BENEDICT FINANCIAL ADVISORS INC

CIK 0000711089 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

BENEDICT FINANCIAL ADVISORS INC reported 142 positions worth $514.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$514.7M
2026 Q2
Positions
142
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.0%
Est. Net Flow (Q)
2026 Q2
10 / 142 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$23.8M4.62%82,116
2CSCOCISCO SYSTEMS INCSH$20.2M3.92%172,000
3GLWCORNING INCSH$19.3M3.75%75,503
4MOALTRIA GROUP INCSH$15.5M3.01%215,521
5JNJJOHNSON & JOHNSONSH$15.5M3.01%60,991
6BILSTATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETFSH$15.2M2.95%165,744
7MSFTMICROSOFT CORPSH$13.7M2.66%36,651
8PMPHILIP MORRIS INTL INCSH$12.6M2.44%69,528
9RTXRTX CORPSH$12.1M2.35%63,731
10AMGNAMGEN INCSH$12.0M2.34%33,255

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BENEDICT FINANCIAL ADVISORS INC hold as of Q2 2026?

BENEDICT FINANCIAL ADVISORS INC reported 142 positions worth $514.7M in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), CSCO (3.9%), GLW (3.7%), MO (3.0%) and JNJ (3.0%).

What did BENEDICT FINANCIAL ADVISORS INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BENEDICT FINANCIAL ADVISORS INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.