Bill-Few-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "RJF",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "DUK",
  "D",
  "PNR",
  "FITB",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "AMAT",
  "META",
  null,
  null,
  "IJH",
  null,
  "LRCX",
  null,
  "MPC",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "EQT",
  "EXC",
  "GE",
  "GPC",
  "ADM",
  "BX",
  "ANSS",
  "ORCL",
  "KHC",
  "OKE",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "OGN",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "ROK",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  null,
  "SPYG",
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "UPS",
  null,
  "TSM",
  "DD",
  null,
  null,
  "UGI",
  "AVY",
  "AFL",
  "DOV",
  "WAB",
  "IP",
  "WEC",
  "WM",
  "IWR",
  "FCF",
  "NVO",
  "AMZN",
  "SCHB",
  "FNB",
  "VEU",
  "USB",
  "VLO",
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  null,
  "JNPR",
  "NSC",
  "SO",
  "PPL",
  null,
  null,
  "ORI",
  null,
  "SPYV",
  "PSA",
  "NUE",
  null,
  "FDX",
  "KMB",
  "ADP",
  "BCPC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CSX",
  "DE",
  null,
  null,
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 174
Total Value: 279825772
Accession Number: 0001172661-25-001687
Form Type: 13F-HR
CIK: bill-few-associates
Manager Name: Bill-Few-Associates

Data Enrichment

82% identified

142 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

174 positions • $279.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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PRICE T ROWE GROUP INC

TROW|74144T108

Shares:2.5K

Value:$227.0K

% of Portfolio:0.1% ($227.0K/$279.8M)

Chubb Ltd

CB|H1467J104

Shares:751

Value:$226.8K

% of Portfolio:0.1% ($226.8K/$279.8M)

JUNIPER NETWORKS INC

JNPR|48203R104

Shares:6.2K

Value:$222.7K

% of Portfolio:0.1% ($222.7K/$279.8M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.0K

Value:$222.2K

% of Portfolio:0.1% ($222.2K/$279.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:945

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$279.8M)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$279.8M)

46138J528

Shares:8.8K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$279.8M)

Organon & Co.

OGN|68622V106

Shares:14.3K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$279.8M)

46138J643

Shares:10.5K

Value:$213.3K

% of Portfolio:0.1% ($213.3K/$279.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.9K

Value:$210.8K

% of Portfolio:0.1% ($210.8K/$279.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$279.8M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:1.9K

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$279.8M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:2.7K

Value:$202.9K

% of Portfolio:0.1% ($202.9K/$279.8M)

46138J460

Shares:12.1K

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$279.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRICE T ROWE GROUP INC(TROWcusip74144T108)	2.5K	QoQ 0.00% (-0) YoY +28.51% (-548)	All Managers (Combined)	$227.0K	0.1% ($227.0K/$279.8M)	QoQ -18.75% (-$52.4K) YoY -3.14% (-$7.4K)
Chubb Ltd(CBcusipH1467J104)	751	QoQ -0.39% (-3) YoY NEW(+751)	All Managers (Combined)	$226.8K	0.1% ($226.8K/$279.8M)	QoQ +8.86% (-$18.5K) YoY NEW(+$226.8K)
JUNIPER NETWORKS INC(JNPRcusip48203R104)	6.2K	QoQ -3.79% (-243) YoY -85.98% (-37.8K)	All Managers (Combined)	$222.7K	0.1% ($222.7K/$279.8M)	QoQ -7.03% (-$16.9K) YoY -86.31% (-$1.4M)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$222.2K	0.1% ($222.2K/$279.8M)	QoQ NEW(+$222.2K) YoY NEW(+$222.2K)
LOWES COMPANIES INC(LOWcusip548661107)	945	QoQ 0.00% (-0) YoY +3.05% (-28)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$279.8M)	QoQ -5.48% (-$12.8K) YoY -5.61% (-$13.1K)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$279.8M)	QoQ +7.49% (+$15.1K) YoY NEW(+$216.8K)
(cusip46138J528)✕	8.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$279.8M)	QoQ -0.12% (-$265) YoY +0.57% (+$1.2K)
Organon & Co.(OGNcusip68622V106)	14.3K	QoQ +3.44% (+477) YoY +23.67% (-2.7K)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$279.8M)	QoQ +3.22% (+$6.7K) YoY -2.04% (-$4.5K)
(cusip46138J643)✕	10.5K	QoQ 0.00% (+0) YoY NEW(+10.5K)	All Managers (Combined)	$213.3K	0.1% ($213.3K/$279.8M)	QoQ +1.09% (+$2.3K) YoY NEW(+$213.3K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$210.8K	0.1% ($210.8K/$279.8M)	QoQ +0.65% (+$1.4K) YoY NEW(+$210.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ 0.00% (-0) YoY -0.58% (-8)	All Managers (Combined)	$207.1K	0.1% ($207.1K/$279.8M)	QoQ 0.00% (-$14) YoY -9.76% (-$22.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$207.1K	0.1% ($207.1K/$279.8M)	QoQ NEW(+$207.1K) YoY NEW(+$207.1K)
DuPont de Nemours, Inc.(DDcusip26614N102)	2.7K	QoQ +0.74% (-20) YoY -1.73% (-48)	All Managers (Combined)	$202.9K	0.1% ($202.9K/$279.8M)	QoQ -1.33% (-$2.7K) YoY -4.30% (-$9.1K)
(cusip46138J460)✕	12.1K	QoQ 0.00% (+0) YoY NEW(+12.1K)	All Managers (Combined)	$201.2K	0.1% ($201.2K/$279.8M)	QoQ +1.34% (+$2.7K) YoY NEW(+$201.2K)