1y return+15.4%S&P 500 +20.9%
3y return+37.4%S&P 500 +68.5%
5y return+40.5%S&P 500 +74.5%
10y return+124.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $224 against $357 in the S&P 500.2
Benedict Financial Advisors IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $23.8M | 4.6% | −2.5% |
| CSCOCisco Systems Inc | $20.2M | 3.9% | −4.2% |
| GLWCorning Inc | $19.3M | 3.7% | −13.0% |
| MOAltria Group Inc | $15.5M | 3.0% | |
| JNJJohnson & Johnson | $15.5M | 3.0% | |
| BILState Street Spdr Bloomberg 1-3 Mth T-bill Etf | $15.2M | 3.0% | +6.3% |
| MSFTMicrosoft Corp | $13.7M | 2.7% | |
| PMPhilip Morris Intl Inc | $12.6M | 2.4% | |
| RTXRtx Corp | $12.1M | 2.3% | −1.9% |
| AMGNAmgen Inc | $12.0M | 2.3% | |
| ABBVAbbvie Inc | $11.8M | 2.3% | +1.1% |
| TRVTravelers Cos Inc | $11.6M | 2.3% | |
| Chubb LtdCUSIP H1467J104 | $7.8M | 1.5% | −4.6% |
| QCOMQualcomm Inc | $7.7M | 1.5% | −1.8% |
| VZVerizon Communications Inc | $7.4M | 1.4% | |
| BRK/BBerkshire Hathaway Inc Cl B | $7.3M | 1.4% | |
| VVisa Inc Cl A | $7.3M | 1.4% | |
| CMECme Group Inc Cl A | $6.8M | 1.3% | |
| LMTLockheed Martin Corp | $6.3M | 1.2% | |
| DUKDuke Energy Corp | $6.3M | 1.2% | |
| KOCoca-cola Company | $6.1M | 1.2% | |
| Medtronic PLCCUSIP G5960L103 | $6.0M | 1.2% | +1.8% |
| MCDMcdonalds Corp | $5.7M | 1.1% | |
| KMIKinder Morgan Inc De | $5.3M | 1.0% | |
| HSYHershey Company | $5.3M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | June 30, 2020 | +886.1% | $19.3M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $5.1M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $4.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $23.8M |
| CRWDCrowdstrike Holdings Inc Cl A | December 31, 2023 | +198.9% | $4.8M |
| TRVTravelers Cos Inc | June 30, 2020 | +189.5% | $11.6M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $4.9M |
| CORCencora Inc | June 30, 2020 | +180.8% | $4.5M |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $12.6M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $11.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $6.0M
- TGTTarget Corp was $3.0M
- CTRACoterra Energy Inc was $2.9M
- TAt&t Inc was $282K
- NFLXNetflix Inc was $265K
- MKTXMarketaxess Holdings Inc was $239K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | +1.8% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +1.7% | +10.5% |
| March 31, 2025 | +3.5% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +2.2% | +8.3% |
| March 31, 2023 | +1.9% | +7.0% |
| December 31, 2022 | +10.5% | +7.1% |
| September 30, 2022 | −7.0% | −5.3% |
| June 30, 2022 | −10.4% | −16.5% |
| March 31, 2022 | −1.2% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Benedict Financial Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=711089&type=13F-HR&dateb=&owner=include&count=40CIK 711089
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/711089/000071108926000002/Filed July 16, 2026 · accession 0000711089-26-000002