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: $441.4M125 positionsView on SEC.gov

			% of Portfolio
ABB LTD SPON ADR	Common Stock	$355K	0.1%Prev: 0.1%	5,945 SH	Decreased+254 SH
ABBOTT LABS	COM	$4.5M	1.0%	32,994 SH	New
ABBVIE INC	COM	$8.6M	2.0%	46,540 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.3%	6,797 SH	New
ALTRIA GROUP INC	COM	$13.0M	3.0%	222,154 SH	New
AMAZON COM INC	COM	$4.0M	0.9%	18,323 SH	New
AMERICAN EXPRESS CO	COM	$4.7M	1.1%	14,764 SH	New
AMGEN INC	COM	$9.3M	2.1%	33,362 SH	New
APPLE INC	COM	$19.0M	4.3%	92,783 SH	New
ARCHER DANIELS MIDLAND CO	COM	$2.2M	0.5%	42,414 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$5.6M	1.3%	18,229 SH	New
AXIS CAP HLDGS LTD	SHS	$2.8M	0.6%	26,541 SH	New
BANK AMERICA CORP	COM	$751K	0.2%	15,876 SH	New
BECTON DICKINSON & CO	COM	$3.1M	0.7%	17,768 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.7M	1.7%	15,771 SH	New
BHP GROUP LTD	SPONSORED ADS	$343K	0.1%	7,124 SH	New
BOEING CO	COM	$2.1M	0.5%	10,020 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$3.1M	0.7%	66,577 SH	New
C H ROBINSON WORLDWIDE INC	COM NEW	$1.3M	0.3%	13,284 SH	New
CARRIER GLOBAL CORPORATION	COM	$912K	0.2%	12,466 SH	New
CATERPILLAR INC	COM	$2.0M	0.5%	5,171 SH	New
CBOE GLOBAL MKTS INC	COM	$9.0M	2.0%	33,017 SH	New
CENCORA INC	COM	$5.0M	1.1%	16,742 SH	New
CHEVRON CORP NEW	COM	$4.1M	0.9%	28,839 SH	New
CISCO SYS INC	COM	$12.7M	2.9%	183,235 SH	New
CITIGROUP INC	COM NEW	$1.7M	0.4%	19,996 SH	New
CME GROUP INC	COM	$8.2M	1.9%	29,893 SH	New
COCA COLA CO	COM	$5.4M	1.2%	76,644 SH	New
CONSTELLATION BRANDS INC	CL A	$1.3M	0.3%	8,238 SH	New
CORNING INC	COM	$5.5M	1.3%	105,256 SH	New
COSTCO WHSL CORP NEW	COM	$3.4M	0.8%	3,452 SH	New
COTERRA ENERGY INC	COM	$1.6M	0.4%	61,878 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.2M	0.7%	6,190 SH	New
CROWN CASTLE INC	COM	$319K	0.1%	3,102 SH	New
CVS HEALTH CORP	COM	$2.3M	0.5%	32,838 SH	New
DEERE & CO	COM	$592K	0.1%	1,165 SH	New
DIAGEO PLC	SPON ADR NEW	$2.7M	0.6%	26,915 SH	New
DIAMONDBACK ENERGY INC	COM	$3.2M	0.7%	23,280 SH	New
DIGITAL RLTY TR INC	COM	$3.0M	0.7%	17,452 SH	New
DISNEY WALT CO	COM	$1.7M	0.4%	13,661 SH	New
DOLLAR GEN CORP NEW	COM	$296K	0.1%	2,592 SH	New
DOVER CORP	COM	$3.5M	0.8%	19,348 SH	New
DUKE ENERGY CORP NEW	COM NEW	$5.7M	1.3%	48,367 SH	New
ELEVANCE HEALTH INC	COM	$3.3M	0.7%	8,365 SH	New
EMERSON ELEC CO	COM	$4.8M	1.1%	36,287 SH	New
ESSENTIAL UTILS INC	COM	$2.5M	0.6%	66,026 SH	New
EXPEDITORS INTL WASH INC	COM	$2.0M	0.4%	17,281 SH	New
EXXON MOBIL CORP	COM	$887K	0.2%	8,226 SH	New
GAIN THERAPEUTICS INC	COM	$41K	0.0%	22,500 SH	New
GENERAL DYNAMICS CORP	COM	$1.9M	0.4%	6,515 SH	New
GENERAL MLS INC	COM	$4.8M	1.1%	92,614 SH	New
GENUINE PARTS CO	COM	$1.2M	0.3%	9,643 SH	New
GILEAD SCIENCES INC	COM	$1.4M	0.3%	12,371 SH	New
HERSHEY CO	COM	$4.9M	1.1%	29,685 SH	New
HOME DEPOT INC	COM	$2.3M	0.5%	6,392 SH	New
HONEYWELL INTL INC	COM	$6.2M	1.4%	26,795 SH	New
HUBSPOT INC	COM	$287K	0.1%	515 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$3.5M	0.8%	18,878 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%	3,755 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.9M	0.6%	5,173 SH	New
ISHARES TR	1 3 YR TREAS BD	$975K	0.2%	11,772 SH	New
ISHARES TR	RUS 1000 GRW ETF	$774K	0.2%	1,824 SH	New
ISHARES TR	RUS 1000 VAL ETF	$1.8M	0.4%	9,294 SH	New
ISHARES TR	SELECT DIVID ETF	$354K	0.1%	2,666 SH	New
ISHARES TR	SHORT TREAS BD	$1.2M	0.3%	10,526 SH	New
JOHNSON & JOHNSON	COM	$9.5M	2.2%	62,351 SH	New
JPMORGAN CHASE & CO.	COM	$3.9M	0.9%	13,377 SH	New
KENVUE INC	COM	$207K	0.0%	9,891 SH	New
