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Bill Few Associates, Inc. — 13F Holdings & Portfolio

CIK 1914644 · latest 13F-HR filed 2026-10-09

Backtest portfolio

Bill Few Associates, Inc. manages $484.7M in 13F-reported U.S. long-equity assets across 234 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are JMTG (8.68%), AAPL (6.92%), NVDA (4.43%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 16 new positions and exited 10; 62 existing positions rose in reported value and 80 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$484.7M

Long-equity book

Holdings
234

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+16 / −10 / ↑62 / ↓80

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
JMTG8.7% · +2%AAPL7.0% · -1%NVDA4.5% · +0%MSFT4.3% · -1%GOOG2.7% · -4%JPM2.3% · -1%CGDV2.0% · +25%ABBV2.0% · -7%VOO2.0% · +2%XOM1.6% · -2%TJX1.6% · -2%AMAT1.6% · -21%SPMD1.5% · +3%CSCO1.4% · -1%ROK1.3% · 0%CVX1.2% · -1%ORCL1.2% · -2%VZ1.2% · +2%CGGO1.1% · +9%COR1.1% · +1%PG1.1% · +1%IBM1.0% · +10%AXP1.0% · -3%D1.0% · +1%BRK.B1.0% · -13%ABT0.9% · +3%HD0.9% · +2%GOOGL0.8% · +3%ETN0.8% · -2%BX0.8% · -2%MDYG0.8% · +0%PEP0.8% · +1%AVY0.8% · +1%AMT0.8% · +5%VTI0.8% · +51%ADP0.7% · +2%USB0.7% · +4%CGIE0.7% · +5%SPSM0.7% · +5%CGGR0.7% · +2%AMZN0.7% · +40%MDYV0.7% · +1%UGI0.7% · -3%JDVI0.6% · +2%DIS0.6% · +10%CGXU0.6% · +2%IDEQ0.6% · +14%VEU0.6% · +52%PNC0.6% · -1%JGRO0.5% · +3%PFE0.5% · -1%JNJ0.5% · +4%SBUX0.5% · -0%SLYV0.4% · -0%LLY0.4% · -0%V0.4% · +36%KHC0.4% · +1%SPYG0.4% · +6%SPY0.4% · -9%SPDW0.4% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 37%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$2.72B
Discretionary
$2.14B
Employees
31
Accounts
7,702
Address
2100 GEORGETOWN DRIVE
SUITE 600
SEWICKLEY, PA 15143
Phone
(412) 630-6000
Website
This firm reports 3 disclosure items on its registration.
Name Title / Status Ownership Type
BILL FEW FINANCIAL GROUP, INC. ControlSOLE SHAREHOLDER
since Jul 2001
75% or moreDomestic Entity
COMO, KENNETH, JAMES ControlDIRECTOR
since Jul 2001
Less than 5%Individual
JONES, JOHN, EDWARD ControlCFO, COO, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR
since Jul 2001
Less than 5%Individual
BILL FEW ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP TRUST Control
Indirect owner via BILL FEW FINANCIAL GROUP, INC.
SHAREHOLDER
since Jun 2021
75% or moreDomestic Entity
Ownership & leadership changes · 5 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedKAUFFELT, MICHAEL, KENT · CO-CIO · Less than 5% · control person · listed since Jul 2001
Jul 29, 2021 filing
  • No longer listedBROWN, JOHN, ROBENO · CHAIRMAN EMERITUS · Less than 5% · control person · listed since Jan 2003
  • No longer listedMARZINA, JEFFRY · DIRECTOR · Less than 5% · control person · listed since Jul 2001
  • AddedBILL FEW ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP TRUST · SHAREHOLDER · 75% or more · indirect via BILL FEW FINANCIAL GROUP, INC. · control person
