BENEDICT FINANCIAL ADVISORS INC
•CIK: 711089•Filing: Q4 2025
**BENEDICT FINANCIAL ADVISORS INC** manages $474M across a diversified portfolio of 134 positions. The fund exhibits significant allocations to technology and industrials, notably holding AAPL at $23.8M and MSFT at $16.7M. Further core exposures include BIL ($14.4M), CSCO ($14.1M), and JNJ ($12.9M). This structure suggests a focus on established market leaders across technology, financials, and defensive sectors.
Total AUM
$474.5M
QoQ Performance
+2.9%
Positions
129
Top 10 Concentration
29.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.0%
MSFT3.5%
BIL3.0%
CSCO3.0%
JNJ2.7%
RTX2.7%
MO2.7%
4I12.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.4%
Technology15.3%
Healthcare11.4%
Financial8.4%
Consumer6.5%
Industrial6.2%
Consumer Staples4.9%
Utilities1.9%
Changes from Q3 2025
NEW7 new positions
↑70 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023