DOSSIER · 13F-HR · Q3 2026

BENEDICT FINANCIAL ADVISORS INC

$504M in tracked AUM across 136 positions as of Q3 2026.

BF
CIK 0000711089 · last filed Sep 30, 2026
Total AUM
$504M
as of Q3 2026
Holdings
136
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BENEDICT FINANCIAL ADVISORS INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$26M79K5.2%
02
MSFT
MICROSOFT CORP
$18M36K3.6%
03
CSCO
CISCO SYSTEMS INC
$18M168K3.6%
04
BIL
STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF
$16M178K3.2%
05
JNJ
JOHNSON & JOHNSON
$16M60K3.2%
06
MO
ALTRIA GROUP INC
$14M215K2.9%
07
AMGN
AMGEN INC
$14M33K2.8%
08
PM
PHILIP MORRIS INTL INC
$13M69K2.6%
09
TRV
TRAVELERS COS INC
$12M35K2.4%
10
ABBV
ABBVIE INC
$12M47K2.4%

Filing history

2026Q3Sep 30
$504M▼ 2.1%
136 positionsView →
2026Q2Jun 30
$515M▲ 7.1%
142 positionsView →
2026Q1Mar 31
$480M▲ 1.3%
133 positionsView →
2025Q4Dec 31
$474M▲ 2.9%
135 positionsView →
2025Q3Sep 30
$461M▲ 4.5%
129 positionsLocked
2025Q2Jun 30
$441M▲ 2.3%
127 positionsLocked
2025Q1Mar 31
$431M▲ 4.7%
127 positionsLocked
2024Q4Dec 31
$412M▼ 2.7%
123 positionsLocked
2024Q3Sep 30
$423M▲ 7.4%
126 positionsLocked
2024Q2Jun 30
$394M▲ 0.0%
126 positionsLocked
2024Q1Mar 31
$394M▲ 7.4%
126 positionsLocked
2023Q4Dec 31
$367M▲ 6.0%
124 positionsLocked
Showing 12 of 46