Bill Few Associates, Inc.

Q4 2025 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$406,847
Net value change ($000)
+18,625 (4.8%)
New positions
10
Sold out positions
15
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JGRW 3,750 729.6%
GOOGL 2,698 27.2%
AAPL 2,441 10.8%
ABBV 1,680 21.3%
GOOGL 1,057 36.8%
AMAT 1,043 26.3%
JMTG 960 2.5%
CSCO 690 16.9%
LLY 662 38.4%
ABT 633 13.2%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,700 -30.2%
VCRB -1,132 -100.0%
MSFT -983 -5.0%
HD -788 -13.2%
VEA -642 -72.7%
BX -526 -8.5%
SPY -429 -17.4%
ETN -401 -11.9%
ADP -349 -9.2%
VZ -338 -6.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 553 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type