Bill Few Associates Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JGRW
Jensen Quality Growth ETF
JGRW
|
+$3.75M |
| 2 |
AbbVie
ABBV
|
+$1.78M |
| 3 |
Abbott
ABT
|
+$958K |
| 4 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$918K |
| 5 |
Apple
AAPL
|
+$893K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Core Bond ETF
VCRB
|
+$1.13M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$666K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$483K |
| 4 |
TEM
Tempus AI
TEM
|
+$279K |
| 5 |
Dimensional US Large Cap Vector ETF
DFVX
|
+$252K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.64% |
| 2 | Financials | 11% |
| 3 | Healthcare | 8.21% |
| 4 | Communication Services | 6.51% |
| 5 | Consumer Discretionary | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
DuPont de Nemours
DD
$19.1B
| – | – |
-2,132
| Closed | -$208K |
|
|
202
Dimensional US Large Cap Vector ETF
DFVX
$535M
| – | – |
-3,459
| Closed | -$252K |
|
203
Consolidated Edison
ED
$39.8B
| – | – |
-2,011
| Closed | -$202K |
|
204
iShares Bitcoin Trust
IBIT
$47B
| – | – |
-3,375
| Closed | -$219K |
|
205
International Paper
IP
$21.9B
| – | – |
-4,831
| Closed | -$224K |
|
206
Mondelez International
MDLZ
$78.8B
| – | – |
-3,289
| Closed | -$205K |
|
207
Nike
NKE
$63.3B
| – | – |
-3,140
| Closed | -$219K |
|
|
NVO
208
Novo Nordisk
NVO
$208B
| – | – |
-4,017
| Closed | -$223K |
|
209
Organon & Co
OGN
$3.56B
| – | – |
-14,318
| Closed | -$153K |
|
|
210
Vanguard Core Bond ETF
VCRB
$7.17B
| – | – |
-14,442
| Closed | -$1.13M |
|
211
WEC Energy
WEC
$35.6B
| – | – |
-1,800
| Closed | -$206K |
|
|
TEM
212
Tempus AI
TEM
$8.31B
| – | – |
-3,455
| Closed | -$279K |
|
Similar funds
Bill Few Associates's Q4 2025 Portfolio in Review
As of Q4 2025, Bill Few Associates held 212 positions worth $407M, up 4.8% from $388M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Bill Few Associates deployed $14.4M of net new capital in Q4 2025, opening 11 new positions and adding to 117 existing holdings. Its largest new stake was Lazard International Dynamic Equity ETF: 10,907 shares worth $331K.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $666K trimmed.
- Bill Few Associates's largest Q4 2025 buy was Lazard International Dynamic Equity ETF: 10,907 shares worth $331K.
- Bill Few Associates added most to Jensen Quality Growth ETF in Q4 2025, an estimated $3.75M increase.
- Bill Few Associates's biggest Q4 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $666K.
- Bill Few Associates fully exited Vanguard Core Bond ETF in Q4 2025, selling an estimated $1.13M.
- Bill Few Associates's ten largest holdings make up 38% of its $407M portfolio in Q4 2025.
- Bill Few Associates opened 11 new positions and closed 15 in Q4 2025.
- Bill Few Associates's portfolio value rose 4.8% quarter-over-quarter to $407M.
Based on Bill Few Associates's 13F filing for Q4 2025, filed 12 Jan 2026.