BENEDICT FINANCIAL ADVISORS INC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$503,826
Net value change ($000)
-10,895 (-2.1%)
New positions
3
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 4,559 33.3%
AAPL 2,540 10.7%
AMGN 1,866 15.5%
CRWD 1,407 29.6%
CME 1,264 18.7%
BIL 1,150 7.6%
CVX 1,143 23.0%
BDX 753 19.9%
EXXONMOBIL HOLDINGS CORP 726 NEW
TRV 721 6.2%
Top Reduces (Value $000, Stocks/ETFs)
GLW -8,194 -42.5%
BA -2,246 -100.0%
CSCO -2,145 -10.6%
CAT -1,605 -31.2%
HONEYWELL AEROSPACE INC -1,233 -41.9%
MO -1,026 -6.6%
MCD -852 -15.0%
DOV -722 -17.3%
DUK -617 -9.8%
XOM -614 -100.0%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type