Bill Few Associates, Inc.
Sector Allocation
- Other30.1%$144.7M
- Technology27.8%$133.7M
- Financials11.1%$53.5M
- Healthcare6.0%$29.1M
- Consumer Staples5.0%$24.0M
- Industrials4.8%$23.2M
- Consumer Discretionary4.2%$20.4M
- Energy4.0%$19.1M
- Utilities2.4%$11.7M
- Communication Services2.1%$10.3M
AUM History
13fpro.ai/research/fund/bill-few-associates-inc-1914644
Conviction and streaks
Stable · top 10 = 37.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- J$42.0M
AAPL
$33.5MNVDA
$21.5MMSFT
$20.5MGOOG
$13.0MJPM
$11.0M- CAPITAL$9.5M
ABBV
$9.4M- VANGUARD$9.4M
XOM.R34088
$7.9MTJX
$7.8MAMAT
$7.7M- SPDR$7.0M
CSCO
$6.7MROK
$6.2MCVX
$6.0MORCL
$5.9MVZ
$5.9M- CAPITAL$5.4M
COR
$5.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bill-few-associates-inc-1914644
Bill Few Associates, Inc. 13F holdings — Q3 2026
$484.7M portfolio (+3.1% QoQ) · 234 holdings · Q3 2026 13F · top 10 are 37% of the stock portfolio
Includes $3.7M of put/call options ($3.7M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $480.9M. Weights use the stock portfolio.
- 1
J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED
$42.0M
8.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $33.5M
7.0% of stocks
-0.6%This quarter+2.2%Since filed11+ qtrsHeld$21.5M
4.5% of stocks
+0.5%This quarter-5.8%Since filed11+ qtrsHeld$20.5M
4.3% of stocks
-1.0%This quarter-0.5%Since filed11+ qtrsHeld$13.0M
2.7% of stocks
-4%This quarter-9.7%Since filed11+ qtrsHeld$11.0M
2.3% of stocks
-1%This quarter+0.3%Since filed11+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 7
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$9.5M
2.0% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— $9.4M
2.0% of stocks
-7%This quarter+3.7%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$9.4M
1.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.9M
1.6% of stocks
-2%This quarter—Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Bill Few Associates, Inc. (Q3 2026)
234 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $7.8M | 1.6% | 59K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $7.7M | 1.6% | 15K | -21% | 10 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $7.0M | 1.4% | 111K | +3% | — | — | 13F |
| 14 | CISCO SYSTEMS, INC. | Technology | $6.7M | 1.4% | 63K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ROCKWELL AUTOMATION, INC | Industrials | $6.2M | 1.3% | 14K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CHEVRON CORP | Energy | $6.0M | 1.3% | 29K | -0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ORACLE CORP | Technology | $5.9M | 1.2% | 43K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VERIZON COMMUNICATIONS INC | Communication Services | $5.9M | 1.2% | 129K | +3% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNITlp unit | — | $5.4M | 1.1% | 135K | +9% | — | — | 13F |
| 20 | Cencora, Inc. | Consumer Staples | $5.3M | 1.1% | 18K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $5.1M | 1.1% | 35K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.8M | 1.0% | 22K | +10% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMERICAN EXPRESS CO | Financials | $4.8M | 1.0% | 16K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | DOMINION ENERGY, INC | Utilities | $4.6M | 1.0% | 77K | +1% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $4.6M | 0.9% | 9,217 | -13% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.5M | 0.9% | 46K | +3% | |||
| 27 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.5M | 0.9% | 16K | +2% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $4.1M | 0.8% | 12K | +3% | |||
| 29 | $ETN | Eaton Corp plc | Industrials | $4.1M | 0.8% | 9,438 | -2% | |||
| 30 | $BX | Blackstone Inc. | Financials | $4.0M | 0.8% | 36K | -2% | |||
| 31 | $STT | STATE STREET CORP | Financials | $3.8M | 0.8% | 36K | +0.5% | |||
| 32 | $PEP | PEPSICO INC | Consumer Staples | $3.8M | 0.8% | 30K | +1% | |||
| 33 | $AVY | Avery Dennison Corp | Materials | $3.7M | 0.8% | 22K | +1% | |||
