Bill Few Associates, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Bill Few Associates, Inc. disclosed 225 stock positions valued at approximately $467.79M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 225
- Portfolio Value
- $467.79M
Holdings by Sector
Bill Few Associates, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JMTG | Other | 9.27% | 855,925 | +79,149 | +10.19% | $43,378,256 |
| APPLE INC | AAPL | Technology | 6.26% | 101,267 | -1,903 | -1.84% | $29,302,565 |
| NVIDIA CORPORATION | NVDA | Technology | 4.00% | 93,520 | +1,522 | +1.65% | $18,712,402 |
| MICROSOFT CORP | MSFT | Technology | 3.22% | 40,371 | +180 | +0.45% | $15,059,016 |
| ALPHABET INC | GOOG | Communication Services | 3.01% | 39,797 | -345 | -0.86% | $14,061,416 |
| APPLIED MATLS INC | AMAT | Technology | 2.94% | 19,033 | -495 | -2.53% | $13,760,808 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.35% | 33,603 | -615 | -1.80% | $10,999,416 |
| ABBVIE INC | ABBV | Healthcare | 2.08% | 38,621 | -3,989 | -9.36% | $9,718,470 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.95% | 60,171 | -345 | -0.57% | $9,115,900 |
| VANGUARD INDEX FDS | VOO | Other | 1.93% | 13,143 | +3,064 | +30.40% | $9,026,482 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.64% | 155,908 | +3,702 | +2.43% | $7,683,152 |
| CISCO SYS INC | CSCO | Technology | 1.59% | 63,461 | +755 | +1.20% | $7,454,124 |
| SPDR SERIES TRUST | SPMD | Other | 1.55% | 107,104 | +2,815 | +2.70% | $7,235,937 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.50% | 14,168 | -195 | -1.36% | $7,014,125 |
| EXXON MOBIL CORP | XOM | Energy | 1.44% | 49,366 | -555 | -1.11% | $6,749,342 |
| ORACLE CORP | ORCL | Technology | 1.39% | 44,387 | +245 | +0.56% | $6,504,976 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.19% | 19,815 | +1,183 | +6.35% | $5,572,237 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.17% | 15,536 | +213 | +1.39% | $5,479,345 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.17% | 16,160 | -74 | -0.46% | $5,465,985 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.14% | 125,628 | +3,099 | +2.53% | $5,319,097 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.14% | 10,621 | +32 | +0.30% | $5,314,642 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 1.12% | 124,058 | +9,429 | +8.23% | $5,251,375 |
| DOMINION ENERGY INC | D | Utilities | 1.11% | 75,728 | +1,199 | +1.61% | $5,171,439 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.09% | 34,857 | +368 | +1.07% | $5,111,499 |
| CENCORA INC | COR | Healthcare | 1.06% | 17,521 | -401 | -2.24% | $4,957,960 |
| CHEVRON CORPORATION | CVX | Energy | 1.05% | 29,655 | -44 | -0.15% | $4,915,532 |
| BLACKSTONE INC | BX | Financial Services | 0.93% | 36,926 | -269 | -0.72% | $4,345,076 |
| ALPHABET INC | GOOGL | Communication Services | 0.88% | 11,484 | -238 | -2.03% | $4,104,037 |
| EATON CORP PLC | ETN | Other | 0.88% | 9,623 | -225 | -2.28% | $4,100,654 |
| SPDR SERIES TRUST | MDYG | Other | 0.87% | 36,296 | -504 | -1.37% | $4,068,459 |
Showing 30 of 225 holdings in the latest reporting period.
Bill Few Associates, Inc. Options Holdings in Q2 2026