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CIK: 0000711089
Total reported value
$514.7M
$514.7M
126 檔
12.7%
During the Q1 2024 filing period, Benedict Financial Advisors Inc (CIK: 0000711089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $514.7M across 126 reported positions.
During Q1 2024, Benedict Financial Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.17% | -1.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.19% | -2.84% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.49% | -0.11% | -0.70% | |
| 4 | MO | Altria Group Inc | Stock-Consumer Staples | 2.44% | +0.02% | +0.97% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 2.37% | -0.10% | -0.45% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.29% | +1.03% | -0.14% | |
| 7 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.15% | +0.11% | -0.05% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.10% | +0.19% | +1.60% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.94% | -0.26% | -0.08% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 1.90% | +0.36% | +0.08% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.81% | -0.39% | +1.15% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.80% | -0.26% | -0.69% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.04% | -1.27% | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.59% | +0.04% | +0.81% | |
| 15 | GIS | General Mills Inc | Stock-Consumer Staples | 1.58% | -0.10% | -1.07% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.58% | -0.19% | +1.70% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.52% | -0.11% | -0.19% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +0.08% | +0.57% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.04% | -0.58% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.43% | -0.56% | +6.02% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.39% | +0.05% | -2.33% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.36% | -1.26% | EXIT | |
| 23 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.36% | -0.27% | +2.29% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.29% | -0.34% | +1.06% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.01% | -2.00% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.26% | +0.02% | -0.49% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 1.14% | -0.13% | +1.00% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 1.13% | +0.09% | -0.29% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 1.11% | +0.01% | -1.10% | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | +0.11% | +0.60% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.33% | -0.66% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 1.09% | -0.17% | -1.31% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 1.07% | +0.01% | -0.84% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.04% | -0.09% | +2.01% | |
| 35 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.02% | — | +0.85% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.99% | -0.07% | -0.30% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | -0.09% | -0.84% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.97% | -0.62% | EXIT | |
| 39 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.95% | +0.02% | +2.88% | |
| 40 | DOV | Dover CORP | Stock-Industrials | 0.93% | -0.01% | -1.07% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.92% | +0.18% | +2.04% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.22% | +197.87% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.85% | +1.29% | +5.41% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | +0.01% | -6.91% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.85% | +0.06% | -0.21% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.05% | -0.50% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.84% | +0.05% | +5.25% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.81% | +0.05% | -0.38% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.10% | +4.63% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.07% | +0.64% |
According to official SEC Form 13F filings, Benedict Financial Advisors Inc reported a total U.S. public equity portfolio value of $514.7M across 126 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JNJ) accounted for 12.7% of total reported equity market value during Q1 2024.
During Q1 2024, Benedict Financial Advisors Inc's top holdings by market value included AAPL (4.7%)、MSFT (4.6%)、JNJ (2.5%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q1 2024, Benedict Financial Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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