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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$1.73 Million 0.57% of portfolio
17,700
Q2 2025 Reduced 4.2%
$551B
$1.71 Million 0.56% of portfolio
4,804
Q2 2025 Added 1.18%
$423B
$1.46 Million 0.48% of portfolio
2
Q4 2021 New
$0
$1.43 Million 0.47% of portfolio
35,390
Q2 2025 Reduced 3.39%
$36.2B
$1.39 Million 0.46% of portfolio
9,095
Q1 2025 Reduced 5.21%
$55.6B
$1.36 Million 0.45% of portfolio
7,906
Q2 2025 Added 0.7%
$452B
$1.39 Million 0.45% of portfolio
9,081
Q2 2025 Reduced 1.67%
$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%
$5.44B
$1.3 Million 0.42% of portfolio
88,882
Q2 2025 Reduced 3.74%
$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%
$261B
$1.16 Million 0.38% of portfolio
6,382
Q2 2025 Reduced 14.54%
$0
$1.13 Million 0.37% of portfolio
2,002
Q2 2025 Added 0.7%
$0
$1.11 Million 0.36% of portfolio
11,690
Q1 2025 Reduced 1.88%
$222B
$1.08 Million 0.35% of portfolio
3,705
Q2 2025 Added 5.92%
$203B
$1.02 Million 0.33% of portfolio
12,832
Q2 2025 Reduced 1.75%
$25.6B
$1.01 Million 0.33% of portfolio
8,848
Q2 2025 Added 2.29%
$142B
$934,000 0.31% of portfolio
2,362
Q4 2024 Reduced 1.83%
$0
$904,000 0.3% of portfolio
24,482
Q2 2025 Added 18.67%
$203B
$925,000 0.3% of portfolio
31,977
Q2 2025 Reduced 9.08%
$218B
$897,000 0.29% of portfolio
2,313
Q2 2025 Added 6.3%
$1.78T
$882,000 0.29% of portfolio
1,196
Q2 2025 Reduced 5.97%
$118B
$811,000 0.27% of portfolio
13,844
Q2 2025 Added 1.08%
$0
$826,000 0.27% of portfolio
1,499
Q2 2025 Reduced 0.93%
$439B
$802,000 0.26% of portfolio
811
Q2 2025 Added 2.01%
$95.6B
$771,000 0.25% of portfolio
3,370
Q2 2025 Added 2.87%
$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%
$306B
$722,000 0.24% of portfolio
2,806
Q2 2025 Added 3.05%
$0
$697,000 0.23% of portfolio
14,641
Q2 2025 Added 6.78%
$545B
$717,000 0.23% of portfolio
536
Q1 2025 Added 1.32%
$1.27T
$715,000 0.23% of portfolio
3,159
Q2 2025 Reduced 10.76%
$153B
$710,000 0.23% of portfolio
1,398
Q2 2025 Added 14.87%
$0
$662,000 0.22% of portfolio
7,460
Q2 2025 Added 24.15%
$101B
$685,000 0.22% of portfolio
3,135
Q1 2025 Reduced 0.67%
$0
$635,000 0.21% of portfolio
13,161
Q2 2025 Added 8.8%
$45.1B
$603,000 0.2% of portfolio
4,684
Q2 2025 Added 10.6%
$1.08T
$622,000 0.2% of portfolio
1,959
Q2 2025 Added 7.99%
$95.8B
$602,000 0.2% of portfolio
5,104
Q2 2025 Added 1.07%
$113B
$609,000 0.2% of portfolio
1,317
Q2 2025 Added 64.01%
$79.3B
$621,000 0.2% of portfolio
3,742
Q2 2025 Added 62.77%
$135B
$592,000 0.19% of portfolio
2,575
Q2 2025 Added 14.7%
$102B
$571,000 0.19% of portfolio
6,227
Q2 2025 Reduced 1.53%
$44.3B
$563,000 0.18% of portfolio
5,482
Q2 2025 Added 0.05%
$51.4B
$537,000 0.18% of portfolio
3,995
Q2 2025 Added 0.1%
$83.7B
$540,000 0.18% of portfolio
5,937
Q2 2025 Reduced 0.17%
$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%

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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