Bill Few Associates, Inc.

CIK 0001914644 • 6 13F filings • May 12, 2025 – Jul 7, 2026

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Filer information

Filed by: Bill Few Associates, Inc., Senior VP, Compliance
Address: 2100 GEORGETOWN DRIVE, SUITE 600, SEWICKLEY, PA, 15143
Phone: 412-630-6012
AUM: $406.8M

AUM over time

$484.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $406.8M189 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$580K	0.1%Prev: 0.1%	3,626 SH	Decreased-366 SH
ABBOTT LABS	COM	$5.4M	1.3%	43,321 SH	New
ABBVIE INC	COM	$9.6M	2.4%Prev: 1.9%	41,883 SH	Increased+5,859 SH
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$291K	0.1%	4,300 SH	New
ADVANCED MICRO DEVICES INC	COM	$219K	0.1%Prev: 0.1%	1,023 SH	Decreased+105 SH
ALPHABET INC	CAP STK CL A	$3.9M	1.0%Prev: 0.8%	12,546 SH	Decreased+691 SH
ALPHABET INC	CAP STK CL C	$12.6M	3.1%Prev: 2.7%	40,205 SH	Decreased+1,933 SH
ALTRIA GROUP INC	COM	$818K	0.2%Prev: 0.2%	14,191 SH	Decreased-332 SH
AMAZON COM INC	COM	$2.3M	0.6%Prev: 0.7%	10,117 SH	Decreased-3,228 SH
AMERICAN EXPRESS CO	COM	$6.0M	1.5%Prev: 1.0%	16,323 SH	Increased+635 SH
AMERICAN TOWER CORP NEW	COM	$3.5M	0.9%	20,011 SH	New
AMGEN INC	COM	$606K	0.1%Prev: 0.2%	1,853 SH	Decreased-292 SH
APPLE INC	COM	$25.1M	6.2%Prev: 6.9%	92,477 SH	Decreased-8,224 SH
APPLIED MATLS INC	COM	$5.0M	1.2%Prev: 1.6%	19,505 SH	Decreased+4,501 SH
ARCHER DANIELS MIDLAND CO	COM	$280K	0.1%Prev: 0.1%	4,865 SH	Decreased-907 SH
AT&T INC	COM	$820K	0.2%Prev: 0.2%	33,014 SH	Decreased-3,315 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.5M	0.8%Prev: 0.7%	13,417 SH	Decreased-530 SH
AVERY DENNISON CORP	COM	$2.7M	0.7%Prev: 0.8%	14,611 SH	Decreased-7,069 SH
BALCHEM CORP	COM	$215K	0.1%Prev: 0.0%	1,400 SH	Decreased
BANK NEW YORK MELLON CORP	COM	$719K	0.2%	6,197 SH	New
BECTON DICKINSON & CO	COM	$1.4M	0.3%	7,016 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.3%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	1.3%Prev: 0.9%	10,358 SH	Increased+1,141 SH
BLACKSTONE INC	COM	$5.7M	1.4%Prev: 0.8%	36,950 SH	Increased+861 SH
BOEING CO	COM	$353K	0.1%Prev: 0.1%	1,628 SH	Increased-74 SH
BRISTOL-MYERS SQUIBB CO	COM	$523K	0.1%Prev: 0.2%	9,690 SH	Decreased-2,637 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.2M	0.3%	29,483 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.8M	1.4%	132,452 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.8M	0.9%	109,421 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.4M	0.6%	54,474 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$2.7M	0.7%Prev: 0.7%	76,316 SH	Decreased-16,820 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.4M	0.6%	80,180 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.3M	0.3%Prev: 0.4%	47,671 SH	Decreased-27,976 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$530K	0.1%	19,352 SH	New
CARDINAL HEALTH INC	COM	$265K	0.1%Prev: 0.1%	1,288 SH	Decreased-4 SH
CATERPILLAR INC	COM	$1.2M	0.3%Prev: 0.2%	2,109 SH	Increased+679 SH
