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CIK: 0000711089
Total reported value
$503.8M
$503.8M
142 檔
18.7%
During the Q2 2026 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 $503.8M across 142 reported positions.
Benedict Financial Advisors Inc executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 6 holdings and trimming 72 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.60% | -2.47% | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 3.93% | -0.35% | -4.20% | |
| 3 | GLW | Corning Inc | Stock-Tech | 3.75% | -1.55% | -13.01% | |
| 4 | MO | Altria Group Inc | Stock-Consumer Staples | 3.01% | -0.14% | -0.94% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.01% | +0.16% | -0.64% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.95% | +0.29% | +6.28% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | +0.96% | -0.82% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 2.44% | +0.19% | -0.46% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.35% | -0.05% | -1.94% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.34% | +0.42% | -0.09% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.30% | +0.12% | +1.09% | |
| 12 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.25% | +0.19% | -0.31% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.52% | -0.05% | -4.57% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.50% | +0.02% | -1.84% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.44% | +0.16% | -0.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.07% | -0.28% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.05% | -0.07% | |
| 18 | CME | Cme Group Inc | Stock-Financials | 1.31% | +0.28% | +0.51% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | +0.02% | -0.65% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.22% | -0.09% | +0.25% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | +0.08% | -0.99% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.17% | +0.15% | +1.81% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.14% | -0.29% | |
| 24 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.04% | -0.03% | +0.39% | |
| 25 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.03% | -0.07% | +0.85% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | — | +0.68% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.00% | -0.30% | -2.09% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.96% | +0.25% | -0.21% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 0.96% | -0.05% | +0.28% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.08% | -4.82% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.96% | -0.08% | +0.39% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.95% | +0.09% | -1.17% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.92% | +0.30% | -2.74% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | — | -0.94% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.01% | +1.18% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.91% | -0.05% | -1.04% | |
| 37 | COR | Cencora Inc | Stock-Healthcare | 0.88% | +0.07% | -0.01% | |
| 38 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.87% | -0.02% | +1.03% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.84% | +0.01% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.03% | -0.82% | |
| 41 | DOV | Dover CORP | Stock-Industrials | 0.81% | -0.12% | -1.72% | |
| 42 | FANG | Diamondback Energy Inc | Stock-Energy | 0.80% | +0.06% | +0.05% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.78% | +0.09% | +1.30% | |
| 44 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.78% | +0.02% | -1.49% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | -0.04% | -1.46% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | +0.13% | -0.17% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | -0.07% | -0.95% | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.73% | +0.17% | +1.84% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.69% | -0.10% | -0.00% | |
| 50 | GIS | General Mills Inc | Stock-Consumer Staples | 0.68% | -0.06% | -0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.3% | -13.01% | Trim |
| 2 | CSCO | Cisco Systems Inc | +1% | -4.20% | Trim |
| 3 | ✓ | +0.6% | NEW | New buy | |
| 4 | ✓ | +0.6% | NEW | New buy | |
| 5 | DVN | Devon Energy CORP | +0.5% | NEW | New buy |
| 6 | FIS | Fidelity National Info Serv | +0.5% | NEW | New buy |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -2.74% | Trim |
| 8 | QCOM | Qualcomm Inc | +0.4% | -1.84% | Trim |
| 9 | CAT | Caterpillar Inc | +0.3% | -2.09% | Trim |
| 10 | TXN | Texas Instruments Inc | +0.2% | -1.46% | Trim |
| 11 | ABBV | Abbvie Inc | +0.2% | +1.09% | Add |
| 12 | CVS | Cvs Health CORP | +0.2% | -0.00% | Trim |
| 13 | AAPL | Apple Inc | +0.2% | -2.47% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.18% | Add |
| 15 | ROK | Rockwell Automation Inc | +0.2% | -0.09% | Trim |
| 16 | LAMR | Lamar Advertising Co-a | +0.1% | +1.03% | Add |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | -0.31% | Trim |
| 18 | ELV | Elevance Health Inc | +0.1% | -1.64% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.28% | Add |
| 20 | SYY | Sysco CORP | +0.1% | +0.28% | Add |
| 21 | O | Realty Income CORP | +0.1% | +35.32% | Add |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.07% | Trim |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 24 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | New buy |
| 25 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 26 | KMB | Kimberly-clark CORP | +0.1% | +5.62% | Add |
| 27 | C | Citigroup Inc | +0.1% | -1.60% | Trim |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +23.02% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.94% | Trim |
| 30 | AXP | American Express Co | +0.1% | +0.39% | Add |
| 31 | SBUX | Starbucks CORP | +0.1% | -1.04% | Trim |
| 32 | GPN | Global Payments Inc | +0.1% | +9.32% | Add |
| 33 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +0.79% | Add |
| 34 | SIEGY | Siemens Ag-spons Adr | +0.1% | NEW | New buy |
| 35 | PM | Philip Morris International | 0% | -0.46% | Trim |
| 36 | NVDA | Nvidia CORP | 0% | -1.09% | Trim |
| 37 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 38 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 39 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 40 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 41 | GE | General Electric | 0% | NEW | New buy |
| 42 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 43 | AMRZ | Amrize Ltd | 0% | NEW | New buy |
| 44 | RPM | Rpm International Inc | 0% | +0.47% | Add |
| 45 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 46 | CARR | Carrier Global CORP | 0% | -1.26% | Trim |
| 47 | MO | Altria Group Inc | 0% | -0.94% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | 0% | -0.82% | Trim |
| 49 | ADP | Automatic Data Processing | 0% | -0.17% | Trim |
| 50 | EXPD | Expeditors Intl Wash Inc | 0% | -1.97% | Trim |
According to official SEC Form 13F filings, Benedict Financial Advisors Inc reported a total U.S. public equity portfolio value of $503.8M across 142 disclosed positions in Q2 2026.
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, CSCO, GLW) accounted for 18.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $3.0M
Top Position Liquidated / Trimmed
HON
前期市值: $6.0M
During Q2 2026, Benedict Financial Advisors Inc's top holdings by market value included AAPL (4.6%)、CSCO (3.9%)、GLW (3.8%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q2 2026, Benedict Financial Advisors Inc made 142 total portfolio adjustments, initiating 15 new buys, adding to 49 positions, trimming 72 holdings, and fully liquidating 6 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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