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Benedict Financial Advisors Inc

Portfolio Manager
Benedict Financial Advisors Inc
Performance
+1.70% (2026 Q1)
AUM (13F)
$480.50M
# of Holdings
133
Performance Rank
Allocation (Top 20)
45.88%

Benedict Financial Advisors Inc Holdings Map

Top 50 Benedict Financial Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.45%84.2K$21.4M
-3.96%(-3.47K)
2025-Q1: 93.7K shares2025-Q2: 92.8K shares2025-Q3: 90.1K shares2025-Q4: 87.7K shares2026-Q1: 84.2K shares
$58.48(+411.07%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.12%61.4K$15.0M
-1.87%(-1.17K)
2025-Q1: 61.9K shares2025-Q2: 62.4K shares2025-Q3: 62.6K shares2025-Q4: 62.6K shares2026-Q1: 61.4K shares
$114.89(+100.56%)
2026-03-31
MO
ALTRIA GROUP INC
2.99%217.6K$14.4M
-1.17%(-2.58K)
2025-Q1: 221.3K shares2025-Q2: 222.2K shares2025-Q3: 220.2K shares2025-Q4: 220.1K shares2026-Q1: 217.6K shares
$46.00(+55.54%)
2026-03-31
BIL
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF
2.97%156.0K$14.3M
-1.13%(-1.78K)
2025-Q1: 137.0K shares2025-Q2: 153.5K shares2025-Q3: 154.1K shares2025-Q4: 157.7K shares2026-Q1: 156.0K shares
$91.68(-0.21%)
2026-03-31
CSCO
CISCO SYSTEMS INC
2.9%179.5K$13.9M
-1.79%(-3.28K)
2025-Q1: 183.3K shares2025-Q2: 183.2K shares2025-Q3: 184.1K shares2025-Q4: 182.8K shares2026-Q1: 179.5K shares
$32.72(+211.33%)
2026-03-31
MSFT
MICROSOFT CORP
2.85%37.0K$13.7M
+6.94%(+2.40K)
2025-Q1: 37.3K shares2025-Q2: 36.5K shares2025-Q3: 35.2K shares2025-Q4: 34.6K shares2026-Q1: 37.0K shares
$71.08(+470.10%)
2026-03-31
RTX
RTX CORP
2.61%65.0K$12.5M
-6.23%(-4.32K)
2025-Q1: 74.4K shares2025-Q2: 73.5K shares2025-Q3: 71.7K shares2025-Q4: 69.3K shares2026-Q1: 65.0K shares
$65.11(+173.56%)
2026-03-31
GLW
CORNING INC
2.46%86.8K$11.8M
-9.92%(-9.56K)
2025-Q1: 105.1K shares2025-Q2: 105.3K shares2025-Q3: 102.2K shares2025-Q4: 96.3K shares2026-Q1: 86.8K shares
$30.49(+577.26%)
2026-03-31
AMGN
AMGEN INC
2.44%33.3K$11.7M
-1.12%(-377)
2025-Q1: 33.1K shares2025-Q2: 33.4K shares2025-Q3: 33.6K shares2025-Q4: 33.7K shares2026-Q1: 33.3K shares
$177.80(+89.23%)
2026-03-31
PM
PHILIP MORRIS INTL INC
2.4%69.8K$11.5M
-1.27%(-898)
2025-Q1: 72.8K shares2025-Q2: 71.3K shares2025-Q3: 70.5K shares2025-Q4: 70.7K shares2026-Q1: 69.8K shares
$87.60(+114.50%)
2026-03-31

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