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Bill Few Associates, Inc. Portfolio
$484.7M across 234 positions as of 2026-09-30, with 37% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.2%
-5.2% a year vs the S&P 500
3 years
+18.2%
-3.1% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.0% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $42M | 8.7% | 869,826 |
| AAPLApple Inc | $33.5M | 6.9% | 100,701 |
| NVDANVIDIA Corp | $21.5M | 4.4% | 94,006 |
| MSFTMicrosoft Corp | $20.5M | 4.2% | 39,974 |
| GOOGAlphabet Inc | $13M | 2.7% | 38,272 |
| JPMJPMorgan Chase & Co | $11M | 2.3% | 33,124 |
| CGDVCapital Group Dividend Value ETF | $9.5M | 2.0% | 195,237 |
| ABBVAbbVie Inc | $9.4M | 1.9% | 36,024 |
| VOOVanguard S&P 500 ETF | $9.4M | 1.9% | 13,390 |
| XOMExxonmobil Holdings Corp | $7.9M | 1.6% | 48,302 |
| TJXTJX Companies Inc | $7.8M | 1.6% | 59,091 |
| AMATApplied Materials Inc | $7.7M | 1.6% | 15,004 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $7M | 1.4% | 110,717 |
| CSCOCisco Systems Inc | $6.7M | 1.4% | 62,661 |
| ROKRockwell Automation Inc | $6.2M | 1.3% | 14,168 |
| CVXChevron Corp | $6M | 1.2% | 29,435 |
| ORCLOracle Corp | $5.9M | 1.2% | 43,310 |
| VZVerizon Communications Inc | $5.9M | 1.2% | 128,823 |
| CGGOCapital Group Global Growth Equity ETF | $5.4M | 1.1% | 134,867 |
| CORCencora Inc | $5.3M | 1.1% | 17,734 |
| PGProcter & Gamble Co | $5.1M | 1.1% | 35,187 |
| IBMInternational Business Machines Corp | $4.8M | 1.0% | 21,821 |
| AXPAmerican Express Co | $4.8M | 1.0% | 15,688 |
| DDominion Energy Inc | $4.6M | 1.0% | 76,751 |
| BRK.BBerkshire Hathaway Inc | $4.6M | 0.9% | 9,217 |
| ABTAbbott Laboratories | $4.5M | 0.9% | 45,798 |
| HDHome Depot Inc | $4.5M | 0.9% | 15,822 |
| GOOGLAlphabet Inc | $4.1M | 0.8% | 11,855 |
| EATON CORP PLC | $4.1M | 0.8% | 9,438 |
| BXBlackstone Inc | $4M | 0.8% | 36,089 |
| SPDR SERIES TRUST | $3.8M | 0.8% | 36,466 |
| PEPPepsiCo Inc | $3.8M | 0.8% | 29,798 |
| AVYAvery Dennison Corp | $3.7M | 0.8% | 21,680 |
| AMTAmerican Tower Corp | $3.7M | 0.8% | 22,439 |
| VTIVanguard Total Stock Market ETF | $3.6M | 0.8% | 9,735 |
| ADPAutomatic Data Processing Inc | $3.6M | 0.7% | 13,947 |
| USBUS Bancorp | $3.6M | 0.7% | 61,963 |
| CAPITAL GROUP INTERNATIONAL | $3.4M | 0.7% | 93,136 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $3.4M | 0.7% | 63,474 |
| CGGRCapital Group Growth ETF | $3.3M | 0.7% | 70,467 |
| AMZNAmazon.com Inc | $3.3M | 0.7% | 13,345 |
| SPDR SERIES TRUST | $3.2M | 0.7% | 36,085 |
| UGIUGI Corp | $3.2M | 0.7% | 89,414 |
