BENEDICT FINANCIAL ADVISORS INC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$474,463
Net value change ($000)
+13,206 (2.9%)
New positions
7
Sold out positions
2
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UL 2,880 NEW
AMGN 1,525 16.1%
CSCO 1,487 11.8%
NKE 1,335 NEW
JNJ 1,335 11.5%
LAMR 992 52.7%
AAPL 882 3.8%
GPN 876 80.0%
OKE 849 78.8%
GOOGL 791 47.9%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -2,916 -100.0%
MO -1,852 -12.7%
MSFT -1,532 -8.4%
ADP -685 -13.0%
LYB -665 -67.0%
VZ -615 -8.0%
KMB -594 -17.8%
SYY -450 -9.5%
DEO -420 -16.8%
HD -418 -16.2%
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