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CIK 0000711089 • 6 13F filings • May 7, 2025 – Jul 16, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABB LTD SPON ADR | Common Stock | $308K | 0.1% | 5,905 SH | |
| ABBOTT LABS | COM | $4.4M | 1.0% | 33,069 SH | |
| ABBVIE INC | COM | $9.6M | 2.2% | 46,018 SH | |
| ALPHABET INC | CAP STK CL A | $2.9M | 0.7% | 18,582 SH | |
| ALTRIA GROUP INC | COM | $13.3M | 3.1% | 221,262 SH | |
| AMAZON COM INC | COM | $3.4M | 0.8% | 17,681 SH | |
| AMERICAN EXPRESS CO | COM | $3.9M | 0.9% | 14,638 SH | |
| AMGEN INC | COM | $10.3M | 2.4% | 33,099 SH | |
| APPLE INC | COM | $20.8M | 4.8% | 93,742 SH | |
| ARCHER DANIELS MIDLAND CO | COM | $2.1M | 0.5% | 43,257 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $5.7M | 1.3% | 18,591 SH | |
| AXIS CAP HLDGS LTD | SHS | $2.6M | 0.6% | 26,421 SH | |
| BANK AMERICA CORP | COM | $662K | 0.2% | 15,868 SH | |
| BECTON DICKINSON & CO | COM | $3.9M | 0.9% | 16,980 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.3M | 1.9% | 15,614 SH | |
| BHP GROUP LTD | SPONSORED ADS | $346K | 0.1% | 7,124 SH | |
| BOEING CO | COM | $1.4M | 0.3% | 8,238 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $4.1M | 0.9% | 66,567 SH | |
| C H ROBINSON WORLDWIDE INC | COM NEW | $1.4M | 0.3% | 13,243 SH | |
| CARRIER GLOBAL CORPORATION | COM | $812K | 0.2% | 12,814 SH | |
| CATERPILLAR INC | COM | $1.7M | 0.4% | 5,090 SH | |
| CBOE GLOBAL MKTS INC | COM | $2.2M | 0.5% | 9,844 SH | |
| CENCORA INC | COM | $4.7M | 1.1% | 17,056 SH | |
| CHEVRON CORP NEW | COM | $4.7M | 1.1% | 28,343 SH | |
| CHUBB LIMITED | COM | $7.0M | 1.6% | 23,028 SH | |
| CISCO SYS INC | COM | $11.3M | 2.6% | 183,273 SH | |
| CITIGROUP INC | COM NEW | $1.4M | 0.3% | 20,182 SH | |
| CME GROUP INC | COM | $7.9M | 1.8% | 29,643 SH | |
| COCA COLA CO | COM | $5.7M | 1.3% | 78,903 SH | |
| CONSTELLATION BRANDS INC | CL A | $1.4M | 0.3% | 7,633 SH | |
| CORNING INC | COM | $4.8M | 1.1% | 105,117 SH | |
| COSTCO WHSL CORP NEW | COM | $3.3M | 0.8% | 3,537 SH | |
| COTERRA ENERGY INC | COM | $694K | 0.2% | 24,028 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2.2M | 0.5% | 6,263 SH | |
| CROWN CASTLE INC | COM | $321K | 0.1% | 3,081 SH | |
| CVS HEALTH CORP | COM | $2.2M | 0.5% | 32,862 SH | |
| DEERE & CO | COM | $551K | 0.1% | 1,173 SH | |
| DIAGEO PLC | SPON ADR NEW | $2.8M | 0.6% | 26,665 SH | |
| DIAMONDBACK ENERGY INC | COM | $3.6M | 0.8% | 22,436 SH | |
| DIGITAL RLTY TR INC | COM | $2.5M | 0.6% | 17,459 SH | |
| DOLLAR GEN CORP NEW | COM | $268K | 0.1% | 3,053 SH | |
| DOVER CORP | COM | $3.4M | 0.8% | 19,359 SH | |
| DOW INC | COM | $428K | 0.1% | 12,243 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $5.9M | 1.4% | 48,229 SH | |
