Benedict Financial Advisors Inc 13F Holdings · Q3 2026
Benedict Financial Advisors Inc reported 136 securities worth $503.83M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (5.22%), MSFT (3.62%), CSCO (3.58%). Among its top 25 positions this quarter: 6 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.3M | 5.22% | 78,977 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $18.2M | 3.62% | 35,544 | Trimmed |
| 3 | CSCO | CISCO SYSTEMS INC | $18.1M | 3.58% | 167,774 | Trimmed |
| 4 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | $16.3M | 3.24% | 178,298 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $16.0M | 3.17% | 60,273 | Trimmed |
| 6 | MO | ALTRIA GROUP INC | $14.5M | 2.87% | 215,038 | Trimmed |
| 7 | AMGN | AMGEN INC | $13.9M | 2.76% | 32,995 | Trimmed |
| 8 | PM | PHILIP MORRIS INTL INC | $13.2M | 2.63% | 69,312 | Trimmed |
| 9 | TRV | TRAVELERS COS INC | $12.3M | 2.44% | 34,508 | Trimmed |
| 10 | ABBV | ABBVIE INC | $12.2M | 2.42% | 46,681 | Trimmed |
| 11 | RTX | RTX CORP | $11.6M | 2.30% | 62,425 | Trimmed |
| 12 | GLW | CORNING INC | $11.1M | 2.20% | 72,137 | Trimmed |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $8.1M | 1.60% | 175,633 | Added |
| 14 | CME | CME GROUP INC CL A | $8.0M | 1.59% | 30,601 | Added |
| 15 | QCOM | QUALCOMM INC | $7.7M | 1.52% | 41,599 | Trimmed |
| 16 | CB | CHUBB LTD | $7.4M | 1.47% | 22,806 | Trimmed |
| 17 | V | VISA INC CL A | $7.4M | 1.47% | 20,634 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC CL B | $6.8M | 1.36% | 13,725 | Trimmed |
| 19 | MDT | MEDTRONIC PLC | $6.7M | 1.32% | 77,085 | Added |
| 20 | KO | COCA-COLA COMPANY | $6.3M | 1.26% | 73,560 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $6.3M | 1.25% | 12,404 | Trimmed |
| 22 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | $6.2M | 1.22% | 23,294 | Added |
| 23 | CVX | CHEVRON CORP | $6.1M | 1.21% | 29,898 | Trimmed |
| 24 | DUK | DUKE ENERGY CORP | $5.7M | 1.13% | 49,769 | Added |
| 25 | EMR | EMERSON ELECTRIC CO | $5.2M | 1.04% | 33,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR