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Bey-Douglas LLC

Q1 2025 · 13F-HR

Bey-Douglas LLCholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002056

$109.6M
Reported value
42
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$8.7M7.91%56,100CommonSOLE
594918104MSFTMICROSOFT CORP$8.5M7.78%22,704CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.4M7.63%77,191CommonSOLE
337738108FISVFISERV INC$7.1M6.50%32,283CommonSOLE
92826C839VVISA INC$7.0M6.35%19,867CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.4M5.81%1,382CommonSOLE
461202103INTUINTUIT$6.0M5.45%9,730CommonSOLE
863667101SYKSTRYKER CORPORATION$5.2M4.75%13,991CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.9M4.43%8,850CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.8M4.36%15,304CommonSOLE
037833100AAPLAPPLE INC$4.5M4.11%20,269CommonSOLE
532457108LLYELI LILLY & CO$4.3M3.89%5,160CommonSOLE
00724F101ADBEADOBE INC$4.2M3.87%11,052CommonSOLE
79466L302CRMSALESFORCE INC$4.1M3.78%15,425CommonSOLE
384802104GWWGRAINGER W W INC$3.9M3.56%3,954CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M3.48%7,171CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.3M3.04%10,905CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M2.32%4,412CommonSOLE
58155Q103MCKMCKESSON CORP$2.5M2.27%3,698CommonSOLE
G29183103ETNEATON CORP PLC$1.8M1.62%6,518CommonSOLE
302635206FSKFS KKR CAP CORP$1.1M1.03%53,847CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$870,5930.79%15,800CommonSOLE
69374H360COWGPACER FDS TR$598,5230.55%19,439CommonSOLE
921910816MGKVANGUARD WORLD FD$476,4600.43%1,387CommonSOLE
69374H881COWZPACER FDS TR$463,1310.42%8,458CommonSOLE
922908736VUGVANGUARD INDEX FDS$441,6850.40%1,191CommonSOLE
842587107SOSOUTHERN CO$406,6900.37%4,423CommonSOLE
00287Y109ABBVABBVIE INC$340,7730.31%1,626CommonSOLE
478160104JNJJOHNSON & JOHNSON$321,5380.29%1,939CommonSOLE
75513E101RTXRTX CORPORATION$296,7100.27%2,240CommonSOLE
713448108PEPPEPSICO INC$289,6090.26%1,931CommonSOLE
437076102HDHOME DEPOT INC$239,6850.22%654CommonSOLE
87283Q107TCHPT ROWE PRICE ETF INC$225,1880.21%5,912CommonSOLE
11135F101AVGOBROADCOM INC$224,6910.20%1,342CommonSOLE
023135106AMZNAMAZON COM INC$218,6090.20%1,149CommonSOLE
94106L109WMWASTE MGMT INC DEL$211,3690.19%913CommonSOLE
17275R102CSCOCISCO SYS INC$209,5670.19%3,396CommonSOLE
G5960L103MDTMEDTRONIC PLC$206,6780.19%2,300CommonSOLE
209115104EDCONSOLIDATED EDISON INC$204,3700.19%1,848CommonSOLE
27828V104XEVGXEATON VANCE SHORT DURATION D$164,8430.15%15,013CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$124,5500.11%26,785CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$109,7950.10%18,641CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.