CENCORA INC	COM	$6.0M	1.5%Prev: 1.1%	17,877 SH	Increased+143 SH
CHEVRON CORP NEW	COM	$4.4M	1.1%	28,970 SH	New
CHUBB LIMITED	COM	$247K	0.1%Prev: 0.1%	791 SH	Decreased-841 SH
CISCO SYS INC	COM	$4.8M	1.2%Prev: 1.4%	61,959 SH	Decreased-702 SH
CITIGROUP INC	COM NEW	$269K	0.1%Prev: 0.1%	2,302 SH	Decreased+35 SH
COCA COLA CO	COM	$425K	0.1%Prev: 0.1%	6,079 SH	Decreased-1,039 SH
COMCAST CORP NEW	CL A	$210K	0.1%	7,013 SH	New
CONOCOPHILLIPS	COM	$427K	0.1%Prev: 0.1%	4,564 SH	Decreased+737 SH
CONSTELLATION ENERGY CORP	COM	$360K	0.1%Prev: 0.1%	1,020 SH	Increased+66 SH
CORNING INC	COM	$280K	0.1%Prev: 0.1%	3,200 SH	Decreased+925 SH
COSTCO WHSL CORP NEW	COM	$732K	0.2%	849 SH	New
CROWN CASTLE INC	COM	$360K	0.1%Prev: 0.1%	4,046 SH	Increased+65 SH
CSX CORP	COM	$300K	0.1%Prev: 0.1%	8,288 SH	Decreased-83 SH
DEERE & CO	COM	$874K	0.2%Prev: 0.2%	1,878 SH	Decreased+111 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$458K	0.1%Prev: 0.1%	6,573 SH	Decreased+205 SH
DISNEY WALT CO	COM	$2.9M	0.7%Prev: 0.6%	25,792 SH	Decreased-3,775 SH
DOMINION ENERGY INC	COM	$4.3M	1.1%Prev: 1.0%	72,926 SH	Decreased-3,825 SH
DOVER CORP	COM	$435K	0.1%Prev: 0.1%	2,229 SH	Increased-7 SH
DUKE ENERGY CORP NEW	COM NEW	$600K	0.1%Prev: 0.1%	5,123 SH	Decreased-699 SH
EATON CORP PLC	SHS	$3.0M	0.7%Prev: 0.8%	9,300 SH	Decreased-138 SH
ELI LILLY & CO	COM	$2.4M	0.6%Prev: 0.4%	2,221 SH	Increased+380 SH
EMERSON ELEC CO	COM	$231K	0.1%Prev: 0.1%	1,743 SH	Decreased-32 SH
EQT CORP	COM	$453K	0.1%Prev: 0.1%	8,455 SH	Increased+422 SH
EXELON CORP	COM	$259K	0.1%Prev: 0.1%	5,951 SH	Increased-59 SH
EXXON MOBIL CORP	COM	$6.0M	1.5%	49,801 SH	New
F N B CORP	COM	$1.5M	0.4%Prev: 0.3%	87,155 SH	Decreased-151 SH
FEDEX CORP	COM	$301K	0.1%Prev: 0.1%	1,042 SH	Decreased-202 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$1.5M	0.4%Prev: 0.3%	34,153 SH	Increased+3,145 SH
FIFTH THIRD BANCORP	COM	$348K	0.1%Prev: 0.1%	7,429 SH	Decreased
FIRST COMWLTH FINL CORP PA	COM	$426K	0.1%Prev: 0.1%	25,260 SH	Decreased-862 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$381K	0.1%Prev: 0.1%	15,302 SH	Increased
GE AEROSPACE	COM NEW	$883K	0.2%Prev: 0.2%	2,867 SH	Increased+84 SH
GE VERNOVA INC	COM	$486K	0.1%Prev: 0.1%	744 SH	Decreased
GENERAL DYNAMICS CORP	COM	$387K	0.1%Prev: 0.1%	1,151 SH	Increased-7 SH
GENERAL MLS INC	COM	$221K	0.1%	4,751 SH	New
GENUINE PARTS CO	COM	$413K	0.1%Prev: 0.1%	3,358 SH	Decreased-1,134 SH
GILEAD SCIENCES INC	COM	$375K	0.1%Prev: 0.1%	3,057 SH	Decreased-193 SH
HARBOR ETF TRUST	LONG TERM GROWER	$682K	0.2%Prev: 0.2%	21,911 SH	Decreased-3,263 SH
HOME DEPOT INC	COM	$5.2M	1.3%Prev: 0.9%	15,041 SH	Increased-781 SH
HONEYWELL INTL INC	COM	$3.4M	0.8%Prev: 0.4%	17,198 SH	Increased+8,176 SH
HOWMET AEROSPACE INC	COM	$306K	0.1%Prev: 0.1%	1,494 SH	Decreased-64 SH
INTEL CORP	COM	$527K	0.1%Prev: 0.4%	14,288 SH	Decreased-926 SH
