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Latest Bill Few Associates, Inc. Stock Portfolio

$470Million | No. of Holdings #225

Bill Few Associates, Inc. Performance

2026 Q2+9.14%
YTD+6.64%
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 2026-07-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bill Few Associates, Inc. reported an equity portfolio of $470 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Bill Few Associates, Inc. are , AAPL, NVDA. The fund has invested 9.2% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 6.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), BECTON DICKINSON & CO (BDX) and MCKESSON CORP (MCK) stocks. They significantly reduced their stock positions in TRUST FOR PROFESSIONAL MANAG (CLSE), MICRON TECHNOLOGY INC (MU) and CATERPILLAR INC (CAT). Bill Few Associates, Inc. opened new stock positions in ISHARES TR (IJR), ADVANCED MICRO DEVICES INC (AMD) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), STRYKER CORPORATION (SYK) and CHUBB LIMITED (CB).
Bill Few Associates, Inc. Equity Portfolio Value
Last Reported on: 07 Jul, 2026
$470Million
  as of Jul 07, 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 9.14% in the last quarter. In trailing 12 months, it's portfolio return was 15.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,977,980
advanced micro devices inc499,583
vanguard index fds393,145
cohen & steers etf trust313,627
dell technologies inc284,764
invesco exch trd slf idx fd253,018
asml hldg nv250,669
qualcomm inc239,918
New stocks bought by Bill Few Associates, Inc.

Additions

Ticker% Inc.
ishares tr300
stryker corporation183
chubb limited112
john hancock exchange traded93.9
vanguard index fds48.07
vanguard intl equity index f42.26
ishares tr39.18
old rep intl corp32.7
Additions to existing portfolio by Bill Few Associates, Inc.

Reductions

Ticker% Reduced
trust for professional manag-41.43
micron technology inc-39.53
caterpillar inc-20.73
franklin templeton etf tr-20.57
visa inc-19.41
bank of ny mellon corp-16.78
select sector spdr tr-16.24
eli lilly & co-14.03
Bill Few Associates, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-4,011,650
organon & co-83,515
becton dickinson & co-1,121,160
mckesson corp-202,494
Bill Few Associates, Inc. got rid off the above stocks

Sector Distribution

Bill Few Associates, Inc. has about 35.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others35.7
Technology22.2
Financial Services8.2
Communication Services5.9
Healthcare5.8
Industrials5.5
Consumer Cyclical5.4
Consumer Defensive4.1
Energy3.2
Utilities2.7

Market Cap. Distribution

Bill Few Associates, Inc. has about 63.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP42.6
UNALLOCATED34.6
LARGE-CAP21.1
MID-CAP1.5

Stocks belong to which Index?

About 62.5% 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 50062.5
Others37.1
Top 5 Winners (%)%
INTC
intel corp
204.3 %
MU
micron technology inc
193.9 %
PANW
palo alto networks inc
112.7 %
AMAT
applied matls inc
110.1 %
KLAC
kla corp
104.8 %
Top 5 Winners ($)$
AMAT
applied matls inc
7.3 M
AAPL
apple inc
3.6 M
GOOG
alphabet inc
2.7 M
CSCO
cisco sys inc
2.5 M
NVDA
nvidia corporation
2.4 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
T
at&t inc
-28.4 %
NFLX
netflix inc.
-25.5 %
PSLV
sprott asset management lp
-22.6 %
BP
bp plc
-21.4 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-1.6 M
CVX
chevron corporation
-1.2 M
VZ
verizon communications inc
-1.0 M
PEP
pepsico inc
-0.6 M
ABC
cencora inc
-0.6 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 225 stocks in it's portfolio. About 36.8% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Bill Few Associates, Inc. last quarter.

$467.79MTotal Value
229Positions
07 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Bill Few Associates, Inc., last reported on 07 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.06%5,040
$256.2K
0.06%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Bill Few Associates, Inc.'s holding in Ishares Tr over time
0.13%6,703
$614.2K
0.13%
increased 39.18 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Bill Few Associates, Inc.'s holding in Wisdomtree Tr over time
0.04%2,190
$210.9K
0.04%
new position
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Bill Few Associates, Inc.'s holding in Asml Hldg Nv over time
0.05%126
$250.7K
0.05%
new position