Bill Few Associates, Inc.
•CIK: 1914644•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.8%
Technology24.3%
Financial7.7%
Healthcare6.1%
Consumer3.6%
Industrial2.4%
ETF1.9%
Energy1.9%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW10 new positions
↑119 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023