Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $305 Million
  • Q2 2025

Bill Few Associates, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $305 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.1M, Apple Inc. with a value of $18.5M, Nvidia Corp with a value of $14.5M, Oracle Corp with a value of $9.71M, and Jpmorgan Chase & CO with a value of $9.52M.

Examining the 13F form we can see an increase of $30.7M in the current position value, from $275M to 305M.

Below you can find more details about Bill Few Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $305 Million
Technology: $76.5 Million
ETFs: $50.1 Million
Financial Services: $41.1 Million
Industrials: $26.5 Million
Healthcare: $25.2 Million
Communication Services: $19.8 Million
Consumer Cyclical: $19.1 Million
Consumer Defensive: $17.1 Million
Other: $27.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.02 Million 1.64% of portfolio
92,346
Q2 2025 Added 53.07%
$0
$4.89 Million 1.6% of portfolio
123,862
Q2 2025 Added 21.24%
$0
$3.93 Million 1.29% of portfolio
6,916
Q2 2025 Reduced 1.9%
$0
$2.9 Million 0.95% of portfolio
90,618
Q2 2025 Added 27.72%
$0
$2.58 Million 0.84% of portfolio
29,689
Q2 2025 Added 141.28%
$0
$2.31 Million 0.76% of portfolio
29,109
Q2 2025 Added 153.72%
$0
$2.29 Million 0.75% of portfolio
3,706
Q1 2025 Reduced 0.86%
$0
$2.2 Million 0.72% of portfolio
81,067
Q2 2025 Reduced 23.89%
$0
$2.06 Million 0.68% of portfolio
48,415
Q2 2025 Reduced 5.43%
$0
$1.89 Million 0.62% of portfolio
46,520
Q2 2025 Added 56.58%
$0
$1.43 Million 0.47% of portfolio
35,390
Q2 2025 Reduced 3.39%
$0
$1.33 Million 0.44% of portfolio
4,385
Q1 2025 Reduced 3.03%
$0
$1.31 Million 0.43% of portfolio
14,278
Q3 2024 Added 5.25%
$0
$1.18 Million 0.39% of portfolio
14,857
Q2 2025 Added 0.05%
$0
$1.18 Million 0.38% of portfolio
1,893
Q2 2025 Added 3.61%
$0
$1.13 Million 0.37% of portfolio
2,002
Q2 2025 Added 0.7%
$0
$1.04 Million 0.34% of portfolio
24,547
Q2 2025 Added 125.57%
$0
$904,000 0.3% of portfolio
24,482
Q2 2025 Added 18.67%
$0
$826,000 0.27% of portfolio
1,499
Q2 2025 Reduced 0.93%
$0
$770,000 0.25% of portfolio
3,570
Q1 2025 Reduced 1.24%
$0
$735,000 0.24% of portfolio
10,942
Q2 2025 Added 6.09%
$0
$697,000 0.23% of portfolio
14,641
Q2 2025 Added 6.78%
$0
$662,000 0.22% of portfolio
7,460
Q2 2025 Added 24.15%
$0
$635,000 0.21% of portfolio
13,161
Q2 2025 Added 8.8%
$0
$513,000 0.17% of portfolio
20,146
Q2 2025 Reduced 14.58%
$0
$530,000 0.17% of portfolio
8,561
Q2 2025 Added 12.56%
$0
$455,000 0.15% of portfolio
6,949
Q2 2025 New
$0
$418,000 0.14% of portfolio
6,573
Q1 2024 Reduced 16.87%
$0
$396,000 0.13% of portfolio
17,465
Q4 2024 Added 99.14%
$0
$398,000 0.13% of portfolio
17,142
Q2 2024 Added 33.54%
$0
$401,000 0.13% of portfolio
17,119
Q2 2024 Added 33.13%
$0
$411,000 0.13% of portfolio
17,462
Q2 2024 Added 32.32%
$0
$380,000 0.12% of portfolio
15,972
Q4 2024 Added 200.0%
$0
$366,000 0.12% of portfolio
7,006
Q2 2025 Reduced 5.09%
$0
$371,000 0.12% of portfolio
15,302
Q4 2022 New
$0
$310,000 0.1% of portfolio
6,334
Q4 2024 New
$0
$313,000 0.1% of portfolio
13,132
Q4 2024 New
$0
$243,000 0.08% of portfolio
574
Q2 2025 New
$0
$247,000 0.08% of portfolio
2,765
Q2 2025 Reduced 0.97%
$0
$220,000 0.07% of portfolio
3,860
Q2 2025 New
$0
$216,000 0.07% of portfolio
8,813
Q2 2022 New
$0
$216,000 0.07% of portfolio
11,600
Q2 2025 New
$117B
$211,000 0.07% of portfolio
693
Q2 2025 New
$0
$203,000 0.07% of portfolio
12,125
Q4 2024 New
$0
$214,000 0.07% of portfolio
10,480
Q4 2024 New
$0
$175,000 0.06% of portfolio
10,600
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $305 Million
  • Prior Value $275 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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