Latest Bill Few Associates, Inc. Stock Portfolio

Bill Few Associates, Inc. Performance:

2026 Q1: -2.29%YTD: -2.29%2025: 12.11%

Performance for 2026 Q1 is -2.29%, and YTD is -2.29%, and 2025 is 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 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bill Few Associates, Inc. reported an equity portfolio of $417.5 Millions as of 31 Mar, 2026.

The top stock holdings of Bill Few Associates, Inc. are , AAPL, NVDA. The fund has invested 9.5% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 6.3% of portfolio in APPLE INC.

The fund managers got completely rid off PAYPAL HLDGS INC (PYPL), ABRDN SILVER ETF TRUST (SIVR) and PENTAIR PLC (PNR) stocks. They significantly reduced their stock positions in TRUST FOR PROFESSIONAL MANAG (CLSE), CORNING INC (GLW) and TESLA INC (TSLA). Bill Few Associates, Inc. opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), PUTNAM ETF TRUST (PFUT) and FEDERATED HERMES INC (FHI). The fund showed a lot of confidence in some stocks as they added substantially to LAZARD ACTIVE ETF TR, ISHARES TR (AGT) and GENERAL MILLS INC (GIS).

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

Our best estimate is that Bill Few Associates, Inc. made a return of -2.29% in the last quarter. In trailing 12 months, it's portfolio return was 12.52%.

Performance
S&P 500

New Buys

Ticker	$ Bought
franklin templeton etf tr	516,646
putnam etf trust	389,714
federated hermes inc	384,671
putnam etf trust	341,202
capital group core balanced	305,458
salesforce inc	286,352
bp plc	285,760
target corp	273,474

New stocks bought by Bill Few Associates, Inc.

Additions

Ticker	% Inc.
lazard active etf tr	508
ishares tr	80.44
general mills inc	55.82
spdr gold tr	54.87
j p morgan exchange traded f	52.57
invesco qqq tr	45.53
avery dennison corp	43.19
john hancock exchange traded	41.19

Additions to existing portfolio by Bill Few Associates, Inc.

Reductions

Ticker	% Reduced
trust for professional manag	-25.13
corning inc	-20.94
tesla inc	-15.78
lockheed martin corp	-11.63
amazon com inc	-11.49
ppg inds inc	-10.7
caterpillar inc	-10.34
netflix inc.	-9.95

Bill Few Associates, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
paypal hldgs inc	-1,512,240
comcast corp new	-209,620
abrdn silver etf trust	-290,852
pentair plc	-260,038
qualcomm inc	-213,497
advanced micro devices inc	-219,086

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

Sector Distribution

Bill Few Associates, Inc. has about 33.9% of it's holdings in Others sector.

Sector	%
Others	33.9
Technology	19.9
Financial Services	8.2
Healthcare	6.5
Industrials	6.2
Communication Services	6.2
Consumer Cyclical	6
Consumer Defensive	4.6
Energy	4.3
Utilities	2.8

Market Cap. Distribution

Bill Few Associates, Inc. has about 65.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	42.6
UNALLOCATED	32.5
LARGE-CAP	23.1
MID-CAP	1.6

Stocks belong to which Index?

About 64.2% of the stocks held by Bill Few Associates, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.2
Others	35.4

Top 5 Winners (%)		%
VLO	valero energy corp	51.7 %
MPC	marathon pete corp	50.1 %
GLW	corning inc	49.5 %
XOM	exxon mobil corp	40.9 %
COP	conocophillips	39.0 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	2.5 M
AMAT	applied matls inc	1.7 M
CVX	chevron corporation	1.6 M
VZ	verizon communications inc	1.1 M
HON	honeywell intl inc	0.5 M

Top 5 Losers (%)		%
BX	blackstone inc	-25.3 %
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.2 %
ADP	automatic data processing in	-21.0 %
CEG	constellation energy corp	-20.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.5 M
ORCL	oracle corp	-2.1 M
AAPL	apple inc	-1.8 M
BX	blackstone inc	-1.5 M
NVDA	nvidia corporation	-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 211 stocks in it's portfolio. About 36.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Bill Few Associates, Inc. last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.27	103,170	26,183,600	added	11.56

ABBV	abbvie inc	2.22	42,610	9,267,350	added	1.74

ABC	cencora inc	1.35	17,922	5,630,130	added	0.25

ABT	abbott laboratories	1.09	44,533	4,572,180	added	2.8

ADM	archer daniels midland co	0.10	5,680	412,895	added	16.75

ADP	automatic data processing in	0.65	13,394	2,721,320	reduced	-0.17

AEMB	american centy etf tr	0.06	5,040	252,252	new

AGT	ishares tr	0.09	4,816	367,702	added	80.44

AMAT	applied matls inc	1.60	19,528	6,674,550	added	0.12

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.19	2,238	787,589	added	20.78

AMT	american tower corp	0.87	21,045	3,631,960	added	5.17

AMZN	amazon com inc	0.45	8,955	1,865,060	reduced	-11.49

AVY	avery dennison corp	0.86	20,922	3,612,820	added	43.19

AXP	american express co	1.18	16,234	4,910,600	reduced	-0.55

BA	boeing co	0.08	1,630	324,331	added	0.12

BBAX	j p morgan exchange traded f	0.21	12,161	872,552	added	11.99

BBAX	j p morgan exchange traded f	0.20	16,973	815,892	added	4.38

BCPC	balchem corp	0.06	1,400	237,272	unchanged	0.00

BDX	becton dickinson & co	0.27	7,131	1,121,160	added	1.64