INTERNATIONAL BUSINESS MACHS	COM	$5.4M	1.3%Prev: 1.0%	18,115 SH	Increased-3,706 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$218K	0.1%Prev: 0.0%	11,600 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$277K	0.1%Prev: 0.1%	16,600 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$305K	0.1%Prev: 0.1%	12,157 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$413K	0.1%Prev: 0.1%	17,462 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$405K	0.1%Prev: 0.1%	17,119 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$302K	0.1%Prev: 0.1%	12,836 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$302K	0.1%Prev: 0.1%	13,062 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$308K	0.1%	11,919 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$290K	0.1%Prev: 0.1%	17,160 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$316K	0.1%Prev: 0.1%	15,339 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.4%Prev: 0.7%	2,398 SH	Decreased-2,292 SH
ISHARES TR	CORE S&P MCP ETF	$497K	0.1%Prev: 0.1%	7,536 SH	Decreased+115 SH
ISHARES TR	CORE S&P SCP ETF	$258K	0.1%Prev: 0.1%	2,148 SH	Decreased-51 SH
ISHARES TR	CORE S&P500 ETF	$990K	0.2%Prev: 0.3%	1,446 SH	Decreased-274 SH
ISHARES TR	GLOBAL 100 ETF	$215K	0.1%Prev: 0.1%	1,700 SH	Decreased-680 SH
ISHARES TR	MSCI EAFE ETF	$264K	0.1%Prev: 0.1%	2,752 SH	Decreased+51 SH
ISHARES TR	RUS 1000 GRW ETF	$266K	0.1%Prev: 0.1%	561 SH	Decreased-2,068 SH
ISHARES TR	RUS MID CAP ETF	$1.4M	0.3%Prev: 0.3%	14,193 SH	Decreased+180 SH
ISHARES TR	RUSEL 2500 ETF	$200K	0.0%Prev: 0.1%	2,669 SH	Decreased-5,744 SH
ISHARES TR	RUSSELL 2000 ETF	$874K	0.2%Prev: 0.2%	3,549 SH	Decreased+136 SH
ISHARES TR	S&P 500 GRWT ETF	$222K	0.1%Prev: 0.1%	1,798 SH	Decreased+78 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.6M	0.4%Prev: 0.5%	16,946 SH	Decreased-10,056 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$779K	0.2%Prev: 0.2%	10,859 SH	Decreased-3,526 SH
J P MORGAN EXCHANGE TRADED F	INFLATION MANAGE	$647K	0.2%	13,417 SH	New
J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$38.7M	9.5%Prev: 8.7%	758,534 SH	Decreased-111,292 SH
J P MORGAN EXCHANGE TRADED F	REALTY INCOME ET	$760K	0.2%	16,261 SH	New
JOHN HANCOCK EXCHANGE TRADED	DISCIPLINED VAL	$980K	0.2%Prev: 0.6%	27,870 SH	Decreased-50,310 SH
JOHNSON & JOHNSON	COM	$1.9M	0.5%Prev: 0.5%	9,211 SH	Decreased-257 SH
JPMORGAN CHASE & CO.	COM	$10.8M	2.7%	33,484 SH	New
KIMBERLY-CLARK CORP	COM	$516K	0.1%Prev: 0.1%	5,112 SH	Increased-26 SH
KLA CORP	COM NEW	$305K	0.1%Prev: 0.1%	251 SH	Decreased-2,263 SH
KRAFT HEINZ CO	COM	$2.1M	0.5%Prev: 0.4%	88,037 SH	Increased-4,861 SH
LAM RESEARCH CORP	COM NEW	$498K	0.1%Prev: 0.2%	2,909 SH	Decreased+371 SH
LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$331K	0.1%Prev: 0.6%	10,907 SH	Decreased-73,650 SH
LOCKHEED MARTIN CORP	COM	$628K	0.2%Prev: 0.1%	1,298 SH	Increased+147 SH
LOWES COS INC	COM	$326K	0.1%Prev: 0.1%	1,353 SH	Increased-361 SH
MARATHON PETE CORP	COM	$641K	0.2%Prev: 0.3%	3,942 SH	Decreased+140 SH
MARSH & MCLENNAN COS INC	COM	$572K	0.1%Prev: 0.1%	3,085 SH	Increased-25 SH
