Bill Few Associates 13F annual report
Bill Few Associates is an investment fund managing more than $260 billion ran by Kimberly Byrne. There are currently 150 companies in Mrs. Byrne’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $38 billion.
$260 billion Assets Under Management (AUM)
As of 9th July 2024, Bill Few Associates’s top holding is 94,468 shares of Apple Inc currently worth over $19.9 billion and making up 7.7% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Bill Few Associates owns more than approximately 0.1% of the company.
In addition, the fund holds 40,561 shares of Microsoft worth $18.1 billion, whose value grew 16.3% in the past six months.
The third-largest holding is NVIDIA Corp worth $13.3 billion and the next is Alphabet Inc worth $9.18 billion, with 50,103 shares owned.
Currently, Bill Few Associates's portfolio is worth at least $260 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bill Few Associates
The Bill Few Associates office and employees reside in Pittsburgh, Pennsylvania. According to the last 13-F report filed with the SEC, Kimberly Byrne serves as the Senior VP, Compliance at Bill Few Associates.
Recent trades
In the most recent 13F filing, Bill Few Associates revealed that it had opened a new position in
Kraft Heinz Co and bought 89,840 shares worth $2.89 billion.
This means they effectively own approximately 0.1% of the company.
Kraft Heinz Co makes up
39.2%
of the fund's Consumer Staples sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Microsoft by buying
129 additional shares.
This makes their stake in Microsoft total 40,561 shares worth $18.1 billion.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that Bill Few Associates is getting rid of from its portfolio.
Bill Few Associates closed its position in Corning on 16th July 2024.
It sold the previously owned 78,817 shares for $2.6 billion.
Kimberly Byrne also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $19.9 billion and 94,468 shares.
One of the smaller hedge funds
The two most similar investment funds to Bill Few Associates are Caden Capital Partners, L.P. and Oak Family Advisors. They manage $260 billion and $260 billion respectively.
Kimberly Byrne investment strategy
Bill Few Associates’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 19.6% of
the total portfolio value.
The fund focuses on investments in the United States as
56.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
52% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $189 billion.
The complete list of Bill Few Associates trades based on 13F SEC filings
These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
1.58%
94,468
|
$19,896,887,000 | 7.65% |
| Microsoft Corporation |
0.32%
40,561
|
$18,128,533,000 | 6.97% |
| NVIDIA Corp |
746.98%
107,448
|
$13,274,126,000 | 5.11% |
| Alphabet Inc |
1.83%
50,103
|
$9,176,372,000 | 3.53% |
| JPMorgan Chase & Co. |
2.63%
33,965
|
$6,869,761,000 | 2.64% |
| Oracle Corp. |
3.19%
45,282
|
$6,393,818,000 | 2.46% |
| Tjx Cos Inc New |
5.21%
56,049
|
$6,170,995,000 | 2.37% |
| Abbvie Inc |
1.12%
34,291
|
$5,881,507,000 | 2.26% |
