BENEDICT FINANCIAL ADVISORS INC

CIK 0000711089 • 6 13F filings • May 7, 2025 – Jul 16, 2026

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Filer information

Filed by: BENEDICT FINANCIAL ADVISORS INC, Managing Partner
Address: 6000 LAKE FOREST DRIVE, SUITE 550, ATLANTA, GA, 30328
Phone: 770-671-8228
AUM: $474.5M

AUM over time

$503.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $480.5M133 positionsView on SEC.gov

			% of Portfolio
ABB LTD SPON ADR	Common Stock	$458K	0.1%Prev: 0.1%	5,691 SH	Increased-214 SH
ABBOTT LABORATORIES	Common Stock	$3.4M	0.7%	32,695 SH	New
ABBVIE INC	Common Stock	$10.1M	2.1%	46,529 SH	New
ALPHABET INC CL A	Common Stock	$2.0M	0.4%	6,939 SH	New
ALPHABET INC CL C	Common Stock	$289K	0.1%	1,007 SH	New
ALTRIA GROUP INC	Common Stock	$14.4M	3.0%	217,567 SH	New
AMAZON.COM INC	Common Stock	$4.2M	0.9%	20,045 SH	New
AMERICAN EXPRESS CO	Common Stock	$4.4M	0.9%	14,517 SH	New
AMGEN INC	Common Stock	$11.7M	2.4%	33,284 SH	New
APPLE INC	Common Stock	$21.4M	4.4%	84,192 SH	New
ARCHER DANIELS MIDLAND COMPANY	Common Stock	$3.1M	0.7%	42,972 SH	New
AT&T INC	Common Stock	$282K	0.1%	9,714 SH	New
AUTOMATIC DATA PROCESSING INC	Common Stock	$3.5M	0.7%	17,457 SH	New
AXIS CAPITAL HOLDINGS LIMITED	Common Stock	$2.7M	0.6%	26,524 SH	New
BANK OF AMERICA CORP	Common Stock	$646K	0.1%	13,248 SH	New
BECTON DICKINSON & CO	Common Stock	$3.9M	0.8%	24,506 SH	New
BERKSHIRE HATHAWAY INC CL B	Common Stock	$7.0M	1.5%	14,708 SH	New
BHP GROUP LTD SPON ADR	Common Stock	$529K	0.1%	7,273 SH	New
BOEING COMPANY	Common Stock	$2.1M	0.4%	10,434 SH	New
BRISTOL MYERS SQUIBB COMPANY	Common Stock	$4.2M	0.9%	69,186 SH	New
BROADCOM INC	Common Stock	$357K	0.1%	1,154 SH	New
C H ROBINSON WORLDWIDE INC	Common Stock	$2.1M	0.4%	12,610 SH	New
CARRIER GLOBAL CORP	Common Stock	$707K	0.1%	12,558 SH	New
CATERPILLAR INC	Common Stock	$3.5M	0.7%	4,929 SH	New
CBOE GLOBAL MARKETS INC	Common Stock	$2.8M	0.6%	10,120 SH	New
CENCORA INC	Common Stock	$5.0M	1.0%	16,014 SH	New
CHEVRON CORP	Common Stock	$6.2M	1.3%	29,997 SH	New
CHUBB LTD	Common Stock	$7.8M	1.6%	24,074 SH	New
CISCO SYSTEMS INC	Common Stock	$13.9M	2.9%	179,543 SH	New
CITIGROUP INC	Common Stock	$2.2M	0.5%	19,609 SH	New
CME GROUP INC CL A	Common Stock	$9.0M	1.9%	30,427 SH	New
COCA-COLA COMPANY	Common Stock	$5.7M	1.2%	75,442 SH	New
CONSTELLATION BRANDS INC CL A	Common Stock	$1.5M	0.3%	9,767 SH	New
CORNING INC	Common Stock	$11.8M	2.5%	86,791 SH	New
COSTCO WHOLESALE CORP	Common Stock	$3.4M	0.7%	3,384 SH	New
COTERRA ENERGY INC	Common Stock	$2.9M	0.6%	82,671 SH	New
CROWDSTRIKE HOLDINGS INC CL A	Common Stock	$2.5M	0.5%	6,413 SH	New
CVS HEALTH CORP	Common Stock	$2.5M	0.5%	34,395 SH	New
DEERE & CO	Common Stock	$614K	0.1%	1,090 SH	New
DIAGEO PLC SPON ADR	Common Stock	$1.9M	0.4%	25,063 SH	New
DIAMONDBACK ENERGY INC	Common Stock	$4.6M	1.0%	23,350 SH	New
DIGITAL REALTY TRUST INC	Common Stock	$3.1M	0.7%	17,426 SH	New
DOLLAR GENL CORP	Common Stock	$279K	0.1%	2,348 SH	New
DOVER CORP	Common Stock	$4.0M	0.8%	18,983 SH	New
