Benedict Financial Advisors Inc holds a diversified book of 142 stocks worth $514.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/711089/holdings"
Use Arkolith to show BENEDICT FINANCIAL ADVISORS INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Common Stock | $23.8M | 82.1K | 4.6% | ▼−2.5% Reduced · −2K sh | |
| 2 | Cisco Systems Inc Common Stock | $20.2M | 172.0K | 3.9% | ▼−4.2% Reduced · −8K sh | |
| 3 | Corning Inc Common Stock | $19.3M | 75.5K | 3.7% | ▼−13% Reduced · −11K sh | |
| 4 | Altria Group Inc Common Stock | $15.5M | 215.5K | 3.0% | ▼−0.9% Reduced · −2K sh | |
| 5 | Johnson & Johnson Common Stock | $15.5M | 61.0K | 3.0% | ▼−0.6% Reduced · −390 sh | |
| 6 | State Street SPDR Bloomberg 1-3 MTH T-Bill ETF ETF | $15.2M | 165.7K | 3.0% | ▲+6.3% Added · +10K sh | |
| 7 | Microsoft Corp Common Stock | $13.7M | 36.7K | 2.7% | ▼−0.8% Reduced · −303 sh | |
| 8 | Philip Morris Intl Inc Common Stock | $12.6M | 69.5K | 2.4% | ▼−0.5% Reduced · −319 sh | |
| 9 | RTX Corp Common Stock | $12.1M | 63.7K | 2.3% | ▼−1.9% Reduced · −1K sh | |
| 10 | Amgen Inc Common Stock | $12.0M | 33.3K | 2.3% | ▼−0.1% Reduced · −29 sh | |
| 11 | Abbvie Inc Common Stock | $11.8M | 47.0K | 2.3% | ▲+1.1% Added · +509 sh | |
| 12 | Travelers Cos Inc Common Stock | $11.6M | 35.1K | 2.3% | ▼−0.3% Reduced · −110 sh | |
| 13 | Chubb Ltd Common Stock | $7.8M | 23.0K | 1.5% | ▼−4.6% Reduced · −1K sh | |
| 14 | Qualcomm Inc Common Stock | $7.7M | 41.8K | 1.5% | ▼−1.8% Reduced · −783 sh | |
| 15 | Verizon Communications Inc Common Stock | $7.4M | 175.3K | 1.4% | ▼−0.1% Reduced · −224 sh | |
| 16 | Berkshire Hathaway Inc CL B Common Stock | $7.3M | 14.7K | 1.4% | ▼−0.3% Reduced · −41 sh | |
| 17 | Visa Inc CL A Common Stock | $7.3M | 21.3K | 1.4% | ▼−0.1% Reduced · −14 sh | |
| 18 | Cme Group Inc CL A Common Stock | $6.8M | 30.6K | 1.3% | ▲+0.5% Added · +154 sh | |
| 19 | Lockheed Martin Corp Common Stock | $6.3M | 12.4K | 1.2% | ▼−0.6% Reduced · −81 sh | |
| 20 | Duke Energy Corp Common Stock | $6.3M | 49.7K | 1.2% | ▲+0.2% Added · +123 sh | |
| 21 | Coca-Cola Company Common Stock | $6.1M | 74.7K | 1.2% | ▼−1.0% Reduced · −748 sh | |
| 22 | Medtronic PLC Common Stock | $6.0M | 76.8K | 1.2% | ▲+1.8% Added · +1K sh | |
| 23 | McDonalds Corp Common Stock | $5.7M | 21.0K | 1.1% | ▼−0.3% Reduced · −61 sh | |
| 24 | Kinder Morgan Inc De Common Stock | $5.3M | 166.7K | 1.0% | ▲+0.4% Added · +654 sh | |
| 25 | Hershey Company Common Stock | $5.3M | 30.3K | 1.0% | ▲+0.8% Added · +256 sh | |
| 26 | Procter & Gamble Co Common Stock | $5.2M | 35.3K | 1.0% | ▲+0.7% Added · +238 sh | |
| 27 | Caterpillar Inc Common Stock | $5.1M | 4.8K | 1.0% | ▼−2.1% Reduced · −103 sh | |
