Kimberly Byrne

Bill Few Associates, Inc.

Assets Managed

$417.495M

Holdings

211

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

2.62%(2Q avg: 3.71%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bill Few Associates, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 211 positions.

Assets under management

The assets under management (AUM) of Bill Few Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 417.495M in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Kimberly Byrne, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JMTG Mortgage-backed Securities Recent Activity Increased 2.41%	9.49%	$39.616M 776,776 shares@ $51.0 avg price	Increased 2.41%
AAPL Apple Inc Recent Activity Increased 11.57%	6.28%	$26.184M 103,170 shares@ $253.8 avg price	Increased 11.57%
NVDA Nvidia Corp Recent Activity Decreased -0.63%	3.85%	$16.044M 91,998 shares@ $174.4 avg price	Decreased -0.63%
MSFT Microsoft Corp Recent Activity Increased 3.34%	3.57%	$14.878M 40,191 shares@ $370.18 avg price	Increased 3.34%
GOOG Alphabet Inc-cl C Recent Activity Decreased -0.15%	2.76%	$11.515M 40,142 shares@ $286.87 avg price	Decreased -0.15%
JPM Jpmorgan Chase & Co Recent Activity Increased 2.2%	2.42%	$10.065M 34,218 shares@ $294.16 avg price	Increased 2.2%
TJX Tjx Companies Inc Recent Activity Increased 6.69%	2.32%	$9.664M 60,516 shares@ $159.7 avg price	Increased 6.69%
ABBV Abbvie Inc Recent Activity Increased 1.74%	2.22%	$9.267M 42,610 shares@ $217.5 avg price	Increased 1.74%
XOM Exxon Mobil Corp Recent Activity Increased 0.25%	2.03%	$8.47M 49,921 shares@ $169.67 avg price	Increased 0.25%
AMAT Applied Materials Inc Recent Activity Increased 0.12%	1.6%	$6.675M 19,528 shares@ $341.8 avg price	Increased 0.12%

1-10 of 211