Titelia

Holdings of Bill Few Associates, Inc.

188 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.7 % of the equity sleeve

Sector breakdown

  • Technology 21.3 %
  • Financials 9.5 %
  • Health care 8.3 %
  • Communication 6.6 %
  • Industrials 5.8 %
  • Consumer discretionary 5.4 %
  • Consumer staples 4.1 %
  • Energy 3.2 %
  • Funds 2.7 %
  • Utilities 2.0 %
  • Real estate 1.0 %
  • Materials 1.0 %
  • Unattributed 29.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.3 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US185392M $99.53 %
2TW11.1M $0.27 %
3GB2802.8K $0.20 %

Positions

RankCompanySharesValueWeight
101NextEra Energy Inc 6,610613.9K $
102Lam Research Corp 2,826603.8K $
103Westinghouse Air Brake Technologies Corp 2,360589.8K $
104Bristol-Myers Squibb Co 9,631584.1K $
105Kimberly-Clark Corp 5,732553K $
106ConocoPhillips 4,119543.7K $
107SPDR Series Trust 9,603543.3K $
108Marsh & McLennan Cos Inc 3,090536K $
109CAPITAL GROUP MUNICIPAL INCOME ETF 19,495529.3K $
1103M Co 3,630527.1K $
111Shell PLC 5,559517K $
112Nucor Corp 3,047515.3K $
113EQT Corp 7,969507.1K $
114PPL Corp 13,234505.5K $
115iShares Core S&P Mid-Cap ETF 7,443502.6K $
116Southern Co/The 4,927475.5K $
117Genuine Parts Co 4,465472.1K $
118Dimensional U S Small Cap ETF 6,573467.5K $
119Netflix Inc 4,840465.4K $
120Coca-Cola Co/The 6,119465.4K $
121Dover Corp 2,231465.1K $
122SPDR Gold Shares 1,033444.5K $
123First Commonwealth Financial Corp 25,262444.1K $
124Gilead Sciences Inc 3,094431.1K $
125Steel Dynamics Inc 2,318417.2K $
126Archer-Daniels-Midland Co 5,680412.9K $
127General Dynamics Corp 1,154396.1K $
128Schwab US Broad Market ETF 15,426387.2K $
129Federated Hermes Inc 6,783384.7K $
130Franklin Templeton ETF Trust 15,302379.3K $
131Howmet Aerospace Inc 1,628375.2K $
132FedEx Corp 1,043371.4K $
133KLA Corp 251369.7K $
134Norfolk Southern Corp 1,284368.5K $
135iShares Trust 4,816367.7K $
136Palantir Technologies Inc 2,452358.7K $
137Wells Fargo & Co 4,363347.3K $
138Fifth Third Bancorp 7,429345.2K $
139Corning Inc 2,530344K $
140CSX Corp 8,368343.5K $
141Eaton Vance Floating-Rate ETF 6,838329.5K $
142Boeing Co/The 1,630324.3K $
143Crown Castle Inc 3,957321.8K $
144Lowe's Cos Inc 1,356320.3K $
145Vanguard Tax-Exempt Bond Index ETF 6,334316K $
146iShares Russell 1000 Growth ETF 708301.9K $
147WesBanco Inc 8,601296.6K $
148Exelon Corp 5,969292.6K $
149Southside Bancshares Inc 9,370291.3K $
150Palo Alto Networks Inc 1,812290.5K $
151iShares Global 100 ETF 2,380287.9K $
152Invesco BulletShares 2030 Corp 17,160286.9K $
153Salesforce Inc 1,534286.4K $
154BP PLC 6,080285.8K $
155Constellation Energy Corp. 1,021285.2K $
156State Street Utilities Select Sector SPDR ETF 6,200284.5K $
157Public Storage 1,039281.3K $
158General Mills, Inc. 7,403275.5K $
159Target Corp 2,256273.5K $
160Invesco Bulletshares 2031 Corp 16,600273.2K $
161Cardinal Health, Inc. 1,289272.5K $
162iShares MSCI EAFE ETF 2,752267.3K $
163iShares Core S&P Small-Cap ETF 2,148267K $
164Black Hills Corp 3,829265.8K $
165ONEOK Inc 2,870259.4K $
166Citigroup Inc 2,281258.7K $
167T Rowe Price Group Inc 2,821254.3K $
168American Century Diversified Municipal Bond ETF 5,040252.3K $
169Thermo Fisher Scientific Inc 513252.2K $
170Old Republic International Corp 6,248249.3K $
171Vanguard FTSE Developed Markets ETF 3,860247.3K $
172Northwest Natural Holding Co 4,597244.7K $
173Balchem Corp 1,400237.3K $
174Emerson Electric Co. 1,771232.1K $
175Consolidated Edison Inc 2,018228.4K $
176Coherent Corp 950226.3K $
177J M Smucker Co/The 2,319223.6K $
178United Parcel Service Inc 2,263222.6K $
179Micron Technology Inc 645217.9K $
180Campbell's Company/The 9,784217.9K $
181Vanguard Whitehall Funds 2,282215.1K $
182UnitedHealth Group Inc 794214.9K $
183Mastercard Inc 427213.4K $
184WEC Energy Group Inc 1,819210.6K $
185iShares Trust 1,798203.4K $
186McKesson Corp 234202.5K $
187Conagra Brands Inc 10,935171.9K $
188Organon & Co 13,94283.5K $