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: $461.3M129 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST II	GMO US QUALITY E	$231K	0.1%	6,375 SH	New
ABB LTD SPON ADR	Common Stock	$428K	0.1%Prev: 0.1%	5,945 SH	Decreased+294 SH
ABBOTT LABS	COM	$4.3M	0.9%	32,456 SH	New
ABBVIE INC	COM	$10.9M	2.4%	46,998 SH	New
ALPHABET INC	CAP STK CL A	$1.7M	0.4%	6,797 SH	New
ALTRIA GROUP INC	COM	$14.5M	3.2%	220,199 SH	New
AMAZON COM INC	COM	$4.1M	0.9%	18,598 SH	New
AMERICAN EXPRESS CO	COM	$4.9M	1.1%	14,846 SH	New
AMGEN INC	COM	$9.5M	2.1%	33,637 SH	New
APPLE INC	COM	$23.0M	5.0%	90,134 SH	New
ARCHER DANIELS MIDLAND CO	COM	$2.6M	0.6%	43,111 SH	New
AT&T INC	COM	$272K	0.1%	9,639 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$5.3M	1.1%	17,997 SH	New
AXIS CAP HLDGS LTD	SHS	$2.6M	0.6%	26,690 SH	New
BANK AMERICA CORP	COM	$822K	0.2%	15,929 SH	New
BECTON DICKINSON & CO	COM	$3.4M	0.7%	18,311 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.6M	1.7%	15,147 SH	New
BHP GROUP LTD	SPONSORED ADS	$401K	0.1%	7,198 SH	New
BOEING CO	COM	$2.1M	0.5%	9,910 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$2.9M	0.6%	64,800 SH	New
C H ROBINSON WORLDWIDE INC	COM NEW	$1.7M	0.4%	13,178 SH	New
CARRIER GLOBAL CORPORATION	COM	$745K	0.2%	12,486 SH	New
CATERPILLAR INC	COM	$2.4M	0.5%	5,017 SH	New
CBOE GLOBAL MKTS INC	COM	$2.5M	0.5%	10,120 SH	New
CENCORA INC	COM	$5.2M	1.1%	16,724 SH	New
CHEVRON CORP NEW	COM	$4.5M	1.0%	29,044 SH	New
CHUBB LIMITED	COM	$6.5M	1.4%	23,089 SH	New
CISCO SYS INC	COM	$12.6M	2.7%	184,091 SH	New
CITIGROUP INC	COM NEW	$2.0M	0.4%	19,497 SH	New
CME GROUP INC	COM	$8.2M	1.8%	30,173 SH	New
COCA COLA CO	COM	$5.0M	1.1%	74,649 SH	New
CONSTELLATION BRANDS INC	CL A	$1.2M	0.3%	9,061 SH	New
CORNING INC	COM	$8.4M	1.8%	102,207 SH	New
COSTCO WHSL CORP NEW	COM	$3.2M	0.7%	3,433 SH	New
COTERRA ENERGY INC	COM	$1.7M	0.4%	73,436 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.1M	0.7%	6,236 SH	New
CVS HEALTH CORP	COM	$2.5M	0.5%	33,203 SH	New
DEERE & CO	COM	$524K	0.1%	1,145 SH	New
DIAGEO PLC	SPON ADR NEW	$2.5M	0.5%	26,265 SH	New
DIAMONDBACK ENERGY INC	COM	$3.4M	0.7%	23,652 SH	New
DIGITAL RLTY TR INC	COM	$3.0M	0.7%	17,481 SH	New
DISNEY WALT CO	COM	$1.7M	0.4%	14,584 SH	New
DOLLAR GEN CORP NEW	COM	$241K	0.1%	2,334 SH	New
DOVER CORP	COM	$3.2M	0.7%	19,316 SH	New
DUKE ENERGY CORP NEW	COM NEW	$6.0M	1.3%	48,651 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$2.8M	0.6%	8,749 SH	New
EMERSON ELEC CO	COM	$4.7M	1.0%	35,562 SH	New
