Bill Few Associates, Inc.

CIK

1914644

Location

SEWICKLEY, PA

Portfolio Value

Small $469,239,952

Diversification

Diversified

Filing Date

Global Rank

#3,988 / 8,794 ▼ 273 · as of Jun 2026

Top Industry

Consumer Electronics 9.2%

Period ended 3 months ago

Filed Jul 7, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

10.4%

−0.4 pts

Top 5

28.9%

+0.0 pts

Top 10

41.9%

+0.3 pts

HHI

279

Diversified−6

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.4%	$152,173,194	42
Technology	23.3%	$109,218,265	24
Financial Services	9.7%	$45,386,834	26
Healthcare	6.8%	$32,041,183	14
Communication Services	5.9%	$27,829,810	6
Consumer Cyclical	5.4%	$25,469,460	9
Industrials	5.0%	$23,418,396	21
Consumer Defensive	4.1%	$19,231,632	15
Energy	3.3%	$15,444,683	9
Utilities	2.7%	$12,488,467	13
Real Estate	0.9%	$4,117,868	3
Basic Materials	0.5%	$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
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+79,941	927,330	$48,612,723
JDVI	John Hancock Disciplined Value International Select ETF	+36,948	76,297	$2,942,927
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+15,741	57,056	$8,521,216
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+9,870	164,544	$3,601,495
CGGO	Capital Group Global Growth Equity ETF	+9,429	124,058	$5,251,375
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,582	239,946	$21,005,192
GLIX	Lazard Listed Infrastructure ETF	+7,887	74,221	$2,602,930
CGCB	Capital Group Core Bond ETF	+7,376	76,547	$2,034,673
VEU	Vanguard FTSE All-World Ex-US ETF	+6,617	22,275	$1,865,531
VB	Vanguard Morningstar Small-Cap ETF	+5,159	19,596	$11,414,611
CGUS	Capital Group Core Equity ETF	+4,940	38,635	$1,718,484
SYK	Stryker Corp	+4,569	7,058	$2,222,140
CGDV	Capital Group Dividend Value ETF	+3,702	155,908	$7,683,146
CGIE	Capital Group International Equity ETF	+3,660	88,661	$3,260,951
VZ	Verizon Communications Inc	+3,099	125,628	$5,319,089
VCRM	Vanguard Core Tax-Exempt Bond ETF	+2,730	9,064	$529,572
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
—		+1,745	60,462	$3,486,843
CGBL	Capital Group Core Balanced ETF	+1,654	10,531	$399,756
KHC	Kraft Heinz Co	+1,625	91,984	$2,172,662
QQQ	Invesco Qqq Trust, Series 1	+1,585	4,765	$3,508,946
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APCB	ActivePassive Core Bond ETF	−48,864	69,086	$1,873,612
ABBV	AbbVie Inc.	−3,989	38,621	$9,718,588
BUYZ	Franklin Disruptive Commerce ETF	−3,697	29,575	$796,998
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,007	5,193	$235,450
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
GOOGL	Alphabet Inc.	−583	51,281	$18,165,511
XOM	ExxonMobil Holdings Corp	−555	49,366	$6,749,319
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
CWI	State Street SPDR MSCI ACWI ex-US ETF	−417	40,448	$2,038,174
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	860	$499,582
VIG	Vanguard Dividend Appreciation ETF	4,077	$393,145
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	11,051	$313,627
DELL	Dell Technologies Inc.	660	$284,763
ASML	Asml Holding NV	126	$250,669
QCOM	Qualcomm Inc/De	1,298	$239,857
BKF	iShares MSCI BIC ETF	3,450	$236,014
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
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	2,190	$210,940
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	$4,011,581
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

