StockDriftsStockDriftsTop 50 Benedict Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.62% | 82.1K | $23.8M | -2.47%(-2.08K) | $58.48(+422.21%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INC | 3.93% | 172.0K | $20.2M | -4.20%(-7.54K) | $32.72(+247.03%) | 2026-06-30 | |
| GLW | CORNING INC | 3.75% | 75.5K | $19.3M | -13.01%(-11.29K) | $30.49(+456.45%) | 2026-06-30 | |
| MO | ALTRIA GROUP INC | 3.01% | 215.5K | $15.5M | -0.94%(-2.05K) | $46.00(+39.29%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.01% | 61.0K | $15.5M | -0.64%(-390) | $114.89(+126.71%) | 2026-06-30 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF | 2.95% | 165.7K | $15.2M | +6.28%(+9.79K) | $91.68(-0.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.66% | 36.7K | $13.7M | -0.82%(-303) | $71.08(+583.86%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 2.44% | 69.5K | $12.6M | -0.46%(-319) | $87.60(+114.24%) | 2026-06-30 | |
| RTX | RTX CORP | 2.35% | 63.7K | $12.1M | -1.94%(-1.26K) | $65.11(+243.37%) | 2026-06-30 | |
| AMGN | AMGEN INC | 2.34% | 33.3K | $12.0M | -0.09%(-29) | $177.80(+134.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.67% | +50.80% | +7.99% | +46.89% |
| Top 20 Holdings Unweighted | +13.51% | +46.26% | +7.09% | +40.85% |
Benedict Financial Advisors INC reports $514.72M in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), CSCO (3.9%) and GLW (3.8%). The top 20 holdings account for 46.68% of reported assets. Its disclosed equity book has returned +50.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Benedict Financial Advisors INC, compare funds side by side, and get alerts the moment positions change.
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