Bill Few Associates, Inc.

CIK

1914644

Location

SEWICKLEY, PA

Portfolio Value

Small $283,358,253

Diversification

Diversified

Filing Date

Global Rank

#3,191 / 8,232 ▲ 216

Top Industry

Consumer Electronics 9.4%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.3%

SPY

+76.5%

Annualised alpha

-4.3%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

142 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.2%

+0.3 pts

Top 5

27.1%

−1.9 pts

Top 10

40.2%

−1.5 pts

HHI

268

Diversified−18

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$86,750,725	18
Financial Services	14.1%	$39,819,281	23
Healthcare	11.5%	$32,598,387	17
Consumer Cyclical	8.8%	$25,026,692	9
Industrials	8.3%	$23,604,335	22
Consumer Defensive	6.7%	$19,024,233	15
Energy	6.6%	$18,680,687	9
Communication Services	5.1%	$14,320,853	6
Utilities	4.2%	$11,796,690	12
Unclassified	1.9%	$5,474,408	4
Real Estate	1.5%	$4,235,133	3
Basic Materials	0.7%	$2,026,829	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
USB	US Bancorp De	+13,037	57,464	$2,988,702
AAPL	Apple Inc.	+10,693	103,170	$26,183,514
PFE	Pfizer Inc	+6,511	92,053	$2,584,848
AVY	Avery Dennison Corp	+6,311	20,922	$3,612,810
VZ	Verizon Communications Inc	+6,184	122,529	$6,150,955
T	At&T Inc.	+3,890	36,904	$1,069,846
TJX	Tjx Companies Inc /De/	+3,794	60,516	$9,664,405
GIS	General Mills Inc	+2,652	7,403	$275,539
KHC	Kraft Heinz Co	+2,322	90,359	$2,032,173
SBSI	Southside Bancshares Inc	+2,239	9,370	$291,313
UGI	Ugi Corp /Pa/	+2,037	93,169	$3,393,214
D	Dominion Energy, Inc	+1,603	74,529	$4,607,382
MSFT	Microsoft Corp	+1,296	40,191	$14,877,502
SBUX	Starbucks Corp	+1,262	24,145	$2,163,150
BNY	Bank of New York Mellon Corp	+1,246	7,443	$882,963
ABT	Abbott Laboratories	+1,212	44,533	$4,572,203
GPC	Genuine Parts Co	+1,107	4,465	$472,173
AMT	American Tower Corp /Ma/	+1,034	21,045	$3,631,946
DIS	Walt Disney Co	+1,003	26,795	$2,582,502
PEP	Pepsico Inc	+962	28,997	$4,502,944
ADM	Archer-Daniels-Midland Co	+815	5,680	$412,879
QQQ	Invesco Qqq Trust, Series 1	+782	3,180	$1,835,432
CSCO	Cisco Systems, Inc.	+747	62,706	$4,865,358
JPM	Jpmorgan Chase & Co	+734	34,218	$10,065,566
CVX	Chevron Corp	+729	29,699	$6,144,723
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−1,694	16,308	$2,026,758
AMZN	Amazon Com Inc	−1,162	8,955	$1,865,057
PPG	Ppg Industries Inc	−961	8,019	$857,070
GOOGL	Alphabet Inc.	−824	11,722	$3,370,778
GLW	Corning Inc /Ny	−670	2,530	$344,004
NVDA	Nvidia Corp	−586	91,998	$16,044,451
NFLX	Netflix Inc	−535	4,840	$465,366
EQT	EQT Corp	−486	7,969	$507,147
COP	Conocophillips	−445	4,119	$543,708
INTC	Intel Corp	−364	13,924	$614,466
TSLA	Tesla, Inc.	−328	1,751	$650,934
CAT	Caterpillar Inc	−218	1,891	$1,339,697
UPS	United Parcel Service Inc	−191	2,263	$222,633
LMT	Lockheed Martin Corp	−151	1,147	$693,235
CCI	Crown Castle Inc.	−89	3,957	$321,743
AXP	American Express Co	−89	16,234	$4,910,460
LRCX	Lam Research Corp	−83	2,826	$603,803
RTX	RTX Corp	−79	3,675	$708,907
MRK	Merck & Co., Inc.	−69	12,852	$1,545,967
LLY	ELI LILLY & Co	−69	2,152	$1,979,345
BMY	Bristol Myers Squibb Co	−59	9,631	$584,120
GE	General Electric Co	−57	2,810	$797,393
UNH	Unitedhealth Group Inc	−25	794	$214,848
ADP	Automatic Data Processing Inc	−23	13,394	$2,721,392
C	Citigroup Inc	−21	2,281	$258,688
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
FHI	Federated Hermes, Inc.	6,783	$384,663
CRM	Salesforce, Inc.	1,534	$286,351
BP	Bp PLC	6,080	$285,760
TGT	Target Corp	2,256	$273,427
BKH	Black Hills Corp /Sd/	3,829	$265,770
NWN	Northwest Natural Holding Co	4,597	$244,652
ED	Consolidated Edison Inc	2,018	$228,397
COHR	Coherent Corp.	950	$226,299
SJM	J M SMUCKER Co	2,319	$223,644
MU	Micron Technology Inc	645	$217,906
CPB	CAMPBELL'S Co	9,784	$217,889
WEC	Wec Energy Group, Inc.	1,819	$210,585
MCK	Mckesson Corp	234	$202,494
CAG	Conagra Brands Inc.	10,935	$171,898
OGN	Organon & Co.	13,942	$83,512
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	25,903	$1,512,217
SIVR	abrdn Silver ETF Trust	4,300	$290,852
PNR	PENTAIR plc	2,497	$260,037
AMD	Advanced Micro Devices Inc	1,023	$219,085
QCOM	Qualcomm Inc/De	1,248	$213,470
CMCSA	Comcast Corp	7,013	$196,455
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

