Latest Bill Few Associates, Inc. Stock Portfolio

Bill Few Associates, Inc. Performance:

2025 Q2: 6.64%YTD: 3.53%2024: 17.1%

Performance for 2025 Q2 is 6.64%, and YTD is 3.53%, and 2024 is 17.1%.

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 $353.2 Millions as of 30 Jun, 2025.

The top stock holdings of Bill Few Associates, Inc. are , MSFT, AAPL. The fund has invested 10.2% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 5.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off JUNIPER NETWORKS INC (JNPR), AFLAC INC (AFL) and WEC ENERGY GROUP INC (WEC) stocks. They significantly reduced their stock positions in GILEAD SCIENCES INC (GILD), CAPITAL GROUP INTL FOCUS EQT (CGXU) and HARBOR ETF TRUST (HAPY). Bill Few Associates, Inc. opened new stock positions in J P MORGAN EXCHANGE TRADED F, JOHN HANCOCK EXCHANGE TRADED (JHCB) and TRUST FOR PROFESSIONAL MANAG (CLSE). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), T ROWE PRICE ETF INC (TAGG) and APPLIED MATLS INC (AMAT).

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

Our best estimate is that Bill Few Associates, Inc. made a return of 6.64% in the last quarter. In trailing 12 months, it's portfolio return was 9.91%.

New Buys

Ticker	$ Bought
j p morgan exchange traded f	36,165,600
capital group international	2,132,950
j p morgan exchange traded f	1,369,630
rbb fund trust	780,796
john hancock exchange traded	572,923
trust for professional manag	479,526
j p morgan exchange traded f	455,160
constellation energy corp	312,754

New stocks bought by Bill Few Associates, Inc.

Additions

Ticker	% Inc.
spdr series trust	153
spdr series trust	141
t rowe price etf inc	125
applied matls inc	69.53
lockheed martin corp	64.01
marathon pete corp	62.77
capital group growth etf	56.58
spdr series trust	53.07

Additions to existing portfolio by Bill Few Associates, Inc.

Reductions

Ticker	% Reduced
gilead sciences inc	-25.29
capital group intl focus eqt	-23.89
harbor etf trust	-14.58
philip morris intl inc	-14.54
nvidia corporation	-13.55
mondelez intl inc	-12.24
taiwan semiconductor mfg ltd	-10.76
pentair plc	-9.45

Bill Few Associates, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
juniper networks inc	-222,689
dupont de nemours inc	-202,943
aflac inc	-216,821
wec energy group inc	-207,062

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

Sector Distribution

Bill Few Associates, Inc. has about 31.6% of it's holdings in Others sector.

Sector	%
Others	31.6
Technology	21.5
Financial Services	9.8
Industrials	6.8
Healthcare	6.2
Consumer Cyclical	6.1
Communication Services	5.5
Consumer Defensive	4.8
Energy	3.2
Utilities	2.8
Real Estate	1.3

Market Cap. Distribution

Bill Few Associates, Inc. has about 68.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	35
LARGE-CAP	33.1
UNALLOCATED	30.1
MID-CAP	1.5

Stocks belong to which Index?

About 66.6% of the stocks held by Bill Few Associates, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.6
Others	33

Top 5 Winners (%)		%
ORCL	oracle corp	56.2 %
COIN	coinbase global inc	44.4 %
NFLX	netflix inc	43.6 %
NVDA	nvidia corporation	42.4 %
LRCX	lam research corp	33.9 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	4.9 M
MSFT	microsoft corp	4.8 M
ORCL	oracle corp	3.5 M
JPM	jpmorgan chase & co.	1.5 M
ROK	rockwell automation inc	1.0 M

Top 5 Losers (%)		%
OGN	organon & co	-33.9 %
UNH	unitedhealth group inc	-31.4 %
BDX	becton dickinson & co	-24.7 %
BMY	bristol-myers squibb co	-23.1 %
OKE	oneok inc new	-17.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.6 M
ABBV	abbvie inc	-0.8 M
CVX	chevron corp new	-0.7 M
XOM	exxon mobil corp	-0.5 M
PEP	pepsico inc	-0.5 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 194 stocks in it's portfolio. About 37.6% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Bill Few Associates, Inc. last quarter.

Last Reported on: 25 Jul, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	j p morgan exchange traded f	10.24	720,573	36,165,600	new

MSFT	microsoft corp	5.42	38,498	19,149,100	reduced	-3.9

AAPL	apple inc	5.24	90,161	18,498,300	reduced	-1.17

NVDA	nvidia corporation	4.09	91,468	14,451,000	reduced	-13.55

ORCL	oracle corp	2.75	44,431	9,713,950	added	0.97

JPM	jpmorgan chase & co.	2.70	32,844	9,521,860	reduced	-1.47

GOOG	alphabet inc	2.01	40,006	7,096,610	added	0.99

TJX	tjx cos inc new	1.92	55,012	6,793,400	reduced	-4.25

ABBV	abbvie inc	1.77	33,729	6,260,720	reduced	-3.02

BX	blackstone inc	1.51	35,601	5,325,210	reduced	-0.06

HD	home depot inc	1.50	14,488	5,311,880	added	0.73

AXP	american express co	1.48	16,374	5,223,090	reduced	-1.68

PG	procter and gamble co	1.46	32,361	5,155,780	reduced	-0.71

ABC	cencora inc	1.46	17,162	5,146,060	reduced	-3.9

XOM	exxon mobil corp	1.43	46,825	5,047,700	added	1.3

BIL	spdr series trust	1.42	92,346	5,021,750	added	53.07

	berkshire hathaway inc del	1.41	10,265	4,986,430	reduced	-0.86

IBM	international business machs	1.41	16,908	4,984,140	added	9.61

CGDV	capital group dividend value	1.39	123,862	4,891,310	added	21.24

ABT	abbott labs	1.37	35,634	4,846,640	reduced	-1.09