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: $514.7M142 positionsView on SEC.gov

			% of Portfolio
ABB LTD SPON ADR	Common Stock	$614K	0.1%Prev: 0.1%	5,651 SH	Increased-294 SH
ABBOTT LABORATORIES	Common Stock	$3.1M	0.6%	34,493 SH	New
ABBVIE INC	Common Stock	$11.8M	2.3%	47,038 SH	New
ALPHABET INC CL A	Common Stock	$2.7M	0.5%	7,444 SH	New
ALPHABET INC CL C	Common Stock	$356K	0.1%	1,007 SH	New
ALTRIA GROUP INC	Common Stock	$15.5M	3.0%	215,521 SH	New
AMAZON.COM INC	Common Stock	$4.7M	0.9%	19,856 SH	New
AMERICAN EXPRESS CO	Common Stock	$4.9M	1.0%	14,574 SH	New
AMGEN INC	Common Stock	$12.0M	2.3%	33,255 SH	New
AMRIZE LTD	Common Stock	$201K	0.0%	3,769 SH	New
APPLE INC	Common Stock	$23.8M	4.6%	82,116 SH	New
APPLIED MATERIALS INC	Common Stock	$342K	0.1%	473 SH	New
ARCHER DANIELS MIDLAND COMPANY	Common Stock	$3.3M	0.6%	42,937 SH	New
ASML HOLDING NV NY REGISTRY SHS NEW 2012	Common Stock	$204K	0.0%	102 SH	New
AUTOMATIC DATA PROCESSING INC	Common Stock	$3.9M	0.8%	17,428 SH	New
AXIS CAPITAL HOLDINGS LIMITED	Common Stock	$2.9M	0.6%	26,533 SH	New
BANK OF AMERICA CORP	Common Stock	$721K	0.1%	12,655 SH	New
BECTON DICKINSON & CO	Common Stock	$3.8M	0.7%	24,957 SH	New
BERKSHIRE HATHAWAY INC CL B	Common Stock	$7.3M	1.4%	14,667 SH	New
BHP GROUP LTD SPON ADR	Common Stock	$593K	0.1%	7,122 SH	New
BOEING COMPANY	Common Stock	$2.2M	0.4%	10,377 SH	New
BRISTOL MYERS SQUIBB COMPANY	Common Stock	$4.0M	0.8%	70,088 SH	New
BROADCOM INC	Common Stock	$398K	0.1%	1,053 SH	New
C H ROBINSON WORLDWIDE INC	Common Stock	$2.4M	0.5%	12,513 SH	New
CARRIER GLOBAL CORP	Common Stock	$910K	0.2%	12,400 SH	New
CATERPILLAR INC	Common Stock	$5.1M	1.0%	4,826 SH	New
CBOE GLOBAL MARKETS INC	Common Stock	$2.4M	0.5%	10,044 SH	New
CENCORA INC	Common Stock	$4.5M	0.9%	16,013 SH	New
CHEVRON CORP	Common Stock	$5.0M	1.0%	29,935 SH	New
CHUBB LTD	Common Stock	$7.8M	1.5%	22,975 SH	New
CISCO SYSTEMS INC	Common Stock	$20.2M	3.9%	172,000 SH	New
CITIGROUP INC	Common Stock	$2.7M	0.5%	19,295 SH	New
CME GROUP INC CL A	Common Stock	$6.8M	1.3%	30,581 SH	New
COCA-COLA COMPANY	Common Stock	$6.1M	1.2%	74,694 SH	New
CONSTELLATION BRANDS INC CL A	Common Stock	$1.4M	0.3%	10,011 SH	New
CORNING INC	Common Stock	$19.3M	3.7%	75,503 SH	New
COSTCO WHOLESALE CORP	Common Stock	$3.1M	0.6%	3,301 SH	New
CROWDSTRIKE HOLDINGS INC CL A	Common Stock	$4.8M	0.9%	6,237 SH	New
CVS HEALTH CORP	Common Stock	$3.6M	0.7%	34,394 SH	New
DEERE & CO	Common Stock	$680K	0.1%	1,072 SH	New
DEVON ENERGY CORP	Common Stock	$2.6M	0.5%	62,045 SH	New
DIAGEO PLC SPON ADR	Common Stock	$2.1M	0.4%	26,007 SH	New
DIAMONDBACK ENERGY INC	Common Stock	$4.1M	0.8%	23,361 SH	New
DIGITAL REALTY TRUST INC	Common Stock	$3.1M	0.6%	17,193 SH	New
DOLLAR GENL CORP	Common Stock	$266K	0.1%	2,314 SH	New
DOVER CORP	Common Stock	$4.2M	0.8%	18,657 SH	New
DUKE ENERGY CORP	Common Stock	$6.3M	1.2%	49,700 SH	New
ELEVANCE HEALTH INC	Common Stock	$3.3M	0.6%	8,562 SH	New
ELI LILLY & CO	Common Stock	$218K	0.0%	182 SH	New
EMERSON ELECTRIC CO	Common Stock	$4.9M	0.9%	34,084 SH	New
ESSENTIAL UTILITIES INC	Common Stock	$1.9M	0.4%	50,590 SH	New