DUKE ENERGY CORP	Common Stock	$6.5M	1.4%	49,577 SH	New
ELEVANCE HEALTH INC	Common Stock	$2.5M	0.5%	8,705 SH	New
EMERSON ELECTRIC CO	Common Stock	$4.5M	0.9%	34,488 SH	New
ESSENTIAL UTILITIES INC	Common Stock	$2.1M	0.4%	53,223 SH	New
EXPEDITORS INTL WASH INC	Common Stock	$2.4M	0.5%	16,789 SH	New
EXXON MOBIL CORP	Common Stock	$875K	0.2%	5,160 SH	New
GAIN THERAPEUTICS INC	Common Stock	$30K	0.0%	15,500 SH	New
GENERAL DYNAMICS CORP	Common Stock	$2.4M	0.5%	6,891 SH	New
GENERAL MILLS INC	Common Stock	$3.8M	0.8%	101,242 SH	New
GENUINE PARTS CO	Common Stock	$1.0M	0.2%	9,627 SH	New
GILEAD SCIENCES INC	Common Stock	$1.6M	0.3%	11,784 SH	New
GLOBAL PAYMENTS INC	Common Stock	$2.3M	0.5%	34,083 SH	New
GMO U S QUALITY ETF	ETF	$299K	0.1%	8,251 SH	New
HERSHEY COMPANY	Common Stock	$6.2M	1.3%	29,998 SH	New
HOME DEPOT INC	Common Stock	$2.1M	0.4%	6,288 SH	New
HONEYWELL INTL INC	Common Stock	$6.0M	1.3%	26,709 SH	New
INGREDION INC	Common Stock	$340K	0.1%	3,015 SH	New
INTERCONTINENTAL EXCHANGE INC	Common Stock	$3.2M	0.7%	20,212 SH	New
INVESCO QQQ ETF	ETF	$3.7M	0.8%	6,340 SH	New
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$1.1M	0.2%	5,836 SH	New
ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$1.7M	0.4%	15,775 SH	New
ISHARES 1-3 YR TREASURY BOND ETF	ETF	$1.1M	0.2%	13,510 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$716K	0.1%	1,680 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$2.0M	0.4%	9,259 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$362K	0.1%	2,388 SH	New
JOHNSON & JOHNSON	Common Stock	$15.0M	3.1%	61,381 SH	New
JPMORGAN CHASE & CO	Common Stock	$3.9M	0.8%	13,185 SH	New
KIMBERLY CLARK CORP	Common Stock	$2.6M	0.5%	26,731 SH	New
KINDER MORGAN INC DE	Common Stock	$5.6M	1.2%	166,032 SH	New
KINSALE CAPITAL GROUP INC	Common Stock	$457K	0.1%	1,337 SH	New
KROGER CO	Common Stock	$3.6M	0.8%	49,916 SH	New
LAMAR ADVERTISING COMPANY NEW CL A	Common Stock	$3.6M	0.8%	28,461 SH	New
LOCKHEED MARTIN CORP	Common Stock	$7.5M	1.6%	12,486 SH	New
LOWES COMPANIES INC	Common Stock	$2.7M	0.6%	11,277 SH	New
MARKETAXESS HOLDINGS INC	Common Stock	$239K	0.0%	1,447 SH	New
MCDONALDS CORP	Common Stock	$6.5M	1.4%	21,054 SH	New
MEDTRONIC PLC	Common Stock	$6.5M	1.4%	75,481 SH	New
META PLATFORMS INC CL A	Common Stock	$461K	0.1%	806 SH	New
MICROSOFT CORP	Common Stock	$13.7M	2.8%	36,954 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.4M	0.5%Prev: 0.5%	23,950 SH	Increased+1,517 SH
NETFLIX INC	Common Stock	$265K	0.1%	2,752 SH	New
NEXTERA ENERGY INC	Common Stock	$1.8M	0.4%	19,477 SH	New
NIKE INC CL B	Common Stock	$1.1M	0.2%	21,614 SH	New
NOVARTIS AG SPON ADR	Common Stock	$2.7M	0.6%	17,366 SH	New
NOVO NORDISK AS ADR	Common Stock	$1.2M	0.3%	33,489 SH	New
NVIDIA CORP	Common Stock	$3.0M	0.6%	17,445 SH	New
ONEOK INC	Common Stock	$2.6M	0.5%	28,319 SH	New
PACKAGING CORP OF AMERICA	Common Stock	$402K	0.1%	1,893 SH	New
PEPSICO INC	Common Stock	$2.0M	0.4%	12,815 SH	New
PHILIP MORRIS INTL INC	Common Stock	$11.5M	2.4%	69,847 SH	New
PIMCO MULTISECTOR BOND ACTIVE ETF	ETF	$313K	0.1%	11,945 SH	New
