Bey-Douglas LLC

data from 30/09/2025

Capitalization

$ 134.427 M -19.61 %

Average holding period

4 ans

Performance

$ 29.540 M 27.32 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Bey-Douglas LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC 10.77% 14.473 M $ 59535 2023/12/31 5.232 M $ 37.94 %
2025/09/30 NVDA NVIDIA CORPORATION 9.82% 13.199 M $ 70742 2023/12/31 2.992 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 9.42% 12.669 M $ 24460 2023/12/31 654.897 K $ 4.13 %
2025/09/30 BKNG BOOKING HOLDINGS INC 5.78% 7.766 M $ 1438 2023/12/31 -762.781 K $ -6.74 %
2025/09/30 V VISA INC 5.28% 7.091 M $ 20771 2023/12/31 -381.338 K $ -3.85 %
2025/09/30 INTU INTUIT 5.15% 6.922 M $ 10137 2023/12/31 -1.404 M $ -13.30 %
2025/09/30 AAPL APPLE INC 4.05% 5.440 M $ 21365 2023/12/31 1.337 M $ 24.11 %
2025/09/30 SYK STRYKER CORPORATION 4.02% 5.407 M $ 14627 2023/12/31 -506.323 K $ -6.56 %
2025/09/30 MA MASTERCARD INCORPORATED 3.92% 5.270 M $ 9264 2023/12/31 85.270 K $ 1.22 %
2025/09/30 META META PLATFORMS INC 3.35% 4.503 M $ 6132 2025/03/31 -29.787 K $ -0.50 %
2025/09/30 MCK MCKESSON CORP 3.34% 4.495 M $ 5818 2023/12/31 205.360 K $ 5.43 %
2025/09/30 FI FISERV INC 3.18% 4.268 M $ 33106 2023/12/31 -1.877 M $ -25.22 %
2025/09/30 ADBE ADOBE INC 3.00% 4.027 M $ 11416 2023/12/31 -522.973 K $ -8.82 %
2025/09/30 GWW GRAINGER W W INC 2.97% 3.987 M $ 4184 2023/12/31 -464.329 K $ -8.39 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.79% 3.752 M $ 7463 2023/12/31 162.233 K $ 3.49 %
2025/09/30 LLY ELI LILLY & CO 2.75% 3.701 M $ 4850 2024/09/30 -104.420 K $ -2.12 %
2025/09/30 CRM SALESFORCE INC 2.69% 3.612 M $ 15239 2023/12/31 -735.785 K $ -13.09 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 2.48% 3.332 M $ 11353 2023/12/31 -222.263 K $ -4.83 %
2025/09/30 ETN EATON CORP PLC 2.00% 2.682 M $ 7167 2024/03/31 154.943 K $ 4.83 %
2025/09/30 AVGO BROADCOM INC 1.45% 1.951 M $ 5913 2024/06/30 92.513 K $ 19.68 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.10% 1.478 M $ 15082 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.71% 953.724 K $ 16770 2023/12/31 74.689 K $ 7.77 %
2025/09/30 FSK FS KKR CAP CORP 0.51% 682.966 K $ 45745 2023/12/31 -447.587 K $ -28.05 %
2025/09/30 VUG VANGUARD INDEX FDS 0.51% 682.711 K $ 1424 2023/12/31 58.724 K $ 9.40 %
2025/09/30 COWZ PACER FDS TR 0.39% 523.212 K $ 9104 2023/12/31 22.214 K $ 4.30 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.37% 503.394 K $ 2041 2023/12/31 -1.104 M $ -17.50 %
2025/09/30 XOM EXXON MOBIL CORP 0.37% 492.133 K $ 4365 2025/06/30 21.478 K $ 4.59 %
2025/09/30 SO SOUTHERN CO 0.36% 487.575 K $ 5145 2023/12/31 15.482 K $ 3.20 %
2025/09/30 COWG PACER FDS TR 0.36% 486.059 K $ 13390 2025/03/31 26.623 K $ 3.39 %
2025/09/30 SEZL SEZZLE INC 0.36% 477.180 K $ 6000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RTX RTX CORPORATION 0.35% 469.863 K $ 2808 2024/03/31 64.441 K $ 14.59 %