  • ChangedKAUFFELT, MICHAEL, KENT · title DIRECTOR → CO-CIO
Mar 29, 2019 filing
  • ChangedJONES, JOHN, EDWARD · title CFO, COO, CHIEF COMPLIANCE OFFICER, DIRECTOR → CFO, COO, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR
  • ChangedKAUFFELT, MICHAEL, KENT · title PRESIDENT, CEO, DIRECTOR → DIRECTOR
Jan 27, 2017 filing
  • ChangedBROWN, JOHN, ROBENO · title CHAIRMAN → CHAIRMAN EMERITUS
Mar 27, 2013 filing
  • No longer listedBROWN, JOHN, ROBENO · SHAREHOLDER, DIRECTOR · 25–50% · indirect via BILL FEW FINANCIAL GROUP, INC. · control person · listed since Jul 2001
  • No longer listedCOMO, KENNETH, JAMES · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person · listed since Jul 2001
  • No longer listedJONES, JOHN, EDWARD · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person · listed since Jul 2001
  • No longer listedKAUFFELT, MICHAEL, KENT · SHAREHOLDER, DIRECTOR · 25–50% · indirect via BILL FEW FINANCIAL GROUP, INC. · control person · listed since Jul 2001
  • No longer listedMARZINA, JEFFRY · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person · listed since Jul 2001
Mar 29, 2012 filing (earliest on record)
  • ListedBILL FEW FINANCIAL GROUP, INC. · SOLE SHAREHOLDER · 75% or more · control person
  • ListedBROWN, JOHN, ROBENO · CHAIRMAN · Less than 5% · control person
  • ListedBROWN, JOHN, ROBENO · SHAREHOLDER, DIRECTOR · 25–50% · indirect via BILL FEW FINANCIAL GROUP, INC. · control person
  • ListedCOMO, KENNETH, JAMES · DIRECTOR · Less than 5% · control person
  • ListedCOMO, KENNETH, JAMES · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person
  • ListedJONES, JOHN, EDWARD · CFO, COO, CHIEF COMPLIANCE OFFICER, DIRECTOR · Less than 5% · control person
  • ListedJONES, JOHN, EDWARD · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person
  • ListedKAUFFELT, MICHAEL, KENT · PRESIDENT, CEO, DIRECTOR · Less than 5% · control person
  • ListedKAUFFELT, MICHAEL, KENT · SHAREHOLDER, DIRECTOR · 25–50% · indirect via BILL FEW FINANCIAL GROUP, INC. · control person
  • ListedMARZINA, JEFFRY · DIRECTOR · Less than 5% · control person
  • ListedMARZINA, JEFFRY · SHAREHOLDER, DIRECTOR · General partner, trustee or manager · indirect via BILL FEW FINANCIAL GROUP, INC. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Bill Few Associates, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 J P MORGAN EXCHANGE TRADED F JMTG 46654Q575 $42.0M 8.68% 869,826 SH
2 APPLE INC AAPL 037833100 $33.5M 6.92% 100,701 SH
3 NVIDIA CORPORATION NVDA 67066G104 $21.5M 4.43% 94,006 SH
4 MICROSOFT CORP MSFT 594918104 $20.5M 4.23% 39,974 SH
5 ALPHABET INC GOOG 02079K107 $13.0M 2.69% 38,272 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $11.0M 2.26% 33,124 SH
7 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $9.5M 1.97% 195,237 SH
8 ABBVIE INC ABBV 00287Y109 $9.4M 1.94% 36,024 SH
9 VANGUARD INDEX FDS VOO 922908363 $9.4M 1.94% 13,390 SH
