Bey-Douglas LLC

Est. AUM

$114.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$14.3M	49741	12.48%	SOLE
2	NVIDIA CORPORATION	COM	$12.3M	70405	10.71%	SOLE
3	MICROSOFT CORP	COM	$8.6M	23345	7.54%	SOLE
4	VISA INC	COM CL A	$6.1M	20279	5.35%	SOLE
5	ELI LILLY & CO	COM	$5.5M	5936	4.76%	SOLE
6	APPLE INC	COM	$5.4M	21151	4.68%	SOLE
7	MCKESSON CORP	COM	$5.0M	5776	4.36%	SOLE
8	STRYKER CORPORATION	COM	$4.7M	14338	4.11%	SOLE
9	MASTERCARD INCORPORATED	CL A	$4.5M	9085	3.96%	SOLE
10	WW GRAINGER INC	COM	$4.5M	4086	3.89%	SOLE
11	INTUIT	COM	$4.2M	9777	3.69%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	7322	3.06%	SOLE
13	META PLATFORMS INC	CL A	$3.4M	6029	3.01%	SOLE
14	BROADCOM INC	COM	$3.1M	10007	2.70%	SOLE
15	RTX CORPORATION	COM	$2.7M	14172	2.38%	SOLE
16	EATON CORP PLC	SHS	$2.4M	6846	2.14%	SOLE
17	JOHNSON & JOHNSON	COM	$2.4M	9845	2.10%	SOLE
18	AUTOMATIC DATA PROCESSING IN	COM	$2.2M	10883	1.93%	SOLE
19	S&P GLOBAL INC	COM	$2.0M	4700	1.74%	SOLE
20	BOOKING HOLDINGS INC	COM	$1.7M	405	1.49%	SOLE
21	AMPHENOL CORP	CL A	$1.5M	11485	1.27%	SOLE
22	SERVICENOW INC	COM	$1.3M	12688	1.16%	SOLE
23	UBER TECHNOLOGIES INC	COM	$985K	13698	0.86%	SOLE
24	PACER FDS TR	US CASH COWS 100	$830K	13262	0.72%	SOLE
25	EXXON MOBIL CORP	COM	$749K	4413	0.65%	SOLE
26	TRACTOR SUPPLY CO	COM	$726K	16027	0.63%	SOLE
27	SALESFORCE INC	COM	$634K	3397	0.55%	SOLE
28	CHEVRON CORPORATION	COM	$576K	2782	0.50%	SOLE
29	SOUTHERN CO	COM	$512K	5308	0.45%	SOLE
30	AMAZON COM INC	COM	$430K	2063	0.38%	SOLE
31	ABBVIE INC	COM	$424K	1948	0.37%	SOLE
32	PEPSICO INC	COM	$421K	2708	0.37%	SOLE
33	ADOBE INC	COM	$409K	1681	0.36%	SOLE
34	REAVES UTIL INCOME FD	COM SH BEN INT	$402K	10239	0.35%	SOLE
35	ACCENTURE PLC IRELAND	SHS CLASS A	$372K	1877	0.32%	SOLE
36	CISCO SYS INC	COM	$348K	4487	0.30%	SOLE
37	COMFORT SYS USA INC	COM	$345K	250	0.30%	SOLE
38	FS KKR CAP CORP	COM	$337K	33152	0.29%	SOLE
39	AMGEN INC	COM	$331K	941	0.29%	SOLE
40	VANGUARD STAR FDS	VG TL INTL STK F	$328K	4249	0.29%	SOLE
41	MEDTRONIC PLC	SHS	$321K	3704	0.28%	SOLE
42	MERCK & CO INC	COM	$317K	2635	0.28%	SOLE
43	CONSOLIDATED EDISON INC	COM	$307K	2709	0.27%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$304K	695	0.27%	SOLE
45	INNOVATOR ETFS TRUST	GROWTH 100 POWER	$284K	13530	0.25%	SOLE
46	WASTE MGMT INC DEL	COM	$274K	1192	0.24%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET UTI	$263K	5735	0.23%	SOLE
48	INTERACTIVE BROKERS GROUP IN	COM CL A	$251K	3748	0.22%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$243K	244	0.21%	SOLE
50	HOME DEPOT INC	COM	$232K	705	0.20%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.