Filed: 8/13/2025ACC: 0001398344-25-015242
๐ What this filing means
BENEDICT FINANCIAL ADVISORS INC filed this quarterly 13FโHR report disclosing 125 equity positions with a total reported market value of $441.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$441.43M
Total AUM (reported)
3.72M
Total Shares
Allocation by class
COM$354.93M80.4%
BLOOMBERG 1-3 MO$14.08M3.2%
SHS$9.31M2.1%
COM NEW$8.95M2.0%
COM CL A$7.68M1.7%
CL B NEW$7.66M1.7%
SPON ADR NEW$5.75M1.3%
Portfolio Concentration
Top 3$51.28M11.6%
4โ10$77.82M17.6%
11โ25$103.52M23.5%
Rest$208.81M47.3%
Top 3 weight
11.6%
Top 10 weight
29.2%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Sole
Full voting authority
3.72M
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)
Sole125
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings125
Rows:
APPLE INC
SOLEShares92.78K
TypeSH
Market value$19.04M
4.31%
Sole
92.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares36.52K
TypeSH
Market value$18.17M
4.12%
Sole
36.52K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares153.48K
TypeSH
Market value$14.08M
3.19%
Sole
153.48K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares222.15K
TypeSH
Market value$13.02M
2.95%
Sole
222.15K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares71.31K
TypeSH
Market value$12.99M
2.94%
Sole
71.31K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares183.24K
TypeSH
Market value$12.71M
2.88%
Sole
183.24K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares73.49K
TypeSH
Market value$10.73M
2.43%
Sole
73.49K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares62.35K
TypeSH
Market value$9.52M
2.16%
Sole
62.35K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares35.60K
TypeSH
Market value$9.52M
2.16%
Sole
35.60K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.36K
TypeSH
Market value$9.32M
2.11%
Sole
33.36K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares33.02K
TypeSH
Market value$9.00M
2.04%
Sole
33.02K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares46.54K
TypeSH
Market value$8.64M
1.96%
Sole
46.54K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares29.89K
TypeSH
Market value$8.24M
1.87%
Sole
29.89K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.63K
TypeSH
Market value$7.68M
1.74%
Sole
21.63K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.77K
TypeSH
Market value$7.66M
1.74%
Sole
15.77K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares171.76K
TypeSH
Market value$7.43M
1.68%
Sole
171.76K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares41.80K
TypeSH
Market value$6.66M
1.51%
Sole
41.80K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares63.19K
TypeSH
Market value$6.62M
1.50%
Sole
63.19K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares75.19K
TypeSH
Market value$6.55M
1.48%
Sole
75.19K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares22.14K
TypeSH
Market value$6.47M
1.47%
Sole
22.14K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares26.80K
TypeSH
Market value$6.24M
1.41%
Sole
26.80K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares48.37K
TypeSH
Market value$5.71M
1.29%
Sole
48.37K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares18.23K
TypeSH
Market value$5.62M
1.27%
Sole
18.23K
Shared
0.00
None
0.00
CORNING INC
SOLEShares105.26K
TypeSH
Market value$5.54M
1.25%
Sole
105.26K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares34.28K
TypeSH
Market value$5.46M
1.24%
Sole
34.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 92.78K | SH | $19.04M 4.31% | 92.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.52K | SH | $18.17M 4.12% | 36.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 153.48K | SH | $14.08M 3.19% | 153.48K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 222.15K | SH | $13.02M 2.95% | 222.15K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 71.31K | SH | $12.99M 2.94% | 71.31K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 183.24K | SH | $12.71M 2.88% | 183.24K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 73.49K | SH | $10.73M 2.43% | 73.49K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 62.35K | SH | $9.52M 2.16% | 62.35K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 35.60K | SH | $9.52M 2.16% | 35.60K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.36K | SH | $9.32M 2.11% | 33.36K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 33.02K | SH | $9.00M 2.04% | 33.02K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 46.54K | SH | $8.64M 1.96% | 46.54K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 29.89K | SH | $8.24M 1.87% | 29.89K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.63K | SH | $7.68M 1.74% | 21.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.77K | SH | $7.66M 1.74% | 15.77K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 171.76K | SH | $7.43M 1.68% | 171.76K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 41.80K | SH | $6.66M 1.51% | 41.80K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 63.19K | SH | $6.62M 1.50% | 63.19K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 75.19K | SH | $6.55M 1.48% | 75.19K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 22.14K | SH | $6.47M 1.47% | 22.14K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 26.80K | SH | $6.24M 1.41% | 26.80K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 48.37K | SH | $5.71M 1.29% | 48.37K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 18.23K | SH | $5.62M 1.27% | 18.23K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 105.26K | SH | $5.54M 1.25% | 105.26K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 34.28K | SH | $5.46M 1.24% | 34.28K | 0.00 | 0.00 |
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