| JOHN HANCOCK EXCHANGE TRADED | $3.1M | 0.6% | 78,180 |
| DISWalt Disney Co | $3.1M | 0.6% | 29,567 |
| CGXUCapital Group International Focus Equity ETF | $3M | 0.6% | 87,787 |
| LAZARD ACTIVE ETF TR | $3M | 0.6% | 84,557 |
| VEUVanguard FTSE All World Ex US ETF | $2.8M | 0.6% | 33,931 |
| PNCPNC Financial Services Group Inc | $2.8M | 0.6% | 12,636 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $2.6M | 0.5% | 27,002 |
| PFEPfizer Inc | $2.6M | 0.5% | 90,587 |
| JNJJohnson & Johnson | $2.5M | 0.5% | 9,468 |
| SBUXStarbucks Corp | $2.2M | 0.5% | 23,838 |
| SPDR SERIES TRUST | $2.2M | 0.4% | 21,119 |
| LLYEli Lilly and Co | $2.1M | 0.4% | 1,841 |
| VVisa Inc | $2.1M | 0.4% | 5,926 |
| KHCKraft Heinz Co | $2.1M | 0.4% | 92,898 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $2.1M | 0.4% | 16,697 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.1M | 0.4% | 2,692 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $2.1M | 0.4% | 40,834 |
| SYKStryker Corp | $2M | 0.4% | 7,375 |
| ADSKAutodesk Inc | $2M | 0.4% | 9,615 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2M | 0.4% | 12,041 |
| CGUSCapital Group Core Equity ETF | $1.9M | 0.4% | 42,936 |
| HONHoneywell International Inc | $1.9M | 0.4% | 9,022 |
| CAPITAL GRP FIXED INCM ETF T | $1.9M | 0.4% | 75,647 |
| QQQInvesco QQQ Trust, Series 1put — a bet against | $1.8M | 0.4% | 2,500 |
| MRKMerck & Co Inc | $1.8M | 0.4% | 12,410 |
| TRUST FOR PROFESSIONAL MANAG | $1.8M | 0.4% | 63,699 |
| WMTWalmart Inc | $1.7M | 0.4% | 16,575 |
| QQQInvesco QQQ Trust, Series 1 | $1.6M | 0.3% | 2,190 |
| VLOValero Energy Corp | $1.6M | 0.3% | 4,022 |
| SMHVanEck Semiconductor ETFput — a bet against | $1.5M | 0.3% | 2,500 |
| MPCMarathon Petroleum Corp | $1.5M | 0.3% | 3,802 |
| FNBFNB Corp | $1.5M | 0.3% | 87,306 |
| IWRiShares Russell Mid-Cap ETF | $1.5M | 0.3% | 14,013 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.3% | 2 |
| INTCIntel Corp | $1.5M | 0.3% | 12,214 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.4M | 0.3% | 3,090 |
| T ROWE PRICE EXCHANGE-TRADED | $1.4M | 0.3% | 28,986 |
| HONAHoneywell Aerospace Inc | $1.3M | 0.3% | 8,691 |
| MDYSPDR MidCap Trust Series I | $1.3M | 0.3% | 2,023 |
| IVViShares Core S&P 500 ETF | $1.3M | 0.3% | 1,720 |
| RBB FUND TRUST | $1.3M | 0.3% | 25,392 |
| FIDELITY MERRIMACK STR TR | $1.3M | 0.3% | 31,008 |
| PMPhilip Morris International Inc | $1.3M | 0.3% | 6,599 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $1.2M | 0.3% | 11,434 |
| DEDeere & Co | $1.2M | 0.2% | 1,767 |
| RJFRaymond James Financial Inc | $1.2M | 0.2% | 7,495 |
