Latest imported 13F data
โณ
Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but Bill Few Associates, Inc.'s latest available filing here is Q4 2025.

Bill Few Associates, Inc.

โ€ขCIK: 1914644โ€ขFiling: Q4 2025

**Bill Few Associates, Inc.** manages $406M across a diversified portfolio of 196 positions. The fund maintains significant exposure to technology and financial sectors, with top holdings including JMTG at $38.7M and AAPL at $25.1M. Further allocations are notable in mega-cap technology names such as MSFT ($18.8M) and NVDA ($17.3M), alongside established financial and healthcare names. This concentration suggests a tactical, large-cap growth orientation within the current market cycle.

Total AUM
$406.3M
QoQ Performance
+4.7%
Positions
163
Top 10 Concentration
38.5%
Latest Filing
Q4 2025

Top Holdings Allocation

JMTG
AAPL
JMTG9.5%
AAPL6.2%
MSFT4.6%
NVDA4.2%
GOOG3.1%
JPM2.7%
ABBV2.4%
TJX2.1%

๐Ÿ“ˆ Biggest Buys

JGRW
TRUST FOR PROFESSIONAL MANAG
+736.3%
1.0% of portfolio
ABBV
ABBVIE INC
+22.9%
2.4% of portfolio
ABT
ABBOTT LABS
+21.0%
1.3% of portfolio
JMTG
J P MORGAN EXCHANGE TRADED F
+2.4%
9.5% of portfolio
AAPL
APPLE INC
+3.7%
6.2% of portfolio

๐Ÿ“‰ Biggest Sells

VEA
VANGUARD TAX-MANAGED FDS
-73.8%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-19.3%
0.5% of portfolio
GOOG
ALPHABET INC
-1.3%
3.1% of portfolio
CAT
CATERPILLAR INC
-8.3%
0.3% of portfolio
UGI
UGI CORP NEW
-2.6%
0.8% of portfolio

Sector Breakdown

Other46.9%
Technology24.3%
Healthcare6.1%
Financial6.1%
Consumer3.6%
Energy3.0%
Industrial2.4%
Consumer Staples2.1%

๐Ÿšช Exited Positionssold since Q3 2025

VCRB
VANGUARD MALVERN FDS
SOLD
$1.1M
TEM
TEMPUS AI INC
SOLD
$278.9K
DFVX
DIMENSIONAL ETF TRUST
SOLD
$251.5K
BR
BROADRIDGE FINL SOLUTIONS IN
SOLD
$227.7K
COIN
COINBASE GLOBAL INC
SOLD
$225.8K
+10 more exited positions

Changes from Q3 2025

NEW10 new positions
โ†‘119 increased
โ†“37 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022