Benedict Financial Advisors Inc Portfolio Shifts in Q3 2026
Benedict Financial Advisors Inc's portfolio saw notable changes in Q3 2026, with significant buying and selling activities observed across various sectors.
In Q3 2026, Benedict Financial Advisors Inc demonstrated active portfolio management, adjusting holdings across multiple sectors. The investment advisor's portfolio, valued at approximately $499.8 million as of September 30, 2026, reflected strategic buying and selling decisions during the quarter.
Technology remained a focus, with several key holdings showing changes. Notably, the firm significantly increased its position in CROWDSTRIKE HOLDINGS INC CL A (CRWD), acquiring an additional 17,057 shares, representing a substantial 273.48% increase in the quarter. This suggests confidence in the cybersecurity sector's prospects. Other Technology additions included CORNING INC (GLW) and FIDELITY NATIONAL INFORMATION SERVICES INC (FIS), while established players like APPLE INC (AAPL) and MICROSOFT CORP (MSFT) saw slight reductions in their allocations.
Healthcare witnessed mixed activity. While the firm sold down GAIN THERAPEUTICS INC (GANX) by nearly 61.43% of its prior period position, it simultaneously sold its entire position in HONEYWELL AEROSPACE INC (HONA) and reduced exposure in other sectors like Consumer Defensive and Financial Services.
Significant exits occurred in TARGET CORP (TGT), where the firm sold a massive 94.38% of its stake, indicating a major divestment from the retail sector. Similarly, DIAGEO PLC SPON ADR (DEO) saw a reduction, though not as drastic as TGT.
The firm also bolstered its fixed-income exposure through Treasury bonds and money market instruments. It purchased shares in ISHARES 1-3 YR TREASURY BOND ETF (SHY) and GENERAL MILLS INC (GIS), adding diversification. Conversely, it sold its position in REALTY INCOME CORP (O), a real estate investment trust.
Overall, the quarter saw Benedict Financial Advisors Inc strategically reducing exposure in declining sectors like Consumer Defensive (evident in TGT and other holdings) while increasing positions in high-growth areas like Technology (CRWD) and fixed income. The portfolio's structure shifted, reflecting the advisor's assessment of market opportunities and risks during this period.