| CATCaterpillar Inc | $1.2M | 0.2% | 1,430 |
| JAVAJPMorgan Active Value ETF | $1.1M | 0.2% | 14,385 |
| MCDMcDonald's Corp | $1M | 0.2% | 4,433 |
| MOAltria Group Inc | $978K | 0.2% | 14,523 |
| IWMiShares Russell 2000 Index Fund | $948.4K | 0.2% | 3,413 |
| PPGPPG Industries Inc | $946.5K | 0.2% | 9,072 |
| AMGNAmgen Inc | $904.3K | 0.2% | 2,145 |
| BANK OF NY MELLON CORP | $895.8K | 0.2% | 6,194 |
| TAT&T Inc | $886.4K | 0.2% | 36,329 |
| METAMeta Platforms Inc | $874.3K | 0.2% | 1,206 |
| GEGeneral Electric Co | $869.3K | 0.2% | 2,783 |
| WINNHarbor ETF Trust Harbor Long-Term Growers ETF | $863.7K | 0.2% | 25,174 |
| J P MORGAN EXCHANGE TRADED F | $849.2K | 0.2% | 17,187 |
| LRCXLam Research Corp | $833.8K | 0.2% | 2,538 |
| CGMUCapital Group Municipal Income ETF | $789K | 0.2% | 30,416 |
| SPDR SERIES TRUST | $777.7K | 0.2% | 12,722 |
| BMYBristol-Myers Squibb Co | $769.2K | 0.2% | 12,327 |
| WABWestinghouse Air Brake Technologies Corp | $765.6K | 0.2% | 2,666 |
| UNPUnion Pacific Corp | $761.2K | 0.2% | 2,797 |
| J P MORGAN EXCHANGE TRADED F | $738.6K | 0.2% | 16,036 |
| NUENucor Corp | $720.3K | 0.1% | 3,082 |
| ISHARES TR | $719.5K | 0.1% | 8,413 |
| GEVGE Vernova Inc | $707.2K | 0.1% | 744 |
| COSTCostco Wholesale Corp | $700.1K | 0.1% | 769 |
| WMWaste Management Inc | $673.5K | 0.1% | 3,303 |
| PANWPalo Alto Networks Inc | $673.4K | 0.1% | 1,695 |
| RTXRTX Corp | $668.9K | 0.1% | 3,603 |
| DUKDuke Energy Corp | $663.8K | 0.1% | 5,822 |
| MMM3M Co | $655.2K | 0.1% | 3,992 |
| UNHUnitedHealth Group Inc | $650.2K | 0.1% | 1,771 |
| VNQVanguard Real Estate ETF | $649.5K | 0.1% | 7,247 |
| KOCoca-Cola Co | $612.7K | 0.1% | 7,118 |
| TSLATesla Inc | $590.8K | 0.1% | 1,665 |
| LMTLockheed Martin Corp | $585.9K | 0.1% | 1,151 |
| GPCGenuine Parts Co | $564.8K | 0.1% | 4,492 |
| AMDAdvanced Micro Devices Inc | $561.6K | 0.1% | 918 |
| MUMicron Technology Inc | $559.3K | 0.1% | 525 |
| SPCXSpace Exploration Technologies Corp | $538K | 0.1% | 3,566 |
| STLDSteel Dynamics Inc | $536.8K | 0.1% | 2,422 |
| IJHiShares Core S&P Mid-Cap ETF | $533.9K | 0.1% | 7,421 |
| SHELShell PLC | $533.5K | 0.1% | 5,613 |
| MRSHMarsh & McLennan Companies Inc | $531K | 0.1% | 3,110 |
| CHUBB LIMITED | $530.8K | 0.1% | 1,632 |
| FIRST COMWLTH FINL CORP PA | $528.4K | 0.1% | 26,122 |
| PPLPPL Corp | $505.7K | 0.1% | 15,375 |
| NEENextera Energy Inc | $503.3K | 0.1% | 6,644 |
| KMBKimberly-Clark Corp | $500.6K | 0.1% | 5,138 |
| DIMENSIONAL ETF TRUST | $493K | 0.1% | 6,368 |
| SOSouthern Co | $492.4K | 0.1% | 5,940 |
| KLACKLA Corp | $490K | 0.1% | 2,514 |
