfolio
17,452
Q2 2025 Reduced 0.04%
$155B
$3.03 Million 0.7% of portfolio
49,567
Q2 2025 Added 0.86%
$0
$2.85 Million 0.66% of portfolio
5,173
Q2 2025 Added 2.17%
$28.5B
$2.83 Million 0.65% of portfolio
50,193
Q2 2025 Added 0.88%
$8.21B
$2.76 Million 0.63% of portfolio
26,541
Q2 2025 Added 0.45%
$63.5B
$2.71 Million 0.62% of portfolio
26,915
Q2 2025 Added 0.94%
$177B
$2.67 Million 0.61% of portfolio
13,706
Q2 2025 Reduced 0.2%
$15.7B
$2.67 Million 0.61% of portfolio
24,305
Q2 2025 Added 0.03%
$152B
$2.53 Million 0.58% of portfolio
11,423
Q2 2025 Added 0.13%
$456B
$2.49 Million 0.57% of portfolio
15,771
Q2 2025 Added 2.03%
$112B
$2.49 Million 0.57% of portfolio
36,113
Q2 2025 Reduced 4.35%
$10.2B
$2.45 Million 0.56% of portfolio
66,026
Q2 2025 Reduced 10.75%
$48.9B
$2.41 Million 0.55% of portfolio
24,403
Q2 2025 Added 2.86%
$50.7B
$2.34 Million 0.54% of portfolio
48,043
Q2 2025 Added 0.25%
$39.2B
$2.34 Million 0.54% of portfolio
7,034
Q2 2025 Added 0.04%
$86B
$2.27 Million 0.52% of portfolio
32,838
Q2 2025 Reduced 0.07%
$245B
$2.26 Million 0.52% of portfolio
22,767
Q2 2025 Added 1.49%
$3.01B
$2.21 Million 0.51% of portfolio
30,540
Q2 2025 Reduced 0.26%
$32.2B
$2.24 Million 0.51% of portfolio
42,414
Q2 2025 Reduced 1.95%
$257B
$2.13 Million 0.49% of portfolio
17,588
Q2 2025 Added 0.92%
$139B
$2.1 Million 0.48% of portfolio
10,020
Q2 2025 Added 21.63%
$218B
$2.01 Million 0.46% of portfolio
5,171
Q2 2025 Added 1.59%
$202B
$2.01 Million 0.46% of portfolio
15,195
Q2 2025 Added 0.28%
$19.7B
$1.97 Million 0.45% of portfolio
17,281
Q2 2025 Reduced 0.02%
$16.4B
$1.97 Million 0.45% of portfolio
33,974
Q2 2025 Reduced 7.58%
$86.2B
$1.9 Million 0.44% of portfolio
6,515
Q2 2025 Added 1.43%
$102B
$1.9 Million 0.44% of portfolio
20,701
Q2 2025 Added 0.04%
$0
$1.81 Million 0.42% of portfolio
9,294
Q2 2025 Reduced 0.45%
$185B
$1.7 Million 0.39% of portfolio
19,996
Q2 2025 Reduced 0.92%
$207B
$1.69 Million 0.39% of portfolio
13,661
Q2 2025 New
$182B
$1.62 Million 0.37% of portfolio
17,314
Q2 2025 Added 2.41%
$19.1B
$1.57 Million 0.36% of portfolio
61,878
Q2 2025 Added 157.52%
$150B
$1.37 Million 0.32% of portfolio
12,371
Q2 2025 Added 0.37%
$27.4B
$1.34 Million 0.31% of portfolio
8,238
Q2 2025 Added 7.93%
$141B
$1.31 Million 0.3% of portfolio
18,806
Q2 2025 Added 0.64%
$35.6B
$1.3 Million 0.3% of portfolio
22,515
Q2 2025 Added 2.95%
$14.7B
$1.27 Million 0.29% of portfolio
13,284
Q2 2025 Added 0.31%
$1.21T
$1.2 Million 0.28% of portfolio
6,797
Q2 2025 Reduced 63.42%
$19B
$1.17 Million 0.27% of portfolio
9,643
Q2 2025 Added 0.13%
$0
$1.16 Million 0.27% of portfolio
10,526
Q2 2025 Added 11.13%
$33.1B
$1.07 Million 0.25% of portfolio
13,130
Q2 2025 Added 59.83%
$210B
$1.11 Million 0.25% of portfolio
3,755
Q2 2025 Added 0.05%
$0
$975,000 0.22% of portfolio
11,772
Q2 2025 Reduced 13.03%
$55B
$912,000 0.21% of portfolio
12,466
Q2 2025 Reduced 2.72%
$442B
$886,000 0.2% of portfolio
8,226
Q2 2025 Added 0.1%
$0
$774,000 0.18% of portfolio
1,824
Q1 2025 Reduced 9.84%
$381B
$751,000 0.17% of portfolio
15,876
Q2 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $435 Million
  • Prior Value $429 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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