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Home > Institutional Investor > Benedict Financial Advisors Inc > Profile

Instuitional Investor - Benedict Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Benedict Financial Advisors Inc
Portfolio Value $461,257,316
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,134 $22,950,772 4.98%
2.
Microsoft Corp
 MSFT 35,221 $18,242,860 3.96%
3.
Altria Group Inc.
 MO 220,199 $14,546,327 3.15%
4.
Spdr Series Trust
 154,057 $14,134,768 3.06%
5.
Cisco Systems Inc.
 CSCO 184,091 $12,595,516 2.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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