| GILDGilead Sciences, Inc | $484.4K | 0.1% | 3,250 |
| COPConocoPhillips | $478.9K | 0.1% | 3,827 |
| ADMArcher-Daniels-Midland Co | $458.2K | 0.1% | 5,772 |
| SCHBSchwab U.S. Broad Market ETF | $452.1K | 0.1% | 15,426 |
| PLTRPalantir Technologies Inc | $449.3K | 0.1% | 2,402 |
| CGBLCapital Group Core Balanced ETF | $437.3K | 0.1% | 11,900 |
| FEDERATED HERMES INC | $433.1K | 0.1% | 7,683 |
| SPROTT ASSET MANAGEMENT LP | $429K | 0.1% | 22,150 |
| FRANKLIN TEMPLETON ETF TR | $426.4K | 0.1% | 14,981 |
| PUTNAM ETF TRUST | $422.5K | 0.1% | 38,902 |
| DOVDover Corp | $418.2K | 0.1% | 2,236 |
| TGTTarget Corp | $416.2K | 0.1% | 2,656 |
| COHEN & STEERS ETF TRUST | $411.7K | 0.1% | 15,421 |
| INVESCO EXCH TRD SLF IDX FD | $409K | 0.1% | 17,462 |
| NFLXNetflix Inc | $400.4K | 0.1% | 5,755 |
| INVESCO EXCH TRD SLF IDX FD | $398.2K | 0.1% | 17,119 |
| NSCNorfolk Southern Corp | $396.8K | 0.1% | 1,284 |
| EQTEQT Corp | $390.1K | 0.1% | 8,033 |
| CSXCSX Corp | $389.3K | 0.1% | 8,371 |
| GDGeneral Dynamics Corp | $384.1K | 0.1% | 1,158 |
| GLDSPDR Gold Shares | $375.9K | 0.1% | 987 |
| FITBFifth Third Bancorp | $375.8K | 0.1% | 7,429 |
| DELLDell Technologies Inc | $371.2K | 0.1% | 690 |
| INTCIntel Corpput — a bet against | $360.7K | 0.1% | 3,000 |
| FLMIFranklin Dynamic Municipal Bond ETF | $356.8K | 0.1% | 15,302 |
| FDXFedEx Corp | $354.6K | 0.1% | 1,244 |
| HWMHowmet Aerospace Inc | $352.4K | 0.1% | 1,558 |
| GLWCorning Inc | $349.8K | 0.1% | 2,275 |
| TMOThermo Fisher Scientific Inc | $342.9K | 0.1% | 508 |
| IOOiShares Global 100 ETF | $342.7K | 0.1% | 2,380 |
| CRMSalesforce Inc | $335.2K | 0.1% | 1,460 |
| SJMJ.M. Smucker Co | $330.4K | 0.1% | 2,779 |
| IWFiShares Russell 1000 Growth ETF | $329.3K | 0.1% | 2,629 |
| SBSISouthside Bancshares Inc | $328.7K | 0.1% | 10,926 |
| PUTNAM ETF TRUST | $321.5K | 0.1% | 43,800 |
| BABoeing Co | $316.6K | 0.1% | 1,702 |
| LOWLowe's Companies Inc | $315.8K | 0.1% | 1,714 |
| UPSUnited Parcel Service Inc | $315.2K | 0.1% | 3,373 |
| WFCWells Fargo & Co | $313.9K | 0.1% | 3,921 |
| ORIOld Republic International Corp | $310.9K | 0.1% | 8,332 |
| INVESCO EXCH TRD SLF IDX FD | $308.7K | 0.1% | 15,339 |
| VANGUARD MUN BD FDS | $305.9K | 0.1% | 4,112 |
| BKHBlack Hills Corp | $300.7K | 0.1% | 4,292 |
| NYLIM ACTIVE ETF TR | $300.5K | 0.1% | 13,132 |
| VTEBVanguard Tax-Exempt Bond ETF | $300K | 0.1% | 6,334 |
| IJRiShares Core S&P Small-Cap ETF | $299.2K | 0.1% | 2,199 |
| WESBANCO INC | $299K | 0.1% | 7,990 |
| TROWT Rowe Price Group Inc | $296.9K | 0.1% | 2,854 |
| PSAPublic Storage | $295.7K | 0.1% | 1,046 |