KIMBERLY-CLARK CORP	COM	$3.4M	0.8%	26,295 SH	New
KINDER MORGAN INC DEL	COM	$4.5M	1.0%	153,393 SH	New
KROGER CO	COM	$3.4M	0.8%	47,425 SH	New
LOCKHEED MARTIN CORP	COM	$5.3M	1.2%	11,400 SH	New
LOWES COS INC	COM	$2.5M	0.6%	11,423 SH	New
LYONDELLBASELL INDUSTRIES N	SHS - A -	$2.0M	0.4%	33,974 SH	New
MARKETAXESS HLDGS INC	COM	$358K	0.1%	1,602 SH	New
MCDONALDS CORP	COM	$6.5M	1.5%	22,136 SH	New
MEDTRONIC PLC	SHS	$6.6M	1.5%	75,187 SH	New
META PLATFORMS INC	CL A	$543K	0.1%	736 SH	New
MICROSOFT CORP	COM	$18.2M	4.1%	36,525 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.3M	0.5%Prev: 0.5%	22,767 SH	Decreased-1,183 SH
NEXTERA ENERGY INC	COM	$1.3M	0.3%	18,806 SH	New
NOVARTIS AG	SPONSORED ADR	$2.1M	0.5%	17,588 SH	New
NOVO-NORDISK A S	ADR	$2.5M	0.6%	36,113 SH	New
NVIDIA CORPORATION	COM	$2.5M	0.6%	15,771 SH	New
ONEOK INC NEW	COM	$1.1M	0.2%	13,130 SH	New
PACKAGING CORP AMER	COM	$341K	0.1%	1,807 SH	New
PEPSICO INC	COM	$2.0M	0.5%	15,195 SH	New
PHILIP MORRIS INTL INC	COM	$13.0M	2.9%	71,308 SH	New
PIMCO ETF TR	MULTISECTOR BD	$317K	0.1%	11,945 SH	New
PROCTER AND GAMBLE CO	COM	$5.5M	1.2%	34,278 SH	New
QUALCOMM INC	COM	$6.7M	1.5%	41,796 SH	New
REALTY INCOME CORP	COM	$1.3M	0.3%	22,515 SH	New
RENAISSANCERE HLDGS LTD	COM	$3.1M	0.7%	12,577 SH	New
RLI CORP	COM	$2.2M	0.5%	30,540 SH	New
ROCKWELL AUTOMATION INC	COM	$2.3M	0.5%	7,034 SH	New
ROLLINS INC	COM	$2.8M	0.6%	50,193 SH	New
ROYAL GOLD INC	COM	$304K	0.1%	1,709 SH	New
RPM INTL INC	COM	$2.7M	0.6%	24,305 SH	New
RTX CORPORATION	COM	$10.7M	2.4%	73,492 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$286K	0.1%	5,461 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3.7M	0.8%	27,790 SH	New
SERVICENOW INC	COM	$314K	0.1%	305 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$430K	0.1%	3,730 SH	New
SIEMENS A G SPON ADR	Common Stock	$228K	0.1%	1,767 SH	New
SOUTHERN CO	COM	$1.9M	0.4%	20,701 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$14.1M	3.2%	153,481 SH	New
SPROTT INC	COM NEW	$264K	0.1%	3,824 SH	New
STANLEY BLACK & DECKER INC	COM	$400K	0.1%	5,906 SH	New
STARBUCKS CORP	COM	$4.3M	1.0%	46,815 SH	New
SYSCO CORP	COM	$6.6M	1.5%	63,193 SH	New
TARGET CORP	COM	$2.4M	0.5%	24,403 SH	New
TC ENERGY CORP	COM	$2.3M	0.5%	48,043 SH	New
TEXAS INSTRS INC	COM	$2.8M	0.6%	13,706 SH	New
TRAVELERS COMPANIES INC	COM	$9.5M	2.2%	35,597 SH	New
UBER TECHNOLOGIES INC	COM	$1.6M	0.4%	17,314 SH	New
UNILEVER PLC	SPON ADR NEW	$3.0M	0.7%	49,567 SH	New
UNITED PARCEL SERVICE INC	CL B	$208K	0.0%	2,065 SH	New
UNITEDHEALTH GROUP INC	COM	$343K	0.1%	1,098 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	0.8%	17,077 SH	New
VERIZON COMMUNICATIONS INC	COM	$7.4M	1.7%	171,763 SH	New
VISA INC	COM CL A	$7.7M	1.7%	21,632 SH	New
WALMART INC	COM	$4.8M	1.1%	48,796 SH	New
WHEATON PRECIOUS METALS CORP	COM	$312K	0.1%	3,476 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$662K	0.1%	8,059 SH	New
YUM BRANDS INC	COM	$281K	0.1%	1,897 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $3.4M
ABBVIE INC — $10.1M
ALPHABET INC CL A — $2.0M
ALPHABET INC CL C — $289K
ALTRIA GROUP INC — $14.4M
AMAZON.COM INC — $4.2M
AMERICAN EXPRESS CO — $4.4M
AMGEN INC — $11.7M
APPLE INC — $21.4M
ARCHER DANIELS MIDLAND COMPANY — $3.1M
AT&T INC — $282K
AUTOMATIC DATA PROCESSING INC — $3.5M
AXIS CAPITAL HOLDINGS LIMITED — $2.7M
BANK OF AMERICA CORP — $646K
BECTON DICKINSON & CO — $3.9M
BERKSHIRE HATHAWAY INC CL B — $7.0M
BHP GROUP LTD SPON ADR — $529K
BOEING COMPANY — $2.1M
BRISTOL MYERS SQUIBB COMPANY — $4.2M
BROADCOM INC — $357K
… and 111 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