13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001914644
Total reported value
$470.0M
$470.0M
211 檔
23.0%
As reported in its official Q1 2026 Form 13F filing, Bill Few Associates, Inc.'s tracked investment portfolio stood at $470.0M with 211 total positions.
In Q1 2026, Bill Few Associates, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 117 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 9.49% | -0.26% | +2.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.27% | -0.04% | +11.56% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.14% | -0.63% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.56% | -0.36% | +3.33% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.76% | +0.23% | -0.16% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.07% | +2.19% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.31% | -0.37% | +6.69% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.22% | -0.15% | +1.74% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.59% | +0.24% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 1.60% | +1.33% | +0.12% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.56% | -0.18% | +0.43% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.55% | +0.08% | +14.91% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.48% | +0.06% | +2.81% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.47% | -0.34% | +5.32% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.47% | -0.42% | +2.52% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.48% | +29.07% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.35% | -0.30% | +0.25% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.23% | +0.26% | +1.23% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.09% | +2.23% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.04% | +1.87% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.10% | +1.90% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.18% | -0.02% | -0.55% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.42% | +1.21% | |
| 24 | D | Dominion Energy Inc | Stock-Utilities | 1.10% | — | +2.20% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | -0.24% | +2.80% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.11% | +2.85% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.23% | +3.43% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.10% | +0.66% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.96% | EXIT | |
| 30 | CGGO | Cap Group Global Growth | ETF-Other | 0.92% | +0.20% | +4.76% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.87% | -0.13% | +5.17% | |
| 32 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.87% | -0.13% | +43.19% | |
| 33 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.85% | +0.02% | +11.37% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.03% | +5.89% | |
| 35 | UGI | Ugi CORP | Stock-Utilities | 0.81% | -0.14% | +2.24% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.06% | -6.57% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.72% | — | +3.35% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.72% | +0.04% | +29.34% | |
| 39 | CGIE | Cap Group Intl Equity | ETF-Other | 0.69% | — | +11.38% | |
| 40 | JGRW | Jensen Quality Growth ETF | ETF-Other | 0.69% | -0.29% | -25.13% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.69% | -0.02% | +1.56% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.06% | +6.09% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-Other | 0.66% | +0.04% | +25.88% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | — | -0.17% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.15% | +7.61% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.07% | +3.89% | |
| 47 | CGXU | Cap Group Intl Focus | ETF-Other | 0.60% | +0.03% | +6.10% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.05% | — | |
| 49 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.52% | +0.03% | +52.57% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | — | +5.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +0.24% | Add |
| 2 | IDEQ | Lazard Intl Dynamic Eqy ETF | +0.4% | +508.18% | Add |
| 3 | CVX | Chevron CORP | +0.4% | +2.52% | Add |
| 4 | AMAT | Applied Materials Inc | +0.4% | +0.12% | Add |
| 5 | VZ | Verizon Communications Inc | +0.3% | +5.32% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +29.07% | Add |
| 7 | AVY | Avery Dennison CORP | +0.2% | +43.19% | Add |
| 8 | TJX | Tjx Companies Inc | +0.2% | +6.69% | Add |
| 9 | HON | Honeywell International Inc | +0.1% | +3.20% | Add |
| 10 | USB | US Bancorp | +0.1% | +29.34% | Add |
| 11 | CGDV | Cap Group Dividend Value | +0.1% | +14.91% | Add |
| 12 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +52.57% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | +5.89% | Add |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +11.37% | Add |
| 15 | PFE | Pfizer Inc | +0.1% | +7.61% | Add |
| 16 | JDVI | Jh Disc. Value Int Select | +0.1% | +41.19% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +11.56% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +3.43% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +32.61% | Add |
| 20 | VLO | Valero Energy CORP | +0.1% | +0.12% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 22 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +25.88% | Add |
| 24 | T | At&t Inc | +0.1% | +11.78% | Add |
| 25 | D | Dominion Energy Inc | +0.1% | +2.20% | Add |
| 26 | SBUX | Starbucks CORP | +0.1% | +5.51% | Add |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +22.19% | Add |
| 28 | GLD | Spdr Gold Shares | +0.1% | +54.87% | Add |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +2.81% | Add |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +6.09% | Add |
| 31 | CGIE | Cap Group Intl Equity | 0% | +11.38% | Add |
| 32 | MRK | Merck & Co. Inc. | 0% | -0.53% | Trim |
| 33 | DE | Deere & Co | 0% | — | Unchanged |
| 34 | AMGN | Amgen Inc | 0% | +20.78% | Add |
| 35 | SMMD | Ishares Russell 2500 ETF | 0% | +80.44% | Add |
| 36 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +5.25% | Add |
| 38 | BNY | Bank Of New York Mellon CORP | 0% | +20.11% | Add |
| 39 | MO | Altria Group Inc | 0% | +2.61% | Add |
| 40 | MCD | Mcdonald's CORP | 0% | +11.13% | Add |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +5.32% | Add |
| 42 | ADM | Archer-daniels-midland Co | 0% | +16.75% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | +18.12% | Add |
| 44 | COP | Conocophillips | 0% | -9.75% | Trim |
| 45 | CGXU | Cap Group Intl Focus | 0% | +6.10% | Add |
| 46 | CAT | Caterpillar Inc | 0% | -10.34% | Trim |
| 47 | SHEL | Shell Plc-adr | 0% | +0.51% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.32% | Add |
| 49 | JCPI | Jp Morgan Inflation Mgd Bond | 0% | +16.46% | Add |
| 50 | STLD | Steel Dynamics Inc | 0% | +27.50% | Add |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 211 disclosed positions in Q1 2026.
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, NVDA) accounted for 23.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
INCM
市值: $516.6K
Top Position Liquidated / Trimmed
PYPL
前期市值: $1.5M
During Q1 2026, Bill Few Associates, Inc.'s top holdings by market value included JMTG (9.5%)、AAPL (6.3%)、NVDA (3.8%). The largest single position, JMTG, represented 9.5% of total portfolio value.
In Q1 2026, Bill Few Associates, Inc. made 179 total portfolio adjustments, initiating 21 new buys, adding to 117 positions, trimming 35 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.