Bill Few Associates, Inc.
CIK: 0001914644SEC EDGAR →
Portfolio Value
$406.8M
Holdings
196
As of
Q4 2025
New Positions
196
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 758,534 | $38.7M | 9.52% |
| 2 | APPLE INC | 92,477 | $25.1M | 6.18% |
| 3 | MICROSOFT CORP | 38,895 | $18.8M | 4.62% |
| 4 | NVIDIA CORPORATION | 92,584 | $17.3M | 4.24% |
| 5 | ALPHABET INC | 40,205 | $12.6M | 3.10% |
| 6 | JPMORGAN CHASE & CO. | 33,484 | $10.8M | 2.65% |
| 7 | ABBVIE INC | 41,883 | $9.6M | 2.35% |
| 8 | TJX COS INC NEW | 56,722 | $8.7M | 2.14% |
| 9 | ORACLE CORP | 43,952 | $8.6M | 2.11% |
| 10 | AMERICAN EXPRESS CO | 16,323 | $6.0M | 1.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (196)
$38.7M · 759K shares
$25.1M · 92K shares
$18.8M · 39K shares
$17.3M · 93K shares
$12.6M · 40K shares
$10.8M · 33K shares
$9.6M · 42K shares
$8.7M · 57K shares
$8.6M · 44K shares
$6.0M · 18K shares
$6.0M · 16K shares
$6.0M · 50K shares
$5.9M · 101K shares
$5.8M · 132K shares
$5.7M · 37K shares
$5.5M · 14K shares
$5.4M · 43K shares
$5.4M · 18K shares
$5.2M · 10K shares
$5.2M · 15K shares
$5.0M · 20K shares
$4.9M · 8K shares
$4.8M · 34K shares
$4.8M · 62K shares
$4.7M · 116K shares
$4.4M · 29K shares
$4.3M · 73K shares
$4.3M · 158K shares
$4.0M · 28K shares
$3.9M · 13K shares
$3.8M · 109K shares
$3.5M · 20K shares
$3.5M · 13K shares
$3.4M · 91K shares
$3.4M · 17K shares
$3.1M · 33K shares
$3.0M · 9K shares
$2.9M · 26K shares
$2.9M · 34K shares
$2.8M · 14K shares
$2.7M · 76K shares
$2.7M · 15K shares
$2.6M · 55K shares
$2.4M · 54K shares
$2.4M · 2K shares
$2.4M · 44K shares
$2.4M · 80K shares
$2.3M · 10K shares
$2.1M · 88K shares
$2.1M · 86K shares
$2.0M · 3K shares
$2.0M · 18K shares
$1.9M · 23K shares
$1.9M · 9K shares
$1.8M · 20K shares
$1.7M · 39K shares
$1.7M · 5K shares
$1.6M · 17K shares
$1.5M · 26K shares
$1.5M · 2 shares
$1.5M · 4K shares
$1.5M · 87K shares
$1.5M · 34K shares
$1.5M · 2K shares
$1.4M · 9K shares
$1.4M · 13K shares
$1.4M · 14K shares
$1.4M · 7K shares
$1.4M · 13K shares
$1.3M · 48K shares
$1.2M · 2K shares
$1.2M · 2K shares
$1.2M · 29K shares
$1.2M · 26K shares
$1.1M · 25K shares
$1.1M · 4K shares
$1.1M · 15K shares
$1.1M · 7K shares
$990K · 1K shares
$980K · 28K shares
$952K · 3K shares
$934K · 2K shares
$920K · 9K shares
$883K · 3K shares
$874K · 2K shares
$874K · 2K shares
$873K · 4K shares
$873K · 9K shares
$820K · 33K shares
$818K · 14K shares
$778K · 11K shares
$761K · 3K shares
$759K · 16K shares
$749K · 1K shares
$732K · 849 shares
$719K · 6K shares
$688K · 4K shares
$681K · 22K shares
$652K · 4K shares
$646K · 13K shares
$641K · 4K shares
$628K · 1K shares
$620K · 3K shares
$606K · 2K shares
$600K · 5K shares
$580K · 4K shares
$572K · 3K shares
$529K · 19K shares
$529K · 7K shares
$527K · 14K shares
$523K · 22K shares
$522K · 10K shares
$515K · 5K shares
$503K · 2K shares
$503K · 5K shares
$497K · 8K shares
$497K · 3K shares
$496K · 3K shares
$486K · 744 shares
$465K · 8K shares
$459K · 13K shares
$457K · 7K shares
$453K · 8K shares
$435K · 2K shares
$433K · 2K shares
$428K · 5K shares
$427K · 5K shares
$425K · 25K shares
$424K · 6K shares
$412K · 17K shares
$412K · 3K shares
$406K · 6K shares
$405K · 17K shares
$398K · 15K shares
$397K · 4K shares
$387K · 1K shares
$380K · 15K shares
$375K · 3K shares
$373K · 1K shares
$360K · 1K shares
$359K · 4K shares
$353K · 2K shares
$347K · 7K shares
$331K · 11K shares
$326K · 1K shares
$319K · 13K shares
$318K · 6K shares
$315K · 15K shares
$312K · 2K shares
$308K · 2K shares
$308K · 12K shares
$306K · 1K shares
$305K · 251 shares
$305K · 12K shares
$303K · 523 shares
$302K · 13K shares
$301K · 1K shares
$301K · 13K shares
$300K · 8K shares
$294K · 6K shares
$290K · 4K shares
$290K · 17K shares
$284K · 9K shares
$280K · 3K shares
$279K · 5K shares
$277K · 17K shares
$276K · 3K shares
$275K · 6K shares
$270K · 819 shares
$269K · 1K shares
$268K · 2K shares
$265K · 561 shares
$264K · 1K shares
$264K · 3K shares
$264K · 667 shares
$260K · 2K shares
$259K · 6K shares
$258K · 2K shares
$246K · 791 shares
$243K · 2K shares
$243K · 426 shares
$241K · 4K shares
$231K · 2K shares
$221K · 2K shares
$220K · 5K shares
$219K · 1K shares
$218K · 12K shares
$216K · 7K shares
$215K · 2K shares
$214K · 1K shares
$213K · 1K shares
$210K · 3K shares
$209K · 7K shares
$206K · 5K shares
$205K · 2K shares
$200K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $157.5M | 38.7% |
| Technology | 18 | $89.2M | 21.9% |
| Industrials | 24 | $27.9M | 6.9% |
| Healthcare | 14 | $27.4M | 6.7% |
| Consumer Cyclical | 9 | $27.0M | 6.6% |
| Communication Services | 7 | $21.8M | 5.3% |
| Consumer Defensive | 10 | $16.0M | 3.9% |
| Energy | 8 | $13.2M | 3.2% |
| Unknown | 8 | $10.7M | 2.6% |
| Utilities | 8 | $10.5M | 2.6% |
| Real Estate | 2 | $3.8M | 0.9% |
| Basic Materials | 4 | $1.9M | 0.5% |