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Portfolio (Quarterly) Guide ↗

Bill Few Associates, Inc.

· CIK 0001914644
13F Portfolio $470M AUM 227 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 87 Added 54 Reduced 4 Exited
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UPS UNITED PARCEL SVCS INC Industrials 2,848.0 $306K 0.07% +585.0 +25.9% $107.52 -2.2%
82 SJM SMUCKER J M CO Consumer Defensive 2,713.0 $305K 0.07% +394.0 +17.0% $112.51 +11.5%
83 NWN NORTHWEST NAT HLDG CO Utilities 5,933.0 $291K 0.06% +1K +29.1% $49.06 +1.8%
84 GIS GENERAL MILLS INC Consumer Defensive 8,026.0 $279K 0.06% +623.0 +8.4% $34.80 +14.3%
85 TMO THERMO FISHER SCIENTIFIC INC Healthcare 518.0 $260K 0.06% +5.0 +1.0% $501.36 +25.3%
86 CPB THE CAMPBELLS COMPANY Consumer Defensive 11,621.0 $259K 0.06% +2K +18.8% $22.27 +5.4%
87 CAG CONAGRA BRANDS INC Consumer Defensive 11,368.0 $153K 0.03% +433.0 +4.0% $13.46 +20.9%
Page 5 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 14.9%
Industrials 9.8%
Healthcare 9.1%
Consumer Cyclical 7.4%
Consumer Defensive 6.5%
Energy 5.2%
Communication Services 4.6%
Utilities 4.5%
Real Estate 1.4%