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Kimberly Byrne

Bill Few Associates, Inc.

Assets Managed
$470.048M
Holdings
225
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
12.59%(2Q avg: 7.61%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bill Few Associates, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 225 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 470.048M in assets, with a quarterly growth rate of 12.59% and a 2-quarter average growth rate of 7.61%. The portfolio is managed by Kimberly Byrne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JMTG
Mortgage-backed Securities
Recent Activity
Increased 10.19%
9.23%
$43.378M
855,925 shares@ $50.68 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.84%
6.24%
$29.303M
101,267 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.66%
3.99%
$18.712M
93,520 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.45%
3.21%
$15.059M
40,371 shares@ $373.02 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.85%
3%
$14.061M
39,797 shares@ $353.33 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -2.53%
2.93%
$13.761M
19,033 shares@ $723.0 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.79%
2.35%
$10.999M
33,603 shares@ $327.34 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -9.36%
2.07%
$9.718M
38,621 shares@ $251.64 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.57%
1.94%
$9.116M
60,171 shares@ $151.5 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 30.4%
1.93%
$9.026M
13,143 shares@ $686.8 avg price

1-10 of 225