| CCitigroup Inc | $293.6K | 0.1% | 2,267 |
| INVESCO EXCH TRD SLF IDX FD | $292.7K | 0.1% | 12,836 |
| INVESCO EXCH TRD SLF IDX FD | $290.8K | 0.1% | 13,062 |
| CAHCardinal Health Inc | $287.5K | 0.1% | 1,292 |
| INVESCO EXCH TRD SLF IDX FD | $287K | 0.1% | 12,157 |
| INVESCO EXCH TRD SLF IDX FD | $287K | 0.1% | 11,919 |
| EFAiShares MSCI EAFE ETF | $280.6K | 0.1% | 2,701 |
| NWNNorthwest Natural Holding Co | $279.1K | 0.1% | 5,980 |
| INVESCO EXCH TRD SLF IDX FD | $277K | 0.1% | 17,160 |
| EMREmerson Electric Co | $275.3K | 0.1% | 1,775 |
| VEAVanguard FTSE Developed Markets ETF | $272.6K | 0.1% | 3,860 |
| SLViShares Silver Trust | $271.5K | 0.1% | 4,980 |
| CRWDCrowdStrike Holdings Inc | $270.6K | 0.1% | 1,022 |
| GISGeneral Mills Inc | $266.9K | 0.1% | 8,300 |
| CCICrown Castle Inc | $265.3K | 0.1% | 3,981 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $261.8K | 0.1% | 16,600 |
| SWKSSkyworks Solutions Inc | $261.5K | 0.1% | 3,059 |
| CPBCampbell's Co | $248.7K | 0.1% | 12,539 |
| HPQHP Inc | $247.8K | 0.1% | 7,923 |
| IVWiShares S&P 500 Growth ETF | $244.7K | 0.1% | 1,720 |
| HPEHewlett Packard Enterprise Co | $243.8K | 0.1% | 3,817 |
| EXCExelon Corp | $242.8K | 0.1% | 6,010 |
| CEGConstellation Energy Corp | $242.4K | 0.1% | 954 |
| MORGAN STANLEY ETF TRUST | $242.1K | 0.0% | 4,997 |
| QCOMQualcomm Inc | $239.3K | 0.0% | 1,300 |
| AMERICAN CENTY ETF TR | $238.8K | 0.0% | 5,040 |
| T ROWE PRICE EXCHANGE-TRADED | $237.6K | 0.0% | 4,770 |
| CLXClorox Co | $236.2K | 0.0% | 2,916 |
| ASML HLDG NV | $235.5K | 0.0% | 130 |
| XLUState Street Utilities Select Sector SPDR ETF | $234.2K | 0.0% | 5,938 |
| INVESCO EXCH TRD SLF IDX FD | $232.3K | 0.0% | 9,870 |
| MAMastercard Inc | $232.2K | 0.0% | 421 |
| BCPCBalchem Corp | $230.9K | 0.0% | 1,400 |
| VYMIVanguard International High Dividend Yield ETF | $230.8K | 0.0% | 2,282 |
| EEMiShares MSCI Emerging Index Fund | $230.4K | 0.0% | 3,450 |
| OKEONEOK Inc | $230.4K | 0.0% | 2,702 |
| COHRCoherent Corp | $230.2K | 0.0% | 800 |
| FANGDiamondback Energy Inc | $219K | 0.0% | 1,192 |
| INVESCO EXCH TRD SLF IDX FD | $214K | 0.0% | 9,420 |
| WISDOMTREE TR | $212.9K | 0.0% | 2,190 |
| INVESCO EXCH TRD SLF IDX FD | $211.1K | 0.0% | 11,600 |
| ZBRAZebra Technologies Corp | $208.3K | 0.0% | 558 |
| EDConsolidated Edison Inc | $207.2K | 0.0% | 2,027 |
| SMHVanEck Semiconductor ETF | $182.7K | 0.0% | 300 |
| CAGConagra Brands Inc | $159.2K | 0.0% | 11,848 |
| INMUNE BIO INC | $20.8K | 0.0% | 10,675 |
Quarter ending 2026-09-30.
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