ESTEE LAUDER CO INC	Common Stock	$414K	0.1%	5,238 SH	New
EXPEDITORS INTL WASH INC	Common Stock	$2.7M	0.5%	16,458 SH	New
EXXON MOBIL CORP	Common Stock	$614K	0.1%	4,490 SH	New
FIDELITY NATIONAL INFORMATION SERVICES INC	Common Stock	$2.5M	0.5%	64,131 SH	New
GAIN THERAPEUTICS INC	Common Stock	$71K	0.0%	35,000 SH	New
GE AEROSPACE	Common Stock	$207K	0.0%	554 SH	New
GE VERNOVA LLC	Common Stock	$215K	0.0%	183 SH	New
GENERAL DYNAMICS CORP	Common Stock	$2.4M	0.5%	6,882 SH	New
GENERAL MILLS INC	Common Stock	$3.5M	0.7%	100,322 SH	New
GENUINE PARTS CO	Common Stock	$1.1M	0.2%	8,984 SH	New
GILEAD SCIENCES INC	Common Stock	$1.5M	0.3%	11,812 SH	New
GLOBAL PAYMENTS INC	Common Stock	$2.7M	0.5%	37,258 SH	New
GMO U S QUALITY ETF	ETF	$331K	0.1%	7,948 SH	New
HERSHEY COMPANY	Common Stock	$5.3M	1.0%	30,254 SH	New
HOME DEPOT INC	Common Stock	$2.2M	0.4%	6,209 SH	New
HONEYWELL AEROSPACE INC	Common Stock	$2.9M	0.6%	13,314 SH	New
HONEYWELL INTL INC	Common Stock	$3.0M	0.6%	13,378 SH	New
INGREDION INC	Common Stock	$318K	0.1%	3,362 SH	New
INTERCONTINENTAL EXCHANGE INC	Common Stock	$2.6M	0.5%	21,265 SH	New
INTL BUSINESS MACHINES CORP	Common Stock	$217K	0.0%	773 SH	New
INVESCO QQQ ETF	ETF	$4.7M	0.9%	6,415 SH	New
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$1.2M	0.2%	5,797 SH	New
ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$2.1M	0.4%	19,406 SH	New
ISHARES 1-3 YR TREASURY BOND ETF	ETF	$1.1M	0.2%	13,510 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$834K	0.2%	6,720 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$2.2M	0.4%	9,259 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$378K	0.1%	2,418 SH	New
JOHNSON & JOHNSON	Common Stock	$15.5M	3.0%	60,991 SH	New
JPMORGAN CHASE & CO	Common Stock	$4.3M	0.8%	13,077 SH	New
KIMBERLY CLARK CORP	Common Stock	$3.1M	0.6%	28,234 SH	New
KINDER MORGAN INC DE	Common Stock	$5.3M	1.0%	166,686 SH	New
KINSALE CAPITAL GROUP INC	Common Stock	$626K	0.1%	1,898 SH	New
KROGER CO	Common Stock	$2.8M	0.5%	50,621 SH	New
LAMAR ADVERTISING COMPANY NEW CL A	Common Stock	$4.5M	0.9%	28,754 SH	New
LOCKHEED MARTIN CORP	Common Stock	$6.3M	1.2%	12,405 SH	New
LOWES COMPANIES INC	Common Stock	$2.5M	0.5%	11,187 SH	New
MCDONALDS CORP	Common Stock	$5.7M	1.1%	20,993 SH	New
MEDTRONIC PLC	Common Stock	$6.0M	1.2%	76,849 SH	New
META PLATFORMS INC CL A	Common Stock	$589K	0.1%	1,045 SH	New
MICRON TECHNOLOGY INC	Common Stock	$436K	0.1%	378 SH	New
MICROSOFT CORP	Common Stock	$13.7M	2.7%	36,651 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.5M	0.5%Prev: 0.5%	24,585 SH	Increased+1,818 SH
NEXTERA ENERGY INC	Common Stock	$1.7M	0.3%	19,604 SH	New
NIKE INC CL B	Common Stock	$905K	0.2%	22,046 SH	New
NOVARTIS AG SPON ADR	Common Stock	$2.7M	0.5%	17,055 SH	New
NOVO NORDISK AS ADR	Common Stock	$1.6M	0.3%	33,754 SH	New
NVIDIA CORP	Common Stock	$3.5M	0.7%	17,255 SH	New
ONEOK INC	Common Stock	$2.5M	0.5%	29,115 SH	New
PACKAGING CORP OF AMERICA	Common Stock	$447K	0.1%	1,876 SH	New
PEPSICO INC	Common Stock	$1.7M	0.3%	12,831 SH	New
PHILIP MORRIS INTL INC	Common Stock	$12.6M	2.4%	69,528 SH	New
