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: $474.5M134 positionsView on SEC.gov

			% of Portfolio
ABB LTD SPON ADR	Common Stock	$440K	0.1%Prev: 0.1%	5,945 SH	Decreased+294 SH
ABBOTT LABS	COM	$4.1M	0.9%	32,328 SH	New
ABBVIE INC	COM	$10.7M	2.3%	46,994 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.5%	7,804 SH	New
ALTRIA GROUP INC	COM	$12.7M	2.7%	220,144 SH	New
AMAZON COM INC	COM	$4.6M	1.0%	19,718 SH	New
AMERICAN EXPRESS CO	COM	$5.4M	1.1%	14,575 SH	New
AMGEN INC	COM	$11.0M	2.3%	33,661 SH	New
APPLE INC	COM	$23.8M	5.0%	87,665 SH	New
ARCHER DANIELS MIDLAND CO	COM	$2.5M	0.5%	43,550 SH	New
AT&T INC	COM	$241K	0.1%	9,704 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$4.6M	1.0%	17,872 SH	New
AXIS CAP HLDGS LTD	SHS	$2.9M	0.6%	26,673 SH	New
BANK AMERICA CORP	COM	$874K	0.2%	15,892 SH	New
BECTON DICKINSON & CO	COM	$3.7M	0.8%	18,844 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.5M	1.6%	14,947 SH	New
BHP GROUP LTD	SPONSORED ADS	$435K	0.1%	7,198 SH	New
BOEING CO	COM	$2.1M	0.4%	9,611 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$3.7M	0.8%	68,637 SH	New
BROADCOM INC	COM	$389K	0.1%	1,123 SH	New
C H ROBINSON WORLDWIDE INC	COM NEW	$2.1M	0.4%	12,755 SH	New
CARRIER GLOBAL CORPORATION	COM	$664K	0.1%	12,568 SH	New
CATERPILLAR INC	COM	$2.8M	0.6%	4,931 SH	New
CBOE GLOBAL MKTS INC	COM	$2.5M	0.5%	10,100 SH	New
CENCORA INC	COM	$5.5M	1.2%	16,411 SH	New
CHEVRON CORP NEW	COM	$4.6M	1.0%	30,083 SH	New
CHUBB LIMITED	COM	$7.3M	1.5%	23,247 SH	New
CISCO SYS INC	COM	$14.1M	3.0%	182,820 SH	New
CITIGROUP INC	COM NEW	$2.3M	0.5%	19,816 SH	New
CME GROUP INC	COM	$8.3M	1.7%	30,273 SH	New
COCA COLA CO	COM	$5.2M	1.1%	75,039 SH	New
CONSTELLATION BRANDS INC	CL A	$1.2M	0.3%	8,900 SH	New
CORNING INC	COM	$8.4M	1.8%	96,347 SH	New
COSTCO WHSL CORP NEW	COM	$2.9M	0.6%	3,417 SH	New
COTERRA ENERGY INC	COM	$2.1M	0.4%	80,333 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.9M	0.6%	6,279 SH	New
CVS HEALTH CORP	COM	$2.7M	0.6%	34,129 SH	New
DEERE & CO	COM	$534K	0.1%	1,147 SH	New
DIAGEO PLC	SPON ADR NEW	$2.1M	0.4%	24,183 SH	New
DIAMONDBACK ENERGY INC	COM	$3.5M	0.7%	23,596 SH	New
DIGITAL RLTY TR INC	COM	$2.7M	0.6%	17,397 SH	New
DISNEY WALT CO	COM	$1.4M	0.3%	11,881 SH	New
DOLLAR GEN CORP NEW	COM	$311K	0.1%	2,342 SH	New
DOVER CORP	COM	$3.8M	0.8%	19,213 SH	New
DUKE ENERGY CORP NEW	COM NEW	$5.8M	1.2%	49,268 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$3.1M	0.7%	8,894 SH	New
EMERSON ELEC CO	COM	$4.7M	1.0%	35,094 SH	New
ESSENTIAL UTILS INC	COM	$2.1M	0.5%	55,930 SH	New
