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13F holdings · Q3 2026

Bill Few Associates

Sewickley, PA · files as Bill Few Associates, Inc.
Holdings as of Sep 30, 2026Filed Oct 9, 2026Next filing due Feb 15, 2027CIK 1914644

Bill Few Associates reported 231 stocks worth $481M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are JMTG (8.7%), AAPL (7.0%) and NVDA (4.5%). Compared with Q2 2026, the fund opened new positions in XOM, ADSK and HON, added to JMTG, NVDA and CGDV, trimmed AAPL, MSFT and GOOG and sold out of XOM, OKE and BP.

Reported value$481M+2.8% vs last quarter
Stocks held23116 new · 10 sold out
Top 5 weight27.2%spread out
Turnover9%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
JMTG
J P Morgan Exchange Traded F
$42M8.7%870K+14K (+2%)6 of 8
2
AAPL
Apple Inc
$33.5M7.0%101K−566 (−1%)8 of 8
3
NVDA
Nvidia Corporation
$21.5M4.5%94K+486 (+1%)8 of 8
4
MSFT
Microsoft Corp
$20.5M4.3%40K−397 (−1%)8 of 8
5
GOOG
Alphabet Inc
$13M2.7%38K−1,525 (−4%)8 of 8
6
JPM
Jpmorgan Chase & Co.
$11M2.3%33K−479 (−1%)8 of 8
7
CGDV
Capital Group Dividend
$9.5M2.0%195K+39K (+25%)8 of 8
8
ABBV
Abbvie Inc
$9.4M2.0%36K−2,597 (−7%)8 of 8
9
VOO
Vanguard S&P 500 ETF
$9.4M1.9%13K+247 (+2%)8 of 8
10
XOM
Exxon Mobil Corp
$7.9M1.6%48KNew position1 of 8
🔒 221 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$6.7M49K
OKE
Oneok Inc New
$235K2,702
BP
BP P L C F
$225K6,080
GS
Goldman Sachs Group Inc
$221K219
AEP
American Elec Pwr Co Inc
$219K1,598

🔒 Free account: see all 10.

Options

valued at the underlying shares
StockTypeValueSharesChange
QQQ
Invesco Qqq TR
Put$1.8M2,5000
SMH
Vaneck ETF Trust
Put$1.5M2,500+2,500
INTC
Intel Corp
Put$361K3,0000

Reported value

last 8 quarters
$284MQ4 '24
$280MQ1 '25
$353MQ2 '25
$388MQ3 '25
$406MQ4 '25
$417MQ1 '26
$468MQ2 '26
$481MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 9, 202613F-HRQ3 2026SEC filing ↗

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Bill Few Associates 13F FAQ

What does Bill Few Associates own?

Bill Few Associates reported 231 stocks worth $481M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are JMTG (8.7%), AAPL (7.0%) and NVDA (4.5%). The table above lists every position in the filing (the top 10 without an account).

What did Bill Few Associates buy and sell in Q3 2026?

Compared with Q2 2026: 16 new positions, 105 added to, 62 trimmed and 10 sold out. New positions include XOM, ADSK and HON. It sold all of XOM, OKE and BP.

When will Bill Few Associates file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Bill Few Associates's portfolio worth?

The Q3 2026 filing reports $481M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.