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
134 檔
15.9%
At the close of Q4 2025, Benedict Financial Advisors Inc disclosed equity holdings valued at approximately $514.7M, spread across 134 reported holdings.
Benedict Financial Advisors Inc executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.02% | +0.17% | -2.74% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.19% | -1.89% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.04% | -0.02% | +2.39% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 2.97% | +1.03% | -0.69% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.73% | -0.11% | -0.10% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 2.68% | -0.26% | -3.39% | |
| 7 | MO | Altria Group Inc | Stock-Consumer Staples | 2.68% | +0.02% | -0.03% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 2.39% | +0.04% | +0.36% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.32% | -0.10% | +0.07% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | +0.19% | -0.01% | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.17% | +0.11% | +0.02% | |
| 12 | GLW | Corning Inc | Stock-Tech | 1.78% | +1.29% | -5.73% | |
| 13 | CME | Cme Group Inc | Stock-Financials | 1.74% | -0.56% | +0.33% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.08% | +0.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.04% | -1.32% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.54% | -0.19% | +0.37% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.53% | +0.36% | +0.48% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.53% | -0.11% | +0.68% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | -0.39% | -0.72% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.40% | -0.26% | -0.63% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.34% | +5.35% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.22% | -0.13% | +1.27% | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 1.17% | -0.17% | -1.87% | |
| 24 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.17% | -0.27% | +0.87% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.14% | +0.05% | -1.83% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.12% | -1.26% | EXIT | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.22% | -0.65% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.01% | +0.52% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.04% | +0.56% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.98% | +0.01% | -1.32% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | +0.02% | -0.69% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.33% | +3.58% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.05% | +6.02% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.95% | -0.10% | +1.55% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.94% | -0.12% | +2.72% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.02% | +3.05% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.91% | +0.09% | +1.14% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.89% | +0.01% | +2.08% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.09% | -0.39% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.83% | +0.05% | -2.25% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.16% | +18.37% | |
| 42 | DOV | Dover CORP | Stock-Industrials | 0.79% | -0.01% | -0.53% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | +0.01% | -0.38% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.78% | -0.09% | +5.92% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.77% | -0.07% | +2.91% | |
| 46 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.77% | -0.01% | +1.16% | |
| 47 | FANG | Diamondback Energy Inc | Stock-Energy | 0.75% | -0.16% | -0.24% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.04% | +11.76% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.67% | -0.15% | +1.58% | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.66% | +0.11% | +1.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.3% | +0.07% | Add |
| 2 | CSCO | Cisco Systems Inc | +0.2% | -0.69% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.2% | -0.10% | Trim |
| 4 | LAMR | Lamar Advertising Co-a | +0.2% | +47.76% | Add |
| 5 | GPN | Global Payments Inc | +0.2% | +93.25% | Add |
| 6 | OKE | Oneok Inc | +0.2% | +77.40% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.82% | Add |
| 8 | BMY | Bristol-myers Squibb Co | +0.2% | +5.92% | Add |
| 9 | CB | Chubb Limited | +0.1% | +0.68% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.37% | Add |
| 11 | DOV | Dover CORP | +0.1% | -0.53% | Trim |
| 12 | RTX | Rtx CORP | +0.1% | -3.39% | Trim |
| 13 | XLV | Ss Health Care Select Sector | +0.1% | +2.08% | Add |
| 14 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.60% | Trim |
| 15 | CAT | Caterpillar Inc | +0.1% | -1.71% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +6.02% | Add |
| 17 | AXP | American Express Co | +0.1% | -1.83% | Trim |
| 18 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | +1.16% | Add |
| 19 | CTRA | Coterra Energy Inc | +0.1% | +9.39% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +11.76% | Add |
| 21 | C | Citigroup Inc | +0.1% | +1.64% | Add |
| 22 | WMT | Walmart Inc | +0.1% | -0.65% | Trim |
| 23 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -3.21% | Trim |
| 24 | AXS | AXIS Capital Holdings Limited | +0.1% | -0.06% | Trim |
| 25 | ELV | Elevance Health Inc | +0.1% | +1.66% | Add |
| 26 | AAPL | Apple Inc | 0% | -2.74% | Trim |
| 27 | COR | Cencora Inc | 0% | -1.87% | Trim |
| 28 | KO | Coca-cola Co/the | 0% | +0.52% | Add |
| 29 | TRV | Travelers Cos Inc/the | 0% | +0.02% | Add |
| 30 | DIS | Walt Disney Co/the | -0.1% | -18.53% | Trim |
| 31 | DLR | Digital Realty Trust Inc | -0.1% | -0.48% | Trim |
| 32 | GIS | General Mills Inc | -0.1% | +1.55% | Add |
| 33 | ABT | Abbott Laboratories | -0.1% | -0.39% | Trim |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | -7.93% | Trim |
| 35 | HON | Honeywell International Inc | -0.1% | +1.58% | Add |
| 36 | PG | Procter & Gamble Co/the | -0.1% | +0.56% | Add |
| 37 | HD | Home Depot Inc | -0.1% | -1.37% | Trim |
| 38 | SYY | Sysco CORP | -0.1% | +1.14% | Add |
| 39 | KMB | Kimberly-clark CORP | -0.1% | +1.34% | Add |
| 40 | LYB | LyondellBasell Industries N.V. | -0.2% | -62.65% | Trim |
| 41 | ADP | Automatic Data Processing | -0.2% | -0.69% | Trim |
| 42 | VZ | Verizon Communications Inc | -0.2% | -0.72% | Trim |
| 43 | MSFT | Microsoft CORP | -0.4% | -1.89% | Trim |
| 44 | MO | Altria Group Inc | -0.5% | -0.03% | Trim |
| 45 | UL | Unilever PLC | — | EXIT | Sold out |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 47 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | AVGO | Broadcom 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 134 disclosed positions in Q4 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 15.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $2.9M
Top Position Liquidated / Trimmed
UL
前期市值: $2.9M
During Q4 2025, Benedict Financial Advisors Inc's top holdings by market value included AAPL (5.0%)、MSFT (3.5%)、BIL (3.0%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q4 2025, Benedict Financial Advisors Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 22 holdings, and fully liquidating 1 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.