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Livermore
Livermore
ZHEN

Bill Few Associates, Inc.

SEC CIK
0001914644
Latest filing
Jul 7, 2026

The latest 13F from Bill Few Associates, Inc. covers Q2 2026 (filed Jul 7, 2026): 225 long positions worth $467.8M. The top 10 holdings make up 37.0% of the portfolio, and the largest is J P Morgan Exchange Traded F at 9.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$6.37M
Added
102
Est. +$16.7M
Reduced
67
Est. −$7.28M
Sold out
4
Est. −$5.42M

Top 5 holdings

Share of this quarter's portfolio value

  1. J P Morgan Exchange Traded F46654Q575
    9.3%$43.4M
  2. AAPLApple Inc.
    6.3%$29.3MHistory
  3. NVDANVIDIA Corp
    4.0%$18.7MHistory
  4. MSFTMicrosoft Corp
    3.2%$15.1MHistory
  5. GOOGAlphabet Inc.
    3.0%$14.1MHistory

Share of portfolio

Top 5 holdings and the other 220 positions, by share of portfolio value

  1. J P Morgan Exchange Traded F9.3%
  2. AAPL6.3%
  3. NVDA4.0%
  4. MSFT3.2%
  5. GOOG3.0%
  6. Other 220 positions74.2%

Biggest buys

New and added positions, by estimated amount bought

  1. J P Morgan Exchange Traded F46654Q575
    +$4.01MAdded
  2. Vanguard S&P 500 ETF922908363
    +$2.10MAdded
  3. iShares Tr464287150
    +$1.98MNew
  4. SYKStryker Corp
    +$1.44MAddedHistory
  5. John Hancock Exchange Traded47804J727
    +$1.43MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +0.49 pp1.4% → 1.9%
  2. CSCOCisco Systems, Inc.
    +0.43 pp1.2% → 1.6%History
  3. iShares Tr464287150
    +0.42 pp0.0% → 0.4%
  4. John Hancock Exchange Traded47804J727
    +0.29 pp0.3% → 0.6%
  5. SYKStryker Corp
    +0.28 pp0.2% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$4.01MSold outHistory
  2. Trust for Professional Manag89834G562
    −$1.33MReduced
  3. BDXBecton Dickinson & Co
    −$1.12MSold outHistory
  4. ABBVAbbVie Inc.
    −$1.00MReducedHistory
  5. AAPLApple Inc.
    −$550.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.96 pp1.0% → 0.0%History
  2. XOMExxonMobil Holdings Corp
    −0.59 pp2.0% → 1.4%History
  3. CVXChevron Corp
    −0.42 pp1.5% → 1.1%History
  4. TJXTJX Companies Inc
    −0.37 pp2.3% → 1.9%History
  5. CORCencora, Inc.
    −0.29 pp1.4% → 1.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$467.8M
+$50.9M (+12.2%) vs. prior quarter
Positions
225
+14 vs. prior quarter
Top 10 concentration
37.0%
Top 10 as share of value
Turnover
2.9%
Q2 2026, one quarter
Average holding period
15.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $467.8M (Q2 2026)

Q4 2021: $193.1MQ1 2022: $183.7MQ2 2022: $156.5MQ3 2022: $147.8MQ4 2022: $169.4MQ1 2023: $180.0MQ2 2023: $193.5MQ3 2023: $191.2MQ4 2023: $219.2MQ1 2024: $246.5MQ2 2024: $260.5MQ3 2024: $281.8MQ4 2024: $284.5MQ1 2025: $279.8MQ2 2025: $353.2MQ3 2025: $388.2MQ4 2025: $406.3MQ1 2026: $416.9MQ2 2026: $467.8M
Q4 2021Q2 2026
13F filings of Bill Few Associates, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 7, 2026225$467.8MJ P Morgan Exchange Traded FAAPLNVDAvs. Q1 2026SEC
Q1 2026Apr 8, 2026211$416.9MJ P Morgan Exchange Traded FAAPLNVDAvs. Q4 2025SEC
Q4 2025Jan 12, 2026196$406.3MJ P Morgan Exchange Traded FAAPLMSFTvs. Q3 2025SEC
Q3 2025Oct 16, 2025201$388.2MJ P Morgan Exchange Traded FAAPLMSFTvs. Q2 2025SEC
Q2 2025Jul 25, 2025194$353.2MJ P Morgan Exchange Traded FMSFTAAPLvs. Q1 2025SEC
Q1 2025May 12, 2025174$279.8MAAPLMSFTNVDAvs. Q4 2024SEC
Q4 2024Jan 17, 2025174$284.5MAAPLMSFTNVDAvs. Q3 2024SEC
Q3 2024Oct 15, 2024178$281.8MAAPLMSFTNVDAvs. Q2 2024SEC
Q2 2024Jul 16, 2024173$260.5MAAPLMSFTNVDAvs. Q1 2024SEC
Q1 2024Apr 18, 2024169$246.5MMSFTAAPLNVDAvs. Q4 2023SEC
Q4 2023Jan 17, 2024156$219.2MAAPLMSFTNVDAvs. Q3 2023SEC
Q3 2023Oct 20, 2023139$191.2MAAPLMSFTNVDAvs. Q2 2023SEC
Q2 2023Jul 18, 2023134$193.5MAAPLMSFTORCLvs. Q1 2023SEC
Q1 2023Apr 17, 2023132$180.0MAAPLMSFTABBVvs. Q4 2022SEC
Q4 2022Jan 24, 2023130$169.4MAAPLMSFTCVXvs. Q3 2022SEC
Q3 2022Oct 13, 2022115$147.8MAAPLMSFTCVXvs. Q2 2022SEC
Q2 2022Jul 26, 2022117$156.5MAAPLMSFTABBVvs. Q1 2022SEC
Q1 2022Apr 27, 2022121$183.7MAAPLMSFTABBVvs. Q4 2021SEC
Q4 2021Mar 4, 2022119$193.1MAAPLMSFTTJX–SEC