Bill Few Associates, Inc.
CIK: 0001914644Latest portfolio: $406.8M · Q4 2025
Holdings
196
Total Value
$406.8M
New Positions
196
Closed Positions
0
Top Holdings
View All 196 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JMTGJ P MORGAN EXCHANGE TRADED F | 758,534 | $38.7M | 9.52% | NEW | |
| 2 | AAPLAPPLE INC | 92,477 | $25.1M | 6.18% | NEW | |
| 3 | MSFTMICROSOFT CORP | 38,895 | $18.8M | 4.62% | NEW | |
| 4 | NVDANVIDIA CORPORATION | 92,584 | $17.3M | 4.24% | NEW | |
| 5 | GOOGALPHABET INC | 40,205 | $12.6M | 3.10% | NEW | |
| 6 | JPMJPMORGAN CHASE & CO. | 33,484 | $10.8M | 2.65% | NEW | |
| 7 | ABBVABBVIE INC | 41,883 | $9.6M | 2.35% | NEW | |
| 8 | TJXTJX COS INC NEW | 56,722 | $8.7M | 2.14% | NEW | |
| 9 | ORCLORACLE CORP | 43,952 | $8.6M | 2.11% | NEW | |
| 10 | ABGCENCORA INC | 17,877 | $6.0M | 1.48% | NEW | |
| 11 | AXPAMERICAN EXPRESS CO | 16,323 | $6.0M | 1.48% | NEW | |
| 12 | XOMEXXON MOBIL CORP | 49,801 | $6.0M | 1.47% | NEW | |
| 13 | SPMDSPDR SERIES TRUST | 101,437 | $5.9M | 1.44% | NEW | |
| 14 | CGDGCAPITAL GROUP DIVIDEND VALUE | 132,452 | $5.8M | 1.42% | NEW | |
| 15 | BXBLACKSTONE INC | 36,950 | $5.7M | 1.40% | NEW | |
| 16 | ROKROCKWELL AUTOMATION INC | 14,189 | $5.5M | 1.36% | NEW | |
| 17 | ABTABBOTT LABS | 43,321 | $5.4M | 1.33% | NEW | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 18,115 | $5.4M | 1.32% | NEW | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,358 | $5.2M | 1.28% | NEW | |
| 20 | HDHOME DEPOT INC | 15,041 | $5.2M | 1.27% | NEW | |
| 21 | AMATAPPLIED MATLS INC | 19,505 | $5.0M | 1.23% | NEW | |
| 22 | VOOVANGUARD INDEX FDS | 7,809 | $4.9M | 1.20% | NEW | |
| 23 | PGPROCTER AND GAMBLE CO | 33,845 | $4.8M | 1.19% | NEW | |
| 24 | CSCOCISCO SYS INC | 61,959 | $4.8M | 1.17% | NEW | |
| 25 | BACVERIZON COMMUNICATIONS INC | 116,345 | $4.7M | 1.16% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.873010789603858e+280T)
Industrials0.0% ($5.520345133552962e+68T)
Technology0.0% ($2.5140188101726687e+54T)
Healthcare0.0% ($9.56954272386213e+39T)
Consumer Defensive0.0% ($4.850402321342005e+24T)
Consumer Cyclical0.0% ($8.713603851752335e+23T)
Unknown0.0% ($5206150914721055744.0T)
Energy0.0% ($59934415652641448.0T)
Utilities0.0% ($42723411600529480.0T)
Communication Services0.0% ($1261639262934821.0T)
Basic Materials0.0% ($920.5T)
Real Estate0.0% ($3.5B)
Filing History
Fund Information
Bill Few Associates, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $406.8M across 196 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JMTG), representing 9.5% of the portfolio. Compared to the previous quarter, the fund opened 196 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.