Benedict Financial Advisors Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$480.5M
Q ending 2026-03-31
Prior quarter
$474.5M
Q ending 2025-12-31
Change
+1.3% QoQ · +11.4% YoY
Positions
133
reported holdings
Largest positions
Top 100 of 133 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $21.4M | 84K |
| Johnson & Johnson | JNJ | Shares | $15.0M | 61K |
| Altria Group Inc | MO | Shares | $14.4M | 218K |
| State Street Spdr Bloomberg 1-3 Mt | BIL | Shares | $14.3M | 156K |
| Cisco Systems Inc | CSCO | Shares | $13.9M | 180K |
| Microsoft Corp | MSFT | Shares | $13.7M | 37K |
| Rtx Corp | RTX | Shares | $12.5M | 65K |
| Corning Inc | GLW | Shares | $11.8M | 87K |
| Amgen Inc | AMGN | Shares | $11.7M | 33K |
| Philip Morris Intl Inc | PM | Shares | $11.5M | 70K |
| Travelers Cos Inc | TRV | Shares | $10.3M | 35K |
| Abbvie Inc | ABBV | Shares | $10.1M | 47K |
| Cme Group Inc Cl A | CME | Shares | $9.0M | 30K |
| Verizon Communications Inc | VZ | Shares | $8.8M | 176K |
| Chubb Ltd | Shares | $7.8M | 24K | |
| Lockheed Martin Corp | LMT | Shares | $7.5M | 12K |
| Berkshire Hathaway Inc Cl B | BRK/B | Shares | $7.0M | 15K |
| Mcdonalds Corp | MCD | Shares | $6.5M | 21K |
| Medtronic Plc | Shares | $6.5M | 75K | |
| Duke Energy Corp | DUK | Shares | $6.5M | 50K |
| Visa Inc Cl A | V | Shares | $6.4M | 21K |
| Hershey Company | HSY | Shares | $6.2M | 30K |
| Chevron Corp | CVX | Shares | $6.2M | 30K |
| Honeywell Intl Inc | HONGBP | Shares | $6.0M | 27K |
| Coca-Cola Company | KO | Shares | $5.7M | 75K |
| Walmart Inc | WMT | Shares | $5.7M | 46K |
| Kinder Morgan Inc De | KMI | Shares | $5.6M | 166K |
| Qualcomm Inc | QCOM | Shares | $5.5M | 43K |
| Procter & Gamble Co | PG | Shares | $5.1M | 35K |
| Cencora Inc | COR | Shares | $5.0M | 16K |
| Diamondback Energy Inc | FANG | Shares | $4.6M | 23K |
| Emerson Electric Co | EMR | Shares | $4.5M | 34K |
| American Express Co | AXP | Shares | $4.4M | 15K |
| Sysco Corp | SYY | Shares | $4.2M | 59K |
| Bristol Myers Squibb Company | BMY | Shares | $4.2M | 69K |
| Amazon.Com Inc | AMZN | Shares | $4.2M | 20K |
| Starbucks Corp | SBUX | Shares | $4.1M | 46K |
| State Street Healthcare Select Sec | XLV | Shares | $4.0M | 27K |
| Dover Corp | DOV | Shares | $4.0M | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $3.9M | 13K |
| Becton Dickinson & Co | BDX | Shares | $3.9M | 25K |
| Renaissancere Holdings Limited | Shares | $3.8M | 13K | |
| General Mills Inc | GIS | Shares | $3.8M | 101K |
| Invesco Qqq Etf | QQQ | Shares | $3.7M | 6K |
| Kroger Co | KR | Shares | $3.6M | 50K |
| Lamar Advertising Company New Cl A | LAMR | Shares | $3.6M | 28K |
| Automatic Data Processing Inc | ADP | Shares | $3.5M | 17K |
| Vanguard Dividend Appreciation Ind | VIG | Shares | $3.5M | 16K |
| Caterpillar Inc | CAT | Shares | $3.5M | 5K |
