BENEDICT FINANCIAL ADVISORS INC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$514,721
Net value change ($000)
+34,225 (7.1%)
New positions
15
Sold out positions
6
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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 7,485 63.4%
CSCO 6,272 45.0%
HONEYWELL INTL INC 2,995 NEW
HONEYWELL AEROSPACE INC 2,943 NEW
DVN 2,564 NEW
FIS 2,493 NEW
AAPL 2,394 11.2%
CRWD 2,256 90.1%
QCOM 2,239 40.9%
ABBV 1,717 17.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -6,037 -100.0%
TGT -2,957 -100.0%
CTRA -2,905 -100.0%
CME -2,234 -24.9%
VZ -1,389 -15.8%
CVX -1,244 -20.0%
LMT -1,226 -16.2%
HSY -928 -14.9%
MCD -868 -13.3%
KR -801 -22.2%
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