Latest BENEDICT FINANCIAL ADVISORS INC Stock Portfolio

BENEDICT FINANCIAL ADVISORS INC Performance:

2025 Q4: 1.25%YTD: 10.58%2024: 11.26%

Performance for 2025 Q4 is 1.25%, and YTD is 10.58%, and 2024 is 11.26%.

About BENEDICT FINANCIAL ADVISORS INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BENEDICT FINANCIAL ADVISORS INC reported an equity portfolio of $474.5 Millions as of 31 Dec, 2025.

The top stock holdings of BENEDICT FINANCIAL ADVISORS INC are AAPL, MSFT, BIL. The fund has invested 5% of it's portfolio in APPLE INC and 3.5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off UNILEVER PLC and TRANSOCEAN LTD (RIG) stocks. They significantly reduced their stock positions in LYONDELLBASELL INDUSTRIES N (LYB), DISNEY WALT CO (DIS) and UNITEDHEALTH GROUP INC (UNH). BENEDICT FINANCIAL ADVISORS INC opened new stock positions in UNILEVER PLC, NIKE INC (NKE) and SPDR S&P 500 ETF TR (SPY). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), GLOBAL PMTS INC (GPN) and PIMCO ETF TR (BOND).

BENEDICT FINANCIAL ADVISORS INC Annual Return Estimates Vs S&P 500

Our best estimate is that BENEDICT FINANCIAL ADVISORS INC made a return of 1.25% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	2,879,790
nike inc	1,334,990
spdr s&p 500 etf tr	626,003
vanguard index fds	390,538
broadcom inc	388,680
ingredion inc	211,685
salesforce inc	205,787

New stocks bought by BENEDICT FINANCIAL ADVISORS INC

Additions

Ticker	% Inc.
servicenow inc	442
global pmts inc	93.25
pimco etf tr	81.79
oneok inc new	77.4
lamar advertising co new	47.76
gmo etf trust	33.25
meta platforms inc	32.61
invesco qqq tr	18.37

Additions to existing portfolio by BENEDICT FINANCIAL ADVISORS INC

Reductions

Ticker	% Reduced
lyondellbasell industries n	-62.65
disney walt co	-18.53
unitedhealth group inc	-17.66
marketaxess hldgs inc	-10.69
diageo plc	-7.93
siemens a g spon adr	-6.56
corning inc	-5.73
essential utils inc	-5.57

BENEDICT FINANCIAL ADVISORS INC reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-2,915,800
transocean ltd	-31,200

BENEDICT FINANCIAL ADVISORS INC got rid off the above stocks

Sector Distribution

BENEDICT FINANCIAL ADVISORS INC has about 17.4% of it's holdings in Technology sector.

Sector	%
Technology	17.4
Consumer Defensive	15
Others	14.2
Healthcare	13.3
Financial Services	12.3
Industrials	11.6
Consumer Cyclical	5.5
Energy	3.6
Communication Services	2.5
Utilities	2.4
Real Estate	1.5

Market Cap. Distribution

BENEDICT FINANCIAL ADVISORS INC has about 85.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	61.1
MEGA-CAP	24.7
UNALLOCATED	13
MID-CAP	1.2

Stocks belong to which Index?

About 81.3% of the stocks held by BENEDICT FINANCIAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	81.3
Others	18.7

Top 5 Winners (%)		%
GANX	gain therapeutics inc	76.2 %
DG	dollar gen corp new	28.4 %
GOOG	alphabet inc	26.4 %
EXPD	expeditors intl wash inc	21.5 %
CHRW	c h robinson worldwide inc	21.1 %

Top 5 Winners ($)		$
CSCO	cisco sys inc	1.6 M
AAPL	apple inc	1.5 M
AMGN	amgen inc	1.5 M
JNJ	johnson & johnson	1.3 M
RTX	rtx corporation	1.1 M

Top 5 Losers (%)		%
NOW	servicenow inc	-74.8 %
KMB	kimberly-clark corp	-18.8 %
UBER	uber technologies inc	-16.6 %
HD	home depot inc	-15.0 %
HUBS	hubspot inc	-14.2 %

Top 5 Losers ($)		$
MO	altria group inc	-1.8 M
MSFT	microsoft corp	-1.2 M
NOW	servicenow inc	-0.8 M
ADP	automatic data processing in	-0.7 M
KMB	kimberly-clark corp	-0.6 M

BENEDICT FINANCIAL ADVISORS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BENEDICT FINANCIAL ADVISORS INC

BENEDICT FINANCIAL ADVISORS INC has 134 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. MO proved to be the most loss making stock for the portfolio. CSCO was the most profitable stock for BENEDICT FINANCIAL ADVISORS INC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.02	87,665	23,832,600	reduced	-2.74

AAXJ	ishares tr	0.31	13,284	1,463,220	added	7.68

ABBV	abbvie inc	2.26	46,994	10,737,700	reduced	-0.01

ABC	cencora inc	1.17	16,411	5,542,850	reduced	-1.87

ABT	abbott labs	0.85	32,328	4,050,420	reduced	-0.39

ADM	archer daniels midland co	0.53	43,550	2,503,670	added	1.02

ADP	automatic data processing in	0.97	17,872	4,597,240	reduced	-0.69

AGZD	wisdomtree tr	0.15	8,063	710,225	added	0.02

AMGN	amgen inc	2.32	33,661	11,017,400	added	0.07

AMZN	amazon com inc	0.96	19,718	4,551,190	added	6.02

AVGO	broadcom inc	0.08	1,123	388,680	new

AXP	american express co	1.14	14,575	5,391,950	reduced	-1.83

AXS	axis cap hldgs ltd	0.60	26,673	2,856,420	reduced	-0.06

BA	boeing co	0.44	9,611	2,086,740	reduced	-3.02

BAC	bank america corp	0.18	15,892	874,035	reduced	-0.23

BDX	becton dickinson & co	0.77	18,844	3,656,980	added	2.91

BIL	spdr series trust	3.04	157,737	14,414,000	added	2.39

BMY	bristol-myers squibb co	0.78	68,637	3,702,260	added	5.92

BOND	pimco etf tr	0.12	21,715	579,356	added	81.79

C	citigroup inc	0.49	19,816	2,312,380	added	1.64