| ELEVANCE HEALTH INC | COM | $3.6M | 0.8% | 8,279 SH | |
| EMERSON ELEC CO | COM | $4.0M | 0.9% | 36,237 SH | |
| ESSENTIAL UTILS INC | COM | $2.9M | 0.7% | 73,982 SH | |
| EXPEDITORS INTL WASH INC | COM | $2.1M | 0.5% | 17,284 SH | |
| EXXON MOBIL CORP | COM | $977K | 0.2% | 8,218 SH | |
| GAIN THERAPEUTICS INC | COM | $34K | 0.0% | 18,000 SH | |
| GENERAL DYNAMICS CORP | COM | $1.8M | 0.4% | 6,423 SH | |
| GENERAL MLS INC | COM | $5.4M | 1.2% | 89,630 SH | |
| GENUINE PARTS CO | COM | $1.1M | 0.3% | 9,630 SH | |
| GILEAD SCIENCES INC | COM | $1.4M | 0.3% | 12,326 SH | |
| HERSHEY CO | COM | $5.0M | 1.2% | 29,063 SH | |
| HOME DEPOT INC | COM | $2.4M | 0.5% | 6,463 SH | |
| HONEYWELL INTL INC | COM | $5.6M | 1.3% | 26,634 SH | |
| HUBSPOT INC | COM | $294K | 0.1% | 515 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $3.2M | 0.7% | 18,463 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $933K | 0.2% | 3,753 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.4M | 0.6% | 5,063 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $1.1M | 0.3% | 13,536 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $659K | 0.2% | 1,824 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.8M | 0.4% | 9,336 SH | |
| ISHARES TR | SELECT DIVID ETF | $352K | 0.1% | 2,620 SH | |
| ISHARES TR | SHORT TREAS BD | $1.0M | 0.2% | 9,472 SH | |
| JOHNSON & JOHNSON | COM | $10.3M | 2.4% | 61,924 SH | |
| JPMORGAN CHASE & CO. | COM | $3.3M | 0.8% | 13,640 SH | |
| KENVUE INC | COM | $236K | 0.1% | 9,840 SH | |
| KIMBERLY-CLARK CORP | COM | $3.6M | 0.8% | 25,213 SH | |
| KINDER MORGAN INC DEL | COM | $4.2M | 1.0% | 148,112 SH | |
| KROGER CO | COM | $3.1M | 0.7% | 46,369 SH | |
| LOCKHEED MARTIN CORP | COM | $5.0M | 1.2% | 11,257 SH | |
| LOWES COS INC | COM | $2.7M | 0.6% | 11,408 SH | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $2.6M | 0.6% | 36,761 SH | |
| MARKETAXESS HLDGS INC | COM | $332K | 0.1% | 1,536 SH | |
| MCDONALDS CORP | COM | $6.9M | 1.6% | 22,106 SH | |
| MEDTRONIC PLC | SHS | $6.7M | 1.6% | 74,758 SH | |
| META PLATFORMS INC | CL A | $424K | 0.1% | 736 SH | |
| MICROSOFT CORP | COM | $14.0M | 3.2% | 37,282 SH | |
| NESTLE S A SPON ADR REPSTG REG SHS | Common Stock | $2.3M | 0.5% | 22,433 SH | |
| NEXTERA ENERGY INC | COM | $1.3M | 0.3% | 18,686 SH | |
| NOVARTIS AG | SPONSORED ADR | $1.9M | 0.5% | 17,427 SH | |
| NOVO-NORDISK A S | ADR | $2.6M | 0.6% | 37,757 SH | |
| NVIDIA CORPORATION | COM | $1.7M | 0.4% | 15,457 SH | |
| ONEOK INC NEW | COM | $815K | 0.2% | 8,215 SH | |
| PACKAGING CORP AMER | COM | $357K | 0.1% | 1,801 SH | |
| PEPSICO INC | COM | $2.3M | 0.5% | 15,153 SH | |
