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Latest Bill Few Associates, Inc. Stock Portfolio

$484Million | No. of Holdings #231

Bill Few Associates, Inc. Performance

2026 Q3-0.16%
YTD+6.47%
2025+12.11%

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

Bill Few Associates, Inc. is a hedge fund based in Pittsburgh, PA. On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bill Few Associates, Inc. reported an equity portfolio of $484.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Bill Few Associates, Inc. are , AAPL, NVDA. The fund has invested 8.7% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 6.9% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC NEW (OKE) and BP PLC (BP) stocks. They significantly reduced their stock positions in MORGAN STANLEY ETF TRUST, APPLIED MATLS INC (AMAT) and KIMBERLY-CLARK CORP (KMB). Bill Few Associates, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, AUTODESK INC (ADSK) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU).
Bill Few Associates, Inc. Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$484Million
  as of Oct 09, 2026

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

Our best estimate is that Bill Few Associates, Inc. made a return of -0.16% in the last quarter. In trailing 12 months, it's portfolio return was 7.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp7,861,150
autodesk inc2,009,540
honeywell intl inc1,903,120
honeywell aerospace inc1,346,840
space exploration techn corp537,967
crowdstrike hldgs inc270,575
skyworks solutions inc261,523
hp inc247,837
New stocks bought by Bill Few Associates, Inc.

Additions

Ticker% Inc.
unitedhealth group inc122
vanguard index fds77.75
vanguard intl equity index f52.33
vanguard index fds50.86
vanguard mun bd fds50.62
capital grp fixed incm etf t43.36
amazon com inc39.96
cohen & steers etf trust39.54
Additions to existing portfolio by Bill Few Associates, Inc.

Reductions

Ticker% Reduced
morgan stanley etf trust-25.77
applied matls inc-21.17
kimberly-clark corp-16.83
coherent corp-15.79
berkshire hathaway inc del-13.22
palantir technologies inc-11.1
state str spdr s&p 500 etf t-8.78
costco wholesale corporation-8.23
Bill Few Associates, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-6,749,340
bp plc-224,656
bank of amer corp-205,721
oneok inc new-234,912
wec energy group inc-212,405
american elec pwr co inc-218,622
qnity electronics inc-211,323
state str corp-203,690
Bill Few Associates, Inc. got rid off the above stocks

Sector Distribution

Bill Few Associates, Inc. has about 37.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others37.4
Technology23
Financial Services7.6
Healthcare5.9
Communication Services5.9
Industrials5.5
Consumer Cyclical5
Consumer Defensive3.9
Utilities2.3
Energy2.1

Market Cap. Distribution

Bill Few Associates, Inc. has about 62.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP39
UNALLOCATED36.3
LARGE-CAP23.1
MID-CAP1.5

Stocks belong to which Index?

About 60.7% of the stocks held by Bill Few Associates, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50060.7
Others38.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.0 %
MPC
marathon pete corp
54.4 %
VLO
valero energy corp
48.6 %
CRM
salesforce inc
46.4 %
MSFT
microsoft corp
37.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
5.6 M
AAPL
apple inc
4.4 M
NVDA
nvidia corporation
2.7 M
CVX
chevron corporation
1.1 M
MPC
marathon pete corp
0.5 M
Top 5 Losers (%)%
GLW
corning inc
-39.3 %
KLAC
kla corp
-35.4 %
AMAT
applied matls inc
-26.2 %
COHR
coherent corp
-24.9 %
LRCX
lam research corp
-24.0 %
Top 5 Losers ($)$
AMAT
applied matls inc
-3.6 M
j p morgan exchange traded f
-2.0 M
IBM
international business machs
-1.3 M
TJX
tjx cos inc new
-1.1 M
HD
home depot inc
-1.1 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 231 stocks in it's portfolio. About 36.7% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Bill Few Associates, Inc. last quarter.

$480.92MTotal Value
241Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Bill Few Associates, Inc., last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Bill Few Associates, Inc.'s holding in American Centy Etf Tr over time
0.05%5,040
$238.8K
0.05%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Bill Few Associates, Inc.'s holding in Vaneck Etf Trust over time
0.04%300
$182.7K
0.04%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Bill Few Associates, Inc.'s holding in Ishares Tr over time
0.15%8,413
$719.5K
0.15%
increased 25.51 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Bill Few Associates, Inc.'s holding in Wisdomtree Tr over time
0.04%2,190
$212.9K
0.04%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Bill Few Associates, Inc.'s holding in Asml Hldg Nv over time
0.05%130
$235.5K
0.05%
increased 3.17 percentadded