13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000711089
Total reported value
$514.7M
$514.7M
126 檔
13.6%
In Q2 2024, Benedict Financial Advisors Inc's U.S. equity holdings reached a combined market value of $514.7M, distributed across 126 disclosed stock positions.
During Q2 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 | 5.57% | +0.17% | -2.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.72% | -0.19% | -4.02% | |
| 3 | AMGN | Amgen Inc | Stock-Healthcare | 2.57% | -0.10% | -1.28% | |
| 4 | MO | Altria Group Inc | Stock-Consumer Staples | 2.56% | +0.02% | +0.15% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.30% | -0.11% | -0.20% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.18% | +1.03% | +0.04% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 2.16% | +0.36% | -3.48% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.00% | +0.19% | +0.90% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 1.98% | -0.26% | -0.82% | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.87% | +0.11% | -1.32% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 1.80% | +0.04% | +2.32% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.78% | -0.39% | -0.31% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.04% | +0.90% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.55% | -0.26% | -4.89% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.50% | -0.02% | +143.13% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.50% | +0.05% | -2.93% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.48% | -0.11% | -0.95% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.04% | -0.56% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.45% | -0.19% | +1.32% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.08% | +1.08% | |
| 21 | GIS | General Mills Inc | Stock-Consumer Staples | 1.43% | -0.10% | -0.31% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.41% | -1.26% | EXIT | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.38% | -0.56% | +5.63% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.32% | -0.34% | +0.11% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.31% | -0.01% | -0.99% | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.28% | -0.27% | -0.67% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 1.19% | +0.02% | -0.83% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 1.18% | -0.13% | -0.14% | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 1.14% | +0.11% | -1.63% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.08% | -0.33% | +0.09% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 1.06% | +0.01% | -1.42% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 1.06% | +0.01% | +0.02% | |
| 33 | GLW | Corning Inc | Stock-Tech | 1.02% | +1.29% | +1.90% | |
| 34 | COR | Cencora Inc | Stock-Healthcare | 0.99% | -0.17% | -1.28% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 0.99% | +0.09% | +0.05% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.22% | -2.07% | |
| 37 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.96% | — | +0.15% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.94% | -0.07% | +1.03% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.10% | +0.24% | |
| 40 | DOV | Dover CORP | Stock-Industrials | 0.92% | -0.01% | -2.15% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.05% | +0.34% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.90% | +0.06% | -0.40% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.09% | -0.44% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.10% | -0.95% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.85% | +0.05% | -0.17% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | +0.01% | -0.76% | |
| 47 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.81% | +0.02% | +1.36% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.77% | +0.05% | +12.44% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.76% | -0.62% | EXIT | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.09% | -4.44% |
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 Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMGN) accounted for 13.6% of total reported equity market value during Q2 2024.
During Q2 2024, Benedict Financial Advisors Inc's top holdings by market value included AAPL (5.6%)、MSFT (4.7%)、AMGN (2.6%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.