| PHILIP MORRIS INTL INC | COM | $11.6M | 2.7% | 72,813 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $315K | 0.1% | 11,945 SH | |
| PROCTER AND GAMBLE CO | COM | $5.8M | 1.4% | 34,305 SH | |
| QUALCOMM INC | COM | $6.3M | 1.5% | 41,275 SH | |
| REALTY INCOME CORP | COM | $1.3M | 0.3% | 21,869 SH | |
| RENAISSANCERE HLDGS LTD | COM | $3.0M | 0.7% | 12,535 SH | |
| RLI CORP | COM | $2.5M | 0.6% | 30,621 SH | |
| ROCKWELL AUTOMATION INC | COM | $1.8M | 0.4% | 7,031 SH | |
| ROLLINS INC | COM | $2.7M | 0.6% | 49,756 SH | |
| ROYAL GOLD INC | COM | $279K | 0.1% | 1,707 SH | |
| RPM INTL INC | COM | $2.8M | 0.7% | 24,298 SH | |
| RTX CORPORATION | COM | $9.9M | 2.3% | 74,442 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $279K | 0.1% | 5,610 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $4.1M | 0.9% | 27,765 SH | |
| SERVICENOW INC | COM | $243K | 0.1% | 305 SH | |
| SHOPIFY INC | CL A | $356K | 0.1% | 3,730 SH | |
| SIEMENS A G SPON ADR | Common Stock | $204K | 0.0% | 1,767 SH | |
| SOUTHERN CO | COM | $1.9M | 0.4% | 20,692 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $12.6M | 2.9% | 137,005 SH | |
| STANLEY BLACK & DECKER INC | COM | $453K | 0.1% | 5,891 SH | |
| STARBUCKS CORP | COM | $4.5M | 1.0% | 46,170 SH | |
| STRYKER CORPORATION | COM | $2.1M | 0.5% | 5,739 SH | |
| SYSCO CORP | COM | $4.2M | 1.0% | 56,073 SH | |
| TARGET CORP | COM | $2.5M | 0.6% | 23,725 SH | |
| TC ENERGY CORP | COM | $2.3M | 0.5% | 47,922 SH | |
| TEXAS INSTRS INC | COM | $2.5M | 0.6% | 13,734 SH | |
| TRAVELERS COMPANIES INC | COM | $9.5M | 2.2% | 35,896 SH | |
| TRUIST FINL CORP | COM | $229K | 0.1% | 5,565 SH | |
| UBER TECHNOLOGIES INC | COM | $1.2M | 0.3% | 16,907 SH | |
| UNILEVER PLC | SPON ADR NEW | $2.9M | 0.7% | 49,146 SH | |
| UNITED PARCEL SERVICE INC | CL B | $225K | 0.1% | 2,045 SH | |
| UNITEDHEALTH GROUP INC | COM | $580K | 0.1% | 1,108 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.4M | 0.8% | 17,754 SH | |
| VERIZON COMMUNICATIONS INC | COM | $7.8M | 1.8% | 170,886 SH | |
| VISA INC | COM CL A | $7.6M | 1.8% | 21,760 SH | |
| WALMART INC | COM | $4.4M | 1.0% | 50,122 SH | |
| WHEATON PRECIOUS METALS CORP | COM | $283K | 0.1% | 3,649 SH | |
| WISDOMTREE TR | US LARGECAP DIVD | $639K | 0.1% | 8,056 SH | |
| YUM BRANDS INC | COM | $298K | 0.1% | 1,893 SH |
| Q3 2025 |
| 13F-HR |
| 0001398344-25-020206 |
| $461.3M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0000711089-26-000002 | $514.7M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015242 | $441.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0000711089-26-000001 | $480.5M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008854 | $431.4M | View |