| 28 | Chevron Corp Common Stock | $5.0M | 29.9K | 1.0% | ▼−0.2% Reduced · −62 sh | |
| 29 | Sysco Corp Common Stock | $4.9M | 59.1K | 1.0% | ▲+0.3% Added · +162 sh | |
| 30 | Walmart Inc Common Stock | $4.9M | 43.6K | 1.0% | ▼−4.8% Reduced · −2K sh | |
| 31 | American Express Co Common Stock | $4.9M | 14.6K | 1.0% | ▲+0.4% Added · +57 sh | |
| 32 | Emerson Electric Co Common Stock | $4.9M | 34.1K | 0.9% | ▼−1.2% Reduced · −404 sh | |
| 33 | Crowdstrike Holdings Inc CL A Common Stock | $4.8M | 6.2K | 0.9% | ▼−2.7% Reduced · −176 sh | |
| 34 | Amazon.com Inc Common Stock | $4.7M | 19.9K | 0.9% | ▼−0.9% Reduced · −189 sh | |
| 35 | Invesco QQQ ETF ETF | $4.7M | 6.4K | 0.9% | ▲+1.2% Added · +75 sh | |
| 36 | Starbucks Corp Common Stock | $4.7M | 45.8K | 0.9% | ▼−1.0% Reduced · −483 sh | |
| 37 | Cencora Inc Common Stock | $4.5M | 16.0K | 0.9% | ▼~0% Reduced · −1 sh | |
| 38 | Lamar Advertising Company New CL A Common Stock | $4.5M | 28.8K | 0.9% | ▲+1.0% Added · +293 sh | |
| 39 | State Street Healthcare Select Sector SPDR ETF ETF | $4.3M | 27.1K | 0.8% | —Held | |
| 40 | JPMorgan Chase & Co Common Stock | $4.3M | 13.1K | 0.8% | ▼−0.8% Reduced · −108 sh | |
| 41 | Dover Corp Common Stock | $4.2M | 18.7K | 0.8% | ▼−1.7% Reduced · −326 sh | |
| 42 | Diamondback Energy Inc Common Stock | $4.1M | 23.4K | 0.8% | ▲~0% Added · +11 sh | |
| 43 | Bristol Myers Squibb Company Common Stock | $4.0M | 70.1K | 0.8% | ▲+1.3% Added · +902 sh | |
| 44 | Renaissancere Holdings Limited Common Stock | $4.0M | 12.7K | 0.8% | ▼−1.5% Reduced · −191 sh | |
| 45 | Texas Instruments Inc Common Stock | $4.0M | 13.4K | 0.8% | ▼−1.4% Reduced · −198 sh | |
| 46 | Automatic Data Processing Inc Common Stock | $3.9M | 17.4K | 0.8% | ▼−0.2% Reduced · −29 sh | |
| 47 | Vanguard Dividend Appreciation Index Fund ETF ETF | $3.9M | 16.3K | 0.7% | ▼−0.9% Reduced · −157 sh | |
| 48 | Becton Dickinson & Co Common Stock | $3.8M | 25.0K | 0.7% | ▲+1.8% Added · +451 sh | |
| 49 | CVS Health Corp Common Stock | $3.6M | 34.4K | 0.7% | ▼~0% Reduced · −1 sh | |
| 50 | General Mills Inc Common Stock | $3.5M | 100.3K | 0.7% | ▼−0.9% Reduced · −920 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 142 | $514.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 133 | $480.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 135 | $474.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 129 | $461.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 127 | $441.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 127 | $431.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 123 | $412.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 126 | $423.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.