| Exxon Mobil Corp. |
1.55%
46,339
|
$5,334,548,000 | 2.05% |
| Procter And Gamble Co |
1.13%
31,598
|
$5,211,176,000 | 2.00% |
| Home Depot, Inc. |
0.83%
14,239
|
$4,901,633,000 | 1.89% |
| Blackstone Inc |
2.85%
36,783
|
$4,553,779,000 | 1.75% |
| Chevron Corp. |
0.71%
27,561
|
$4,311,147,000 | 1.66% |
| Berkshire Hathaway Inc. |
0.85%
10,124
|
$5,342,112,000 | 2.06% |
| Pepsico Inc |
1.09%
24,622
|
$4,060,979,000 | 1.56% |
| American Express Co. |
2.92%
16,998
|
$3,935,887,000 | 1.51% |
| Rockwell Automation Inc |
0.43%
13,947
|
$3,839,330,000 | 1.48% |
| Cencora Inc. |
1.92%
16,988
|
$3,827,396,000 | 1.47% |
| Verizon Communications Inc |
2.07%
92,116
|
$3,798,862,000 | 1.46% |
| Abbott Labs |
0.58%
35,448
|
$3,683,377,000 | 1.42% |
| Honeywell International Inc |
1.55%
15,417
|
$3,292,146,000 | 1.27% |
| Automatic Data Processing In |
2.33%
13,263
|
$3,165,745,000 | 1.22% |
| American Tower Corp. |
4.84%
15,978
|
$3,105,804,000 | 1.19% |
| Vanguard Index Fds |
16.35%
10,684
|
$4,291,549,000 | 1.65% |
| Kraft Heinz Co |
Opened
89,840
|
$2,894,645,000 | 1.11% |
| Capital Group Dividend Value |
39.36%
87,534
|
$2,888,631,000 | 1.11% |
| Avery Dennison Corp. |
1.73%
13,030
|
$2,849,010,000 | 1.10% |
| Dominion Energy Inc |
7.10%
55,153
|
$2,702,477,000 | 1.04% |
| Eaton Corp Plc |
6.55%
8,288
|
$2,598,702,000 | 1.00% |
| Corning, Inc. |
Closed
78,817
|
$2,597,808,000 | |
| Spdr Ser Tr |
35.80%
132,423
|
$7,409,996,000 | 2.85% |
| International Business Machs |
360.38%
14,709
|
$2,543,922,000 | 0.98% |
| UGI Corp. |
0.17%
110,079
|
$2,520,809,000 | 0.97% |
| Disney Walt Co |
0.20%
24,196
|
$2,402,390,000 | 0.92% |
| Pfizer Inc. |
1.48%
83,832
|
$2,345,620,000 | 0.90% |
| Applied Matls Inc |
Opened
9,860
|
$2,326,861,000 | 0.90% |
| Eli Lilly & Co |
4.91%
2,381
|
$2,155,710,000 | 0.83% |
| Capital Group Intl Focus Eqt |
30.37%
76,141
|
$1,958,338,000 | 0.75% |
| Pnc Finl Svcs Group Inc |
0.43%
11,780
|
$1,831,612,000 | 0.70% |
| Becton Dickinson & Co. |
4.01%
7,389
|
$1,726,883,000 | 0.66% |
| Spdr S&p 500 Etf Tr |
No change
3,095
|
$1,684,361,000 | 0.65% |
| Us Bancorp Del |
3.25%
42,332
|
$1,680,572,000 | 0.65% |
| Merck & Co Inc |
12.99%
13,565
|
$1,679,317,000 | 0.65% |
| Starbucks Corp. |
0.10%
21,330
|
$1,660,541,000 | 0.64% |
| Amazon.com Inc. |
0.45%
8,490
|
$1,640,693,000 | 0.63% |
| Juniper Networks Inc |
1.17%
43,393
|
$1,582,109,000 | 0.61% |
| Walmart Inc |
3.42%
20,499
|
$1,387,980,000 | 0.53% |
| PayPal Holdings Inc |
1.81%
23,486
|
$1,362,893,000 | 0.52% |
| Johnson & Johnson |
0.41%
9,220
|
$1,347,567,000 | 0.52% |
| Capital Group Gbl Growth Eqt |
Opened
45,581
|
$1,341,905,000 | 0.52% |
| F.N.B. Corp. |
12.55%
91,892
|
$1,257,077,000 | 0.48% |
| Visa Inc |
2.89%
4,567
|
$1,198,700,000 | 0.46% |
| Ishares Tr |
2.27%
32,749
|
$3,822,084,000 | 1.47% |
| Ppg Inds Inc |
0.37%
8,977
|
$1,130,092,000 | 0.43% |
| Spdr S&p Midcap 400 Etf Tr |
No change
1,983
|
$1,061,064,000 | 0.41% |
| Mcdonalds Corp |
0.35%
4,031
|
$1,027,212,000 | 0.40% |
| Fidelity Merrimack Str Tr |
102.87%
21,312
|
$904,481,000 | 0.35% |
| Intel Corp. |
4.88%
27,186