EXPEDITORS INTL WASH INC	COM	$2.6M	0.5%	17,135 SH	New
EXXON MOBIL CORP	COM	$526K	0.1%	4,371 SH	New
GAIN THERAPEUTICS INC	COM	$122K	0.0%	38,000 SH	New
GENERAL DYNAMICS CORP	COM	$2.3M	0.5%	6,948 SH	New
GENERAL MLS INC	COM	$4.5M	0.9%	96,662 SH	New
GENUINE PARTS CO	COM	$1.2M	0.3%	9,683 SH	New
GILEAD SCIENCES INC	COM	$1.5M	0.3%	12,102 SH	New
GLOBAL PMTS INC	COM	$2.0M	0.4%	25,469 SH	New
GMO ETF TRUST	GMO US QUALITY E	$327K	0.1%	8,495 SH	New
HERSHEY CO	COM	$5.5M	1.2%	30,379 SH	New
HOME DEPOT INC	COM	$2.2M	0.5%	6,271 SH	New
HONEYWELL INTL INC	COM	$5.3M	1.1%	27,150 SH	New
HUBSPOT INC	COM	$207K	0.0%	515 SH	New
INGREDION INC	COM	$212K	0.0%	1,920 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$3.2M	0.7%	19,527 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.2%	3,941 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.9M	0.8%	6,366 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.2M	0.3%	15,092 SH	New
ISHARES TR	RUS 1000 GRW ETF	$860K	0.2%	1,818 SH	New
ISHARES TR	RUS 1000 VAL ETF	$1.9M	0.4%	9,064 SH	New
ISHARES TR	SELECT DIVID ETF	$333K	0.1%	2,359 SH	New
ISHARES TR	TRUST ISHARE 0-1	$1.5M	0.3%	13,284 SH	New
JOHNSON & JOHNSON	COM	$12.9M	2.7%	62,552 SH	New
JPMORGAN CHASE & CO.	COM	$4.3M	0.9%	13,462 SH	New
KIMBERLY-CLARK CORP	COM	$2.7M	0.6%	27,212 SH	New
KINDER MORGAN INC DEL	COM	$4.5M	0.9%	162,412 SH	New
KROGER CO	COM	$3.1M	0.7%	49,400 SH	New
LAMAR ADVERTISING CO NEW	CL A	$2.9M	0.6%	22,699 SH	New
LOCKHEED MARTIN CORP	COM	$5.8M	1.2%	12,092 SH	New
LOWES COS INC	COM	$2.8M	0.6%	11,559 SH	New
LYONDELLBASELL INDUSTRIES N	SHS - A -	$327K	0.1%	7,558 SH	New
MARKETAXESS HLDGS INC	COM	$303K	0.1%	1,671 SH	New
MCDONALDS CORP	COM	$6.7M	1.4%	21,798 SH	New
MEDTRONIC PLC	SHS	$7.3M	1.5%	75,957 SH	New
META PLATFORMS INC	CL A	$644K	0.1%	976 SH	New
MICROSOFT CORP	COM	$16.7M	3.5%	34,555 SH	New
NESTLE S A SPON ADR REPSTG REG SHS	Common Stock	$2.3M	0.5%Prev: 0.4%	23,682 SH	Increased-721 SH
NEXTERA ENERGY INC	COM	$1.6M	0.3%	19,745 SH	New
NIKE INC	CL B	$1.3M	0.3%	20,954 SH	New
NOVARTIS AG	SPONSORED ADR	$2.4M	0.5%	17,478 SH	New
NOVO-NORDISK A S	ADR	$1.8M	0.4%	35,527 SH	New
NVIDIA CORPORATION	COM	$3.3M	0.7%	17,519 SH	New
ONEOK INC NEW	COM	$1.9M	0.4%	26,216 SH	New
PACKAGING CORP AMER	COM	$393K	0.1%	1,905 SH	New
PEPSICO INC	COM	$2.1M	0.4%	14,446 SH	New
PHILIP MORRIS INTL INC	COM	$11.3M	2.4%	70,745 SH	New
PIMCO ETF TR	MULTISECTOR BD	$579K	0.1%	21,715 SH	New
PROCTER AND GAMBLE CO	COM	$5.0M	1.0%	34,663 SH	New
QUALCOMM INC	COM	$7.3M	1.5%	42,465 SH	New
REALTY INCOME CORP	COM	$1.4M	0.3%	24,360 SH	New
RENAISSANCERE HLDGS LTD	COM	$3.6M	0.8%	12,926 SH	New