| 34 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $3.7M | 0.8% | 22K | +5% | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.6M | 0.8% | 9,735 | +51% | |||
| 36 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.6M | 0.8% | 14K | +2% | |||
| 37 | $USB | US BANCORP \DE\ | Financials | $3.6M | 0.7% | 62K | +4% | |||
| 38 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $3.4M | 0.7% | 93K | +5% | |||
| 39 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $3.4M | 0.7% | 63K | +5% | |||
| 40 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $3.3M | 0.7% | 70K | +2% | |||
| 41 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.3M | 0.7% | 13K | +40% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $3.2M | 0.7% | 36K | +0.6% | |||
| 43 | $UGI | UGI CORP /PA/ | Utilities | $3.2M | 0.7% | 89K | -3% | |||
| 44 | — | JOHN HANCOCK EXCHANGE TRADED - DISCIPLINED VAL | — | $3.1M | 0.7% | 78K | +2% | |||
| 45 | $DIS | Walt Disney Co | Communication Services | $3.1M | 0.6% | 30K | +10% | |||
| 46 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $3.0M | 0.6% | 88K | +2% | |||
| 47 | $LAZ | Lazard, Inc. | Financials | $3.0M | 0.6% | 85K | +14% | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $2.8M | 0.6% | 34K | +52% | |||
| 49 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.8M | 0.6% | 13K | -1% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $2.6M | 0.5% | 27K | +3% | |||
| 51 | $PFE | PFIZER INC | Healthcare | $2.6M | 0.5% | 91K | -0.6% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.5% | 9,468 | +4% | |||
| 53 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.2M | 0.5% | 24K | -0.1% | |||
| 54 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $2.2M | 0.5% | 21K | -0.3% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.4% | 1,841 | -0.5% | |||
| 56 | $V | VISA INC. | Financials | $2.1M | 0.4% | 5,926 | +36% | |||
| 57 | $KHC | Kraft Heinz Co | Consumer Staples | $2.1M | 0.4% | 93K | +1.0% | |||
| 58 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.1M | 0.4% | 17K | +6% | |||
| 59 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.4% | 2,692 | -9% | |||
| 60 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $2.1M | 0.4% | 41K | +1.0% | |||
| 61 | $SYK | STRYKER CORP | Healthcare | $2.0M | 0.4% | 7,375 | +4% | |||
| 62 | $ADSK | Autodesk, Inc. | Technology | $2.0M | 0.4% | 9,615 | New | |||
| 63 | — | ISHARES TR - CORE S&P TTL STK | — | $2.0M | 0.4% | 12K | — | |||
| 64 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $1.9M | 0.4% | 43K | +11% | |||
| 65 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.9M | 0.4% | 9,022 | New | |||
| 66 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $1.9M | 0.4% | 76K | +43% | |||
| 67 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $1.8M | — | 2,500 | — | |||
| 68 | $MRK | Merck & Co., Inc. | Healthcare | $1.8M | 0.4% | 12K | -0.1% | |||
| 69 | — | TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY | — | $1.8M | 0.4% | 64K | -8% | |||
| 70 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.4% | 17K | -1% | |||
| 71 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.6M | 0.3% | 2,190 | -3% | |||
| 72 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.6M | 0.3% | 4,022 | +0.6% | |||
| 73 | — PUT | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.5M | — | 2,500 | New | |||
| 74 | $MPC | Marathon Petroleum Corp | Energy | $1.5M | 0.3% | 3,802 | -0.9% | |||
| 75 | $FNB | FNB CORP/PA/ | Financials | $1.5M | 0.3% | 87K | -1% | |||
| 76 | — | ISHARES TR - RUS MID CAP ETF | — | $1.5M | 0.3% | 14K | — | |||
| 77 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.3% | 2 | — | |||
| 78 | $INTC | INTEL CORP | Technology | $1.5M | 0.3% | 12K | -1% | |||
| 79 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.3% | 3,090 | -2% | |||
| 80 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | — | $1.4M | 0.3% | 29K | +2% | |||
| 81 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.3M | 0.3% | 8,691 | New | |||
