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: $503.8M136 positionsView on SEC.gov

			% of Portfolio
ABB LTD SPON ADR	Common Stock	$535K	0.1%Prev: 0.1%	5,651 SH	Increased-294 SH
ABBOTT LABORATORIES	Common Stock	$3.4M	0.7%	34,869 SH	New
ABBVIE INC	Common Stock	$12.2M	2.4%	46,681 SH	New
ALPHABET INC CL A	Common Stock	$2.4M	0.5%	6,907 SH	New
ALPHABET INC CL C	Common Stock	$343K	0.1%	1,008 SH	New
ALTRIA GROUP INC	Common Stock	$14.5M	2.9%	215,038 SH	New
AMAZON.COM INC	Common Stock	$4.6M	0.9%	18,620 SH	New
AMERICAN EXPRESS CO	Common Stock	$4.5M	0.9%	14,660 SH	New
AMGEN INC	Common Stock	$13.9M	2.8%	32,995 SH	New
APPLE INC	Common Stock	$26.3M	5.2%	78,977 SH	New
APPLIED MATERIALS INC	Common Stock	$231K	0.0%	452 SH	New
ARCHER DANIELS MIDLAND COMPANY	Common Stock	$3.4M	0.7%	42,867 SH	New
AUTOMATIC DATA PROCESSING INC	Common Stock	$4.5M	0.9%	17,296 SH	New
AXIS CAPITAL HOLDINGS LIMITED	Common Stock	$2.5M	0.5%	26,529 SH	New
BANK OF AMERICA CORP	Common Stock	$687K	0.1%	12,630 SH	New
BECTON DICKINSON & CO	Common Stock	$4.5M	0.9%	25,309 SH	New
BERKSHIRE HATHAWAY INC CL B	Common Stock	$6.8M	1.4%	13,725 SH	New
BHP GROUP LTD SPON ADR	Common Stock	$605K	0.1%	7,136 SH	New
BRISTOL MYERS SQUIBB COMPANY	Common Stock	$4.4M	0.9%	70,430 SH	New
BROADCOM INC	Common Stock	$371K	0.1%	1,055 SH	New
C H ROBINSON WORLDWIDE INC	Common Stock	$1.8M	0.4%	12,487 SH	New
CARRIER GLOBAL CORP	Common Stock	$653K	0.1%	11,900 SH	New
CATERPILLAR INC	Common Stock	$3.5M	0.7%	4,358 SH	New
CBOE GLOBAL MARKETS INC	Common Stock	$2.8M	0.5%	10,057 SH	New
CENCORA INC	Common Stock	$4.8M	1.0%	15,960 SH	New
CHEVRON CORP	Common Stock	$6.1M	1.2%	29,898 SH	New
CHUBB LTD	Common Stock	$7.4M	1.5%	22,806 SH	New
CISCO SYSTEMS INC	Common Stock	$18.1M	3.6%	167,774 SH	New
CITIGROUP INC	Common Stock	$2.2M	0.4%	17,136 SH	New
CME GROUP INC CL A	Common Stock	$8.0M	1.6%	30,601 SH	New
COCA-COLA COMPANY	Common Stock	$6.3M	1.3%	73,560 SH	New
CONSTELLATION BRANDS INC CL A	Common Stock	$1.1M	0.2%	9,323 SH	New
CORNING INC	Common Stock	$11.1M	2.2%	72,137 SH	New
COSTCO WHOLESALE CORP	Common Stock	$3.0M	0.6%	3,249 SH	New
CROWDSTRIKE HOLDINGS INC CL A	Common Stock	$6.2M	1.2%	23,294 SH	New
CVS HEALTH CORP	Common Stock	$3.0M	0.6%	34,452 SH	New
DEERE & CO	Common Stock	$702K	0.1%	1,046 SH	New
DEVON ENERGY CORP	Common Stock	$2.9M	0.6%	62,785 SH	New
DIAGEO PLC SPON ADR	Common Stock	$2.4M	0.5%	28,241 SH	New
DIAMONDBACK ENERGY INC	Common Stock	$4.3M	0.9%	23,477 SH	New
DIGITAL REALTY TRUST INC	Common Stock	$3.0M	0.6%	17,248 SH	New
DOLLAR GENL CORP	Common Stock	$278K	0.1%	2,321 SH	New
DOVER CORP	Common Stock	$3.5M	0.7%	18,511 SH	New
DUKE ENERGY CORP	Common Stock	$5.7M	1.1%	49,769 SH	New
ELEVANCE HEALTH INC	Common Stock	$3.3M	0.7%	8,497 SH	New
ELI LILLY & CO	Common Stock	$352K	0.1%	304 SH	New
EMERSON ELECTRIC CO	Common Stock	$5.2M	1.0%	33,769 SH	New
ESSENTIAL UTILITIES INC	Common Stock	$1.9M	0.4%	48,485 SH	New
EXPEDITORS INTL WASH INC	Common Stock	$3.0M	0.6%	16,029 SH	New