MASTERCARD INCORPORATED	CL A	$243K	0.1%Prev: 0.0%	426 SH	Increased+5 SH
MCDONALDS CORP	COM	$1.1M	0.3%Prev: 0.2%	3,585 SH	Increased-848 SH
MERCK & CO INC	COM	$1.4M	0.3%Prev: 0.4%	12,921 SH	Decreased+511 SH
META PLATFORMS INC	CL A	$750K	0.2%Prev: 0.2%	1,136 SH	Decreased-70 SH
MICROSOFT CORP	COM	$18.8M	4.6%Prev: 4.2%	38,895 SH	Decreased-1,079 SH
MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$295K	0.1%Prev: 0.0%	5,956 SH	Increased+959 SH
NETFLIX INC	COM	$504K	0.1%	5,375 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$320K	0.1%	13,132 SH	New
NEXTERA ENERGY INC	COM	$530K	0.1%Prev: 0.1%	6,597 SH	Increased-47 SH
NORFOLK SOUTHN CORP	COM	$373K	0.1%Prev: 0.1%	1,293 SH	Decreased+9 SH
NUCOR CORP	COM	$497K	0.1%Prev: 0.1%	3,047 SH	Decreased-35 SH
NVIDIA CORPORATION	COM	$17.3M	4.2%Prev: 4.4%	92,584 SH	Decreased-1,422 SH
OLD REP INTL CORP	COM	$276K	0.1%Prev: 0.1%	6,041 SH	Decreased-2,291 SH
ONEOK INC NEW	COM	$211K	0.1%Prev: 0.0%	2,870 SH	Decreased+168 SH
ORACLE CORP	COM	$8.6M	2.1%Prev: 1.2%	43,952 SH	Increased+642 SH
PALANTIR TECHNOLOGIES INC	CL A	$434K	0.1%Prev: 0.1%	2,439 SH	Decreased+37 SH
PALO ALTO NETWORKS INC	COM	$313K	0.1%Prev: 0.1%	1,699 SH	Decreased+4 SH
PAYPAL HLDGS INC	COM	$1.5M	0.4%	25,903 SH	New
PENTAIR PLC	SHS	$260K	0.1%	2,497 SH	New
PEPSICO INC	COM	$4.0M	1.0%Prev: 0.8%	28,035 SH	Increased-1,763 SH
PFIZER INC	COM	$2.1M	0.5%Prev: 0.5%	85,542 SH	Decreased-5,045 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.3%Prev: 0.3%	6,582 SH	Decreased-17 SH
PNC FINL SVCS GROUP INC	COM	$2.8M	0.7%Prev: 0.6%	13,541 SH	Increased+905 SH
PPG INDS INC	COM	$920K	0.2%Prev: 0.2%	8,980 SH	Decreased-92 SH
PPL CORP	COM	$460K	0.1%Prev: 0.1%	13,126 SH	Decreased-2,249 SH
PRICE T ROWE GROUP INC	COM	$276K	0.1%Prev: 0.1%	2,699 SH	Decreased-155 SH
PROCTER AND GAMBLE CO	COM	$4.9M	1.2%	33,845 SH	New
PUBLIC STORAGE OPER CO	COM	$269K	0.1%	1,037 SH	New
QUALCOMM INC	COM	$213K	0.1%Prev: 0.0%	1,248 SH	Decreased-52 SH
RAYMOND JAMES FINL INC	COM	$1.4M	0.3%Prev: 0.2%	8,595 SH	Increased+1,100 SH
RBB FUND TRUST	FIRST EAGLE GBL	$1.1M	0.3%Prev: 0.3%	24,555 SH	Decreased-837 SH
ROCKWELL AUTOMATION INC	COM	$5.5M	1.4%Prev: 1.3%	14,189 SH	Decreased+21 SH
RTX CORPORATION	COM	$688K	0.2%Prev: 0.1%	3,754 SH	Increased+151 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$398K	0.1%Prev: 0.1%	15,189 SH	Decreased-237 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$206K	0.1%	4,829 SH	New
SHELL PLC	SPON ADS	$406K	0.1%Prev: 0.1%	5,531 SH	Decreased-82 SH
SOUTHERN CO	COM	$428K	0.1%Prev: 0.1%	4,913 SH	Decreased-1,027 SH
SOUTHSIDE BANCSHARES INC	COM	$217K	0.1%Prev: 0.1%	7,131 SH	Decreased-3,795 SH
SPDR GOLD TR	GOLD SHS	$264K	0.1%Prev: 0.1%	667 SH	Decreased-320 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.7M	0.4%	38,801 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.5%	2,977 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.2M	0.3%	2,036 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$18.9M	4.6%	274,013 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$524K	0.1%Prev: 0.1%	22,150 SH	Increased