| 82 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.3M | 0.3% | 2,023 | -0.1% | |||
| 83 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.3% | 1,720 | +1% | |||
| 84 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $1.3M | 0.3% | 25K | +5% | |||
| 85 | — | FIDELITY MERRIMACK STR TR - INVESTMENT GR BD | — | $1.3M | 0.3% | 31K | -7% | |||
| 86 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 0.3% | 6,599 | -0.3% | |||
| 87 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $1.2M | 0.3% | 11K | +0.1% | |||
| 88 | $DE | DEERE & CO | Industrials | $1.2M | 0.3% | 1,767 | -4% | |||
| 89 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.2M | 0.3% | 7,495 | -7% | |||
| 90 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.2% | 1,430 | -5% | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $1.1M | 0.2% | 14K | +10% | |||
| 92 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.0M | 0.2% | 4,433 | +12% | |||
| 93 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $978K | 0.2% | 15K | +0.0% | |||
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | — | $948K | 0.2% | 3,413 | — | |||
| 95 | $PPG | PPG INDUSTRIES INC | Materials | $947K | 0.2% | 9,072 | +13% | |||
| 96 | $AMGN | AMGEN INC | Healthcare | $904K | 0.2% | 2,145 | -2% | |||
| 97 | $BNY | Bank of New York Mellon Corp | Financials | $896K | 0.2% | 6,194 | — | |||
| 98 | $T | AT&T INC. | Communication Services | $886K | 0.2% | 36K | -0.3% | |||
| 99 | $META | Meta Platforms, Inc. | Technology | $874K | 0.2% | 1,206 | +1% | |||
| 100 | $GE | GENERAL ELECTRIC CO | Industrials | $869K | 0.2% | 2,783 | — | |||
| 101 | — | HARBOR ETF TRUST - LONG TERM GROWER | — | $864K | 0.2% | 25K | — | |||
| 102 | — | J P MORGAN EXCHANGE TRADED F - RLTY INCOME ETF | — | $849K | 0.2% | 17K | +2% | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $834K | 0.2% | 2,538 | -2% | |||
| 104 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $789K | 0.2% | 30K | +28% | |||
| 105 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $778K | 0.2% | 13K | +4% | |||
| 106 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $769K | 0.2% | 12K | +4% | |||
| 107 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $766K | 0.2% | 2,666 | -2% | |||
| 108 | $UNP | UNION PACIFIC CORP | Industrials | $761K | 0.2% | 2,797 | +4% | |||
| 109 | — | J P MORGAN EXCHANGE TRADED F - INFL MANA BD ETF | — | $739K | 0.1% | 16K | +5% | |||
| 110 | $NUE | NUCOR CORP | Materials | $720K | 0.1% | 3,082 | +1% | |||
| 111 | — | ISHARES TR - RUSEL 2500 ETF | — | $719K | 0.1% | 8,413 | +26% | |||
| 112 | $GEV | GE Vernova Inc. | Industrials | $707K | 0.1% | 744 | -0.7% | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $700K | 0.1% | 769 | -8% | |||
| 114 | $WM | WASTE MANAGEMENT INC | Utilities | $674K | 0.1% | 3,303 | -2% | |||
| 115 | $PANW | Palo Alto Networks Inc | Technology | $673K | 0.1% | 1,695 | -6% | |||
| 116 | $RTX | RTX Corp | Industrials | $669K | 0.1% | 3,603 | -2% | |||
| 117 | $DUK | Duke Energy CORP | Utilities | $664K | 0.1% | 5,822 | +3% | |||
| 118 | $MMM | 3M CO | Healthcare | $655K | 0.1% | 3,992 | -2% | |||
| 119 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $650K | 0.1% | 1,771 | +123% | |||
| 120 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $650K | 0.1% | 7,247 | +78% | |||
| 121 | $KO | COCA COLA CO | Consumer Staples | $613K | 0.1% | 7,118 | +0.2% | |||
| 122 | $TSLA | Tesla, Inc. | Consumer Discretionary | $591K | 0.1% | 1,665 | -6% | |||
| 123 | $LMT | LOCKHEED MARTIN CORP | Industrials | $586K | 0.1% | 1,151 | +0.4% | |||
| 124 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $565K | 0.1% | 4,492 | +0.4% | |||
| 125 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $562K | 0.1% | 918 | +7% | |||
| 126 | $MU | MICRON TECHNOLOGY INC | Technology | $559K | 0.1% | 525 | +35% | |||
| 127 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $538K | 0.1% | 3,566 | New | |||
