Bill Few Associates, Inc.

CIK

1914644

Location

SEWICKLEY, PA

Portfolio Value

Small $302,465,114

Diversification

Diversified

Filing Date

Global Rank

#76 / 295 ▲ 3471

Top Industry

Consumer Electronics 9.9%

3Y Alpha vs SPY

-4.2%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+58.8%

SPY

+76.0%

Annualised alpha

-4.1%

Max drawdown

−17.0%

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

148 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.7%

+0.2 pts

Top 5

29.0%

+1.1 pts

Top 10

42.2%

+1.6 pts

HHI

283

Diversified+7

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$109,218,265	24
Financial Services	14.5%	$43,889,134	26
Healthcare	10.6%	$32,041,183	14
Consumer Cyclical	8.4%	$25,469,460	9
Industrials	7.7%	$23,418,396	21
Consumer Defensive	6.4%	$19,231,632	15
Communication Services	4.6%	$13,768,336	6
Utilities	4.1%	$12,488,467	13
Energy	2.9%	$8,695,364	8
Unclassified	2.5%	$7,706,849	5
Real Estate	1.4%	$4,117,868	3
Basic Materials	0.8%	$2,420,160	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SYK	Stryker Corp	+4,569	7,058	$2,222,140
VZ	Verizon Communications Inc	+3,099	125,628	$5,319,089
KLAC	Kla Corp	+2,260	2,511	$757,593
BMY	Bristol Myers Squibb Co	+2,245	11,876	$684,295
ORI	Old Republic International Corp	+2,043	8,291	$339,267
USB	US Bancorp De	+2,019	59,483	$3,592,773
CPB	CAMPBELL'S Co	+1,837	11,621	$258,799
KHC	Kraft Heinz Co	+1,625	91,984	$2,172,662
QQQ	Invesco Qqq Trust, Series 1	+1,585	4,765	$3,508,946
NVDA	Nvidia Corp	+1,522	93,520	$18,712,416
INTC	Intel Corp	+1,440	15,364	$2,145,275
NWN	Northwest Natural Holding Co	+1,336	5,933	$291,072
D	Dominion Energy, Inc	+1,199	75,728	$5,171,465
IBM	International Business Machines Corp	+1,183	19,815	$5,572,176
SBSI	Southside Bancshares Inc	+1,074	10,444	$367,524
FHI	Federated Hermes, Inc.	+1,000	7,783	$429,777
SO	Southern Co	+998	5,925	$567,081
KO	Coca Cola Co	+983	7,102	$577,179
FCF	First Commonwealth Financial Corp /Pa/	+905	26,167	$531,975
CB	Chubb Ltd	+886	1,677	$571,420
FNB	Fnb Corp/Pa/	+766	88,189	$1,682,646
CSCO	Cisco Systems, Inc.	+755	63,461	$7,454,129
GIS	General Mills Inc	+623	8,026	$279,304
UPS	United Parcel Service Inc	+585	2,848	$306,160
AMZN	Amazon Com Inc	+580	9,535	$2,272,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	−3,989	38,621	$9,718,588
AAPL	Apple Inc.	−1,903	101,267	$29,302,619
UGI	Ugi Corp /Pa/	−1,337	91,832	$3,171,877
BNY	Bank of New York Mellon Corp	−1,249	6,194	$895,714
V	Visa Inc.	−1,049	4,356	$1,494,500
PNC	Pnc Financial Services Group, Inc.	−975	12,777	$3,145,952
PFE	Pfizer Inc	−932	91,121	$2,194,193
JPM	Jpmorgan Chase & Co	−615	33,603	$10,999,269
RJF	Raymond James Financial Inc	−500	8,095	$1,230,682
AMAT	Applied Materials Inc /De	−495	19,033	$13,760,859
T	At&T Inc.	−470	36,434	$754,183
WSBC	Wesbanco Inc	−468	8,133	$317,430
WFC	Wells Fargo & Company/Mn	−448	3,915	$323,535
MRK	Merck & Co., Inc.	−434	12,418	$1,595,713
COR	Cencora, Inc.	−401	17,521	$4,958,092
CAT	Caterpillar Inc	−392	1,499	$1,596,285
TJX	Tjx Companies Inc /De/	−345	60,171	$9,115,906
LLY	ELI LILLY & Co	−302	1,850	$2,218,945
SBUX	Starbucks Corp	−279	23,866	$2,438,866
BX	Blackstone Inc.	−269	36,926	$4,345,082
MU	Micron Technology Inc	−255	390	$450,173
LRCX	Lam Research Corp	−247	2,579	$1,117,558
GOOGL	Alphabet Inc.	−238	11,484	$4,104,037
ETN	Eaton Corp plc	−225	9,623	$4,100,552
GLW	Corning Inc /Ny	−200	2,330	$595,151
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	860	$499,582
DELL	Dell Technologies Inc.	660	$284,763
ASML	Asml Holding NV	126	$250,669
QCOM	Qualcomm Inc/De	1,298	$239,857
SLV	iShares Silver Trust	4,410	$235,802
GS	Goldman Sachs Group Inc	219	$221,490
AEP	American Electric Power Co Inc	1,598	$218,622
Q	Qnity Electronics, Inc.	1,294	$211,323
BAC	Bank Of America Corp /De/	3,610	$205,697
STT	State Street Corp	1,201	$203,689
AVGO	Broadcom Inc.	536	$202,474
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	17,748	$4,207,216
BDX	Becton Dickinson & Co	7,131	$1,121,207
MCK	Mckesson Corp	234	$202,494
OGN	Organon & Co.	13,942	$83,512
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 positions · $302,465,114 total · as of Jun 30, 2026

