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Portfolio (Quarterly) Guide ↗

BENEDICT FINANCIAL ADVISORS INC

· CIK 0000711089
13F Portfolio $480.5B AUM 133 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 37 Added 71 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IBM INTERNATIONAL BUSINESS MACHS Technology 3,941 $1.2M 0.25% SOLD
2 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 7,558 $327K 0.07% SOLD
3 NOW SERVICENOW INC Technology 1,655 $254K 0.05% SOLD
4 SIEMENS A G SPON ADR 1,651 $231K 0.05% SOLD
5 HUBS HUBSPOT INC Technology 515 $207K 0.04% SOLD
6 CRM SALESFORCE INC Technology 777 $206K 0.04% SOLD
Sector Allocation
Consumer Defensive 18.1%
Technology 17.7%
Healthcare 15.6%
Financial Services 14.9%
Industrials 13.2%
Energy 6.0%
Consumer Cyclical 5.8%
Communication Services 3.1%
Utilities 2.9%
Real Estate 1.9%