Bill Few Associates, Inc.

Q1 2026 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$417,495
Net value change ($000)
+10,648 (2.6%)
New positions
21
Sold out positions
6
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 2,477 41.3%
IDEQ 1,775 536.3%
CVX 1,730 39.2%
AMAT 1,662 33.2%
VZ 1,412 29.8%
VOO 1,126 23.0%
AAPL 1,043 4.1%
AVY 955 35.9%
TJX 951 10.9%
JMTG 885 2.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,933 -20.9%
ORCL -2,073 -24.2%
PYPL -1,512 -100.0%
BX -1,418 -24.9%
JGRW -1,396 -32.7%
NVDA -1,223 -7.1%
AXP -1,128 -18.7%
GOOGL -1,101 -8.7%
ABT -856 -15.8%
IBM -850 -15.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 577 (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