| Costco Wholesale Corp | COST | Shares | $3.4M | 3K |
| Abbott Laboratories | ABT | Shares | $3.4M | 33K |
| Intercontinental Exchange Inc | ICE | Shares | $3.2M | 20K |
| Digital Realty Trust Inc | DLR | Shares | $3.1M | 17K |
| Archer Daniels Midland Company | ADM | Shares | $3.1M | 43K |
| Tc Energy Corp | TRP | Shares | $3.1M | 49K |
| Nvidia Corp | NVDA | Shares | $3.0M | 17K |
| Target Corp | TGT | Shares | $3.0M | 24K |
| Coterra Energy Inc | CTRA | Shares | $2.9M | 83K |
| Cboe Global Markets Inc | CBOE | Shares | $2.8M | 10K |
| Axis Capital Holdings Limited | Shares | $2.7M | 27K | |
| Lowes Companies Inc | LOW | Shares | $2.7M | 11K |
| Rollins Inc | ROL | Shares | $2.7M | 50K |
| Novartis Ag Spon Adr | NVS | Shares | $2.7M | 17K |
| Texas Instruments Inc | TXN | Shares | $2.6M | 14K |
| Kimberly Clark Corp | KMB | Shares | $2.6M | 27K |
| Oneok Inc | OKE | Shares | $2.6M | 28K |
| Elevance Health Inc | ELV | Shares | $2.5M | 9K |
| Rpm International Inc | RPM | Shares | $2.5M | 25K |
| Crowdstrike Holdings Inc Cl A | CRWD | Shares | $2.5M | 6K |
| Unilever Plc Spon Adr | UL | Shares | $2.5M | 43K |
| Cvs Health Corp | CVS | Shares | $2.5M | 34K |
| Rockwell Automation Inc | ROK | Shares | $2.5M | 7K |
| Expeditors Intl Wash Inc | EXPD | Shares | $2.4M | 17K |
| Nestle S A Spon Adr Repstg Reg Shs | NSRGY | Shares | $2.4M | 24K |
| General Dynamics Corp | GD | Shares | $2.4M | 7K |
| Global Payments Inc | GPN | Shares | $2.3M | 34K |
| Citigroup Inc | C | Shares | $2.2M | 20K |
| Essential Utilities Inc | WTRG | Shares | $2.1M | 53K |
| C H Robinson Worldwide Inc | CHRW | Shares | $2.1M | 13K |
| Boeing Company | BA | Shares | $2.1M | 10K |
| Southern Company | SO | Shares | $2.1M | 21K |
| Home Depot Inc | HD | Shares | $2.1M | 6K |
| Alphabet Inc Cl A | GOOGL | Shares | $2.0M | 7K |
| Pepsico Inc | PEP | Shares | $2.0M | 13K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $2.0M | 9K |
| Stryker Corp | SYK | Shares | $1.9M | 6K |
| Diageo Plc Spon Adr | DEO | Shares | $1.9M | 25K |
| Nextera Energy Inc | NEE | Shares | $1.8M | 19K |
| Ishares 0-1 Year Treasury Bond Etf | SHV | Shares | $1.7M | 16K |
| R L I Corp | RLI | Shares | $1.7M | 29K |
| Gilead Sciences Inc | GILD | Shares | $1.6M | 12K |
| Realty Income Corp | O | Shares | $1.5M | 25K |
| Constellation Brands Inc Cl A | STZ | Shares | $1.5M | 10K |
| Uber Technologies Inc | UBER | Shares | $1.3M | 17K |
| Novo Nordisk As Adr | NVO | Shares | $1.2M | 33K |
| Nike Inc Cl B | NKE | Shares | $1.1M | 22K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $1.1M | 6K |
| Ishares 1-3 Yr Treasury Bond Etf | SHY | Shares | $1.1M | 14K |
| Walt Disney Co | DIS | Shares | $1.1M | 11K |
| Genuine Parts Co | GPC | Shares | $1.0M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.