| 128 | $STLD | STEEL DYNAMICS INC | Materials | $537K | 0.1% | 2,422 | +4% | |||
| 129 | — | ISHARES TR - CORE S&P MCP ETF | — | $534K | 0.1% | 7,421 | +0.2% | |||
| 130 | $SHEL | Shell plc | Energy | $534K | 0.1% | 5,613 | +0.2% | |||
| 131 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $531K | 0.1% | 3,110 | +0.6% | |||
| 132 | $CB | Chubb Ltd | Financials | $531K | 0.1% | 1,632 | -3% | |||
| 133 | $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | Financials | $528K | 0.1% | 26K | -0.2% | |||
| 134 | $PPL | PPL Corp | Utilities | $506K | 0.1% | 15K | +15% | |||
| 135 | $NEE | NEXTERA ENERGY INC | Utilities | $503K | 0.1% | 6,644 | +0.3% | |||
| 136 | $KMB | KIMBERLY CLARK CORP | Materials | $501K | 0.1% | 5,138 | -17% | |||
| 137 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $493K | 0.1% | 6,368 | — | |||
| 138 | $SO | SOUTHERN CO | Utilities | $492K | 0.1% | 5,940 | +0.3% | |||
| 139 | $KLAC | KLA CORP | Technology | $490K | 0.1% | 2,514 | +0.1% | |||
| 140 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $484K | 0.1% | 3,250 | +0.1% | |||
| 141 | $COP | CONOCOPHILLIPS | Energy | $479K | 0.1% | 3,827 | -8% | |||
| 142 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $458K | 0.1% | 5,772 | -0.5% | |||
| 143 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $452K | 0.1% | 15K | — | |||
| 144 | $PLTR | Palantir Technologies Inc. | Technology | $449K | 0.1% | 2,402 | -11% | |||
| 145 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $437K | 0.1% | 12K | +13% | |||
| 146 | $FHI | FEDERATED HERMES, INC. | Financials | $433K | 0.1% | 7,683 | -1% | |||
| 147 | $PSLV | Sprott Physical Silver Trust | Financials | $429K | 0.1% | 22K | — | |||
| 148 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | — | $426K | 0.1% | 15K | +5% | |||
| 149 | — | PUTNAM ETF TRUST - FRAN MU HI YI ET | — | $422K | 0.1% | 39K | — | |||
| 150 | $DOV | DOVER Corp | Industrials | $418K | 0.1% | 2,236 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 15 new, 111 added to, 65 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$ADSKAutodesk, Inc.$2.0M
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$1.9M
first bought this quarter
- PUTVANECK ETF TRUST - SEMICONDUCTR ETF$1.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.3M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$538Kfirst bought this quarter
$CRWDCrowdStrike Holdings, Inc.$271K
first bought this quarter
+9 more in the Excel export
Added to (111)
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+25%
now $9.5M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+51%
now $3.6M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+52%
now $2.8M
$AMZNAMAZON COM INC+40%
now $3.3M · held 11+ qtrs, 2 adds in a row
- J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED+2%
now $42.0M
- CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF+43%
now $1.9M
+105 more in the Excel export
Trimmed (65)
now $7.7M · held 10 qtrs, 2 trims in a row
$BRK.BBERKSHIRE HATHAWAY INC-13%
now $4.6M · held 11+ qtrs
now $9.4M · held 11+ qtrs, 2 trims in a row
now $13.0M · held 11+ qtrs
now $20.5M · held 11+ qtrs
$SPYSPDR S&P 500 ETF TRUST-9%
now $2.1M · held 11+ qtrs, 2 trims in a row
+59 more in the Excel export
Holdings by quarter
Every 13F Bill Few Associates, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bill Few Associates?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bill Few Associates's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bill Few Associates, Inc. disclosed 234 positions worth $484.7M in its Form 13F-HR for Q3 2026 — $480.9M in common stock plus $3.7M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 15 new positions and exited 7 — including a new stake in $ADSK and a full exit from $BP. The portfolio is most concentrated in Other (30.1% of disclosed assets). All figures are sourced directly from Bill Few Associates, Inc.’s Form 13F-HR filing with the SEC under CIK 1914644.
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