EXXONMOBIL HOLDINGS CORP	Common Stock	$726K	0.1%	4,460 SH	New
FIDELITY NATIONAL INFORMATION SERVICES INC	Common Stock	$2.2M	0.4%	67,669 SH	New
GAIN THERAPEUTICS INC	Common Stock	$23K	0.0%	13,500 SH	New
GENERAL DYNAMICS CORP	Common Stock	$2.3M	0.5%	6,932 SH	New
GENERAL MILLS INC	Common Stock	$3.1M	0.6%	97,406 SH	New
GENUINE PARTS CO	Common Stock	$1.1M	0.2%	8,996 SH	New
GILEAD SCIENCES INC	Common Stock	$1.8M	0.3%	11,818 SH	New
GLOBAL PAYMENTS INC	Common Stock	$3.1M	0.6%	37,530 SH	New
GMO U S QUALITY ETF	ETF	$321K	0.1%	7,494 SH	New
HERSHEY COMPANY	Common Stock	$4.8M	1.0%	30,547 SH	New
HOME DEPOT INC	Common Stock	$1.7M	0.3%	6,130 SH	New
HONEYWELL AEROSPACE INC	Common Stock	$1.7M	0.3%	11,035 SH	New
HONEYWELL INTL INC	Common Stock	$3.0M	0.6%	14,057 SH	New
INGREDION INC	Common Stock	$325K	0.1%	3,393 SH	New
INTERCONTINENTAL EXCHANGE INC	Common Stock	$3.3M	0.7%	21,859 SH	New
INVESCO QQQ ETF	ETF	$4.7M	0.9%	6,326 SH	New
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$1.2M	0.2%	5,802 SH	New
ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$2.2M	0.4%	19,713 SH	New
ISHARES 1-3 YR TREASURY BOND ETF	ETF	$730K	0.1%	8,989 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$579K	0.1%	4,624 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$2.2M	0.4%	8,701 SH	New
ISHARES SELECT DIVIDEND ETF	ETF	$369K	0.1%	2,428 SH	New
JOHNSON & JOHNSON	Common Stock	$16.0M	3.2%	60,273 SH	New
JPMORGAN CHASE & CO	Common Stock	$4.0M	0.8%	12,140 SH	New
KIMBERLY CLARK CORP	Common Stock	$2.8M	0.5%	28,241 SH	New
KINDER MORGAN INC DE	Common Stock	$5.1M	1.0%	168,127 SH	New
KINSALE CAPITAL GROUP INC	Common Stock	$634K	0.1%	1,964 SH	New
KROGER CO	Common Stock	$3.1M	0.6%	52,546 SH	New
LAMAR ADVERTISING COMPANY NEW CL A	Common Stock	$4.3M	0.9%	29,740 SH	New
LOCKHEED MARTIN CORP	Common Stock	$6.3M	1.3%	12,404 SH	New
LOWES COMPANIES INC	Common Stock	$1.9M	0.4%	10,120 SH	New
MCDONALDS CORP	Common Stock	$4.8M	1.0%	20,883 SH	New
MEDTRONIC PLC	Common Stock	$6.7M	1.3%	77,085 SH	New
META PLATFORMS INC CL A	Common Stock	$579K	0.1%	798 SH	New
MICRON TECHNOLOGY INC	Common Stock	$403K	0.1%	378 SH	New
MICROSOFT CORP	Common Stock	$18.2M	3.6%	35,544 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.2M	0.4%Prev: 0.5%	24,403 SH	Increased+1,044 SH
NEXTERA ENERGY INC	Common Stock	$1.5M	0.3%	19,215 SH	New
NIKE INC CL B	Common Stock	$663K	0.1%	18,739 SH	New
NOVARTIS AG SPON ADR	Common Stock	$2.4M	0.5%	16,800 SH	New
NOVO NORDISK AS ADR	Common Stock	$1.3M	0.3%	33,551 SH	New
NVIDIA CORP	Common Stock	$3.9M	0.8%	17,262 SH	New
ONEOK INC	Common Stock	$2.5M	0.5%	29,473 SH	New
PACKAGING CORP OF AMERICA	Common Stock	$428K	0.1%	1,868 SH	New
PEPSICO INC	Common Stock	$1.5M	0.3%	12,155 SH	New
PHILIP MORRIS INTL INC	Common Stock	$13.2M	2.6%	69,312 SH	New
PROCTER & GAMBLE CO	Common Stock	$5.1M	1.0%	35,201 SH	New
QUALCOMM INC	Common Stock	$7.7M	1.5%	41,599 SH	New
R L I CORP	Common Stock	$1.6M	0.3%	28,630 SH	New
