Filed: 1/28/2025ACC: 0001398344-25-001240
📋 What this filing means
BENEDICT FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $411.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$411.96M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
COM$330.99M80.3%
BLOOMBERG 1-3 MO$8.79M2.1%
COM NEW$8.31M2.0%
SHS$8.23M2.0%
CL B NEW$7.16M1.7%
COM CL A$6.90M1.7%
SPON ADR NEW$6.21M1.5%
Portfolio Concentration
Top 3$52.44M12.7%
4–10$63.21M15.3%
11–25$94.13M22.8%
Rest$202.17M49.1%
Top 3 weight
12.7%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
3.58M
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)
Sole123
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings123
Rows:
APPLE INC
SOLEShares98.43K
TypeSH
Market value$24.65M
5.98%
Sole
98.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares38.48K
TypeSH
Market value$16.22M
3.94%
Sole
38.48K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares221.34K
TypeSH
Market value$11.57M
2.81%
Sole
221.34K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares183.58K
TypeSH
Market value$10.87M
2.64%
Sole
183.58K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares61.57K
TypeSH
Market value$8.90M
2.16%
Sole
61.57K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares96.17K
TypeSH
Market value$8.79M
2.13%
Sole
96.17K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares75.85K
TypeSH
Market value$8.78M
2.13%
Sole
75.85K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares36.17K
TypeSH
Market value$8.71M
2.12%
Sole
36.17K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares72.09K
TypeSH
Market value$8.68M
2.11%
Sole
72.09K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares32.54K
TypeSH
Market value$8.48M
2.06%
Sole
32.54K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares45.85K
TypeSH
Market value$8.15M
1.98%
Sole
45.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.80K
TypeSH
Market value$7.16M
1.74%
Sole
15.80K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.85K
TypeSH
Market value$6.90M
1.68%
Sole
21.85K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares170.60K
TypeSH
Market value$6.82M
1.66%
Sole
170.60K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares28.87K
TypeSH
Market value$6.70M
1.63%
Sole
28.87K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares22.14K
TypeSH
Market value$6.42M
1.56%
Sole
22.14K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares41.55K
TypeSH
Market value$6.38M
1.55%
Sole
41.55K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares22.77K
TypeSH
Market value$6.29M
1.53%
Sole
22.77K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares26.50K
TypeSH
Market value$5.99M
1.45%
Sole
26.50K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares73.76K
TypeSH
Market value$5.89M
1.43%
Sole
73.76K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares34.32K
TypeSH
Market value$5.75M
1.40%
Sole
34.32K
Shared
0.00
None
0.00
GENERAL MLS INC
SOLEShares87.86K
TypeSH
Market value$5.60M
1.36%
Sole
87.86K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares18.97K
TypeSH
Market value$5.55M
1.35%
Sole
18.97K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares11.05K
TypeSH
Market value$5.37M
1.30%
Sole
11.05K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares47.73K
TypeSH
Market value$5.14M
1.25%
Sole
47.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 98.43K | SH | $24.65M 5.98% | 98.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 38.48K | SH | $16.22M 3.94% | 38.48K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 221.34K | SH | $11.57M 2.81% | 221.34K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 183.58K | SH | $10.87M 2.64% | 183.58K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 61.57K | SH | $8.90M 2.16% | 61.57K | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 96.17K | SH | $8.79M 2.13% | 96.17K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 75.85K | SH | $8.78M 2.13% | 75.85K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 36.17K | SH | $8.71M 2.12% | 36.17K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 72.09K | SH | $8.68M 2.11% | 72.09K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 32.54K | SH | $8.48M 2.06% | 32.54K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 45.85K | SH | $8.15M 1.98% | 45.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.80K | SH | $7.16M 1.74% | 15.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.85K | SH | $6.90M 1.68% | 21.85K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 170.60K | SH | $6.82M 1.66% | 170.60K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 28.87K | SH | $6.70M 1.63% | 28.87K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 22.14K | SH | $6.42M 1.56% | 22.14K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 41.55K | SH | $6.38M 1.55% | 41.55K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 22.77K | SH | $6.29M 1.53% | 22.77K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 26.50K | SH | $5.99M 1.45% | 26.50K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 73.76K | SH | $5.89M 1.43% | 73.76K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 34.32K | SH | $5.75M 1.40% | 34.32K | 0.00 | 0.00 |
GENERAL MLS INCSOLE | COM | 87.86K | SH | $5.60M 1.36% | 87.86K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 18.97K | SH | $5.55M 1.35% | 18.97K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 11.05K | SH | $5.37M 1.30% | 11.05K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 47.73K | SH | $5.14M 1.25% | 47.73K | 0.00 | 0.00 |
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