PROCTER & GAMBLE CO	Common Stock	$5.1M	1.1%	35,047 SH	New
QUALCOMM INC	Common Stock	$5.5M	1.1%	42,547 SH	New
R L I CORP	Common Stock	$1.7M	0.3%	29,401 SH	New
REALTY INCOME CORP	Common Stock	$1.5M	0.3%	24,968 SH	New
RENAISSANCERE HOLDINGS LIMITED	Common Stock	$3.8M	0.8%	12,843 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$2.5M	0.5%	6,873 SH	New
ROLLINS INC	Common Stock	$2.7M	0.6%	49,758 SH	New
ROYAL GOLD INC	Common Stock	$429K	0.1%	1,685 SH	New
RPM INTERNATIONAL INC	Common Stock	$2.5M	0.5%	25,318 SH	New
RTX CORP	Common Stock	$12.5M	2.6%	64,991 SH	New
SHOPIFY INC CL A	Common Stock	$442K	0.1%	3,730 SH	New
SOUTHERN COMPANY	Common Stock	$2.1M	0.4%	21,465 SH	New
SPROTT INC	Common Stock	$552K	0.1%	3,862 SH	New
STANLEY BLACK & DECKER INC	Common Stock	$399K	0.1%	5,608 SH	New
STARBUCKS CORP	Common Stock	$4.1M	0.9%	46,313 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$215K	0.0%	4,358 SH	New
STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF	ETF	$4.0M	0.8%	27,148 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF	ETF	$14.3M	3.0%	155,952 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$440K	0.1%	676 SH	New
STRYKER CORP	Common Stock	$1.9M	0.4%	5,690 SH	New
SYSCO CORP	Common Stock	$4.2M	0.9%	58,913 SH	New
TARGET CORP	Common Stock	$3.0M	0.6%	24,398 SH	New
TC ENERGY CORP	Common Stock	$3.1M	0.6%	48,859 SH	New
TEXAS INSTRUMENTS INC	Common Stock	$2.6M	0.5%	13,573 SH	New
TRAVELERS COS INC	Common Stock	$10.3M	2.1%	35,192 SH	New
UBER TECHNOLOGIES INC	Common Stock	$1.3M	0.3%	17,464 SH	New
UNILEVER PLC SPON ADR	Common Stock	$2.5M	0.5%	43,385 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$222K	0.0%	821 SH	New
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF	ETF	$3.5M	0.7%	16,464 SH	New
VANGUARD S&P 500 INDEX ETF	ETF	$373K	0.1%	625 SH	New
VERIZON COMMUNICATIONS INC	Common Stock	$8.8M	1.8%	175,511 SH	New
VISA INC CL A	Common Stock	$6.4M	1.3%	21,312 SH	New
WALMART INC	Common Stock	$5.7M	1.2%	45,761 SH	New
WALT DISNEY CO	Common Stock	$1.1M	0.2%	11,328 SH	New
WHEATON PRECIOUS METALS CORP	Common Stock	$451K	0.1%	3,441 SH	New
WISDOMTREE U S LARGE CAP DIVIDEND ETF	ETF	$642K	0.1%	7,183 SH	New
WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF	ETF	$202K	0.0%	2,303 SH	New
YUM BRANDS INC	Common Stock	$296K	0.1%	1,901 SH	New

Sold (vs prior filing)

ABBOTT LABS — $4.4M
ABBVIE INC — $9.6M
ALPHABET INC — $2.9M
ALTRIA GROUP INC — $13.3M
AMAZON COM INC — $3.4M
AMERICAN EXPRESS CO — $3.9M
AMGEN INC — $10.3M
APPLE INC — $20.8M
ARCHER DANIELS MIDLAND CO — $2.1M
AUTOMATIC DATA PROCESSING IN — $5.7M
AXIS CAP HLDGS LTD — $2.6M
BANK AMERICA CORP — $662K
BECTON DICKINSON & CO — $3.9M
BERKSHIRE HATHAWAY INC DEL — $8.3M
BHP GROUP LTD — $346K
BOEING CO — $1.4M
BRISTOL-MYERS SQUIBB CO — $4.1M
C H ROBINSON WORLDWIDE INC — $1.4M
CARRIER GLOBAL CORPORATION — $812K
CATERPILLAR INC — $1.7M
… and 105 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001398344-26-001303	$474.5M	View
Oct 7, 2026	Q3 2026	13F-HR	0000711089-26-000003	$503.8M	View
Nov 3, 2025