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CIK: 0001914644
Total reported value
$470.0M
$470.0M
194 檔
20.8%
According to the latest 13F quarterly dataset, Bill Few Associates, Inc. managed an equity portfolio of $470.0M at the end of Q2 2025, spanning 194 distinct U.S. exchange-listed positions.
In Q2 2025, Bill Few Associates, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 10.24% | -0.26% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.42% | -0.36% | -3.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.24% | -0.04% | -1.17% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | +0.14% | -13.55% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.75% | -0.18% | +0.97% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.70% | -0.07% | -1.47% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.01% | +0.23% | +0.99% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.92% | -0.37% | -4.25% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.77% | -0.15% | -3.02% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.51% | -0.10% | -0.06% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.04% | +0.73% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.48% | -0.02% | -1.68% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.10% | -0.71% | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 1.46% | -0.30% | -3.90% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.59% | +1.30% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.42% | +0.06% | +53.07% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | -0.09% | -0.86% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.41% | +0.11% | +9.61% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 1.38% | +0.08% | +21.24% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | -0.24% | -1.09% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.29% | +0.26% | -0.23% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.29% | -0.34% | +1.16% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.48% | -1.90% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.11% | — | -4.90% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | +0.42% | +47.14% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.42% | -1.52% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.09% | -0.13% | -1.14% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.96% | EXIT | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 1.01% | — | +3.71% | |
| 30 | UGI | Ugi CORP | Stock-Utilities | 0.99% | -0.14% | -1.44% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.23% | +2.19% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.03% | +3.55% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | +1.33% | +69.53% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | -0.07% | — | |
| 35 | CGGO | Cap Group Global Growth | ETF-Other | 0.82% | +0.20% | +27.72% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.73% | +0.02% | +141.28% | |
| 37 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.66% | -0.13% | +0.50% | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.65% | — | +153.72% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.01% | — | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.64% | -0.02% | +1.67% | |
| 41 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.64% | -0.03% | +0.59% | |
| 42 | CGXU | Cap Group Intl Focus | ETF-Other | 0.62% | +0.03% | -23.89% | |
| 43 | CGIE | Cap Group Intl Equity | ETF-Other | 0.60% | — | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.03% | +3.00% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.06% | -5.43% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.15% | +2.38% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.06% | +1.47% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.56% | — | +0.77% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.54% | +0.04% | -0.43% | |
| 50 | CGGR | Cap Group Growth Equity | ETF-Other | 0.54% | +0.04% | +56.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | +10.2% | NEW | New buy |
| 2 | CGIE | Cap Group Intl Equity | +0.6% | NEW | New buy |
| 3 | ORCL | Oracle CORP | +0.6% | +0.97% | Add |
| 4 | JGRO | Jpmorgan Active Growth ETF | +0.4% | NEW | New buy |
| 5 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.4% | +141.28% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | +69.53% | Add |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.3% | +153.72% | Add |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +53.07% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +47.14% | Add |
| 10 | FEGE | First Eagle Gl Equity ETF | +0.2% | NEW | New buy |
| 11 | CGGR | Cap Group Growth Equity | +0.2% | +56.58% | Add |
| 12 | JDVI | Jh Disc. Value Int Select | +0.2% | NEW | New buy |
| 13 | JGRW | Jensen Quality Growth ETF | +0.1% | NEW | New buy |
| 14 | TDVG | T Rowe Price Dividend Growth | +0.1% | +125.57% | Add |
| 15 | JAVA | Jpmorgan Active Value ETF | +0.1% | NEW | New buy |
| 16 | CGGO | Cap Group Global Growth | +0.1% | +27.72% | Add |
| 17 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +21.24% | Add |
| 19 | HWM | Howmet Aerospace Inc | +0.1% | NEW | New buy |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 23 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 24 | ETN | Eaton Corporation plc | +0.1% | +3.55% | Add |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | +62.77% | Add |
| 26 | MSFT | Microsoft CORP | +0.1% | -3.90% | Trim |
| 27 | IBM | Intl Business Machines CORP | 0% | +9.61% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | +64.01% | Add |
| 29 | ROK | Rockwell Automation Inc | 0% | -0.23% | Trim |
| 30 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 31 | NVDA | Nvidia CORP | 0% | -13.55% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | +3.00% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.47% | Add |
| 34 | AXP | American Express Co | -0.1% | -1.68% | Trim |
| 35 | UGI | Ugi CORP | -0.2% | -1.44% | Trim |
| 36 | HON | Honeywell International Inc | -0.2% | -1.85% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.90% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.2% | +0.99% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -1.47% | Trim |
| 40 | BDX | Becton Dickinson And Co | -0.3% | +0.70% | Add |
| 41 | BX | Blackstone Inc | -0.3% | -0.06% | Trim |
| 42 | CGXU | Cap Group Intl Focus | -0.3% | -23.89% | Trim |
| 43 | KHC | Kraft Heinz Co/the | -0.3% | +0.59% | Add |
| 44 | PEP | Pepsico Inc | -0.4% | +2.19% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.5% | -0.71% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.5% | +1.30% | Add |
| 47 | CVX | Chevron CORP | -0.6% | -1.52% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.86% | Trim |
| 49 | ABBV | Abbvie Inc | -0.8% | -3.02% | Trim |
| 50 | AAPL | Apple Inc | -2% | -1.17% | Trim |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 194 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMTG, MSFT, AAPL) accounted for 20.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
JMTG
市值: $36.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $20.3M
During Q2 2025, Bill Few Associates, Inc.'s top holdings by market value included JMTG (10.2%)、MSFT (5.4%)、AAPL (5.2%). The largest single position, JMTG, represented 10.2% of total portfolio value.
In Q2 2025, Bill Few Associates, Inc. made 49 total portfolio adjustments, initiating 13 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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