Bill Few Associates, Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $344 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.7M, Microsoft Corp with a value of $19.7M, Nvidia Corp with a value of $17.3M, Alphabet Inc. with a value of $11.5M, and Jpmorgan Chase & CO with a value of $10.1M.

Examining the 13F form we can see an increase of $8.57M in the current position value, from $336M to 344M.

Below you can find more details about Bill Few Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
Technology: $89.2 Million
ETFs: $59.5 Million
Financial Services: $42.3 Million
Healthcare: $30.7 Million
Industrials: $27.5 Million
Communication Services: $24.8 Million
Consumer Cyclical: $20.7 Million
Consumer Defensive: $17.2 Million
Other: $29.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $344 Million
  • Prior Value $336 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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