142 positions · $283,358,253 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 142 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	103,170	+10,693	$26,183,514	+4.1%	9.24%
NVDA	Nvidia Corp Technology	Reduced	91,998	-586	$16,044,451	−7.1%	5.66%
MSFT	Microsoft Corp Technology	Added	40,191	+1,296	$14,877,502	−20.9%	5.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	34,218	+734	$10,065,566	−6.7%	3.55%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	60,516	+3,794	$9,664,405	+10.9%	3.41%
ABBV	AbbVie Inc. Healthcare	Added	42,610	+727	$9,267,248	−3.2%	3.27%
XOM	Exxon Mobil Corp Energy	Added	49,921	+120	$8,469,596	+41.3%	2.99%
AMAT	Applied Materials Inc /De Technology	Added	19,528	+23	$6,674,475	+33.2%	2.36%
ORCL	Oracle Corp Technology	Added	44,142	+190	$6,493,729	−24.2%	2.29%
VZ	Verizon Communications Inc Communication Services	Added	122,529	+6,184	$6,150,955	+29.8%	2.17%
CVX	Chevron Corp Energy	Added	29,699	+729	$6,144,723	+39.2%	2.17%
COR	Cencora, Inc. Healthcare	Added	17,922	+45	$5,630,017	−6.8%	1.99%
ROK	Rockwell Automation, Inc Industrials	Added	14,363	+174	$5,154,593	−6.6%	1.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,589	+231	$5,074,248	−2.5%	1.79%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,323	+282	$5,039,581	−2.6%	1.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	34,489	+644	$4,981,591	+2.7%	1.76%
AXP	American Express Co Financial Services	Reduced	16,234	-89	$4,910,460	−18.7%	1.73%
CSCO	Cisco Systems, Inc. Technology	Added	62,706	+747	$4,865,358	+1.9%	1.72%
D	Dominion Energy, Inc Utilities	Added	74,529	+1,603	$4,607,382	+7.8%	1.63%
ABT	Abbott Laboratories Healthcare	Added	44,533	+1,212	$4,572,203	−15.8%	1.61%
IBM	International Business Machines Corp Technology	Added	18,632	+517	$4,516,210	−15.8%	1.59%
PEP	Pepsico Inc Consumer Defensive	Added	28,997	+962	$4,502,944	+11.9%	1.59%
BX	Blackstone Inc. Financial Services	Added	37,195	+245	$4,277,053	−24.9%	1.51%
HON	Honeywell International Inc Industrials	Added	17,748	+550	$4,011,580	+19.6%	1.42%
AMT	American Tower Corp /Ma/ Real Estate	Added	21,045	+1,034	$3,631,946	+3.4%	1.28%
AVY	Avery Dennison Corp Consumer Cyclical	Added	20,922	+6,311	$3,612,810	+36.0%	1.27%
ETN	Eaton Corp plc Industrials	Added	9,848	+548	$3,522,334	+18.9%	1.24%
UGI	Ugi Corp /Pa/ Utilities	Added	93,169	+2,037	$3,393,214	−0.5%	1.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,722	-824	$3,370,778	−14.2%	1.19%
USB	US Bancorp De Financial Services	Added	57,464	+13,037	$2,988,702	+26.1%	1.05%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	13,752	+211	$2,861,653	+1.2%	1.01%
ADP	Automatic Data Processing Inc Technology	Reduced	13,394	-23	$2,721,392	−21.1%	0.96%
PFE	Pfizer Inc Healthcare	Added	92,053	+6,511	$2,584,848	+21.4%	0.91%
DIS	Walt Disney Co Communication Services	Added	26,795	+1,003	$2,582,502	−12.0%	0.91%
JNJ	Johnson & Johnson Healthcare	Held	9,211	0	$2,251,536	+18.1%	0.79%
SBUX	Starbucks Corp Consumer Cyclical	Added	24,145	+1,262	$2,163,150	+12.3%	0.76%
KHC	Kraft Heinz Co Consumer Defensive	Added	90,359	+2,322	$2,032,173	−4.8%	0.72%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,308	-1,694	$2,026,758	+1.1%	0.72%
LLY	ELI LILLY & Co Healthcare	Reduced	2,152	-69	$1,979,345	−17.1%	0.70%
SPY	Spdr S&P 500 ETF Trust	Added	2,984	+7	$1,940,614	−4.4%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,955	-1,162	$1,865,057	−20.1%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Added	3,180	+782	$1,835,432	+24.6%	0.65%
V	Visa Inc. Financial Services	Added	5,405	+681	$1,633,607	−1.4%	0.58%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,852	-69	$1,545,967	+13.7%	0.55%
FNB	Fnb Corp/Pa/ Financial Services	Added	87,423	+268	$1,461,712	−1.9%	0.52%
CAT	Caterpillar Inc Industrials	Reduced	1,891	-218	$1,339,697	+10.9%	0.47%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,033	-3	$1,253,873	+2.1%	0.44%
RJF	Raymond James Financial Inc Financial Services	Held	8,595	0	$1,244,470	−9.8%	0.44%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,984	+399	$1,238,187	+13.0%	0.44%
BDX	Becton Dickinson & Co Healthcare	Added	7,131	+115	$1,121,207	+4.7%	0.40%