Filed: 5/7/2025ACC: 0001398344-25-008854
📋 What this filing means
BENEDICT FINANCIAL ADVISORS INC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $431.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$431.38M
Total AUM (reported)
3.67M
Total Shares
Allocation by class
COM$345.31M80.0%
BLOOMBERG 1-3 MO$12.57M2.9%
SHS$9.37M2.2%
COM NEW$8.67M2.0%
CL B NEW$8.32M1.9%
COM CL A$7.63M1.8%
SPON ADR NEW$5.72M1.3%
Portfolio Concentration
Top 3$48.10M11.1%
4–10$75.52M17.5%
11–25$102.03M23.7%
Rest$205.74M47.7%
Top 3 weight
11.1%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 3.67M
Sole
Full voting authority
3.67M
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)
Sole127
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings127
Rows:
APPLE INC
SOLEShares93.74K
TypeSH
Market value$20.82M
4.83%
Sole
93.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37.28K
TypeSH
Market value$14.00M
3.24%
Sole
37.28K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares221.26K
TypeSH
Market value$13.28M
3.08%
Sole
221.26K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares137K
TypeSH
Market value$12.57M
2.91%
Sole
137K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares72.81K
TypeSH
Market value$11.56M
2.68%
Sole
72.81K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares183.27K
TypeSH
Market value$11.31M
2.62%
Sole
183.27K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.10K
TypeSH
Market value$10.31M
2.39%
Sole
33.10K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares61.92K
TypeSH
Market value$10.27M
2.38%
Sole
61.92K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares74.44K
TypeSH
Market value$9.86M
2.29%
Sole
74.44K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares46.02K
TypeSH
Market value$9.64M
2.24%
Sole
46.02K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares35.90K
TypeSH
Market value$9.49M
2.20%
Sole
35.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.61K
TypeSH
Market value$8.32M
1.93%
Sole
15.61K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares29.64K
TypeSH
Market value$7.86M
1.82%
Sole
29.64K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares170.89K
TypeSH
Market value$7.75M
1.80%
Sole
170.89K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.76K
TypeSH
Market value$7.63M
1.77%
Sole
21.76K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares23.03K
TypeSH
Market value$6.95M
1.61%
Sole
23.03K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares22.11K
TypeSH
Market value$6.91M
1.60%
Sole
22.11K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares74.76K
TypeSH
Market value$6.72M
1.56%
Sole
74.76K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares41.27K
TypeSH
Market value$6.34M
1.47%
Sole
41.27K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares48.23K
TypeSH
Market value$5.88M
1.36%
Sole
48.23K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares34.30K
TypeSH
Market value$5.85M
1.36%
Sole
34.30K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares18.59K
TypeSH
Market value$5.68M
1.32%
Sole
18.59K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares78.90K
TypeSH
Market value$5.65M
1.31%
Sole
78.90K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares26.63K
TypeSH
Market value$5.64M
1.31%
Sole
26.63K
Shared
0.00
None
0.00
GENERAL MLS INC
SOLEShares89.63K
TypeSH
Market value$5.36M
1.24%
Sole
89.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 93.74K | SH | $20.82M 4.83% | 93.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.28K | SH | $14.00M 3.24% | 37.28K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 221.26K | SH | $13.28M 3.08% | 221.26K | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 137K | SH | $12.57M 2.91% | 137K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 72.81K | SH | $11.56M 2.68% | 72.81K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 183.27K | SH | $11.31M 2.62% | 183.27K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.10K | SH | $10.31M 2.39% | 33.10K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 61.92K | SH | $10.27M 2.38% | 61.92K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 74.44K | SH | $9.86M 2.29% | 74.44K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 46.02K | SH | $9.64M 2.24% | 46.02K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 35.90K | SH | $9.49M 2.20% | 35.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.61K | SH | $8.32M 1.93% | 15.61K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 29.64K | SH | $7.86M 1.82% | 29.64K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 170.89K | SH | $7.75M 1.80% | 170.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.76K | SH | $7.63M 1.77% | 21.76K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 23.03K | SH | $6.95M 1.61% | 23.03K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 22.11K | SH | $6.91M 1.60% | 22.11K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 74.76K | SH | $6.72M 1.56% | 74.76K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 41.27K | SH | $6.34M 1.47% | 41.27K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 48.23K | SH | $5.88M 1.36% | 48.23K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 34.30K | SH | $5.85M 1.36% | 34.30K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 18.59K | SH | $5.68M 1.32% | 18.59K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 78.90K | SH | $5.65M 1.31% | 78.90K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 26.63K | SH | $5.64M 1.31% | 26.63K | 0.00 | 0.00 |
GENERAL MLS INCSOLE | COM | 89.63K | SH | $5.36M 1.24% | 89.63K | 0.00 | 0.00 |
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