Benedict Financial Advisors
Benedict Financial Advisors reported 136 stocks worth $504M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are AAPL (5.2%), MSFT (3.6%) and CSCO (3.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to BIL, VZ and MDT, trimmed AAPL, MSFT and CSCO and sold out of BA, XOM and EL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $26.3M | 5.2% | 79K | −3,139 (−4%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $18.2M | 3.6% | 36K | −1,107 (−3%) | 8 of 8 | |
| 3 |  CSCO Cisco Sys Inc | $18.1M | 3.6% | 168K | −4,226 (−2%) | 8 of 8 | |
| 4 |  BIL ST Stert Spdr Blmbg 1 3 | $16.3M | 3.2% | 178K | +13K (+8%) | 8 of 8 | |
| 5 |  JNJ Johnson & Johnson | $16M | 3.2% | 60K | −718 (−1%) | 8 of 8 | |
| 6 |  MO Altria Group Inc | $14.5M | 2.9% | 215K | −483 (−0%) | 8 of 8 | |
| 7 |  AMGN Amgen Inc | $13.9M | 2.8% | 33K | −260 (−1%) | 8 of 8 | |
| 8 |  PM Philip Morris Intl Inc | $13.2M | 2.6% | 69K | −216 (−0%) | 8 of 8 | |
| 9 |  TRV Travelers Cos Inc | $12.3M | 2.4% | 35K | −574 (−2%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $12.2M | 2.4% | 47K | −357 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BA Boeing Co | $2.2M | 10K |
 XOM Exxon Mobil Corp | $614K | 4,490 |
 EL Lauder Estee Cos Inc | $414K | 5,238 |
 PYLD Pimco ETF TR | $317K | 12K |
 IBM Ibm Corp | $217K | 773 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Benedict Financial Advisors 13F FAQ
What does Benedict Financial Advisors own?
Benedict Financial Advisors reported 136 stocks worth $504M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are AAPL (5.2%), MSFT (3.6%) and CSCO (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Benedict Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 44 added to, 74 trimmed and 9 sold out. New positions include XOM. It sold all of BA, XOM and EL.
When will Benedict Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Benedict Financial Advisors's portfolio worth?
The Q3 2026 filing reports $504M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.