186 tracked positions · $469,239,952 total · filing declares 227 positions · $470,048,263 · 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 186 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	927,330	+79,941	$48,612,723	+9.9%	10.36%
AAPL	Apple Inc. Technology	Reduced	101,267	-1,903	$29,302,619	+11.9%	6.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	239,946	+8,582	$21,005,192	+19.2%	4.48%
NVDA	Nvidia Corp Technology	Added	93,520	+1,522	$18,712,416	+16.6%	3.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	51,281	-583	$18,165,511	+22.0%	3.87%
MSFT	Microsoft Corp Technology	Added	40,371	+180	$15,059,190	+1.2%	3.21%
AMAT	Applied Materials Inc /De Technology	Reduced	19,033	-495	$13,760,859	+106.2%	2.93%
VB	Vanguard Morningstar Small-Cap ETF	Added	19,596	+5,159	$11,414,611	+53.8%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,603	-615	$10,999,269	+9.3%	2.34%
ABBV	AbbVie Inc. Healthcare	Reduced	38,621	-3,989	$9,718,588	+4.9%	2.07%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	60,171	-345	$9,115,906	−5.7%	1.94%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	57,056	+15,741	$8,521,216	—	1.82%
CGDV	Capital Group Dividend Value ETF	Added	155,908	+3,702	$7,683,146	+18.7%	1.64%
CSCO	Cisco Systems, Inc. Technology	Added	63,461	+755	$7,454,129	+53.2%	1.59%
ROK	Rockwell Automation, Inc Industrials	Reduced	14,168	-195	$7,014,293	+36.1%	1.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,623	+32	$6,812,342	+4.6%	1.45%
XOM	ExxonMobil Holdings Corp Energy	Reduced	49,366	-555	$6,749,319	−20.3%	1.44%
ORCL	Oracle Corp Technology	Added	44,387	+245	$6,504,914	+0.2%	1.39%
IBM	International Business Machines Corp Technology	Added	19,815	+1,183	$5,572,176	+23.4%	1.19%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,536	+213	$5,479,236	+8.7%	1.17%
AXP	American Express Co Financial Services	Reduced	16,160	-74	$5,466,120	+11.3%	1.16%
VZ	Verizon Communications Inc Communication Services	Added	125,628	+3,099	$5,319,089	−13.5%	1.13%
CGGO	Capital Group Global Growth Equity ETF	Added	124,058	+9,429	$5,251,375	+37.3%	1.12%
D	Dominion Energy, Inc Utilities	Added	75,728	+1,199	$5,171,465	+12.2%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	34,857	+368	$5,111,430	+2.6%	1.09%
COR	Cencora, Inc. Healthcare	Reduced	17,521	-401	$4,958,092	−11.9%	1.06%
CVX	Chevron Corp Energy	Reduced	29,655	-44	$4,915,612	−20.0%	1.05%
BX	Blackstone Inc. Financial Services	Reduced	36,926	-269	$4,345,082	+1.6%	0.93%
ETN	Eaton Corp plc Industrials	Reduced	9,623	-225	$4,100,552	+16.4%	0.87%
ABT	Abbott Laboratories Healthcare	Reduced	44,412	-121	$4,029,944	−11.9%	0.86%
PEP	Pepsico Inc Consumer Defensive	Added	29,374	+377	$3,977,239	−11.7%	0.85%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	164,544	+9,870	$3,601,495	+7.8%	0.77%
USB	US Bancorp De Financial Services	Added	59,483	+2,019	$3,592,773	+20.2%	0.77%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	4,765	+1,585	$3,508,946	+91.2%	0.75%
		Added	60,462	+1,745	$3,486,843	+22.9%	0.74%
AMT	American Tower Corp /Ma/ Real Estate	Added	21,314	+269	$3,486,330	−4.0%	0.74%
AVY	Avery Dennison Corp Consumer Cyclical	Added	21,444	+522	$3,481,433	−3.6%	0.74%
CGGR	Capital Group Growth ETF	Added	69,239	+668	$3,268,080	+18.6%	0.70%
CGIE	Capital Group International Equity ETF	Added	88,661	+3,660	$3,260,951	+13.4%	0.69%
UGI	Ugi Corp /Pa/ Utilities	Reduced	91,832	-1,337	$3,171,877	−6.5%	0.68%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	12,777	-975	$3,145,952	+9.9%	0.67%
ADP	Automatic Data Processing Inc Technology	Added	13,664	+270	$3,060,052	+12.4%	0.65%
CGXU	Capital Group International Focus Equity ETF	Added	85,922	+851	$2,974,619	+18.6%	0.63%
JDVI	John Hancock Disciplined Value International Select ETF	Added	76,297	+36,948	$2,942,927	+107.0%	0.63%
GLIX	Lazard Listed Infrastructure ETF	Added	74,221	+7,887	$2,602,930	+23.6%	0.55%
DIS	Walt Disney Co Communication Services	Added	26,823	+28	$2,581,713	−0.0%	0.55%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	23,866	-279	$2,438,866	+12.7%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	9,146	-65	$2,322,809	+3.2%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,535	+580	$2,272,571	+21.8%	0.48%
SYK	Stryker Corp Healthcare	Added	7,058	+4,569	$2,222,140	+171.7%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.