Top 50 Bill Few Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | 9.27% | 855.9K | $43.4M | +10.19%(+79.15K) | $50.29(-0.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.26% | 101.3K | $29.3M | -1.84%(-1.90K) | $174.65(+75.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4% | 93.5K | $18.7M | +1.65%(+1.52K) | $31.78(+593.72%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.22% | 40.4K | $15.1M | +0.45%(+180) | $319.21(+57.50%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.01% | 39.8K | $14.1M | -0.86%(-345) | $137.15(+155.55%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.94% | 19.0K | $13.8M | -2.53%(-495) | $193.52(+175.69%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.35% | 33.6K | $11.0M | -1.80%(-615) | $165.59(+118.30%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.08% | 38.6K | $9.7M | -9.36%(-3.99K) | $145.98(+70.79%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 1.95% | 60.2K | $9.1M | -0.57%(-345) | $78.65(+101.34%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.93% | 13.1K | $9.0M | +30.40%(+3.06K) | $529.31(+34.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.91% | โ | โ | +37.60% |
| Top 20 Holdings Unweighted | +16.16% | +56.73% | โ | โ | +34.71% |
Bill Few Associates, Inc. reports $470.05M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are JMTG (9.3%), AAPL (6.3%) and NVDA (4.0%). The top 20 holdings account for 50.79% of reported assets. Its disclosed equity book has returned +59.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Bill Few Associates, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Bill Few Associates, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914644). View Bill Few Associates, Inc.โs 13F filings on SEC