BENEDICT FINANCIAL ADVISORS INC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$461,257
Net value change ($000)
+19,823 (4.5%)
New positions
7
Sold out positions
3
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CB 6,517 NEW
AAPL 3,915 20.6%
GLW 2,849 51.5%
ABBV 2,243 26.0%
SYK 2,119 NEW
JNJ 2,086 21.9%
LAMR 1,881 NEW
MO 1,521 11.7%
RTX 1,273 11.9%
GPN 1,095 NEW
Top Reduces (Value $000, Stocks/ETFs)
CBOE -6,521 -72.4%
SYY -1,880 -28.4%
PM -1,554 -12.0%
LYB -974 -49.5%
HON -614 -9.8%
NVO -508 -20.4%
KO -472 -8.7%
ELV -427 -13.1%
XOM -387 -43.6%
ADP -340 -6.0%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type