10 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $7.9M 1.62% 48,302 SH
11 TJX COS INC NEW TJX 872540109 $7.8M 1.61% 59,091 SH
12 APPLIED MATLS INC AMAT 038222105 $7.7M 1.58% 15,004 SH
13 SPDR SERIES TRUST SPMD 78464A847 $7.0M 1.44% 110,717 SH
14 CISCO SYS INC CSCO 17275R102 $6.7M 1.39% 62,661 SH
15 ROCKWELL AUTOMATION INC ROK 773903109 $6.2M 1.27% 14,168 SH
16 CHEVRON CORPORATION CVX 166764100 $6.0M 1.24% 29,435 SH
17 ORACLE CORP ORCL 68389X105 $5.9M 1.23% 43,310 SH
18 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.9M 1.22% 128,823 SH
19 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $5.4M 1.11% 134,867 SH
20 CENCORA INC COR 03073E105 $5.3M 1.10% 17,734 SH
21 PROCTER & GAMBLE CO PG 742718109 $5.1M 1.05% 35,187 SH
22 INTERNATIONAL BUSINESS MACHS IBM 459200101 $4.8M 0.99% 21,821 SH
23 AMERICAN EXPRESS CO AXP 025816109 $4.8M 0.98% 15,688 SH
24 DOMINION ENERGY INC D 25746U109 $4.6M 0.96% 76,751 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.6M 0.95% 9,217 SH
26 ABBOTT LABORATORIES ABT 002824100 $4.5M 0.93% 45,798 SH
27 HOME DEPOT INC HD 437076102 $4.5M 0.93% 15,822 SH
28 ALPHABET INC GOOGL 02079K305 $4.1M 0.84% 11,855 SH
29 EATON CORP PLC ETN G29183103 $4.1M 0.84% 9,438 SH
30 BLACKSTONE INC BX 09260D107 $4.0M 0.83% 36,089 SH
31 SPDR SERIES TRUST MDYG 78464A821 $3.8M 0.79% 36,466 SH
32 PEPSICO INC PEP 713448108 $3.8M 0.78% 29,798 SH
33 AVERY DENNISON CORP AVY 053611109 $3.7M 0.76% 21,680 SH
34 AMERICAN TOWER CORP AMT 03027X100 $3.7M 0.76% 22,439 SH
35 VANGUARD INDEX FDS VTI 922908769 $3.6M 0.75% 9,735 SH
36 AUTOMATIC DATA PROCESSING IN ADP 053015103 $3.6M 0.74% 13,947 SH
37 US BANCORP USB 902973304 $3.6M 0.74% 61,963 SH
38 CAPITAL GROUP INTERNATIONAL CGIE 14021M107 $3.4M 0.71% 93,136 SH
39 SPDR SERIES TRUST SPSM 78468R853 $3.4M 0.69% 63,474 SH
40 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $3.3M 0.69% 70,467 SH
41 AMAZON COM INC AMZN 023135106 $3.3M 0.69% 13,345 SH
42 SPDR SERIES TRUST MDYV 78464A839 $3.2M 0.66% 36,085 SH
43 UGI CORP NEW UGI 902681105 $3.2M 0.66% 89,414 SH
44 JOHN HANCOCK EXCHANGE TRADED JDVI 47804J727 $3.1M 0.64% 78,180 SH
45 DISNEY WALT CO DIS 254687106 $3.1M 0.64% 29,567 SH
46 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $3.0M 0.62% 87,787 SH
47 LAZARD ACTIVE ETF TR IDEQ 52110K400 $3.0M 0.61% 84,557 SH
48 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.8M 0.58% 33,931 SH
49 PNC FINL SVCS GROUP INC PNC 693475105 $2.8M 0.58% 12,636 SH
50 J P MORGAN EXCHANGE TRADED F JGRO 46654Q609 $2.6M 0.54% 27,002 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $484.7M 234 0001085146-26-000856
2026-06-30 2026-07-07 $470.0M 227 0001914644-26-000003
2026-03-31 2026-04-08 $417.5M 212 0001914644-26-000002
2025-12-31 2026-01-12 $406.8M 197 0001914644-26-000001
Filer Information
Address
2100 GEORGETOWN DRIVE
SUITE 600
SEWICKLEY, PA 15143
Phone
(412) 630-6000
Filing Manager
Bill Few Associates, Inc.
SEWICKLEY, PA
Signatory
Kimberly Byrne
Senior VP, Compliance