Top 50 Bill Few Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | 8.74% | 869.8K | $42.0M | +1.62%(+13.90K) | $50.28(-3.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.97% | 100.7K | $33.5M | -0.56%(-566) | $174.65(+96.36%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.46% | 94.0K | $21.5M | +0.52%(+486) | $32.72(+563.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.26% | 40.0K | $20.5M | -0.98%(-397) | $319.21(+67.14%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.71% | 38.3K | $13.0M | -3.83%(-1.52K) | $137.15(+148.02%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.28% | 33.1K | $11.0M | -1.43%(-479) | $165.59(+101.42%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.98% | 195.2K | $9.5M | +25.23%(+39.33K) | $35.66(+37.49%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.96% | 36.0K | $9.4M | -6.72%(-2.60K) | $145.98(+93.65%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.95% | 13.4K | $9.4M | +1.88%(+247) | $532.34(+32.36%) | 2026-09-30 | |
| TJX | TJX COS INC NEW | 1.63% | 59.1K | $7.8M | -1.79%(-1.08K) | $78.65(+87.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.51% | +62.28% | โ | โ | +38.87% |
| Top 20 Holdings Unweighted | +16.21% | +56.93% | โ | โ | +32.39% |
Bill Few Associates INC reports $484.66M in US-listed equity holdings across 231 positions in its most recent 13F filing. Its largest disclosed positions are JMTG (8.7%), AAPL (7.0%) and NVDA (4.5%). The top 20 holdings account for 49.68% of reported assets. Its disclosed equity book has returned +62.28% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bill Few Associates INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914644). View Bill Few Associates INCโs 13F filings on SEC