STARBUCKS CORP	COM	$1.9M	0.5%Prev: 0.5%	22,883 SH	Decreased-955 SH
STEEL DYNAMICS INC	COM	$308K	0.1%Prev: 0.1%	1,818 SH	Decreased-604 SH
STRYKER CORPORATION	COM	$874K	0.2%Prev: 0.4%	2,488 SH	Decreased-4,887 SH
T ROWE PRICE ETF INC	PRICE DIV GRWT	$1.2M	0.3%	25,651 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$952K	0.2%	3,134 SH	New
TESLA INC	COM	$935K	0.2%Prev: 0.1%	2,079 SH	Increased+414 SH
THERMO FISHER SCIENTIFIC INC	COM	$303K	0.1%Prev: 0.1%	523 SH	Decreased+15 SH
TJX COS INC NEW	COM	$8.7M	2.1%Prev: 1.6%	56,722 SH	Increased-2,369 SH
TRUST FOR PROFESSIONAL MANAG	JENSEN QUALITY	$4.3M	1.0%Prev: 0.4%	157,541 SH	Increased+93,842 SH
UGI CORP NEW	COM	$3.4M	0.8%Prev: 0.7%	91,132 SH	Increased+1,718 SH
UNION PAC CORP	COM	$620K	0.2%Prev: 0.2%	2,681 SH	Decreased-116 SH
UNITED PARCEL SERVICE INC	CL B	$243K	0.1%	2,454 SH	New
UNITEDHEALTH GROUP INC	COM	$270K	0.1%Prev: 0.1%	819 SH	Decreased-952 SH
US BANCORP DEL	COM NEW	$2.4M	0.6%	44,427 SH	New
VALERO ENERGY CORP	COM	$652K	0.2%Prev: 0.3%	4,005 SH	Decreased-17 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	1.2%Prev: 1.9%	7,809 SH	Decreased-5,581 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.4%	4,467 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.1M	0.3%Prev: 0.6%	14,850 SH	Decreased-19,081 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$319K	0.1%Prev: 0.1%	6,334 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$241K	0.1%Prev: 0.1%	3,860 SH	Decreased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$205K	0.1%Prev: 0.0%	2,282 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$4.7M	1.2%Prev: 1.2%	116,345 SH	Decreased-12,478 SH
VISA INC	COM CL A	$1.7M	0.4%Prev: 0.4%	4,724 SH	Decreased-1,202 SH
WABTEC	COM	$504K	0.1%Prev: 0.2%	2,360 SH	Decreased-306 SH
WALMART INC	COM	$2.0M	0.5%Prev: 0.4%	18,002 SH	Increased+1,427 SH
WASTE MGMT INC DEL	COM	$761K	0.2%Prev: 0.1%	3,465 SH	Increased+162 SH
WELLS FARGO CO NEW	COM	$397K	0.1%	4,263 SH	New
WESBANCO INC	COM	$285K	0.1%Prev: 0.1%	8,568 SH	Decreased+578 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $4.5M
AMERICAN CENTY ETF TR — $239K
AMERICAN TOWER CORP — $3.7M
ASML HLDG NV — $236K
AUTODESK INC — $2.0M
BANK OF NY MELLON CORP — $896K
BLACK HILLS CORP — $301K
CAPITAL GROUP CORE BALANCED — $437K
CAPITAL GROUP CORE EQUITY ET — $1.9M
CAPITAL GROUP DIVIDEND VALUE — $9.5M
CAPITAL GROUP GBL GROWTH EQT — $5.4M
CAPITAL GROUP GROWTH ETF — $3.3M
CAPITAL GROUP INTL FOCUS EQT — $3.0M
CAPITAL GRP FIXED INCM ETF T — $789K
CHEVRON CORPORATION — $6.0M
CLOROX CO DEL — $236K
COHEN & STEERS ETF TRUST — $412K
COHERENT CORP — $230K
CONAGRA BRANDS INC — $159K
CONSOLIDATED EDISON INC — $207K
… and 59 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001914644-26-000001	$406.8M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000856	$484.7M	View
Oct 16, 2025	Q3 2025