Bill Few Associates, Inc.
RIA/Wealth
Bill Few Associates, Inc. is a RIA/Wealth based in Sewickley, PA led by Michael Kent Kauffelt, reporting $2.6B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
CIOMichael Kent Kauffelt
- Portfolio Value
- $349.4M
- Positions
- 199
- Top Holding
- AAPL at 6.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bill Few Associates, Inc.'s portfolio (34.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $22.7M | 6.50% | -$257.4K Sold | 0.00% 89.2K shares | |
Software - Infrastructure Technology | $19.8M | 5.66% | -$146.6K Sold | 0.00% 38.2K shares | |
Semiconductors Technology | $16.8M | 4.82% | -$227.1K Sold | 0.00% 90.3K shares | |
Software - Infrastructure Technology | $12.3M | 3.51% | -$228.4K Sold | 0.00% 43.6K shares | |
Banks - Diversified Financial Services | $10.4M | 2.97% | +$8.2K Bought | 0.00% 32.9K shares | |
Internet Content & Information Communication Services | $9.9M | 2.84% | +$174.4K Bought | 0.00% 40.7K shares | |
Apparel - Retail Consumer Cyclical | $8.1M | 2.32% | +$139.5K Bought | 0.01% 56.0K shares | |
Drug Manufacturers - General Healthcare | $7.9M | 2.26% | +$80.8K Bought | 0.00% 34.1K shares | |
Asset Management Financial Services | $6.2M | 1.78% | +$138.0K Bought | 0.00% 36.4K shares | |
Home Improvement Consumer Cyclical | $6.0M | 1.71% | +$94.0K Bought | 0.00% 14.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bill Few Associates, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-28.74% |
Analytics
Portfolio insights and performance metrics for Bill Few Associates, Inc.
GthenA