StockDrifts LogoStockDrifts

Bill Few Associates 13F Portfolio

Portfolio Manager
Bill Few Associates, Inc.
Performance
+9.03% (2026 Q2)
AUM (13F)
$470.05M
# of Holdings
225
Performance Rank
Allocation (Top 20)
50.79%
Latest filing
Q2 2026

Bill Few Associates, Inc. Holdings Map

Top 50 Bill Few Associates, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JMTG
J P MORGAN EXCHANGE TRADED F
9.27%855.9K$43.4M
+10.19%(+79.15K)
2025-Q2: 720.6K shares2025-Q3: 740.6K shares2025-Q4: 758.5K shares2026-Q1: 776.8K shares2026-Q2: 855.9K shares
$50.29(-0.48%)
2026-06-30
AAPL
APPLE INC
6.26%101.3K$29.3M
-1.84%(-1.90K)
2025-Q2: 90.2K shares2025-Q3: 89.2K shares2025-Q4: 92.5K shares2026-Q1: 103.2K shares2026-Q2: 101.3K shares
$174.65(+75.59%)
2026-06-30
NVDA
NVIDIA CORPORATION
4%93.5K$18.7M
+1.65%(+1.52K)
2025-Q2: 91.5K shares2025-Q3: 90.3K shares2025-Q4: 92.6K shares2026-Q1: 92.0K shares2026-Q2: 93.5K shares
$31.78(+593.72%)
2026-06-30
MSFT
MICROSOFT CORP
3.22%40.4K$15.1M
+0.45%(+180)
2025-Q2: 38.5K shares2025-Q3: 38.2K shares2025-Q4: 38.9K shares2026-Q1: 40.2K shares2026-Q2: 40.4K shares
$319.21(+57.50%)
2026-06-30
GOOG
ALPHABET INC
3.01%39.8K$14.1M
-0.86%(-345)
2025-Q2: 40.0K shares2025-Q3: 40.7K shares2025-Q4: 40.2K shares2026-Q1: 40.1K shares2026-Q2: 39.8K shares
$137.15(+155.55%)
2026-06-30
AMAT
APPLIED MATLS INC
2.94%19.0K$13.8M
-2.53%(-495)
2025-Q2: 17.4K shares2025-Q3: 19.4K shares2025-Q4: 19.5K shares2026-Q1: 19.5K shares2026-Q2: 19.0K shares
$193.52(+175.69%)
2026-06-30
JPM
JPMORGAN CHASE & CO
2.35%33.6K$11.0M
-1.80%(-615)
2025-Q2: 32.8K shares2025-Q3: 32.9K shares2025-Q4: 33.5K shares2026-Q1: 34.2K shares2026-Q2: 33.6K shares
$165.59(+118.30%)
2026-06-30
ABBV
ABBVIE INC
2.08%38.6K$9.7M
-9.36%(-3.99K)
2025-Q2: 33.7K shares2025-Q3: 34.1K shares2025-Q4: 41.9K shares2026-Q1: 42.6K shares2026-Q2: 38.6K shares
$145.98(+70.79%)
2026-06-30
TJX
TJX COS INC NEW
1.95%60.2K$9.1M
-0.57%(-345)
2025-Q2: 55.0K shares2025-Q3: 56.0K shares2025-Q4: 56.7K shares2026-Q1: 60.5K shares2026-Q2: 60.2K shares
$78.65(+101.34%)
2026-06-30
VOO
VANGUARD INDEX FDS
1.93%13.1K$9.0M
+30.40%(+3.06K)
2025-Q2: 6.9K shares2025-Q3: 7.4K shares2025-Q4: 7.8K shares2026-Q1: 10.1K shares2026-Q2: 13.1K shares
$529.31(+34.33%)
2026-06-30

About Bill Few Associates, Inc.โ€™s portfolio

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 concentration

Portfolio concentration
JMTG โ€” 12.5% ($43.38M)AAPL โ€” 8.4% ($29.30M)NVDA โ€” 5.4% ($18.71M)MSFT โ€” 4.3% ($15.06M)GOOG โ€” 4.1% ($14.06M)AMAT โ€” 4.0% ($13.76M)JPM โ€” 3.2% ($11.00M)ABBV โ€” 2.8% ($9.72M)TJX โ€” 2.6% ($9.12M)VOO โ€” 2.6% ($9.03M)Other โ€” 50.1% ($174.02M)
50%in top 10
  • JMTG12.5%
  • AAPL8.4%
  • NVDA5.4%
  • MSFT4.3%
  • GOOG4.1%
  • AMAT4.0%
  • JPM3.2%
  • ABBV2.8%
  • TJX2.6%
  • VOO2.6%
  • Other50.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
30
JMTGJ P MORGAN EXCHANGE TRADED F+10.2%
VOOVANGUARD INDEX FDS+30.4%
JDVIJOHN HANCOCK EXCHANGE TRADED+93.9%
VTIVANGUARD INDEX FDS+48.1%
+26 more
Trimmed
20
ABBVABBVIE INC-9.4%
AAPLAPPLE INC-1.8%
AMATAPPLIED MATLS INC-2.5%
PNCPNC FINL SVCS GROUP INC-7.1%
+16 more

Unlock alerts, watchlists & AI chat

Sign up free to track Bill Few Associates, Inc., compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Bill Few Associates, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914644). View Bill Few Associates, Inc.โ€™s 13F filings on SEC

More 13F analyses

View all