BENEDICT FINANCIAL ADVISORS INC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$480,496
Net value change ($000)
+6,033 (1.3%)
New positions
5
Sold out positions
6
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLW 3,365 39.9%
JNJ 2,059 15.9%
VZ 1,736 24.5%
LMT 1,698 29.0%
MO 1,663 13.1%
CVX 1,621 35.4%
RSP 1,120 NEW
KMI 1,102 24.7%
FANG 1,071 30.2%
CTRA 791 37.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,032 -18.1%
AAPL -2,466 -10.3%
QCOM -1,785 -24.6%
IBM -1,167 -100.0%
V -1,135 -15.0%
ADP -1,050 -22.8%
AXP -1,001 -18.6%
MDT -756 -10.4%
GIS -727 -16.2%
ABT -693 -17.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type