Bill Few Associates, Inc. Portfolio Holdings
Q3 2025•199 long positions•$349.4M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding203 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $22.7M 6.5% | -$257.4K Sold | 0.001% 89.2K shares | 90.2K → 89.2K −$257.4K | -1.12% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $19.8M 5.66% | -$146.6K Sold | 0.001% 38.2K shares | 38.5K → 38.2K −$146.6K | -0.74% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $16.8M 4.82% | -$227.1K Sold | 0.0% 90.3K shares | 91.5K → 90.3K −$227.1K | -1.33% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $12.3M 3.51% | -$228.4K Sold | 0.002% 43.6K shares | 44.4K → 43.6K −$228.4K | -1.83% | $801.76B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $10.4M 2.97% | +$8.2K Bought | 0.001% 32.9K shares | 32.8K → 32.9K +$8.2K | +0.08% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $9.9M 2.84% | +$174.4K Bought | 0.0% 40.7K shares | 40.0K → 40.7K +$174.4K | +1.79% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Apparel - Retail Consumer Cyclical | $8.1M 2.32% | +$139.5K Bought | 0.005% 56.0K shares | 55.0K → 56.0K +$139.5K | +1.75% | $160.86B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $7.9M 2.26% | +$80.8K Bought | 0.002% 34.1K shares | 33.7K → 34.1K +$80.8K | +1.03% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $6.2M 1.78% | +$138.0K Bought | 0.005% 36.4K shares | 35.6K → 36.4K +$138.0K | +2.27% | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $6.0M 1.71% | +$94.0K Bought | 0.001% 14.7K shares | 14.5K → 14.7K +$94.0K | +1.6% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Medical - Distribution Healthcare | $5.5M 1.57% | +$135.0K Bought | — 17.6K shares | 17.2K → 17.6K +$135.0K | +2.52% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $5.5M 1.56% | +$174.9K Bought | 0.001% 48.4K shares | 46.8K → 48.4K +$174.9K | +3.31% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 1.56% | +$168.7K Bought | — 95.3K shares | 92.3K → 95.3K +$168.7K | +3.19% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $5.4M 1.55% | -$29.9K Sold | 0.002% 16.3K shares | 16.4K → 16.3K −$29.9K | -0.55% | $231.14B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 1.53% | +$157.5K Bought | — 127.6K shares | 123.9K → 127.6K +$157.5K | +3.03% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $5.2M 1.47% | -$8.5K Sold | 0.0% 10.2K shares | 10.3K → 10.2K −$8.5K | -0.17% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $5.1M 1.46% | +$144.7K Bought | 0.001% 33.3K shares | 32.4K → 33.3K +$144.7K | +2.91% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $5.1M 1.45% | +$447.3K Bought | 0.003% 115.5K shares | 105.3K → 115.5K +$447.3K | +9.66% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $4.9M 1.42% | +$176.4K Bought | 0.002% 17.5K shares | 16.9K → 17.5K +$176.4K | +3.7% | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $4.9M 1.4% | +$96.1K Bought | 0.012% 14.0K shares | 13.7K → 14.0K +$96.1K | +2.0% | $39.3B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Devices Healthcare | $4.8M 1.37% | +$22.1K Bought | 0.002% 35.8K shares | 35.6K → 35.8K +$22.1K | +0.46% | $233.12B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 1.3% | +$309.9K Bought | — 7.4K shares | 6.9K → 7.4K +$309.9K | +7.32% | — — | Q1 2023 Held for 2y 8m | |
Regulated Electric Utilities | $4.3M 1.24% | +$471.5K Bought | 0.008% 70.8K shares | 63.1K → 70.8K +$471.5K | +12.22% | $52.2B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $4.3M 1.23% | +$70.5K Bought | 0.001% 27.7K shares | 27.3K → 27.7K +$70.5K | +1.67% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
