BENEDICT FINANCIAL ADVISORS INC

PrivateCIK: 711089
Location

ATLANTA, GA

📋 What this filing means

BENEDICT FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $514.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

142
Positions
$514.72M
Total AUM (reported)
3.83M
Total Shares

Allocation by class

TOTAL AUM$514.72M142 positions
COMMON STOCK$475.97M92.5%
ETF$38.75M7.5%

Portfolio Concentration

Top 312.3%4–1018.8%11–2521.1%Rest47.8%TOP 1031.0%0%100%
Top 3$63.25M12.3%
4–10$96.57M18.8%
11–25$108.79M21.1%
Rest$246.11M47.8%

Top 3 weight

12.3%

Top 10 weight

31.0%

Voting Authority Distribution

Total shares with voting rights: 3.83M

Sole

Full voting authority

3.83M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole142
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings142
Rows:

APPLE INC

SOLE
Common Stock
Shares82.12K
TypeSH
Market value$23.76M
4.62%
Sole
82.12K
Shared
0.00
None
0.00

CISCO SYSTEMS INC

SOLE
Common Stock
Shares172K
TypeSH
Market value$20.20M
3.93%
Sole
172K
Shared
0.00
None
0.00

CORNING INC

SOLE
Common Stock
Shares75.50K
TypeSH
Market value$19.29M
3.75%
Sole
75.50K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
Common Stock
Shares215.52K
TypeSH
Market value$15.51M
3.01%
Sole
215.52K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
Common Stock
Shares60.99K
TypeSH
Market value$15.49M
3.01%
Sole
60.99K
Shared
0.00
None
0.00

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF

SOLE
ETF
Shares165.74K
TypeSH
Market value$15.19M
2.95%
Sole
165.74K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
Common Stock
Shares36.65K
TypeSH
Market value$13.67M
2.66%
Sole
36.65K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
Common Stock
Shares69.53K
TypeSH
Market value$12.58M
2.44%
Sole
69.53K
Shared
0.00
None
0.00

RTX CORP

SOLE
Common Stock
Shares63.73K
TypeSH
Market value$12.09M
2.35%
Sole
63.73K
Shared
0.00
None
0.00

AMGEN INC

SOLE
Common Stock
Shares33.26K
TypeSH
Market value$12.04M
2.34%
Sole
33.26K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
Common Stock
Shares47.04K
TypeSH
Market value$11.84M
2.30%
Sole
47.04K
Shared
0.00
None
0.00

TRAVELERS COS INC

SOLE
Common Stock
Shares35.08K
TypeSH
Market value$11.58M
2.25%
Sole
35.08K
Shared
0.00
None
0.00

CHUBB LTD

SOLE
Common Stock
Shares22.98K
TypeSH
Market value$7.83M
1.52%
Sole
22.98K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
Common Stock
Shares41.76K
TypeSH
Market value$7.72M
1.50%
Sole
41.76K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
Common Stock
Shares175.29K
TypeSH
Market value$7.42M
1.44%
Sole
175.29K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC CL B

SOLE
Common Stock
Shares14.67K
TypeSH
Market value$7.34M
1.43%
Sole
14.67K
Shared
0.00
None
0.00

VISA INC CL A

SOLE
Common Stock
Shares21.30K
TypeSH
Market value$7.31M
1.42%
Sole
21.30K
Shared
0.00
None
0.00

CME GROUP INC CL A

SOLE
Common Stock
Shares30.58K
TypeSH
Market value$6.75M
1.31%
Sole
30.58K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
Common Stock
Shares12.40K
TypeSH
Market value$6.32M
1.23%
Sole
12.40K
Shared
0.00
None
0.00

DUKE ENERGY CORP

SOLE
Common Stock
Shares49.70K
TypeSH
Market value$6.29M
1.22%
Sole
49.70K
Shared
0.00
None
0.00

COCA-COLA COMPANY

SOLE
Common Stock
Shares74.69K
TypeSH
Market value$6.07M
1.18%
Sole
74.69K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
Common Stock
Shares76.85K
TypeSH
Market value$6.01M
1.17%
Sole
76.85K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
Common Stock
Shares20.99K
TypeSH
Market value$5.67M
1.10%
Sole
20.99K
Shared
0.00
None
0.00

KINDER MORGAN INC DE

SOLE
Common Stock
Shares166.69K
TypeSH
Market value$5.33M
1.04%
Sole
166.69K
Shared
0.00
None
0.00

HERSHEY COMPANY

SOLE
Common Stock
Shares30.25K
TypeSH
Market value$5.31M
1.03%
Sole
30.25K
Shared
0.00
None
0.00
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