|
$841,962,000 | 0.32% |
| Stryker Corp. |
1.15%
2,456
|
$835,654,000 | 0.32% |
| Caterpillar Inc. |
9.75%
2,490
|
$829,252,000 | 0.32% |
| Spdr Index Shs Fds |
88.72%
22,292
|
$782,003,000 | 0.30% |
| Philip Morris International Inc |
1.97%
7,357
|
$745,485,000 | 0.29% |
| Waste Mgmt Inc Del |
No change
3,476
|
$741,570,000 | 0.29% |
| Cisco Sys Inc |
0.81%
15,580
|
$740,183,000 | 0.28% |
| Marsh & McLennan Cos., Inc. |
0.73%
3,173
|
$668,615,000 | 0.26% |
| Tesla Inc |
18.43%
3,367
|
$666,262,000 | 0.26% |
| Taiwan Semiconductor Mfg Ltd |
No change
3,790
|
$658,740,000 | 0.25% |
| Raymond James Finl Inc |
4.59%
5,195
|
$642,154,000 | 0.25% |
| AT&T Inc. |
37.86%
33,166
|
$633,802,000 | 0.24% |
| Valero Energy Corp. |
2.87%
3,984
|
$624,532,000 | 0.24% |
| J P Morgan Exchange Traded F |
34.16%
26,222
|
$1,188,413,000 | 0.46% |
| Altria Group Inc. |
27.62%
13,193
|
$600,930,000 | 0.23% |
| Costco Whsl Corp New |
1.67%
705
|
$599,243,000 | 0.23% |
| Capital Group Growth Etf |
15.15%
17,895
|
$588,567,000 | 0.23% |
| Capital Group Core Equity Et |
2.18%
17,822
|
$574,760,000 | 0.22% |
| Kimberly-Clark Corp. |
No change
4,045
|
$559,019,000 | 0.22% |
| Deere & Co. |
1.05%
1,443
|
$539,310,000 | 0.21% |
| Union Pac Corp |
1.76%
2,375
|
$537,368,000 | 0.21% |
| Crown Castle Inc |
0.17%
5,301
|
$517,908,000 | 0.20% |
| AMGEN Inc. |
0.43%
1,646
|
$514,293,000 | 0.20% |
| Duke Energy Corp. |
0.12%
5,075
|
$508,667,000 | 0.20% |
| Meta Platforms Inc |
43.57%
1,005
|
$506,741,000 | 0.19% |
| Comcast Corp New |
3.97%
12,702
|
$497,427,000 | 0.19% |
| Unitedhealth Group Inc |
4.91%
969
|
$493,473,000 | 0.19% |
| Nucor Corp. |
2.76%
3,086
|
$487,835,000 | 0.19% |
| GE Aerospace |
38.46%
3,053
|
$485,335,000 | 0.19% |
| Novo-nordisk A S |
13.56%
3,350
|
$478,179,000 | 0.18% |
| NextEra Energy Inc |
5.69%
6,746
|
$477,692,000 | 0.18% |
| Genuine Parts Co. |
No change
3,358
|
$464,479,000 | 0.18% |
| Capital Grp Fixed Incm Etf T |
Opened
17,532
|
$452,676,000 | 0.17% |
| The Southern Co. |
6.35%
5,714
|
$443,235,000 | 0.17% |
| Coca-Cola Co |
1.23%
6,911
|
$439,885,000 | 0.17% |
| Legg Mason Etf Invt |
1.89%
21,578
|
$430,265,000 | 0.17% |
| Marathon Pete Corp |
No change
2,431
|
$421,730,000 | 0.16% |
| Shell Plc |
No change
5,746
|
$414,746,000 | 0.16% |
| Invesco Exch Trd Slf Idx Fd |
28.68%
92,789
|
$2,242,388,000 | 0.86% |
| Vanguard Intl Equity Index F |
8.68%
6,931
|
$406,463,000 | 0.16% |
| Dover Corp. |
No change
2,245
|
$405,110,000 | 0.16% |
| Bristol-Myers Squibb Co. |
1.05%
9,705
|
$403,041,000 | 0.16% |
| RTX Corp |
1.07%
3,968
|
$398,350,000 | 0.15% |
| Dimensional Etf Trust |
No change
6,573
|
$394,906,000 | 0.15% |
| Boeing Co. |
14.12%
2,128
|
$387,237,000 | 0.15% |
| PPL Corp |
0.40%
13,578
|
$375,436,000 | 0.14% |
| Franklin Templeton Etf Tr |
No change
15,302
|
$373,380,000 | 0.14% |
| Lockheed Martin Corp. |
0.50%
798
|
$372,746,000 | 0.14% |
| Capital Grp Fixed Incm Etf T |
No change
13,674
|
$367,147,000 | 0.14% |
| Wesbanco, Inc. |
1.55%
13,089
|
$365,314,000 | 0.14% |
| Netflix Inc. |
2.28%
539
|
$363,760,000 | 0.14% |
| General Dynamics Corp. |
