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CIK: 0002011271
Total reported value
$114.6M
$114.6M
42 檔
34.6%
In Q1 2025, Bey-Douglas LLC's U.S. equity holdings reached a combined market value of $114.6M, distributed across 42 disclosed stock positions.
During Q1 2025, Bey-Douglas LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, MSFT, NVDA) accounted for 34.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.91% | -2.47% | -1.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.78% | -1.89% | -0.69% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.63% | +0.13% | -0.94% | |
| 4 | FISV | Fiserv Inc | Stock-Other | 6.50% | — | -0.85% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.35% | -0.47% | -0.95% | |
| 6 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.81% | -4.66% | -0.50% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 5.45% | -1.67% | -0.60% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 4.75% | -0.01% | -0.91% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 4.43% | -0.28% | -0.88% | |
| 10 | ACN | Accenture plc | Stock-Tech | 4.36% | -0.11% | -0.74% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.04% | -29.31% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.89% | -0.38% | -0.29% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 3.87% | -0.13% | -0.92% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 3.78% | -2.62% | -0.62% | |
| 15 | GWW | Ww Grainger Inc | Stock-Industrials | 3.56% | +0.52% | -0.95% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.48% | +3.06% | NEW | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 3.04% | -0.39% | -0.75% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.32% | -0.23% | — | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 2.27% | +0.53% | -0.35% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.62% | +0.31% | -2.18% | |
| 21 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.03% | +0.29% | NEW | |
| 22 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.79% | -0.04% | -0.56% | |
| 23 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.55% | -0.01% | — | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.43% | — | — | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | +0.30% | +1.35% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | -0.29% | -10.72% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.37% | +0.07% | -0.16% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.01% | -4.24% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | +1.73% | +2.54% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.27% | +0.35% | +5.07% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | +0.07% | +3.48% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.02% | -20.34% | |
| 33 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 0.21% | -0.27% | EXIT | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +2.70% | NEW | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.06% | +3.79% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.19% | +0.02% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | -0.01% | — | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.19% | — | — | |
| 39 | ED | Consolidated Edison Inc | Stock-Utilities | 0.19% | +0.05% | — | |
| 40 | XEVGX | Eaton Vance Short Dur Div In | Stock-Other | 0.15% | +0.01% | -11.25% | |
| 41 | MMT | Aberdeen Multimarket Income | Stock-Other | 0.11% | +0.02% | -12.35% | |
| 42 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.10% | — | -8.71% |
According to official SEC Form 13F filings, Bey-Douglas LLC reported a total U.S. public equity portfolio value of $114.6M across 42 disclosed positions in Q1 2025.
During Q1 2025, Bey-Douglas LLC's top holdings by market value included GOOGL (7.9%)、MSFT (7.8%)、NVDA (7.6%). The largest single position, GOOGL, represented 7.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, Bey-Douglas LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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