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
125 檔
15.0%
According to the latest 13F quarterly dataset, Benedict Financial Advisors Inc managed an equity portfolio of $514.7M at the end of Q2 2025, spanning 125 distinct U.S. exchange-listed positions.
In Q2 2025, Benedict Financial Advisors Inc displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.17% | -1.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.19% | -2.03% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.19% | -0.02% | +12.03% | |
| 4 | MO | Altria Group Inc | Stock-Consumer Staples | 2.95% | +0.02% | +0.40% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 2.94% | +0.04% | -2.07% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.88% | +1.03% | -0.02% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.43% | -0.26% | -1.28% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.16% | -0.11% | +0.69% | |
| 9 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.16% | +0.11% | -0.83% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.11% | -0.10% | +0.79% | |
| 11 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.04% | -0.12% | +235.40% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.96% | +0.19% | +1.13% | |
| 13 | CME | Cme Group Inc | Stock-Financials | 1.87% | -0.56% | +0.84% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | +0.08% | -0.59% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.04% | +1.01% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.68% | -0.39% | +0.51% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.51% | +0.36% | +1.26% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 1.50% | +0.09% | +12.70% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 1.48% | -0.19% | +0.57% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.47% | -0.26% | +0.14% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.41% | -1.26% | EXIT | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.29% | -0.13% | +0.29% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.27% | +0.02% | -1.95% | |
| 24 | GLW | Corning Inc | Stock-Tech | 1.25% | +1.29% | +0.13% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.04% | -0.08% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.01% | -2.86% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.20% | -0.34% | +1.27% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 1.14% | -0.17% | -1.84% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.12% | -0.27% | +2.14% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +0.01% | +0.14% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.09% | -0.10% | +3.33% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.22% | -2.65% | |
| 33 | AXP | American Express Co | Stock-Financials | 1.07% | +0.05% | +0.86% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.02% | -0.12% | +3.57% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -0.09% | -0.23% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.97% | +0.05% | +1.40% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.33% | +1.75% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.05% | +3.63% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.02% | -1.93% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.85% | +0.01% | +0.09% | |
| 41 | DOV | Dover CORP | Stock-Industrials | 0.80% | -0.01% | -0.06% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | +0.01% | -3.81% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.78% | -0.15% | +2.25% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.10% | -2.40% | |
| 45 | KR | Kroger Co | Stock-Consumer Staples | 0.77% | -0.20% | +2.28% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.77% | +0.06% | +4.29% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.74% | +0.11% | +1.04% | |
| 48 | FANG | Diamondback Energy Inc | Stock-Energy | 0.72% | -0.16% | +3.76% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.71% | +0.40% | -1.17% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.70% | -0.09% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | +1.5% | +235.40% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | -2.03% | Trim |
| 3 | SYY | Sysco CORP | +0.5% | +12.70% | Add |
| 4 | DIS | Walt Disney Co/the | +0.4% | NEW | New buy |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +12.03% | Add |
| 6 | PM | Philip Morris International | +0.3% | -2.07% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.02% | Trim |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.17% | Trim |
| 9 | CTRA | Coterra Energy Inc | +0.2% | +157.52% | Add |
| 10 | EMR | Emerson Electric Co | +0.2% | +0.14% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +2.03% | Add |
| 12 | AXP | American Express Co | +0.2% | +0.86% | Add |
| 13 | BA | Boeing Co/the | +0.2% | +21.63% | Add |
| 14 | RTX | Rtx CORP | +0.1% | -1.28% | Trim |
| 15 | GLW | Corning Inc | +0.1% | +0.13% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +3.63% | Add |
| 17 | DLR | Digital Realty Trust Inc | +0.1% | -0.04% | Trim |
| 18 | ROK | Rockwell Automation Inc | +0.1% | +0.04% | Add |
| 19 | HON | Honeywell International Inc | +0.1% | +0.60% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -1.93% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.17% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +2.41% | Add |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.20% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | -2.65% | Trim |
| 25 | CAT | Caterpillar Inc | +0.1% | +1.59% | Add |
| 26 | CME | Cme Group Inc | +0.1% | +0.84% | Add |
| 27 | QCOM | Qualcomm Inc | 0% | +1.26% | Add |
| 28 | KMI | Kinder Morgan, Inc. | 0% | +3.57% | Add |
| 29 | ICE | Intercontinental Exchange In | 0% | +2.25% | Add |
| 30 | ELV | Elevance Health Inc | -0.1% | +1.04% | Add |
| 31 | XLV | Ss Health Care Select Sector | -0.1% | +0.09% | Add |
| 32 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 33 | FANG | Diamondback Energy Inc | -0.1% | +3.76% | Add |
| 34 | WTRG | Essential Utilities Inc | -0.1% | -10.75% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -0.08% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | +0.51% | Add |
| 37 | MCD | Mcdonald's CORP | -0.1% | +0.14% | Add |
| 38 | LYB | LyondellBasell Industries N.V. | -0.2% | -7.58% | Trim |
| 39 | GIS | General Mills Inc | -0.2% | +3.33% | Add |
| 40 | CVX | Chevron CORP | -0.2% | +1.75% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.01% | Add |
| 42 | BDX | Becton Dickinson And Co | -0.2% | +4.64% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.69% | Add |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | +0.01% | Add |
| 45 | ABBV | Abbvie Inc | -0.3% | +1.13% | Add |
| 46 | AMGN | Amgen Inc | -0.3% | +0.79% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | -63.42% | Trim |
| 48 | SYK | Stryker CORP | -0.5% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -0.5% | -1.02% | Trim |
| 50 | CB | Chubb Limited | -1.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Benedict Financial Advisors Inc reported a total U.S. public equity portfolio value of $514.7M across 125 disclosed positions in Q2 2025.
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, BIL) accounted for 15.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
DIS
市值: $1.7M
Top Position Liquidated / Trimmed
CB
前期市值: $7.0M
During Q2 2025, Benedict Financial Advisors Inc's top holdings by market value included AAPL (4.3%)、MSFT (4.1%)、BIL (3.2%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q2 2025, Benedict Financial Advisors Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 14 holdings, and fully liquidating 3 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.