ESSENTIAL UTILS INC	COM	$2.4M	0.5%	59,229 SH	New
EXPEDITORS INTL WASH INC	COM	$2.1M	0.5%	17,239 SH	New
EXXON MOBIL CORP	COM	$500K	0.1%	4,436 SH	New
GAIN THERAPEUTICS INC	COM	$62K	0.0%	35,000 SH	New
GENERAL DYNAMICS CORP	COM	$2.3M	0.5%	6,680 SH	New
GENERAL MLS INC	COM	$4.8M	1.0%	95,186 SH	New
GENUINE PARTS CO	COM	$1.3M	0.3%	9,663 SH	New
GILEAD SCIENCES INC	COM	$1.4M	0.3%	12,414 SH	New
GLOBAL PMTS INC	COM	$1.1M	0.2%	13,179 SH	New
HERSHEY CO	COM	$5.6M	1.2%	30,117 SH	New
HOME DEPOT INC	COM	$2.6M	0.6%	6,358 SH	New
HONEYWELL INTL INC	COM	$5.6M	1.2%	26,729 SH	New
HUBSPOT INC	COM	$241K	0.1%	515 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$3.2M	0.7%	19,224 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.2%	3,922 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.2M	0.7%	5,378 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.3M	0.3%	15,294 SH	New
ISHARES TR	RUS 1000 GRW ETF	$852K	0.2%	1,818 SH	New
ISHARES TR	RUS 1000 VAL ETF	$1.8M	0.4%	9,026 SH	New
ISHARES TR	SELECT DIVID ETF	$338K	0.1%	2,379 SH	New
ISHARES TR	SHORT TREAS BD	$1.4M	0.3%	12,337 SH	New
JOHNSON & JOHNSON	COM	$11.6M	2.5%	62,616 SH	New
JPMORGAN CHASE & CO.	COM	$4.1M	0.9%	13,064 SH	New
KIMBERLY-CLARK CORP	COM	$3.3M	0.7%	26,851 SH	New
KINDER MORGAN INC DEL	COM	$4.5M	1.0%	158,109 SH	New
KROGER CO	COM	$3.2M	0.7%	48,139 SH	New
LAMAR ADVERTISING CO NEW	CL A	$1.9M	0.4%	15,362 SH	New
LOCKHEED MARTIN CORP	COM	$5.7M	1.2%	11,478 SH	New
LOWES COS INC	COM	$2.8M	0.6%	11,214 SH	New
LYONDELLBASELL INDUSTRIES N	SHS - A -	$992K	0.2%	20,238 SH	New
MARKETAXESS HLDGS INC	COM	$326K	0.1%	1,871 SH	New
MCDONALDS CORP	COM	$6.7M	1.4%	21,936 SH	New
MEDTRONIC PLC	SHS	$7.2M	1.6%	75,674 SH	New
META PLATFORMS INC	CL A	$540K	0.1%	736 SH	New
MICROSOFT CORP	COM	$18.2M	4.0%	35,221 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.1M	0.5%Prev: 0.5%	23,359 SH	Decreased-1,226 SH
NEXTERA ENERGY INC	COM	$1.5M	0.3%	19,642 SH	New
NOVARTIS AG	SPONSORED ADR	$2.2M	0.5%	17,519 SH	New
NOVO-NORDISK A S	ADR	$2.0M	0.4%	35,764 SH	New
NVIDIA CORPORATION	COM	$2.9M	0.6%	15,675 SH	New
ONEOK INC NEW	COM	$1.1M	0.2%	14,778 SH	New
PACKAGING CORP AMER	COM	$395K	0.1%	1,813 SH	New
PEPSICO INC	COM	$2.1M	0.5%	14,912 SH	New
PHILIP MORRIS INTL INC	COM	$11.4M	2.5%	70,489 SH	New
PIMCO ETF TR	MULTISECTOR BD	$321K	0.1%	11,945 SH	New
PROCTER AND GAMBLE CO	COM	$5.3M	1.1%	34,469 SH	New
QUALCOMM INC	COM	$7.0M	1.5%	42,263 SH	New
REALTY INCOME CORP	COM	$1.4M	0.3%	23,687 SH	New