PIMCO MULTISECTOR BOND ACTIVE ETF	ETF	$317K	0.1%	11,945 SH	New
PROCTER & GAMBLE CO	Common Stock	$5.2M	1.0%	35,285 SH	New
QUALCOMM INC	Common Stock	$7.7M	1.5%	41,764 SH	New
R L I CORP	Common Stock	$1.7M	0.3%	29,180 SH	New
REALTY INCOME CORP	Common Stock	$2.1M	0.4%	33,786 SH	New
RENAISSANCERE HOLDINGS LIMITED	Common Stock	$4.0M	0.8%	12,652 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$3.4M	0.7%	6,867 SH	New
ROLLINS INC	Common Stock	$2.1M	0.4%	50,083 SH	New
ROYAL GOLD INC	Common Stock	$318K	0.1%	1,593 SH	New
RPM INTERNATIONAL INC	Common Stock	$2.8M	0.5%	25,436 SH	New
RTX CORP	Common Stock	$12.1M	2.3%	63,731 SH	New
SERVICENOW INC	Common Stock	$211K	0.0%	2,125 SH	New
SHOPIFY INC CL A	Common Stock	$426K	0.1%	3,730 SH	New
SIEMENS A G SPON ADR	Common Stock	$242K	0.0%Prev: 0.1%	1,503 SH	Increased-264 SH
SOUTHERN COMPANY	Common Stock	$2.0M	0.4%	21,322 SH	New
SPROTT INC	Common Stock	$435K	0.1%	3,871 SH	New
STANLEY BLACK & DECKER INC	Common Stock	$464K	0.1%	4,925 SH	New
STARBUCKS CORP	Common Stock	$4.7M	0.9%	45,830 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$234K	0.0%	4,360 SH	New
STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF	ETF	$4.3M	0.8%	27,148 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF	ETF	$15.2M	3.0%	165,744 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$506K	0.1%	678 SH	New
STRYKER CORP	Common Stock	$1.8M	0.3%	5,679 SH	New
SYSCO CORP	Common Stock	$4.9M	1.0%	59,075 SH	New
TC ENERGY CORP	Common Stock	$3.2M	0.6%	48,669 SH	New
TEXAS INSTRUMENTS INC	Common Stock	$4.0M	0.8%	13,375 SH	New
TRAVELERS COS INC	Common Stock	$11.6M	2.3%	35,082 SH	New
UBER TECHNOLOGIES INC	Common Stock	$1.2M	0.2%	17,103 SH	New
UNILEVER PLC SPON ADR	Common Stock	$2.6M	0.5%	43,619 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$343K	0.1%	825 SH	New
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF	ETF	$3.9M	0.7%	16,307 SH	New
VANGUARD S&P 500 INDEX ETF	ETF	$430K	0.1%	627 SH	New
VERIZON COMMUNICATIONS INC	Common Stock	$7.4M	1.4%	175,287 SH	New
VISA INC CL A	Common Stock	$7.3M	1.4%	21,298 SH	New
WALMART INC	Common Stock	$4.9M	1.0%	43,556 SH	New
WALT DISNEY CO	Common Stock	$968K	0.2%	10,057 SH	New
WHEATON PRECIOUS METALS CORP	Common Stock	$367K	0.1%	3,270 SH	New
WISDOMTREE U S LARGE CAP DIVIDEND ETF	ETF	$692K	0.1%	7,186 SH	New
WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF	ETF	$223K	0.0%	2,329 SH	New
YUM BRANDS INC	Common Stock	$303K	0.1%	1,896 SH	New

Sold (vs prior filing)

ABBOTT LABS — $4.5M
ABBVIE INC — $8.6M
ALPHABET INC — $1.2M
ALTRIA GROUP INC — $13.0M
AMAZON COM INC — $4.0M
AMERICAN EXPRESS CO — $4.7M
AMGEN INC — $9.3M
APPLE INC — $19.0M
ARCHER DANIELS MIDLAND CO — $2.2M
AUTOMATIC DATA PROCESSING IN — $5.6M
AXIS CAP HLDGS LTD — $2.8M
BANK AMERICA CORP — $751K
BECTON DICKINSON & CO — $3.1M
BERKSHIRE HATHAWAY INC DEL — $7.7M
BHP GROUP LTD — $343K
BOEING CO — $2.1M
BRISTOL-MYERS SQUIBB CO — $3.1M
C H ROBINSON WORLDWIDE INC — $1.3M
CARRIER GLOBAL CORPORATION — $912K
CATERPILLAR INC — $2.0M
… and 102 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