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
OGN	Organon & Co. Healthcare	NEW	13,942	NEW	$83,512	NEW	0.03%
CAG	Conagra Brands Inc. Consumer Defensive	NEW	10,935	NEW	$171,898	NEW	0.06%
MCK	Mckesson Corp Healthcare	NEW	234	NEW	$202,494	NEW	0.07%
WEC	Wec Energy Group, Inc. Utilities	NEW	1,819	NEW	$210,585	NEW	0.07%
MA	Mastercard Inc Financial Services	Added	427	+1	$213,354	−12.3%	0.08%
UNH	Unitedhealth Group Inc Healthcare	Reduced	794	-25	$214,848	−20.5%	0.08%
CPB	CAMPBELL'S Co Consumer Defensive	NEW	9,784	NEW	$217,889	NEW	0.08%
MU	Micron Technology Inc Technology	NEW	645	NEW	$217,906	NEW	0.08%
UPS	United Parcel Service Inc Industrials	Reduced	2,263	-191	$222,633	−8.5%	0.08%
SJM	J M SMUCKER Co Consumer Defensive	NEW	2,319	NEW	$223,644	NEW	0.08%
COHR	Coherent Corp. Technology	NEW	950	NEW	$226,299	NEW	0.08%
ED	Consolidated Edison Inc Utilities	NEW	2,018	NEW	$228,397	NEW	0.08%
EMR	Emerson Electric Co Industrials	Added	1,771	+28	$232,036	+0.3%	0.08%
BCPC	Balchem Corp Basic Materials	Held	1,400	0	$237,272	+10.5%	0.08%
NWN	Northwest Natural Holding Co Utilities	NEW	4,597	NEW	$244,652	NEW	0.09%
ORI	Old Republic International Corp Financial Services	Added	6,248	+207	$249,295	−9.6%	0.09%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	513	-10	$252,154	−16.8%	0.09%
TROW	Price T Rowe Group Inc Financial Services	Added	2,821	+122	$254,284	−8.0%	0.09%
CB	Chubb Ltd Financial Services	Held	791	0	$257,810	+4.4%	0.09%
C	Citigroup Inc Financial Services	Reduced	2,281	-21	$258,688	−3.7%	0.09%
OKE	Oneok Inc /New/ Energy	Held	2,870	0	$259,419	+23.0%	0.09%
BKH	Black Hills Corp /Sd/ Utilities	NEW	3,829	NEW	$265,770	NEW	0.09%
CAH	Cardinal Health Inc Healthcare	Added	1,289	+1	$272,378	+2.9%	0.10%
TGT	Target Corp Consumer Defensive	NEW	2,256	NEW	$273,427	NEW	0.10%
GIS	General Mills Inc Consumer Defensive	Added	7,403	+2,652	$275,539	+24.7%	0.10%
PSA	Public Storage Real Estate	Added	1,039	+2	$281,444	+4.6%	0.10%
CEG	Constellation Energy Corp Utilities	Added	1,021	+1	$285,114	−20.9%	0.10%
BP	Bp PLC Energy	NEW	6,080	NEW	$285,760	NEW	0.10%
CRM	Salesforce, Inc. Technology	NEW	1,534	NEW	$286,351	NEW	0.10%
PANW	Palo Alto Networks Inc Technology	Added	1,812	+113	$290,499	−7.2%	0.10%
SBSI	Southside Bancshares Inc Financial Services	Added	9,370	+2,239	$291,313	+34.4%	0.10%
EXC	Exelon Corp Utilities	Added	5,969	+18	$292,600	+12.8%	0.10%
WSBC	Wesbanco Inc Financial Services	Added	8,601	+33	$296,648	+4.2%	0.10%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,356	+3	$320,395	−1.8%	0.11%
CCI	Crown Castle Inc. Real Estate	Reduced	3,957	-89	$321,743	−10.5%	0.11%
BA	Boeing Co Industrials	Added	1,630	+2	$324,418	−8.2%	0.11%
CSX	Csx Corp Industrials	Added	8,368	+80	$343,506	+14.3%	0.12%
GLW	Corning Inc /Ny Technology	Reduced	2,530	-670	$344,004	+22.8%	0.12%
FITB	Fifth Third Bancorp Financial Services	Held	7,429	0	$345,151	−0.7%	0.12%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,363	+100	$347,338	−12.6%	0.12%
PLTR	Palantir Technologies Inc. Technology	Added	2,452	+13	$358,678	−17.3%	0.13%
NSC	Norfolk Southern Corp Industrials	Reduced	1,284	-9	$368,508	−1.3%	0.13%
KLAC	Kla Corp Technology	Held	251	0	$369,574	+21.2%	0.13%
FDX	Fedex Corp Industrials	Added	1,043	+1	$371,495	+23.4%	0.13%
HWM	Howmet Aerospace Inc. Industrials	Added	1,628	+134	$375,188	+22.5%	0.13%
FHI	Federated Hermes, Inc. Financial Services	NEW	6,783	NEW	$384,663	NEW	0.14%
GD	General Dynamics Corp Industrials	Added	1,154	+3	$396,075	+2.2%	0.14%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	5,680	+815	$412,879	+47.6%	0.15%
STLD	Steel Dynamics Inc Basic Materials	Added	2,318	+500	$417,240	+35.4%	0.15%
GILD	Gilead Sciences, Inc. Healthcare	Added	3,094	+37	$431,210	+14.9%	0.15%