Long-term investor
Benedict Financial Advisors Inc. @benedictfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000711089).
Record
- Tracked since 2025-06-30 (441 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +5.3% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-06-30
- CSCO · 3.9% · long · since 2025-06-30
- GLW · 3.7% · long · since 2025-06-30
- MO · 3.0% · long · since 2025-06-30
- JNJ · 3.0% · long · since 2025-06-30
- BIL · 3.0% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- PM · 2.4% · long · since 2025-06-30
- RTX · 2.3% · long · since 2025-06-30
- AMGN · 2.3% · long · since 2025-06-30
- ABBV · 2.3% · long · since 2025-06-30
- TRV · 2.3% · long · since 2025-06-30