REALTY INCOME CORP	Common Stock	$2.1M	0.4%	39,379 SH	New
RENAISSANCERE HOLDINGS LIMITED	Common Stock	$4.0M	0.8%	12,592 SH	New
ROCKWELL AUTOMATION INC	Common Stock	$3.0M	0.6%	6,856 SH	New
ROLLINS INC	Common Stock	$1.5M	0.3%	49,911 SH	New
ROYAL GOLD INC	Common Stock	$365K	0.1%	1,545 SH	New
RPM INTERNATIONAL INC	Common Stock	$2.5M	0.5%	25,633 SH	New
RTX CORP	Common Stock	$11.6M	2.3%	62,425 SH	New
SALESFORCE INC	Common Stock	$279K	0.1%	1,214 SH	New
SERVICENOW INC	Common Stock	$285K	0.1%	2,125 SH	New
SHOPIFY INC CL A	Common Stock	$553K	0.1%	3,730 SH	New
SIEMENS A G SPON ADR	Common Stock	$233K	0.0%Prev: 0.1%	1,503 SH	Decreased-264 SH
SOUTHERN COMPANY	Common Stock	$1.7M	0.3%	20,669 SH	New
SPROTT INC	Common Stock	$453K	0.1%	3,795 SH	New
STANLEY BLACK & DECKER INC	Common Stock	$445K	0.1%	5,029 SH	New
STARBUCKS CORP	Common Stock	$4.3M	0.9%	45,875 SH	New
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$224K	0.0%	4,188 SH	New
STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF	ETF	$4.3M	0.9%	25,527 SH	New
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF	ETF	$16.3M	3.2%	178,298 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$518K	0.1%	679 SH	New
STRYKER CORP	Common Stock	$1.6M	0.3%	5,688 SH	New
SYSCO CORP	Common Stock	$4.6M	0.9%	58,924 SH	New
TARGET CORP	Common Stock	$215K	0.0%	1,370 SH	New
TC ENERGY CORP	Common Stock	$2.8M	0.6%	48,749 SH	New
TEXAS INSTRUMENTS INC	Common Stock	$3.7M	0.7%	13,198 SH	New
TRAVELERS COS INC	Common Stock	$12.3M	2.4%	34,508 SH	New
UBER TECHNOLOGIES INC	Common Stock	$1.2M	0.2%	17,074 SH	New
UNILEVER PLC SPON ADR	Common Stock	$2.6M	0.5%	43,289 SH	New
UNITEDHEALTH GROUP INC	Common Stock	$781K	0.2%	2,128 SH	New
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF	ETF	$3.4M	0.7%	14,781 SH	New
VANGUARD S&P 500 INDEX ETF	ETF	$440K	0.1%	628 SH	New
VERIZON COMMUNICATIONS INC	Common Stock	$8.1M	1.6%	175,633 SH	New
VISA INC CL A	Common Stock	$7.4M	1.5%	20,634 SH	New
WALMART INC	Common Stock	$4.4M	0.9%	42,462 SH	New
WALT DISNEY CO	Common Stock	$562K	0.1%	5,360 SH	New
WHEATON PRECIOUS METALS CORP	Common Stock	$429K	0.1%	3,209 SH	New
WISDOMTREE U S LARGE CAP DIVIDEND ETF	ETF	$699K	0.1%	7,188 SH	New
WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF	ETF	$230K	0.0%	2,364 SH	New
YUM BRANDS INC	Common Stock	$259K	0.1%	1,899 SH	New

Sold (vs prior filing)

2023 ETF SERIES TRUST II — $231K
ABBOTT LABS — $4.3M
ABBVIE INC — $10.9M
ALPHABET INC — $1.7M
ALTRIA GROUP INC — $14.5M
AMAZON COM INC — $4.1M
AMERICAN EXPRESS CO — $4.9M
AMGEN INC — $9.5M
APPLE INC — $23.0M
ARCHER DANIELS MIDLAND CO — $2.6M
AT&T INC — $272K
AUTOMATIC DATA PROCESSING IN — $5.3M
AXIS CAP HLDGS LTD — $2.6M
BANK AMERICA CORP — $822K
BECTON DICKINSON & CO — $3.4M
BERKSHIRE HATHAWAY INC DEL — $7.6M
BHP GROUP LTD — $401K
BOEING CO — $2.1M
BRISTOL-MYERS SQUIBB CO — $2.9M
C H ROBINSON WORLDWIDE INC — $1.7M
… and 106 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