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CIK: 0000711089
Total reported value
$514.7M
$514.7M
129 檔
16.0%
In Q3 2025, Benedict Financial Advisors Inc's U.S. equity holdings reached a combined market value of $514.7M, distributed across 129 disclosed stock positions.
During Q3 2025, Benedict Financial Advisors Inc performed routine portfolio adjustments (3 new buys, 24 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.98% | +0.17% | -2.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.19% | -3.57% | |
| 3 | MO | Altria Group Inc | Stock-Consumer Staples | 3.15% | +0.02% | -0.88% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.06% | -0.02% | +0.38% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.73% | +1.03% | +0.47% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 2.60% | -0.26% | -2.39% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.52% | -0.11% | +0.42% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 2.48% | +0.04% | -1.15% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.36% | +0.19% | +0.98% | |
| 10 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.15% | +0.11% | -0.29% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.06% | -0.10% | +0.82% | |
| 12 | GLW | Corning Inc | Stock-Tech | 1.82% | +1.29% | -2.90% | |
| 13 | CME | Cme Group Inc | Stock-Financials | 1.77% | -0.56% | +0.94% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.67% | -0.39% | +1.87% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.04% | -3.96% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.08% | -0.27% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.56% | -0.19% | +0.65% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.52% | +0.36% | +1.12% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.45% | -0.26% | -0.90% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.41% | -0.11% | — | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.31% | -0.13% | +0.59% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.34% | +0.68% | |
| 23 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.22% | -0.27% | +1.46% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -1.26% | EXIT | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.04% | +0.56% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | +0.02% | -1.27% | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 1.13% | -0.17% | -0.11% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | -0.01% | -2.60% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.07% | +0.05% | +0.56% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.22% | -2.62% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.04% | -0.10% | +2.78% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.03% | +0.09% | -8.81% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 1.01% | +0.01% | -2.00% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.33% | +0.71% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.97% | -0.12% | +3.07% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | -0.09% | -1.63% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.02% | -2.34% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.05% | +1.50% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.87% | +0.05% | +1.85% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.81% | +0.01% | -3.35% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | +0.01% | -0.81% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.74% | -0.07% | +3.06% | |
| 43 | FANG | Diamondback Energy Inc | Stock-Energy | 0.73% | -0.16% | +1.60% | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.72% | +0.06% | +2.11% | |
| 45 | KR | Kroger Co | Stock-Consumer Staples | 0.70% | -0.20% | +1.51% | |
| 46 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.70% | -0.01% | +1.60% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.70% | -0.15% | +1.83% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.16% | +3.96% | |
| 49 | DOV | Dover CORP | Stock-Industrials | 0.70% | -0.01% | -0.17% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.10% | -0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -3.57% | Trim |
| 2 | GLW | Corning Inc | +0.7% | -2.90% | Trim |
| 3 | RTX | Rtx CORP | +0.3% | -2.39% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | -0.61% | Add |
| 5 | CTRA | Coterra Energy Inc | +0.2% | +18.68% | Add |
| 6 | AXP | American Express Co | +0.2% | +0.56% | Add |
| 7 | AAPL | Apple Inc | +0.2% | -2.85% | Trim |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +0.38% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.96% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.74% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.42% | Add |
| 12 | BA | Boeing Co/the | +0.1% | -1.10% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.98% | Trim |
| 14 | ABBV | Abbvie Inc | +0.1% | +0.98% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +0.47% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -2.34% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.50% | Add |
| 18 | ROK | Rockwell Automation Inc | +0.1% | -1.54% | Trim |
| 19 | C | Citigroup Inc | +0.1% | -2.50% | Trim |
| 20 | EMR | Emerson Electric Co | +0.1% | -2.00% | Trim |
| 21 | GD | General Dynamics CORP | +0.1% | +2.53% | Add |
| 22 | DLR | Digital Realty Trust Inc | +0.1% | +0.17% | Add |
| 23 | ADM | Archer-daniels-midland Co | +0.1% | +1.64% | Trim |
| 24 | MO | Altria Group Inc | +0.1% | -0.88% | Trim |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +0.68% | Add |
| 26 | HSY | Hershey Co/the | +0.1% | +1.46% | Add |
| 27 | QCOM | Qualcomm Inc | +0.1% | +1.12% | Add |
| 28 | SYY | Sysco CORP | +0.1% | -8.81% | Add |
| 29 | WMT | Walmart Inc | 0% | -2.62% | Trim |
| 30 | COR | Cencora Inc | 0% | -0.11% | Trim |
| 31 | MDT | Medtronic plc | — | +0.65% | Add |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -46.07% | Trim |
| 33 | RLI | Rli CORP | -0.2% | -2.01% | Trim |
| 34 | BDX | Becton Dickinson And Co | -0.2% | +3.06% | Add |
| 35 | WTRG | Essential Utilities Inc | -0.2% | -10.29% | Trim |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -0.97% | Trim |
| 37 | SBUX | Starbucks CORP | -0.2% | +1.85% | Add |
| 38 | GIS | General Mills Inc | -0.2% | +2.78% | Add |
| 39 | CB | Chubb Limited | -0.2% | — | Add |
| 40 | PG | Procter & Gamble Co/the | -0.2% | +0.56% | Add |
| 41 | ELV | Elevance Health Inc | -0.2% | +4.59% | Add |
| 42 | KO | Coca-cola Co/the | -0.2% | -2.60% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -3.96% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | — | Trim |
| 45 | BMY | Bristol-myers Squibb Co | -0.3% | -2.67% | Trim |
| 46 | AMGN | Amgen Inc | -0.3% | +0.82% | Add |
| 47 | LYB | LyondellBasell Industries N.V. | -0.4% | -40.43% | Trim |
| 48 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 50 | GPN | Global Payments Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Benedict Financial Advisors Inc reported a total U.S. public equity portfolio value of $514.7M across 129 disclosed positions in Q3 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, MO) accounted for 16.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
LAMR
市值: $1.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $20.8M
During Q3 2025, Benedict Financial Advisors Inc's top holdings by market value included AAPL (5.0%)、MSFT (4.0%)、MO (3.1%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2025, Benedict Financial Advisors Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 23 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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