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Latest BENEDICT FINANCIAL ADVISORS INC Stock Portfolio

BENEDICT FINANCIAL ADVISORS INC Performance:
2025 Q3: 3.69%YTD: 8.72%2024: 10.88%
Performance for 2025 Q3 is 3.69%, and YTD is 8.72%, and 2024 is 10.88%.

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 $461.3 Millions as of 30 Sep, 2025.

The top stock holdings of BENEDICT FINANCIAL ADVISORS INC are AAPL, MSFT, MO. The fund has invested 5% of it's portfolio in APPLE INC and 4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off CROWN CASTLE INC (CCI), UNITED PARCEL SERVICE INC (UPS) and KENVUE INC stocks. They significantly reduced their stock positions in CBOE GLOBAL MKTS INC, EXXON MOBIL CORP (XOM) and LYONDELLBASELL INDUSTRIES N (LYB). BENEDICT FINANCIAL ADVISORS INC opened new stock positions in CHUBB LIMITED (CB), STRYKER CORPORATION (SYK) and LAMAR ADVERTISING CO NEW (LAMR). The fund showed a lot of confidence in some stocks as they added substantially to GAIN THERAPEUTICS INC (GANX), ISHARES TR (IJR) and COTERRA ENERGY INC (CTRA).

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

Our best estimate is that BENEDICT FINANCIAL ADVISORS INC made a return of 3.69% in the last quarter. In trailing 12 months, it's portfolio return was 6.18%.

New Buys

Ticker$ Bought
chubb limited6,516,840
stryker corporation2,119,040
lamar advertising co new1,880,630
global pmts inc1,094,920
at&t inc272,205
2023 etf series trust ii230,721
transocean ltd31,200
New stocks bought by BENEDICT FINANCIAL ADVISORS INC

Additions

Ticker% Inc.
gain therapeutics inc55.56
ishares tr29.92
coterra energy inc18.68
ishares tr17.21
marketaxess hldgs inc16.79
oneok inc new12.55
constellation brands inc9.99
disney walt co6.76
Additions to existing portfolio by BENEDICT FINANCIAL ADVISORS INC

Reductions

Ticker% Reduced
cboe global mkts inc-69.35
exxon mobil corp-46.07
lyondellbasell industries n-40.43
ishares tr-10.77
essential utils inc-10.29
dollar gen corp new-9.95
sysco corp-8.81
berkshire hathaway inc del-3.96
BENEDICT FINANCIAL ADVISORS INC reduced stake in above stock

Sold off

Ticker$ Sold
kenvue inc-207,025
crown castle inc-318,717
united parcel service inc-208,479
BENEDICT FINANCIAL ADVISORS INC got rid off the above stocks

Sector Distribution

BENEDICT FINANCIAL ADVISORS INC has about 17.6% of it's holdings in Technology sector.

Sector%
Technology17.6
Consumer Defensive16.1
Others13.9
Healthcare12.8
Financial Services11.9
Industrials11.4
Consumer Cyclical5.5
Energy3.4
Utilities2.6
Communication Services2.6
Real Estate1.4

Market Cap. Distribution

BENEDICT FINANCIAL ADVISORS INC has about 86.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP61.4
MEGA-CAP24.7
UNALLOCATED12.8
MID-CAP1.1

Stocks belong to which Index?

About 81.7% of the stocks held by BENEDICT FINANCIAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50081.7
Others18.3
Top 5 Winners (%)%
GLW
corning inc
56.0 %
CHRW
c h robinson worldwide inc
38.0 %
GOOG
alphabet inc
38.0 %
ABBV
abbvie inc
24.4 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
AAPL
apple inc
4.6 M
GLW
corning inc
3.1 M
ABBV
abbvie inc
2.1 M
JNJ
johnson & johnson
2.0 M
MO
altria group inc
1.7 M
Top 5 Losers (%)%
MKTX
marketaxess hldgs inc
-19.4 %
SYY
sysco corp
-18.8 %
CARR
carrier global corporation
-18.4 %
ELV
elevance health inc formerly
-16.3 %
HUBS
hubspot inc
-16.0 %
Top 5 Losers ($)$
PM
philip morris intl inc
-1.4 M
SYY
sysco corp
-1.2 M
HON
honeywell intl inc
-0.6 M
ELV
elevance health inc formerly
-0.6 M
KO
coca cola co
-0.3 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 129 stocks in it's portfolio. About 30% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for BENEDICT FINANCIAL ADVISORS INC last quarter.

Last Reported on: 03 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions