Benedict Financial Advisors Inc holds a diversified book of 142 stocks worth $514.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-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.
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
Other tracked managers holding the same core names as Benedict Financial Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GAMMA Investing LLC | 80 / 80 | $837.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $11.7B |
| ASSETMARK, INC | 79 / 80 | $7.7B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $7.6B |
| NewEdge Advisors, LLC | 79 / 80 | $7.3B |
| BROWN BROTHERS HARRIMAN & CO | 79 / 80 | $5.7B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.0B |
| Arax Advisory Partners | 79 / 80 | $2.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Benedict Financial Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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, filed up to 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.