Filed: 11/3/2025ACC: 0001398344-25-020206
๐ What this filing means
BENEDICT FINANCIAL ADVISORS INC filed this quarterly 13FโHR report disclosing 129 equity positions with a total reported market value of $461.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$461.26M
Total AUM (reported)
3.77M
Total Shares
Allocation by class
COM$371.68M80.6%
BLOOMBERG 1-3 MO$14.13M3.1%
COM NEW$10.06M2.2%
SHS$9.76M2.1%
CL B NEW$7.62M1.7%
COM CL A$7.36M1.6%
CL A$6.70M1.5%
Portfolio Concentration
Top 3$55.74M12.1%
4โ10$82.57M17.9%
11โ25$104.43M22.6%
Rest$218.52M47.4%
Top 3 weight
12.1%
Top 10 weight
30.0%
Voting Authority Distribution
Total shares with voting rights: 3.77M
Sole
Full voting authority
3.77M
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)
Sole129
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings129
Rows:
APPLE INC
SOLEShares90.13K
TypeSH
Market value$22.95M
4.98%
Sole
90.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares35.22K
TypeSH
Market value$18.24M
3.96%
Sole
35.22K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares220.20K
TypeSH
Market value$14.55M
3.15%
Sole
220.20K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares154.06K
TypeSH
Market value$14.13M
3.06%
Sole
154.06K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares184.09K
TypeSH
Market value$12.60M
2.73%
Sole
184.09K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares71.74K
TypeSH
Market value$12.00M
2.60%
Sole
71.74K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares62.62K
TypeSH
Market value$11.61M
2.52%
Sole
62.62K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares70.49K
TypeSH
Market value$11.43M
2.48%
Sole
70.49K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares47K
TypeSH
Market value$10.88M
2.36%
Sole
47K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares35.49K
TypeSH
Market value$9.91M
2.15%
Sole
35.49K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.64K
TypeSH
Market value$9.49M
2.06%
Sole
33.64K
Shared
0.00
None
0.00
CORNING INC
SOLEShares102.21K
TypeSH
Market value$8.38M
1.82%
Sole
102.21K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares30.17K
TypeSH
Market value$8.15M
1.77%
Sole
30.17K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares174.98K
TypeSH
Market value$7.69M
1.67%
Sole
174.98K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.15K
TypeSH
Market value$7.62M
1.65%
Sole
15.15K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.57K
TypeSH
Market value$7.36M
1.60%
Sole
21.57K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares75.67K
TypeSH
Market value$7.21M
1.56%
Sole
75.67K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares42.26K
TypeSH
Market value$7.03M
1.52%
Sole
42.26K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares21.94K
TypeSH
Market value$6.67M
1.45%
Sole
21.94K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares23.09K
TypeSH
Market value$6.52M
1.41%
Sole
23.09K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares48.65K
TypeSH
Market value$6.02M
1.31%
Sole
48.65K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares11.48K
TypeSH
Market value$5.73M
1.24%
Sole
11.48K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares30.12K
TypeSH
Market value$5.63M
1.22%
Sole
30.12K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares26.73K
TypeSH
Market value$5.63M
1.22%
Sole
26.73K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares34.47K
TypeSH
Market value$5.30M
1.15%
Sole
34.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 90.13K | SH | $22.95M 4.98% | 90.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 35.22K | SH | $18.24M 3.96% | 35.22K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 220.20K | SH | $14.55M 3.15% | 220.20K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 154.06K | SH | $14.13M 3.06% | 154.06K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 184.09K | SH | $12.60M 2.73% | 184.09K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 71.74K | SH | $12.00M 2.60% | 71.74K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 62.62K | SH | $11.61M 2.52% | 62.62K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 70.49K | SH | $11.43M 2.48% | 70.49K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 47K | SH | $10.88M 2.36% | 47K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 35.49K | SH | $9.91M 2.15% | 35.49K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.64K | SH | $9.49M 2.06% | 33.64K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 102.21K | SH | $8.38M 1.82% | 102.21K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 30.17K | SH | $8.15M 1.77% | 30.17K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 174.98K | SH | $7.69M 1.67% | 174.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.15K | SH | $7.62M 1.65% | 15.15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.57K | SH | $7.36M 1.60% | 21.57K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 75.67K | SH | $7.21M 1.56% | 75.67K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 42.26K | SH | $7.03M 1.52% | 42.26K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 21.94K | SH | $6.67M 1.45% | 21.94K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 23.09K | SH | $6.52M 1.41% | 23.09K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 48.65K | SH | $6.02M 1.31% | 48.65K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 11.48K | SH | $5.73M 1.24% | 11.48K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 30.12K | SH | $5.63M 1.22% | 30.12K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 26.73K | SH | $5.63M 1.22% | 26.73K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 34.47K | SH | $5.30M 1.15% | 34.47K | 0.00 | 0.00 |
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