No change
1,202
|
$348,748,000 | 0.13% |
| 3M Co. |
1.55%
3,363
|
$343,614,000 | 0.13% |
| Schwab Strategic Tr |
No change
5,324
|
$334,720,000 | 0.13% |
| Lam Research Corp. |
13.17%
310
|
$330,104,000 | 0.13% |
| nVent Electric plc |
Closed
4,208
|
$317,283,000 | |
| United Parcel Service, Inc. |
4.76%
2,280
|
$312,018,000 | 0.12% |
| Thermo Fisher Scientific Inc. |
No change
553
|
$305,809,000 | 0.12% |
| Ansys Inc. |
No change
950
|
$305,425,000 | 0.12% |
| Fedex Corp |
6.74%
998
|
$299,240,000 | 0.12% |
| Public Storage Oper Co |
No change
1,034
|
$297,430,000 | 0.11% |
| Archer Daniels Midland Co. |
1.03%
4,632
|
$280,004,000 | 0.11% |
| Harbor ETF Trust |
2.96%
10,771
|
$272,402,000 | 0.10% |
| Qualcomm, Inc. |
No change
1,356
|
$269,988,000 | 0.10% |
| Price T Rowe Group Inc |
21.80%
2,341
|
$269,941,000 | 0.10% |
| Fifth Third Bancorp |
No change
7,365
|
$268,749,000 | 0.10% |
| First Comwlth Finl Corp Pa |
0.52%
19,147
|
$264,420,000 | 0.10% |
| Norfolk Southn Corp |
6.87%
1,229
|
$263,854,000 | 0.10% |
| General Mls Inc |
0.79%
4,148
|
$262,402,000 | 0.10% |
| Wells Fargo Co New |
6.18%
4,370
|
$259,534,000 | 0.10% |
| International Paper Co. |
No change
5,953
|
$256,872,000 | 0.10% |
| Gilead Sciences, Inc. |
15.53%
3,720
|
$255,229,000 | 0.10% |
| Organon & Co |
5.35%
12,218
|
$252,905,000 | 0.10% |
| Mondelez International Inc. |
9.24%
3,829
|
$250,570,000 | 0.10% |
| Edwards Lifesciences Corp |
9.18%
2,628
|
$242,748,000 | 0.09% |
| Dow Inc |
0.55%
4,547
|
$241,192,000 | 0.09% |
| Vanguard Tax-managed Fds |
No change
4,860
|
$240,181,000 | 0.09% |
| Coinbase Global Inc |
16.94%
1,077
|
$239,342,000 | 0.09% |
| Pentair plc |
8.34%
3,078
|
$235,990,000 | 0.09% |
| Emerson Elec Co |
1.86%
2,110
|
$232,438,000 | 0.09% |
| L3Harris Technologies Inc |
Closed
1,090
|
$232,279,000 | |
| Conagra Brands Inc |
0.73%
8,150
|
$231,623,000 | 0.09% |
| CSX Corp. |
6.10%
6,751
|
$225,821,000 | 0.09% |
| Constellation Energy Corp |
Opened
1,123
|
$224,903,000 | 0.09% |
| DuPont de Nemours Inc |
0.61%
2,783
|
$223,963,000 | 0.09% |
| Conocophillips |
Closed
1,740
|
$221,467,000 | |
| Sprott Physical Silver Tr |
No change
22,150
|
$219,950,000 | 0.08% |
| Balchem Corp. |
No change
1,425
|
$219,379,000 | 0.08% |
| Oneok Inc. |
No change
2,668
|
$217,575,000 | 0.08% |
| Nike, Inc. |
Closed
2,265
|
$212,865,000 | |
| Spdr Ser Tr |
Opened
2,453
|
$210,584,000 | 0.08% |
| Palo Alto Networks Inc |
Opened
620
|
$210,186,000 | 0.08% |
| Bank America Corp |
Closed
5,421
|
$205,564,000 | |
| Mastercard Incorporated |
Opened
464
|
$204,698,000 | 0.08% |
| Bank New York Mellon Corp |
Opened
3,384
|
$202,647,000 | 0.08% |
| Lowes Cos Inc |
No change
917
|
$202,162,000 | 0.08% |
| Exelon Corp. |
Closed
5,366
|
$201,601,000 | |
| Invesco Exch Trd Slf Idx Fd |
Opened
27,615
|
$603,457,000 | 0.23% |
| Erie Indty Co |
Closed
500
|
$200,785,000 | |
| Ford Mtr Co Del |
2.28%
10,308
|
$129,262,000 | 0.05% |
| Agnc Invt Corp |
0.81%
12,470
|
$16,484,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 158 holdings | |||
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