Bill Few Associates, Inc. holds a diversified book of 225 stocks worth $467.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P Total U.S. and trimmed Apple Inc. Their largest long position is Mortgage-Backed Securities at 9% of the equity book. They also disclosed $2.3M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show Bill Few Associates, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F MORTGAGE BACKED | $43.4M | 855.9K | 9.3% | ▲+10% Added · +79K sh | |
| 2 | Apple Inc COM | $29.3M | 101.3K | 6.3% | ▼−1.8% Reduced · −2K sh | |
| 3 | Nvidia Corporation COM | $18.7M | 93.5K | 4.0% | ▲+1.6% Added · +2K sh | |
| 4 | Microsoft Corp COM | $15.1M | 40.4K | 3.2% | ▲+0.4% Added · +180 sh | |
| 5 | Alphabet Inc CAP STK CL C | $14.1M | 39.8K | 3.0% | ▼−0.8% Reduced · −345 sh | |
| 6 | Applied Matls Inc COM | $13.8M | 19.0K | 2.9% | ▼−2.5% Reduced · −495 sh | |
| 7 | JPMorgan Chase & Co COM | $11.0M | 33.6K | 2.4% | ▼−1.8% Reduced · −615 sh | |
| 8 | Abbvie Inc COM | $9.7M | 38.6K | 2.1% | ▼−9.4% Reduced · −4K sh | |
| 9 | TJX Cos Inc New COM | $9.1M | 60.2K | 1.9% | ▼−0.6% Reduced · −345 sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $9.0M | 13.1K | 1.9% | ▲+30% Added · +3K sh | |
| 11 | Capital Group Dividend Value SHS CREAT UNIT | $7.7M | 155.9K | 1.6% | ▲+2.4% Added · +4K sh | |
| 12 | Cisco Sys Inc COM | $7.5M | 63.5K | 1.6% | ▲+1.2% Added · +755 sh | |
| 13 | SPDR Series Trust ST STR P400MID | $7.2M | 107.1K | 1.5% | ▲+2.7% Added · +3K sh | |
| 14 | Rockwell Automation Inc COM | $7.0M | 14.2K | 1.5% | ▼−1.4% Reduced · −195 sh | |
| 15 | Exxon Mobil Corp COM | $6.7M | 49.4K | 1.4% | ▼−1.1% Reduced · −555 sh | |
| 16 | Oracle Corp COM | $6.5M | 44.4K | 1.4% | ▲+0.6% Added · +245 sh | |
| 17 | International Business Machs COM | $5.6M | 19.8K | 1.2% | ▲+6.3% Added · +1K sh | |
| 18 | Home Depot Inc COM | $5.5M | 15.5K | 1.2% | ▲+1.4% Added · +213 sh | |
| 19 | American Express Co COM | $5.5M | 16.2K | 1.2% | ▼−0.5% Reduced · −74 sh | |
| 20 | Verizon Communications Inc COM | $5.3M | 125.6K | 1.1% | ▲+2.5% Added · +3K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $5.3M | 10.6K | 1.1% | ▲+0.3% Added · +32 sh | |
| 22 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $5.3M | 124.1K | 1.1% | ▲+8.2% Added · +9K sh | |
| 23 | Dominion Energy Inc COM | $5.2M | 75.7K | 1.1% | ▲+1.6% Added · +1K sh | |
| 24 | Procter & Gamble Co COM | $5.1M | 34.9K | 1.1% | ▲+1.1% Added · +368 sh | |
| 25 | Cencora Inc COM | $5.0M | 17.5K | 1.1% | ▼−2.2% Reduced · −401 sh | |
| 26 | Chevron Corporation COM | $4.9M | 29.7K | 1.1% | ▼−0.1% Reduced · −44 sh | |
| 27 | Blackstone Inc COM | $4.3M | 36.9K | 0.9% | ▼−0.7% Reduced · −269 sh | |
| 28 | Alphabet Inc CAP STK CL A | $4.1M | 11.5K | 0.9% | ▼−2.0% Reduced · −238 sh | |
| 29 | Eaton Corp PLC SHS | $4.1M | 9.6K | 0.9% | ▼−2.3% Reduced · −225 sh | |
| 30 | SPDR Series Trust ST STR SP400GRW | $4.1M | 36.3K | 0.9% | ▼−1.4% Reduced · −504 sh | |
| 31 | Abbott Laboratories COM | $4.0M | 44.4K | 0.9% | ▼−0.3% Reduced · −121 sh | |
| 32 | Pepsico Inc COM | $4.0M | 29.4K | 0.9% | ▲+1.3% Added · +377 sh | |
| 33 | US Bancorp COM NEW | $3.6M | 59.5K | 0.8% | ▲+3.5% Added · +2K sh | |
| 34 | SPDR Series Trust ST STR SP600 SML | $3.5M | 60.5K | 0.7% | ▲+3.0% Added · +2K sh | |
| 35 | American Tower Corp COM | $3.5M | 21.3K | 0.7% | ▲+1.3% Added · +269 sh | |
| 36 | Avery Dennison Corp COM | $3.5M | 21.4K | 0.7% | ▲+2.5% Added · +522 sh | |
| 37 | SPDR Series Trust ST STR SP400VAL | $3.4M | 35.9K | 0.7% | ▲+1.7% Added · +596 sh | |
| 38 | Capital Group Growth ETF SHS CREAT UNIT | $3.3M | 69.2K | 0.7% | ▲+1.0% Added · +668 sh | |
| 39 | Capital Group International SHS | $3.3M | 88.7K | 0.7% | ▲+4.3% Added · +4K sh | |
| 40 | Ugi Corp New COM | $3.2M | 91.8K | 0.7% | ▼−1.4% Reduced · −1K sh | |
| 41 | PNC Finl Svcs Group Inc COM | $3.1M | 12.8K | 0.7% | ▼−7.1% Reduced · −975 sh | |
| 42 | Automatic Data Processing In COM | $3.1M | 13.7K | 0.7% | ▲+2.0% Added · +270 sh | |
| 43 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $3.0M | 85.9K | 0.6% | ▲+1.0% Added · +851 sh | |
| 44 | John Hancock Exchange Traded DISCIPLINED VAL | $2.9M | 76.3K | 0.6% | ▲+94% Added · +37K sh | |
| 45 | Lazard Active ETF TR INTL DYNAMIC EQT | $2.6M | 74.2K | 0.6% | ▲+12% Added · +8K sh | |
| 46 | J P Morgan Exchange Traded F ACTIVE GROWTH | $2.6M | 26.2K | 0.6% | ▲+1.5% Added · +379 sh | |
| 47 | Disney Walt Co COM | $2.6M | 26.8K | 0.6% | ▲+0.1% Added · +28 sh | |
| 48 | Starbucks Corp COM | $2.4M | 23.9K | 0.5% | ▼−1.1% Reduced · −279 sh | |
| 49 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.5K | 0.5% | ▲+48% Added · +2K sh | |
| 50 | Johnson & Johnson COM | $2.3M | 9.1K | 0.5% | ▼−0.7% Reduced · −65 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $1.8M | 3K |
| PUT · bearish | INTEL CORPINTC | $419K | 3K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 227 | $470.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 212 | $417.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 197 | $406.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 201 | $388.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 194 | $353.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 174 | $279.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 174 | $284.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 178 | $281.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.