StockDriftsStockDriftsTop 50 Benedict Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.22% | 79.0K | $26.3M | -3.82%(-3.14K) | $58.48(+486.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.62% | 35.5K | $18.2M | -3.02%(-1.11K) | $71.08(+650.62%) | 2026-09-30 | |
| CSCO | CISCO SYSTEMS INC | 3.58% | 167.8K | $18.1M | -2.46%(-4.23K) | $32.72(+225.48%) | 2026-09-30 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 3.24% | 178.3K | $16.3M | +7.57%(+12.55K) | $91.68(-0.12%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.17% | 60.3K | $16.0M | -1.18%(-718) | $114.89(+120.91%) | 2026-09-30 | |
| MO | ALTRIA GROUP INC | 2.87% | 215.0K | $14.5M | -0.22%(-483) | $46.00(+61.08%) | 2026-09-30 | |
| AMGN | AMGEN INC | 2.76% | 33.0K | $13.9M | -0.78%(-260) | $177.80(+139.00%) | 2026-09-30 | |
| PM | PHILIP MORRIS INTL INC | 2.63% | 69.3K | $13.2M | -0.31%(-216) | $87.43(+129.95%) | 2026-09-30 | |
| TRV | TRAVELERS COS INC | 2.44% | 34.5K | $12.3M | -1.64%(-574) | $109.83(+250.97%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.42% | 46.7K | $12.2M | -0.76%(-357) | $125.50(+125.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.27% | +8.42% | +49.81% |
| Top 20 Holdings Unweighted | +16.67% | +58.80% | +7.84% | +45.87% |
Benedict Financial Advisors INC reports $503.83M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), MSFT (3.6%) and CSCO (3.6%). The top 20 holdings account for 48.04% of reported assets. Its disclosed equity book has returned +60.27% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benedict Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 711089). View Benedict Financial Advisors INC’s 13F filings on SEC