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CIK: 0001914644
Total reported value
$470.0M
$470.0M
201 檔
23.3%
During the Q3 2025 filing period, Bill Few Associates, Inc. (CIK: 0001914644) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $470.0M across 201 reported positions.
In Q3 2025, Bill Few Associates, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 9.73% | -0.26% | +2.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.85% | -0.04% | -1.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.10% | -0.36% | -0.74% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | +0.14% | -1.33% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 3.16% | -0.18% | -1.83% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.07% | +0.08% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.55% | +0.23% | +1.79% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.08% | -0.37% | +1.75% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.03% | -0.15% | +1.03% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.60% | -0.10% | +2.27% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.04% | +1.60% | |
| 12 | COR | Cencora Inc | Stock-Healthcare | 1.42% | -0.30% | +2.52% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.59% | +3.31% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.40% | +0.06% | +3.19% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.39% | -0.02% | -0.55% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 1.38% | +0.08% | +3.03% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.09% | -0.17% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.10% | +2.91% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.31% | -0.34% | +9.66% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.27% | +0.11% | +3.70% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.26% | +0.26% | +2.00% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.24% | -0.24% | +0.46% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.48% | +7.32% | |
| 24 | D | Dominion Energy Inc | Stock-Utilities | 1.12% | — | +12.22% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.42% | +1.67% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.05% | +0.42% | +5.59% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | +1.33% | +11.67% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.23% | +4.39% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.98% | — | +1.66% | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 0.94% | -0.13% | +9.23% | |
| 31 | CGGO | Cap Group Global Growth | ETF-Other | 0.93% | +0.20% | +16.88% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.96% | EXIT | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.03% | +0.42% | |
| 34 | UGI | Ugi CORP | Stock-Utilities | 0.80% | -0.14% | -2.59% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.07% | -0.93% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.06% | +4.44% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.71% | +0.02% | +1.38% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.68% | -0.02% | +6.99% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.01% | -0.40% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.63% | — | +0.24% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.61% | +0.06% | +6.06% | |
| 42 | CGXU | Cap Group Intl Focus | ETF-Other | 0.61% | +0.03% | -2.01% | |
| 43 | CGIE | Cap Group Intl Equity | ETF-Other | 0.60% | — | +6.84% | |
| 44 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.59% | -0.13% | +6.43% | |
| 45 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.59% | -0.03% | +0.01% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.03% | +0.31% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.15% | -0.38% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.54% | +0.04% | +3.41% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.53% | +0.04% | +1.13% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | +1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1% | -1.83% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.5% | +11.67% | Add |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.4% | +1.38% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +1.79% | Add |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.3% | +0.24% | Add |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +3.19% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -1.33% | Trim |
| 8 | CGGO | Cap Group Global Growth | +0.2% | +16.88% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +5.59% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.2% | +1.13% | Add |
| 11 | TDVG | T Rowe Price Dividend Growth | +0.1% | +3.91% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.44% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +3.03% | Add |
| 14 | MPC | Marathon Petroleum CORP | +0.1% | +5.34% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | -0.26% | Add |
| 16 | ETN | Eaton Corporation plc | 0% | +0.42% | Add |
| 17 | CAT | Caterpillar Inc | 0% | -0.56% | Add |
| 18 | ROK | Rockwell Automation Inc | 0% | +2.00% | Add |
| 19 | PNC | Pnc Financial Services Group | -0.1% | +6.99% | Add |
| 20 | IBM | Intl Business Machines CORP | -0.1% | +3.70% | Add |
| 21 | D | Dominion Energy Inc | -0.1% | +12.22% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.40% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -0.1% | +7.32% | Add |
| 24 | DIS | Walt Disney Co/the | -0.2% | -0.93% | Trim |
| 25 | BX | Blackstone Inc | -0.2% | +2.27% | Add |
| 26 | AXP | American Express Co | -0.2% | -0.55% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.3% | +0.08% | Trim |
| 28 | MSFT | Microsoft CORP | -0.3% | -0.74% | Trim |
| 29 | BDX | Becton Dickinson And Co | -0.3% | -13.72% | Trim |
| 30 | HD | Home Depot Inc | -0.3% | +1.60% | Add |
| 31 | COR | Cencora Inc | -0.4% | +2.52% | Trim |
| 32 | KHC | Kraft Heinz Co/the | -0.4% | +0.01% | Add |
| 33 | VZ | Verizon Communications Inc | -0.4% | +9.66% | Add |
| 34 | TJX | Tjx Companies Inc | -0.4% | +1.75% | Trim |
| 35 | ABBV | Abbvie Inc | -0.6% | +1.03% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.17% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.7% | +2.91% | Add |
| 38 | AAPL | Apple Inc | -1.4% | -1.12% | Trim |
| 39 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 40 | CGIE | Cap Group Intl Equity | — | NEW | New buy |
| 41 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 42 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 43 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 44 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 45 | JDVI | Jh Disc. Value Int Select | — | NEW | New buy |
| 46 | JAVA | Jpmorgan Active Value ETF | — | NEW | New buy |
| 47 | JGRW | Jensen Quality Growth ETF | — | NEW | New buy |
| 48 | GEV | GE Vernova Inc | — | NEW | New buy |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | CEG | Constellation Energy | — | NEW | New buy |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 201 disclosed positions in Q3 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, AAPL, MSFT) accounted for 23.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $37.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $20.3M
During Q3 2025, Bill Few Associates, Inc.'s top holdings by market value included JMTG (9.7%)、AAPL (5.8%)、MSFT (5.1%). The largest single position, JMTG, represented 9.7% of total portfolio value.
In Q3 2025, Bill Few Associates, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 25 positions, trimming 13 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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