Communication Equipment Technology | $4.1M 1.17% | +$216.1K Bought | 0.002% 59.7K shares | 56.5K → 59.7K +$216.1K | +5.59% | $270.48B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $4.0M 1.14% | +$414.8K Bought | 0.002% 19.4K shares | 17.4K → 19.4K +$414.8K | +11.67% | $163.10B Large Cap | Q2 2024 Held for 1y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.9M 1.1% | +$162.2K Bought | 0.002% 27.4K shares | 26.3K → 27.4K +$162.2K | +4.39% | $192.27B Large Cap | Q4 2021 Held for 3y 11m | |
Staffing & Employment Services Industrials | $3.8M 1.09% | +$61.9K Bought | 0.003% 12.9K shares | 12.7K → 12.9K +$61.9K | +1.66% | $118.89B Large Cap | Q4 2021 Held for 3y 11m | |
REIT - Specialty Real Estate | $3.6M 1.04% | +$308.1K Bought | 0.004% 19.0K shares | 17.4K → 19.0K +$308.1K | +9.23% | $90.1B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.6M 1.04% | +$522.8K Bought | — 105.9K shares | 90.6K → 105.9K +$522.8K | +16.88% | — — | Q2 2024 Held for 1y 5m | |
Conglomerates Industrials | $3.5M 1.01% | +$225.7K Bought | 0.003% 16.7K shares | 15.6K → 16.7K +$225.7K | +6.86% | $133.65B Large Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $3.4M 0.962% | +$14.2K Bought | 0.002% 9.0K shares | 8.9K → 9.0K +$14.2K | +0.42% | $145.70B Large Cap | Q3 2022 Held for 3y 2m | |
Regulated Gas Utilities | $3.1M 0.891% | -$82.8K Sold | 0.044% 93.6K shares | 96.1K → 93.6K −$82.8K | -2.59% | $7.1B Mid Cap | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $2.9M 0.831% | -$27.1K Sold | 0.001% 25.4K shares | 25.6K → 25.4K −$27.1K | -0.93% | $205.86B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.9M 0.821% | +$122.0K Bought | 0.0% 11.8K shares | 11.3K → 11.8K +$122.0K | +4.44% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 0.789% | +$37.4K Bought | — 30.1K shares | 29.7K → 30.1K +$37.4K | +1.38% | — — | Q2 2023 Held for 2y 5m | |
Banks - Regional Financial Services | $2.6M 0.75% | +$171.4K Bought | 0.003% 13.1K shares | 12.2K → 13.1K +$171.4K | +6.99% | $79.1B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 0.704% | -$10.0K Sold | — 3.7K shares | 3.7K → 3.7K −$10.0K | -0.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.697% | +$5.9K Bought | — 29.2K shares | 29.1K → 29.2K +$5.9K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.681% | +$136.0K Bought | — 51.4K shares | 48.4K → 51.4K +$136.0K | +6.06% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.4M 0.673% | -$48.3K Sold | — 79.4K shares | 81.1K → 79.4K −$48.3K | -2.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.668% | +$149.5K Bought | — 69.2K shares | 64.8K → 69.2K +$149.5K | +6.84% | — — | Q2 2025 Held for 5 months | |
Business Equipment & Supplies Industrials | $2.3M 0.659% | +$139.1K Bought | 0.018% 14.2K shares | 13.3K → 14.2K +$139.1K | +6.43% | $12.6B Large Cap | Q4 2021 Held for 3y 11m | |
Packaged Foods Consumer Defensive | $2.3M 0.656% | +$260.4 Bought | 0.007% 88.0K shares | 88.0K → 88.0K +$260.4 | +0.01% | $30.8B Large Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $2.1M 0.612% | +$6.6K Bought | 0.0% 9.7K shares | 9.7K → 9.7K +$6.6K | +0.31% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.1M 0.612% | -$8.2K Sold | 0.001% 83.9K shares | 84.3K → 83.9K −$8.2K | -0.38% | $144.87B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $2.1M 0.602% | +$69.3K Bought | 0.003% 43.5K shares | 42.1K → 43.5K +$69.3K | +3.41% | $75.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.591% | +$23.1K Bought | — 47.0K shares | 46.5K → 47.0K +$23.1K | +1.13% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.9M 0.532% | +$34.3K Bought | 0.0% 18.0K shares | 17.7K → 18.0K +$34.3K | +1.88% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Restaurants Consumer Cyclical | $1.8M 0.512% | -$38.4K Sold | 0.002% 21.2K shares | 21.6K → 21.2K −$38.4K | -2.1% | $96.2B Large Cap | Q4 2021 Held for 3y 11m |