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

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	101,267	-1,903	$29,302,619	+11.9%	9.69%
NVDA	Nvidia Corp Technology	Added	93,520	+1,522	$18,712,416	+16.6%	6.19%
MSFT	Microsoft Corp Technology	Added	40,371	+180	$15,059,190	+1.2%	4.98%
AMAT	Applied Materials Inc /De Technology	Reduced	19,033	-495	$13,760,859	+106.2%	4.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,603	-615	$10,999,269	+9.3%	3.64%
ABBV	AbbVie Inc. Healthcare	Reduced	38,621	-3,989	$9,718,588	+4.9%	3.21%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	60,171	-345	$9,115,906	−5.7%	3.01%
CSCO	Cisco Systems, Inc. Technology	Added	63,461	+755	$7,454,129	+53.2%	2.46%
ROK	Rockwell Automation, Inc Industrials	Reduced	14,168	-195	$7,014,293	+36.1%	2.32%
ORCL	Oracle Corp Technology	Added	44,387	+245	$6,504,914	+0.2%	2.15%
IBM	International Business Machines Corp Technology	Added	19,815	+1,183	$5,572,176	+23.4%	1.84%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,536	+213	$5,479,236	+8.7%	1.81%
AXP	American Express Co Financial Services	Reduced	16,160	-74	$5,466,120	+11.3%	1.81%
VZ	Verizon Communications Inc Communication Services	Added	125,628	+3,099	$5,319,089	−13.5%	1.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,621	+32	$5,314,642	+4.7%	1.76%
D	Dominion Energy, Inc Utilities	Added	75,728	+1,199	$5,171,465	+12.2%	1.71%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	34,857	+368	$5,111,430	+2.6%	1.69%
COR	Cencora, Inc. Healthcare	Reduced	17,521	-401	$4,958,092	−11.9%	1.64%
CVX	Chevron Corp Energy	Reduced	29,655	-44	$4,915,612	−20.0%	1.63%
BX	Blackstone Inc. Financial Services	Reduced	36,926	-269	$4,345,082	+1.6%	1.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,484	-238	$4,104,037	+21.8%	1.36%
ETN	Eaton Corp plc Industrials	Reduced	9,623	-225	$4,100,552	+16.4%	1.36%
ABT	Abbott Laboratories Healthcare	Reduced	44,412	-121	$4,029,944	−11.9%	1.33%
PEP	Pepsico Inc Consumer Defensive	Added	29,374	+377	$3,977,239	−11.7%	1.31%
USB	US Bancorp De Financial Services	Added	59,483	+2,019	$3,592,773	+20.2%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Added	4,765	+1,585	$3,508,946	+91.2%	1.16%
AMT	American Tower Corp /Ma/ Real Estate	Added	21,314	+269	$3,486,330	−4.0%	1.15%
AVY	Avery Dennison Corp Consumer Cyclical	Added	21,444	+522	$3,481,433	−3.6%	1.15%
UGI	Ugi Corp /Pa/ Utilities	Reduced	91,832	-1,337	$3,171,877	−6.5%	1.05%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	12,777	-975	$3,145,952	+9.9%	1.04%
ADP	Automatic Data Processing Inc Technology	Added	13,664	+270	$3,060,052	+12.4%	1.01%
DIS	Walt Disney Co Communication Services	Added	26,823	+28	$2,581,713	−0.0%	0.85%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	23,866	-279	$2,438,866	+12.7%	0.81%
JNJ	Johnson & Johnson Healthcare	Reduced	9,146	-65	$2,322,809	+3.2%	0.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,535	+580	$2,272,571	+21.8%	0.75%
SYK	Stryker Corp Healthcare	Added	7,058	+4,569	$2,222,140	+171.7%	0.73%
LLY	ELI LILLY & Co Healthcare	Reduced	1,850	-302	$2,218,945	+12.1%	0.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,951	-33	$2,203,718	+13.6%	0.73%
PFE	Pfizer Inc Healthcare	Reduced	91,121	-932	$2,194,193	−15.1%	0.73%
KHC	Kraft Heinz Co Consumer Defensive	Added	91,984	+1,625	$2,172,662	+6.9%	0.72%
INTC	Intel Corp Technology	Added	15,364	+1,440	$2,145,275	+249.1%	0.71%
WMT	Walmart Inc. Consumer Defensive	Added	16,785	+477	$1,901,069	−6.2%	0.63%
FNB	Fnb Corp/Pa/ Financial Services	Added	88,189	+766	$1,682,646	+15.1%	0.56%
CAT	Caterpillar Inc Industrials	Reduced	1,499	-392	$1,596,285	+19.2%	0.53%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,418	-434	$1,595,713	+3.2%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	3,144	0	$1,501,480	+41.3%	0.50%
V	Visa Inc. Financial Services	Reduced	4,356	-1,049	$1,494,500	−8.5%	0.49%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,025	-8	$1,424,263	+13.6%	0.47%
RJF	Raymond James Financial Inc Financial Services	Reduced	8,095	-500	$1,230,682	−1.1%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	6,618	-12	$1,197,262	+9.2%	0.40%