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CIK: 0001914644
Total reported value
$470.0M
$470.0M
196 檔
23.9%
According to the latest 13F quarterly dataset, Bill Few Associates, Inc. managed an equity portfolio of $470.0M at the end of Q4 2025, spanning 196 distinct U.S. exchange-listed positions.
In Q4 2025, Bill Few Associates, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 9.52% | -0.26% | +2.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.18% | -0.04% | +3.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -0.36% | +1.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +0.14% | +2.58% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.10% | +0.23% | -1.27% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | -0.07% | +1.87% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.35% | -0.15% | +22.90% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.14% | -0.37% | +1.33% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.11% | -0.18% | +0.76% | |
| 10 | AXP | American Express Co | Stock-Financials | 1.48% | -0.02% | +0.24% | |
| 11 | COR | Cencora Inc | Stock-Healthcare | 1.48% | -0.30% | +1.61% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.59% | +2.95% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.44% | +0.06% | +6.45% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.42% | +0.08% | +3.79% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 1.40% | -0.10% | +1.49% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.36% | +0.26% | +1.21% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.33% | -0.24% | +21.01% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.32% | +0.11% | +3.32% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.09% | +1.07% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.04% | +2.18% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 1.23% | +1.33% | +0.59% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.48% | +5.21% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.10% | +1.63% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.42% | +3.83% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.34% | +0.71% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.42% | +4.57% | |
| 27 | D | Dominion Energy Inc | Stock-Utilities | 1.05% | — | +3.04% | |
| 28 | JGRW | Jensen Quality Growth ETF | ETF-Other | 1.05% | -0.29% | +736.34% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.23% | +2.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.06% | +6.28% | |
| 31 | CGGO | Cap Group Global Growth | ETF-Other | 0.93% | +0.20% | +3.31% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.86% | -0.13% | +5.50% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | — | +3.63% | |
| 34 | UGI | Ugi CORP | Stock-Utilities | 0.84% | -0.14% | -2.64% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | -0.96% | EXIT | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.75% | +0.02% | +9.78% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.73% | +0.03% | +3.51% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.07% | +1.65% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.71% | — | +16.99% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.69% | -0.02% | +3.75% | |
| 41 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.65% | -0.13% | +2.90% | |
| 42 | CGIE | Cap Group Intl Equity | ETF-Other | 0.65% | — | +10.24% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.64% | +0.06% | +7.78% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-Other | 0.60% | +0.04% | +15.79% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | — | -1.77% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.58% | +0.04% | +2.03% | |
| 47 | CGXU | Cap Group Intl Focus | ETF-Other | 0.58% | +0.03% | +0.94% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.03% | +3.86% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.52% | -0.03% | +0.00% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.15% | +1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JGRW | Jensen Quality Growth ETF | +0.9% | +736.34% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -1.27% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | +3.73% | Add |
| 4 | ABBV | Abbvie Inc | +0.3% | +22.90% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.28% | Add |
| 6 | AMAT | Applied Materials Inc | +0.2% | +0.59% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | -1.77% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +59.97% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +3.83% | Add |
| 10 | ROK | Rockwell Automation Inc | +0.1% | +1.21% | Add |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +33.49% | Add |
| 12 | ABT | Abbott Laboratories | +0.1% | +21.01% | Add |
| 13 | AXP | American Express Co | +0.1% | +0.24% | Add |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +16.99% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +2.95% | Add |
| 16 | CGGR | Cap Group Growth Equity | +0.1% | +15.79% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | +1.33% | Add |
| 18 | COR | Cencora Inc | +0.1% | +1.61% | Add |
| 19 | AVY | Avery Dennison CORP | +0.1% | +2.90% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +3.32% | Add |
| 21 | CGIE | Cap Group Intl Equity | +0.1% | +10.24% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.13% | Trim |
| 23 | DE | Deere & Co | +0.1% | +36.28% | Add |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +6.45% | Add |
| 25 | CGDV | Cap Group Dividend Value | 0% | +3.79% | Add |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +9.78% | Add |
| 27 | UGI | Ugi CORP | 0% | -2.64% | Trim |
| 28 | USB | US Bancorp | 0% | +2.03% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +5.21% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +1.87% | Add |
| 31 | NVDA | Nvidia CORP | -0.1% | +2.58% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -19.34% | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | +3.63% | Add |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +1.63% | Add |
| 35 | ETN | Eaton Corporation plc | -0.1% | +3.51% | Add |
| 36 | VZ | Verizon Communications Inc | -0.2% | +0.71% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | -0.2% | -73.81% | Trim |
| 38 | BX | Blackstone Inc | -0.2% | +1.49% | Add |
| 39 | JMTG | Mortgage-backed Securities | -0.2% | +2.42% | Add |
| 40 | HD | Home Depot Inc | -0.3% | +2.18% | Add |
| 41 | MSFT | Microsoft CORP | -0.5% | +1.78% | Add |
| 42 | ORCL | Oracle CORP | -1.1% | +0.76% | Add |
| 43 | VCRB | Vanguard Core Bond ETF | — | EXIT | Sold out |
| 44 | IDEQ | Lazard Intl Dynamic Eqy ETF | — | NEW | New buy |
| 45 | STLD | Steel Dynamics Inc | — | NEW | New buy |
| 46 | EVLN | Eaton Vance Floating-rate | — | NEW | New buy |
| 47 | SIVR | Abrdn Physical Silver Shares | — | NEW | New buy |
| 48 | TEM | Tempus Ai Inc-cl A | — | EXIT | Sold out |
| 49 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 50 | DFVX | Dim US Large Cap Vector ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 196 disclosed positions in Q4 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 23.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IDEQ
市值: $331.0K
Top Position Liquidated / Trimmed
VCRB
前期市值: $1.1M
During Q4 2025, Bill Few Associates, Inc.'s top holdings by market value included JMTG (9.5%)、AAPL (6.2%)、MSFT (4.6%). The largest single position, JMTG, represented 9.5% of total portfolio value.
In Q4 2025, Bill Few Associates, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 3 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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