Latest BENEDICT FINANCIAL ADVISORS INC Stock Portfolio

BENEDICT FINANCIAL ADVISORS INC Performance:

2026 Q1: 1.71%YTD: 1.71%2025: 12.07%

Performance for 2026 Q1 is 1.71%, and YTD is 1.71%, and 2025 is 12.07%.

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

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, BENEDICT FINANCIAL ADVISORS INC reported an equity portfolio of $480.5 Millions as of 31 Mar, 2026.

The top stock holdings of BENEDICT FINANCIAL ADVISORS INC are AAPL, JNJ, MO. The fund has invested 4.4% of it's portfolio in APPLE INC and 3.1% of portfolio in JOHNSON & JOHNSON.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM), LYONDELLBASELL INDUSTRIES N (LYB) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in GAIN THERAPEUTICS INC (GANX), PIMCO MULTISECTOR BOND ACTIVE ETF (BOND) and STATE STREET SPDR S&P 500 ETF (SPY). BENEDICT FINANCIAL ADVISORS INC opened new stock positions in INVESCO S&P 500 EQUAL WEIGHT ETF (CSD), KINSALE CAPITAL GROUP INC (KNSL) and ALPHABET INC CL C (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to INGREDION INC (INGR), GLOBAL PAYMENTS INC (GPN) and BECTON DICKINSON & CO (BDX).

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

Our best estimate is that BENEDICT FINANCIAL ADVISORS INC made a return of 1.71% in the last quarter. In trailing 12 months, it's portfolio return was 10.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco s&p 500 equal weight etf	1,120,090
kinsale capital group inc	456,890
alphabet inc cl c	288,781
netflix inc	264,605
wisdomtree u s quality dividend growth etf	202,267

New stocks bought by BENEDICT FINANCIAL ADVISORS INC

Additions

Ticker	% Inc.
ingredion inc	57.03
global payments inc	33.82
becton dickinson & co	30.05
lamar advertising company new cl a	25.38
ishares 0-1 year treasury bond etf	18.75
exxon mobil corp	18.05
constellation brands inc cl a	9.74
boeing company	8.56

Additions to existing portfolio by BENEDICT FINANCIAL ADVISORS INC

Reductions

Ticker	% Reduced
gain therapeutics inc	-59.21
pimco multisector bond active etf	-44.99
state street spdr s&p 500 etf	-26.36
state street financial select sector spdr etf	-22.36
meta platforms inc cl a	-17.42
bank of america corp	-16.64
marketaxess holdings inc	-13.41
pepsico inc	-11.29

BENEDICT FINANCIAL ADVISORS INC reduced stake in above stock

Sold off

Ticker	$ Sold
lyondellbasell industries n	-327,260
international business machs	-1,167,330
servicenow inc	-253,529
siemens a g spon adr	-231,036
salesforce inc	-205,787
hubspot inc	-206,670

BENEDICT FINANCIAL ADVISORS INC got rid off the above stocks

Sector Distribution

BENEDICT FINANCIAL ADVISORS INC has about 15.9% of it's holdings in Technology sector.

Sector	%
Technology	15.9
Consumer Defensive	15.9
Others	13.7
Healthcare	13.2
Industrials	11.9
Financial Services	11.8
Consumer Cyclical	5.2
Energy	4.7
Communication Services	2.7
Utilities	2.6
Real Estate	1.7

Market Cap. Distribution

BENEDICT FINANCIAL ADVISORS INC has about 85.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.3
MEGA-CAP	37.3
UNALLOCATED	12.6
MID-CAP	1.1

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 (%)		%
GLW	corning inc	52.5 %
SII	sprott inc	45.9 %
XOM	exxon mobil corp	36.7 %
CVX	chevron corp	35.7 %
CTRA	coterra energy inc	32.9 %

Top 5 Winners ($)		$
GLW	corning inc	4.4 M
JNJ	johnson & johnson	2.3 M
MO	altria group inc	1.8 M
VZ	verizon communications inc	1.7 M
CVX	chevron corp	1.6 M

Top 5 Losers (%)		%
GANX	gain therapeutics inc	-28.0 %
NVO	novo nordisk as adr	-27.0 %
SHOP	shopify inc cl a	-26.3 %
QCOM	qualcomm inc	-24.7 %
MSFT	microsoft corp	-22.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.1 M
QCOM	qualcomm inc	-1.8 M
AAPL	apple inc	-1.6 M
V	visa inc cl a	-1.0 M
AXP	american express co	-1.0 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 133 stocks in it's portfolio. About 29.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for BENEDICT FINANCIAL ADVISORS INC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.45	84,192	21,367,200	reduced	-3.96

AAXJ	ishares 0-1 year treasury bond etf	0.36	15,775	1,741,440	added	18.75

ABBV	abbvie inc	2.11	46,529	10,119,700	reduced	-0.99

ABC	cencora inc	1.05	16,014	5,030,540	reduced	-2.42

ABT	abbott laboratories	0.70	32,695	3,356,840	added	1.14

ADM	archer daniels midland company	0.65	42,972	3,123,620	reduced	-1.33

ADP	automatic data processing inc	0.74	17,457	3,546,960	reduced	-2.32

AGZD	wisdomtree u s large cap dividend etf	0.13	7,183	641,687	reduced	-10.91

AMGN	amgen inc	2.44	33,284	11,711,100	reduced	-1.12

AMZN	amazon.com inc	0.87	20,045	4,174,670	added	1.66

ANTX	elevance health inc	0.53	8,705	2,548,320	reduced	-2.13

AVGO	broadcom inc	0.07	1,154	357,319	added	2.76

AXP	american express co	0.91	14,517	4,391,230	reduced	-0.4

AXS	axis capital holdings limited	0.56	26,524	2,689,840	reduced	-0.56

BA	boeing company	0.43	10,434	2,076,680	added	8.56

BAC	bank of america corp	0.13	13,248	645,819	reduced	-16.64

BDX	becton dickinson & co	0.80	24,506	3,853,000	added	30.05

BHP	bhp group ltd spon adr	0.11	7,273	529,003	added	1.04

BIL	state street spdr bloomberg 1-3 mth t-bill etf	2.97	155,952	14,291,500	reduced	-1.13

BMY	bristol myers squibb company	0.87	69,186	4,196,140	added	0.8