Latest Bill Few Associates, Inc. Stock Portfolio

Bill Few Associates, Inc. Performance:

2025 Q3: 6.06%YTD: 9.64%2024: 17.17%

Performance for 2025 Q3 is 6.06%, and YTD is 9.64%, and 2024 is 17.17%.

About Bill Few Associates, Inc. and 13F Hedge Fund Stock Holdings

Bill Few Associates, Inc. is a hedge fund based in PITTSBURGH, PA. On 22-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, Bill Few Associates, Inc. reported an equity portfolio of $388.2 Millions as of 30 Sep, 2025.

The top stock holdings of Bill Few Associates, Inc. are , AAPL, MSFT. The fund has invested 9.7% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.8% of portfolio in APPLE INC.

The fund managers got completely rid off ANSYS INC (ANSS), BANK AMERICA CORP (BAC) and UNITED PARCEL SERVICE INC (UPS) stocks. They significantly reduced their stock positions in COMCAST CORP NEW (CMCSA), CROWN CASTLE INC (CCI) and INVESCO EXCH TRD SLF IDX FD (BSAE). Bill Few Associates, Inc. opened new stock positions in VANGUARD MALVERN FDS (VTIP), TEMPUS AI INC and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA), GE VERNOVA INC and PALANTIR TECHNOLOGIES INC (PLTR).

Bill Few Associates, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Bill Few Associates, Inc. made a return of 6.06% in the last quarter. In trailing 12 months, it's portfolio return was 10.37%.

New Buys

Ticker	$ Bought
vanguard malvern fds	1,132,400
tempus ai inc	278,853
dimensional etf trust	251,538
citigroup inc	229,096
broadridge finl solutions in	227,691
corning inc	221,481
ishares tr	217,055
select sector spdr tr	209,069

New stocks bought by Bill Few Associates, Inc.

Additions

Ticker	% Inc.
vanguard tax-managed fds	281
ge vernova inc	40.7
palantir technologies inc	28.36
john hancock exchange traded	28.1
novo-nordisk a s	25.53
constellation energy corp	20.74
vanguard intl equity index f	18.37
rbb fund trust	17.24

Additions to existing portfolio by Bill Few Associates, Inc.

Reductions

Ticker	% Reduced
comcast corp new	-28.74
crown castle inc	-28.16
invesco exch trd slf idx fd	-25.21
invesco exch trd slf idx fd	-25.12
unitedhealth group inc	-22.51
ishares tr	-17.86
invesco exch trd slf idx fd	-14.51
invesco exch trd slf idx fd	-14.48

Bill Few Associates, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
southside bancshares inc	-202,179
bank america corp	-226,725
united parcel service inc	-224,764
ansys inc	-333,659

Bill Few Associates, Inc. got rid off the above stocks

Sector Distribution

Bill Few Associates, Inc. has about 31.5% of it's holdings in Others sector.

Sector	%
Others	31.5
Technology	22.5
Financial Services	9.6
Industrials	6.3
Healthcare	6.1
Consumer Cyclical	6.1
Communication Services	6
Consumer Defensive	4.5
Energy	3.1
Utilities	2.7
Real Estate	1.1

Market Cap. Distribution

Bill Few Associates, Inc. has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	36.5
LARGE-CAP	31.8
UNALLOCATED	30.1
MID-CAP	1.3

Stocks belong to which Index?

About 66.9% of the stocks held by Bill Few Associates, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.9
Others	32.9

Top 5 Winners (%)		%
INTC	intel corp	49.8 %
TSLA	tesla inc	40.0 %
LRCX	lam research corp	37.6 %
GOOG	alphabet inc	36.4 %
GOOG	alphabet inc	35.8 %

Top 5 Winners ($)		$
AAPL	apple inc	4.5 M
ORCL	oracle corp	2.8 M
GOOG	alphabet inc	2.6 M
NVDA	nvidia corporation	2.6 M
ABBV	abbvie inc	1.5 M

Top 5 Losers (%)		%
AMT	american tower corp new	-12.0 %
PM	philip morris intl inc	-10.9 %
OKE	oneok inc new	-10.6 %
NFLX	netflix inc	-10.3 %
DE	deere & co	-10.1 %

Top 5 Losers ($)		$
AMT	american tower corp new	-0.5 M
HON	honeywell intl inc	-0.3 M
UGI	ugi corp new	-0.3 M
DIS	disney walt co	-0.2 M
IBM	international business machs	-0.2 M

Bill Few Associates, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bill Few Associates, Inc.

Bill Few Associates, Inc. has 201 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. AMT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Bill Few Associates, Inc. last quarter.

Last Reported on: 16 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.85	89,150	22,700,400	reduced	-1.12

ABBV	abbvie inc	2.03	34,078	7,890,380	added	1.03

ABC	cencora inc	1.42	17,594	5,498,720	added	2.52

ABT	abbott labs	1.24	35,799	4,794,900	added	0.46

ADM	archer daniels midland co	0.07	4,851	289,776	added	0.29

ADP	automatic data processing in	0.98	12,947	3,799,860	added	1.66

AMAT	applied matls inc	1.02	19,391	3,970,040	added	11.67

AMGN	amgen inc	0.12	1,677	473,378	unchanged	0.00

AMT	american tower corp new	0.94	18,967	3,647,730	added	9.23

AMZN	amazon com inc	0.55	9,741	2,138,830	added	0.31

ANSS	ansys inc	0.00	0.00	0.00	sold off	-100

AVY	avery dennison corp	0.59	14,199	2,302,620	added	6.43

AXP	american express co	1.39	16,284	5,409,010	reduced	-0.55

BA	boeing co	0.10	1,733	373,938	unchanged	0.00

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	0.19	15,110	724,222	added	3.2

BBAX	j p morgan exchange traded f	0.14	8,128	560,507	added	16.97

BCPC	balchem corp	0.06	1,425	213,836	unchanged	0.00

BDX	becton dickinson & co	0.33	6,821	1,276,630	reduced	-13.72

BIL	spdr series trust	1.40	95,295	5,449,930	added	3.19