RENAISSANCERE HLDGS LTD	COM	$3.2M	0.7%	12,778 SH	New
RLI CORP	COM	$2.0M	0.4%	29,925 SH	New
ROCKWELL AUTOMATION INC	COM	$2.4M	0.5%	6,926 SH	New
ROLLINS INC	COM	$2.9M	0.6%	50,173 SH	New
ROYAL GOLD INC	COM	$342K	0.1%	1,705 SH	New
RPM INTL INC	COM	$2.9M	0.6%	24,358 SH	New
RTX CORPORATION	COM	$12.0M	2.6%	71,738 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$306K	0.1%	5,684 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3.7M	0.8%	26,858 SH	New
SERVICENOW INC	COM	$281K	0.1%	305 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$554K	0.1%	3,730 SH	New
SIEMENS A G SPON ADR	Common Stock	$239K	0.1%Prev: 0.0%	1,767 SH	Decreased+264 SH
SOUTHERN CO	COM	$2.0M	0.4%	20,831 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$14.1M	3.1%	154,057 SH	New
SPROTT INC	COM NEW	$319K	0.1%	3,838 SH	New
STANLEY BLACK & DECKER INC	COM	$450K	0.1%	6,050 SH	New
STARBUCKS CORP	COM	$4.0M	0.9%	47,680 SH	New
STRYKER CORPORATION	COM	$2.1M	0.5%	5,732 SH	New
SYSCO CORP	COM	$4.7M	1.0%	57,625 SH	New
TARGET CORP	COM	$2.2M	0.5%	24,570 SH	New
TC ENERGY CORP	COM	$2.7M	0.6%	48,791 SH	New
TEXAS INSTRS INC	COM	$2.5M	0.5%	13,756 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$31K	0.0%	10,000 SH	New
TRAVELERS COMPANIES INC	COM	$9.9M	2.1%	35,495 SH	New
UBER TECHNOLOGIES INC	COM	$1.7M	0.4%	16,989 SH	New
UNILEVER PLC	SPON ADR NEW	$2.9M	0.6%	49,187 SH	New
UNITEDHEALTH GROUP INC	COM	$370K	0.1%	1,070 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	0.8%	16,939 SH	New
VERIZON COMMUNICATIONS INC	COM	$7.7M	1.7%	174,977 SH	New
VISA INC	COM CL A	$7.4M	1.6%	21,573 SH	New
WALMART INC	COM	$4.9M	1.1%	47,519 SH	New
WHEATON PRECIOUS METALS CORP	COM	$385K	0.1%	3,439 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$702K	0.2%	8,061 SH	New
YUM BRANDS INC	COM	$289K	0.1%	1,902 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $3.1M
ABBVIE INC — $11.8M
ALPHABET INC CL A — $2.7M
ALPHABET INC CL C — $356K
ALTRIA GROUP INC — $15.5M
AMAZON.COM INC — $4.7M
AMERICAN EXPRESS CO — $4.9M
AMGEN INC — $12.0M
AMRIZE LTD — $201K
APPLE INC — $23.8M
APPLIED MATERIALS INC — $342K
ARCHER DANIELS MIDLAND COMPANY — $3.3M
ASML HOLDING NV NY REGISTRY SHS NEW 2012 — $204K
AUTOMATIC DATA PROCESSING INC — $3.9M
AXIS CAPITAL HOLDINGS LIMITED — $2.9M
BANK OF AMERICA CORP — $721K
BECTON DICKINSON & CO — $3.8M
BERKSHIRE HATHAWAY INC CL B — $7.3M
BHP GROUP LTD SPON ADR — $593K
BOEING COMPANY — $2.2M
… and 119 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