Filed: 5/12/2025ACC: 0001172661-25-001687
📋 What this filing means
BILL FEW ASSOCIATES, INC. filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $279.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$279.83M
Total AUM (reported)
2.91M
Total Shares
Allocation by class
COM$209.87M75.0%
SHS CREATION UNI$9.97M3.6%
CAP STK CL C$6.19M2.2%
CL B NEW$5.51M2.0%
S&P 500 ETF SHS$3.62M1.3%
CL A$3.28M1.2%
COM NEW$3.16M1.1%
Portfolio Concentration
Top 3$46.77M16.7%
4–10$45.87M16.4%
11–25$65.76M23.5%
Rest$121.43M43.4%
Top 3 weight
16.7%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Sole
Full voting authority
2.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings174
Rows:
APPLE INC
SOLEShares91.23K
TypeSH
Market value$20.26M
7.24%
Sole
91.23K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares40.06K
TypeSH
Market value$15.04M
5.37%
Sole
40.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares105.80K
TypeSH
Market value$11.47M
4.10%
Sole
105.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares33.34K
TypeSH
Market value$8.18M
2.92%
Sole
33.34K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares34.78K
TypeSH
Market value$7.29M
2.60%
Sole
34.78K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares57.45K
TypeSH
Market value$7.00M
2.50%
Sole
57.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares39.62K
TypeSH
Market value$6.19M
2.21%
Sole
39.62K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares44.01K
TypeSH
Market value$6.15M
2.20%
Sole
44.01K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares32.59K
TypeSH
Market value$5.55M
1.99%
Sole
32.59K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.35K
TypeSH
Market value$5.51M
1.97%
Sole
10.35K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares46.22K
TypeSH
Market value$5.50M
1.96%
Sole
46.22K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares14.38K
TypeSH
Market value$5.27M
1.88%
Sole
14.38K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares35.62K
TypeSH
Market value$4.98M
1.78%
Sole
35.62K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares17.86K
TypeSH
Market value$4.97M
1.77%
Sole
17.86K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares36.03K
TypeSH
Market value$4.78M
1.71%
Sole
36.03K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares104.14K
TypeSH
Market value$4.72M
1.69%
Sole
104.14K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares27.67K
TypeSH
Market value$4.63M
1.65%
Sole
27.67K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares16.65K
TypeSH
Market value$4.48M
1.60%
Sole
16.65K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares13.39K
TypeSH
Market value$4.09M
1.46%
Sole
13.39K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares25.72K
TypeSH
Market value$3.86M
1.38%
Sole
25.72K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares15.43K
TypeSH
Market value$3.84M
1.37%
Sole
15.43K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares17.57K
TypeSH
Market value$3.82M
1.37%
Sole
17.57K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares102.16K
TypeSH
Market value$3.64M
1.30%
Sole
102.16K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.05K
TypeSH
Market value$3.62M
1.29%
Sole
7.05K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares13.78K
TypeSH
Market value$3.56M
1.27%
Sole
13.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 91.23K | SH | $20.26M 7.24% | 91.23K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40.06K | SH | $15.04M 5.37% | 40.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 105.80K | SH | $11.47M 4.10% | 105.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.34K | SH | $8.18M 2.92% | 33.34K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 34.78K | SH | $7.29M 2.60% | 34.78K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 57.45K | SH | $7.00M 2.50% | 57.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.62K | SH | $6.19M 2.21% | 39.62K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 44.01K | SH | $6.15M 2.20% | 44.01K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 32.59K | SH | $5.55M 1.99% | 32.59K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.35K | SH | $5.51M 1.97% | 10.35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 46.22K | SH | $5.50M 1.96% | 46.22K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 14.38K | SH | $5.27M 1.88% | 14.38K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 35.62K | SH | $4.98M 1.78% | 35.62K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 17.86K | SH | $4.97M 1.77% | 17.86K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 36.03K | SH | $4.78M 1.71% | 36.03K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 104.14K | SH | $4.72M 1.69% | 104.14K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 27.67K | SH | $4.63M 1.65% | 27.67K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 16.65K | SH | $4.48M 1.60% | 16.65K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 13.39K | SH | $4.09M 1.46% | 13.39K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 25.72K | SH | $3.86M 1.38% | 25.72K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.43K | SH | $3.84M 1.37% | 15.43K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 17.57K | SH | $3.82M 1.37% | 17.57K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 102.16K | SH | $3.64M 1.30% | 102.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.05K | SH | $3.62M 1.29% | 7.05K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 13.78K | SH | $3.56M 1.27% | 13.78K | 0.00 | 0.00 |
Page 1 of 7
…