RLI CORP	COM	$2.0M	0.4%	30,675 SH	New
ROCKWELL AUTOMATION INC	COM	$2.7M	0.6%	6,929 SH	New
ROLLINS INC	COM	$3.0M	0.6%	50,159 SH	New
ROYAL GOLD INC	COM	$380K	0.1%	1,707 SH	New
RPM INTL INC	COM	$2.6M	0.6%	25,349 SH	New
RTX CORPORATION	COM	$12.7M	2.7%	69,309 SH	New
SALESFORCE INC	COM	$206K	0.0%	777 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$307K	0.1%	5,613 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$4.2M	0.9%	27,416 SH	New
SERVICENOW INC	COM	$254K	0.1%	1,655 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$600K	0.1%	3,730 SH	New
SIEMENS A G SPON ADR	Common Stock	$231K	0.0%Prev: 0.0%	1,651 SH	Decreased+148 SH
SOUTHERN CO	COM	$1.9M	0.4%	21,469 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$626K	0.1%	918 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$14.4M	3.0%	157,737 SH	New
SPROTT INC	COM NEW	$377K	0.1%	3,853 SH	New
STANLEY BLACK & DECKER INC	COM	$429K	0.1%	5,776 SH	New
STARBUCKS CORP	COM	$3.9M	0.8%	46,609 SH	New
STRYKER CORPORATION	COM	$2.0M	0.4%	5,690 SH	New
SYSCO CORP	COM	$4.3M	0.9%	58,283 SH	New
TARGET CORP	COM	$2.4M	0.5%	24,569 SH	New
TC ENERGY CORP	COM	$2.7M	0.6%	49,126 SH	New
TEXAS INSTRS INC	COM	$2.4M	0.5%	13,764 SH	New
TRAVELERS COMPANIES INC	COM	$10.3M	2.2%	35,502 SH	New
UBER TECHNOLOGIES INC	COM	$1.4M	0.3%	16,989 SH	New
UNILEVER PLC	SPON ADR NEW	$2.9M	0.6%	44,033 SH	New
UNITEDHEALTH GROUP INC	COM	$291K	0.1%	881 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$391K	0.1%	623 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	0.8%	16,875 SH	New
VERIZON COMMUNICATIONS INC	COM	$7.1M	1.5%	173,712 SH	New
VISA INC	COM CL A	$7.6M	1.6%	21,602 SH	New
WALMART INC	COM	$5.3M	1.1%	47,208 SH	New
WHEATON PRECIOUS METALS CORP	COM	$404K	0.1%	3,441 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$710K	0.1%	8,063 SH	New
YUM BRANDS INC	COM	$288K	0.1%	1,906 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $3.4M
ABBVIE INC — $12.2M
ALPHABET INC CL A — $2.4M
ALPHABET INC CL C — $343K
ALTRIA GROUP INC — $14.5M
AMAZON.COM INC — $4.6M
AMERICAN EXPRESS CO — $4.5M
AMGEN INC — $13.9M
APPLE INC — $26.3M
APPLIED MATERIALS INC — $231K
ARCHER DANIELS MIDLAND COMPANY — $3.4M
AUTOMATIC DATA PROCESSING INC — $4.5M
AXIS CAPITAL HOLDINGS LIMITED — $2.5M
BANK OF AMERICA CORP — $687K
BECTON DICKINSON & CO — $4.5M
BERKSHIRE HATHAWAY INC CL B — $6.8M
BHP GROUP LTD SPON ADR — $605K
BRISTOL MYERS SQUIBB COMPANY — $4.4M
BROADCOM INC — $371K
C H ROBINSON WORLDWIDE INC — $1.8M
… and 113 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