Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Bill Few Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Bill Few Associates, Inc. (CIK 1914644) reported $470.0M across 225 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JMTG ($43.4M, 9.23%), AAPL ($29.3M, 6.23%), NVDA ($18.7M, 3.98%), MSFT ($15.1M, 3.20%), GOOG ($14.1M, 2.99%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JMTGJ P MORGAN EXCHANGE TRADED F$43.4M9.23%855,925Added
2AAPLAPPLE INC$29.3M6.23%101,267Trimmed
3NVDANVIDIA CORPORATION$18.7M3.98%93,520Added
4MSFTMICROSOFT CORP$15.1M3.20%40,371Added
5GOOGALPHABET INC$14.1M2.99%39,797Trimmed
6AMATAPPLIED MATLS INC$13.8M2.93%19,033Trimmed
7JPMJPMORGAN CHASE & CO$11.0M2.34%33,603Trimmed
8ABBVABBVIE INC$9.7M2.07%38,621Trimmed
9TJXTJX COS INC NEW$9.1M1.94%60,171Trimmed
10VOOVANGUARD INDEX FDS$9.0M1.92%13,143Added
11CGDVCAPITAL GROUP DIVIDEND VALUE$7.7M1.63%155,908Added
12CSCOCISCO SYS INC$7.5M1.59%63,461Added
13SPMDSPDR SERIES TRUST$7.2M1.54%107,104Added
14ROKROCKWELL AUTOMATION INC$7.0M1.49%14,168Trimmed
15XOMEXXON MOBIL CORP$6.7M1.44%49,366Trimmed
16ORCLORACLE CORP$6.5M1.38%44,387Added
17IBMINTERNATIONAL BUSINESS MACHS$5.6M1.19%19,815Added
18HDHOME DEPOT INC$5.5M1.17%15,536Added
19AXPAMERICAN EXPRESS CO$5.5M1.16%16,160Trimmed
20VZVERIZON COMMUNICATIONS INC$5.3M1.13%125,628Added
21BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M1.13%10,621Added
22CGGOCAPITAL GROUP GBL GROWTH EQT$5.3M1.12%124,058Added
23DDOMINION ENERGY INC$5.2M1.10%75,728Added
24PGPROCTER & GAMBLE CO$5.1M1.09%34,857Added
25ABCCENCORA INC$5.0M1.05%17,521Trimmed

Source: SEC Form 13F filings · as of 2026-06-30