Bill Few Associates, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
107 Mt Nebo Pointe Pittsburgh, PA 15237
As of the latest 13F report, the guru’s equity portfolio contained 130 stocks valued at a total of $169.00Mil. The top holdings were AAPL(6.75%), MSFT(5.48%), and CVX(3.44%).
According to GuruFocus data, these were Bill Few Associates, Inc.’s top five trades of the quarter.
Berkshire Hathaway Inc
During the quarter, Bill Few Associates, Inc. bought 6,189 shares of NYSE:BRK.B for a total holding of 8,728. The trade had a 1.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $296.98.
On 01/25/2023, Berkshire Hathaway Inc traded for a price of $311.3 per share and a market cap of $686.36Bil. The stock has returned 2.50% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.52, a EV-to-Ebitda ratio of 69.06 and a price-sales ratio of 2.71.
The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.
Capital Group Dividend Value ETF
The guru established a new position worth 35,909 shares in ARCA:CGDV, giving the stock a 0.5% weight in the equity portfolio. Shares traded for an average price of $22.92 during the quarter.
On 01/25/2023, Capital Group Dividend Value ETF traded for a price of $24.61 per share and a market cap of $1.59Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Capital Group Dividend Value ETF has a price-book ratio of 2.72.
Skyworks Solutions Inc
Bill Few Associates, Inc. reduced their investment in NAS:SWKS by 6,031 shares. The trade had a 0.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $89.62.
On 01/25/2023, Skyworks Solutions Inc traded for a price of $107.31 per share and a market cap of $17.19Bil. The stock has returned -23.73% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Skyworks Solutions Inc has a price-earnings ratio of 13.76, a price-book ratio of 3.14, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 8.75 and a price-sales ratio of 3.20.
The price-to-GF Value ratio is 0.54, earning the stock a GF Value rank of 4.
Capital Group International Focus Equity ETF
The guru established a new position worth 24,154 shares in ARCA:CGXU, giving the stock a 0.3% weight in the equity portfolio. Shares traded for an average price of $20.47 during the quarter.
On 01/25/2023, Capital Group International Focus Equity ETF traded for a price of $22.95 per share and a market cap of $1.03Bil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Capital Group International Focus Equity ETF has a price-book ratio of 2.52.
Tesla Inc
The guru sold out of their 1,272-share investment in NAS:TSLA. Previously, the stock had a 0.23% weight in the equity portfolio. Shares traded for an average price of $189.34 during the quarter.
On 01/25/2023, Tesla Inc traded for a price of $143.92 per share and a market cap of $454.46Bil. The stock has returned -53.62% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 44.47, a price-book ratio of 11.40, a EV-to-Ebitda ratio of 27.07 and a price-sales ratio of 6.66.
The price-to-GF Value ratio is 0.36, earning the stock a GF Value rank of 4.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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