2025/09/30 ABBV ABBVIE INC 0.35% 465.310 K $ 2010 2023/12/31 95.467 K $ 24.74 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.29% 394.545 K $ 2128 2023/12/31 66.744 K $ 21.39 %
2025/09/30 CVX CHEVRON CORP NEW 0.29% 393.086 K $ 2531 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.26% 352.629 K $ 1606 2024/09/30 306.000 $ 0.08 %
2025/09/30 PEP PEPSICO INC 0.26% 345.412 K $ 2459 2023/12/31 19.504 K $ 6.36 %
2025/09/30 UTG REAVES UTIL INCOME FD 0.25% 339.979 K $ 8581 2025/09/30 0.000 $ 0.00 %
2025/09/30 TCHP T ROWE PRICE ETF INC 0.25% 334.779 K $ 6849 2023/12/31 24.176 K $ 7.78 %
2025/09/30 HD HOME DEPOT INC 0.24% 317.264 K $ 783 2023/12/31 40.863 K $ 10.51 %
2025/09/30 CSCO CISCO SYS INC 0.23% 310.900 K $ 4544 2025/03/31 -4.441 K $ -1.38 %
2025/09/30 MDT MEDTRONIC PLC 0.23% 307.625 K $ 3230 2025/03/31 25.573 K $ 9.26 %
2025/09/30 INNOVATOR ETFS TRUST 0.23% 305.074 K $ 14579 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE INC 0.20% 268.576 K $ 1572 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIX COMFORT SYS USA INC 0.20% 263.232 K $ 319 2025/09/30 0.000 $ 0.00 %
2025/09/30 WM WASTE MGMT INC DEL 0.20% 262.567 K $ 1189 2025/03/31 -10.762 K $ -3.49 %
2025/09/30 NOW SERVICENOW INC 0.19% 252.157 K $ 274 2025/09/30 0.000 $ 0.00 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.19% 251.803 K $ 2505 2025/03/31 412.000 $ 0.17 %
2025/09/30 ANET ARISTA NETWORKS INC 0.19% 251.641 K $ 1727 2025/09/30 0.000 $ 0.00 %
2025/09/30 EVG EATON VANCE SHORT DURATION D 0.18% 241.183 K $ 21306 2023/12/31 6.274 K $ 2.63 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.17% 235.139 K $ 1289 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK & CO INC 0.17% 225.352 K $ 2685 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYX PAYCHEX INC 0.16% 220.436 K $ 1739 2025/06/30 -31.883 K $ -12.86 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.16% 219.910 K $ 1080 2024/12/31 -1.101 K $ -0.50 %
2025/09/30 CALF PACER FDS TR 0.15% 204.957 K $ 4681 2023/12/31 20.643 K $ 9.95 %
2025/09/30 MMT MFS MULTIMARKET INCOME TR 0.15% 198.327 K $ 41491 2023/12/31 3.319 K $ 1.70 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 0.15% 197.622 K $ 2872 2025/09/30 0.000 $ 0.00 %
2025/09/30 LOW LOWES COS INC 0.15% 195.519 K $ 778 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC 0.13% 180.781 K $ 294 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.13% 176.908 K $ 191 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACP ABRDN INCOME CREDIT STRATEGI 0.13% 171.152 K $ 29509 2024/09/30 -2.950 K $ -1.69 %
2025/09/30 AFL AFLAC INC 0.12% 163.271 K $ 1462 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLS CELESTICA INC 0.12% 162.857 K $ 661 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.11% 151.727 K $ 1810 2025/09/30 0.000 $ 0.00 %
2025/09/30 CB CHUBB LIMITED 0.11% 148.181 K $ 525 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.10% 133.741 K $ 239 2025/09/30 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %