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CIK: 0000711089
Total reported value
$514.7M
$514.7M
123 檔
14.0%
During the Q4 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 123 reported positions.
Benedict Financial Advisors Inc executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.98% | +0.17% | -1.68% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.19% | -3.21% | |
| 3 | MO | Altria Group Inc | Stock-Consumer Staples | 2.81% | +0.02% | +0.32% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 2.64% | +1.03% | +0.89% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.16% | -0.11% | +0.04% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.13% | -0.02% | +26.94% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.13% | -0.26% | -1.22% | |
| 8 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.12% | +0.11% | -0.56% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 2.11% | +0.04% | +0.95% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.06% | -0.10% | +0.81% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.98% | +0.19% | +0.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.04% | +0.87% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.08% | +1.02% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.66% | -0.39% | +0.98% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 1.63% | -0.56% | +2.95% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.56% | -0.26% | -0.99% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.55% | +0.36% | -1.01% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.53% | -0.11% | -0.30% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.45% | -1.26% | EXIT | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.43% | -0.19% | +0.33% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.04% | -0.62% | |
| 22 | GIS | General Mills Inc | Stock-Consumer Staples | 1.36% | -0.10% | +0.18% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.35% | +0.02% | -1.51% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.30% | -0.34% | -1.00% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.25% | -0.13% | +2.64% | |
| 26 | GLW | Corning Inc | Stock-Tech | 1.22% | +1.29% | +1.48% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.01% | +0.99% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.18% | -0.22% | -3.80% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.15% | -0.27% | +1.32% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | +0.01% | -1.14% | |
| 31 | AXP | American Express Co | Stock-Financials | 1.08% | +0.05% | +2.40% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.03% | +0.09% | +0.87% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.01% | +0.05% | +3.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.05% | +3.43% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.33% | +0.52% | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.95% | -0.17% | -0.78% | |
| 37 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.94% | -0.12% | +9.35% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | +0.01% | -0.18% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.09% | -0.44% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.91% | -0.09% | +1.25% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.10% | +0.98% | |
| 42 | DOV | Dover CORP | Stock-Industrials | 0.90% | -0.01% | -1.77% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.89% | -0.07% | +1.68% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | +0.01% | +1.13% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.02% | +3.02% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.10% | -2.82% | |
| 47 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.83% | +0.02% | +3.71% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.80% | +0.05% | -3.78% | |
| 49 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.80% | +0.06% | -0.61% | |
| 50 | FANG | Diamondback Energy Inc | Stock-Energy | 0.79% | -0.16% | +25.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +26.94% | Add |
| 2 | AAPL | Apple Inc | +0.5% | -1.68% | Trim |
| 3 | CSCO | Cisco Systems Inc | +0.4% | +0.89% | Add |
| 4 | V | Visa Inc-class A Shares | +0.3% | +1.02% | Add |
| 5 | KMI | Kinder Morgan, Inc. | +0.3% | +9.35% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +3.43% | Add |
| 7 | C | Citigroup Inc | +0.2% | +42.17% | Add |
| 8 | HON | Honeywell International Inc | +0.2% | +0.76% | Add |
| 9 | CME | Cme Group Inc | +0.2% | +2.95% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +13.12% | Add |
| 11 | MO | Altria Group Inc | +0.2% | +0.32% | Add |
| 12 | FANG | Diamondback Energy Inc | +0.1% | +25.53% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +3.02% | Add |
| 14 | EMR | Emerson Electric Co | +0.1% | -1.14% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.98% | Add |
| 16 | AXP | American Express Co | +0.1% | +2.40% | Add |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +1.25% | Add |
| 18 | WMT | Walmart Inc | +0.1% | -3.80% | Trim |
| 19 | GLW | Corning Inc | +0.1% | +1.48% | Add |
| 20 | KR | Kroger Co | +0.1% | +5.83% | Add |
| 21 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 22 | CB | Chubb Limited | 0% | -0.30% | Trim |
| 23 | MCD | Mcdonald's CORP | -0.1% | -0.99% | Trim |
| 24 | PEP | Pepsico Inc | -0.1% | -1.24% | Trim |
| 25 | KMB | Kimberly-clark CORP | -0.1% | -0.61% | Trim |
| 26 | NVS | Novartis Ag-sponsored Adr | -0.1% | -0.21% | Trim |
| 27 | RTX | Rtx CORP | -0.1% | -1.22% | Trim |
| 28 | EXPD | Expeditors Intl Wash Inc | -0.1% | -0.09% | Trim |
| 29 | UL | Unilever PLC | -0.1% | -0.22% | Trim |
| 30 | ADM | Archer-daniels-midland Co | -0.1% | -0.69% | Trim |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -25.11% | Trim |
| 32 | XLV | Ss Health Care Select Sector | -0.1% | -0.18% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | -3.21% | Trim |
| 34 | HSY | Hershey Co/the | -0.1% | +1.32% | Add |
| 35 | HRL | Hormel Foods CORP | -0.1% | -59.53% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | +0.98% | Add |
| 37 | MDT | Medtronic plc | -0.1% | +0.33% | Add |
| 38 | KO | Coca-cola Co/the | -0.1% | +0.99% | Add |
| 39 | QCOM | Qualcomm Inc | -0.1% | -1.01% | Trim |
| 40 | ABBV | Abbvie Inc | -0.2% | +0.56% | Add |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | EXIT | Sold out |
| 42 | GIS | General Mills Inc | -0.2% | +0.18% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.04% | Add |
| 44 | LYB | LyondellBasell Industries N.V. | -0.2% | -5.03% | Trim |
| 45 | LMT | Lockheed Martin CORP | -0.2% | -1.00% | Trim |
| 46 | BOND | Pimco Active Bond Exchange-t | -0.3% | EXIT | Sold out |
| 47 | ELV | Elevance Health Inc | -0.3% | -0.41% | Trim |
| 48 | CVS | Cvs Health CORP | -0.3% | -17.64% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -3.78% | Trim |
| 50 | AMGN | Amgen Inc | -0.4% | +0.81% | Add |
According to official SEC Form 13F filings, Benedict Financial Advisors Inc reported a total U.S. public equity portfolio value of $514.7M across 123 disclosed positions in Q4 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, MO) accounted for 14.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
PYLD
市值: $309.6K
Top Position Liquidated / Trimmed
BOND
前期市值: $1.1M
During Q4 2024, Benedict Financial Advisors Inc's top holdings by market value included AAPL (6.0%)、MSFT (3.9%)、MO (2.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q4 2024, Benedict Financial Advisors Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 2 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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