Bill Few Associates, Inc.

Q2 2026 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$470,048
Net value change ($000)
+52,553 (12.6%)
New positions
18
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 7,086 106.2%
JMTG 3,762 9.5%
AAPL 3,119 11.9%
VOO 3,003 49.9%
NVDA 2,668 16.6%
CSCO 2,589 53.2%
GOOGL 2,546 22.1%
ITOT 1,978 NEW
ROK 1,860 36.1%
JDVI 1,521 107.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -4,012 -100.0%
XOM -1,721 -20.3%
CVX -1,229 -20.0%
BDX -1,121 -100.0%
JGRW -994 -34.7%
VZ -832 -13.5%
COR -672 -11.9%
TJX -548 -5.7%
ABT -542 -11.9%
PEP -526 -11.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,260 (0.5% 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