SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Bey-Douglas LLC

CIK 0002011271 · 1640 POWERS FERRY RD SE, BUILDING 22, SUITE 200, MARIETTA, GA, 30067 · 7708580001

Reported Value
$125M
Q4 2025
Positions
43
Filings on Record
10
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Bey-Douglas LLC reported $125M in U.S.-listed holdings across 43 positions for Q4 2025.

Its largest position, GOOGL, represents 14.9% of the portfolio.

Compared with Q3 2025, the fund opened 1 new position and exited 23.

Portfolio Metrics

Turnover
+9.3%
vs prior filed quarter
Top-10 Concentration
+70.4%
share of reported value
Largest Position
+14.9%
Alphabet
New / Exited
1 / 23
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $98MQ4 ’23Q1 ’24: $105MQ2 ’24: $108MQ2 ’24Q3 ’24: $114MQ4 ’24: $116MQ4 ’24Q1 ’25: $110MQ2 ’25: $167MQ2 ’25Q3 ’25: $134MQ4 ’25: $125MQ4 ’25Q1 ’26: $115Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 95.1%Other: 2.5%ETP: 1.7%Closed-End Fund: 0.7%
  • Common Stock · 95.1% · $119M
  • Other · 2.5% · $3M
  • ETP · 1.7% · $2M
  • Closed-End Fund · 0.7% · $925,218

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
APHAMPHENOL CORP NEWNEW+9.9K9.9K+$1M$1M
RTXRTX CORPORATIONADDED+11.0K13.8K+$2M$3M
FISVFISERV INCSOLD OUT33.1K0$4M$0
BRK/BBERKSHIRE HATHAWAY INC DELSOLD OUT7.5K0$4M$0
AVGOBROADCOM INCSOLD OUT5.9K0$2M$0
FSKFS KKR CAP CORPSOLD OUT45.7K0$682,966$0
SEZLSEZZLE INCSOLD OUT6.0K0$477,180$0
BXBLACKSTONE INCSOLD OUT1.6K0$268,576$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

42 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INChistory →CAP STK CL A14.95%$19M59.6K
2NVDANVIDIA CORPORATIONhistory →COM10.58%$13M70.9K
3MSFTMICROSOFT CORPhistory →COM9.43%$12M24.3K
4BKNGBOOKING HOLDINGS INChistory →COM6.15%$8M1.4K
5VVISA INChistory →COM CL A5.82%$7M20.7K
6INTUINTUIThistory →COM5.36%$7M10.1K
7LLYELI LILLY & COhistory →COM5.14%$6M6.0K
8AAPLAPPLE INChistory →COM4.64%$6M21.3K
9MAMASTERCARD INCORPORATEDhistory →CL A4.24%$5M9.3K
10SYKSTRYKER CORPORATIONhistory →COM4.12%$5M14.6K
11MCKMCKESSON CORPhistory →COM3.83%$5M5.8K
12GWWWW GRAINGER INChistory →COM3.37%$4M4.2K
13METAMETA PLATFORMS INChistory →CL A3.24%$4M6.1K
14CRMSALESFORCE INChistory →COM3.17%$4M14.9K
15ADPAUTOMATIC DATA PROCESSING INhistory →COM2.32%$3M11.3K
16RTXRTX CORPORATIONhistory →COM2.03%$3M13.8K
17EATON CORP PLCSHS1.83%$2M7.2K
18APHAMPHENOL CORP NEWhistory →CL A1.07%$1M9.9K
19UBERUBER TECHNOLOGIES INCCOM0.97%$1M14.8K
20TSCOTRACTOR SUPPLY COCOM0.67%$842,53116.8K
21PACER FDS TRUS CASH COWS 100 · US LRG CP CASH0.62%$773,50815.7K
22VUGVANGUARD INDEX FDSGROWTH ETF0.55%$680,9811.4K
23ADBEADOBE INCCOM0.49%$616,3321.8K
24ACCENTURE PLC IRELANDSHS CLASS A0.43%$531,4122.0K
25EXMOCEXXON MOBIL CORPCOM0.42%$528,3934.4K
26ABBVABBVIE INCCOM0.38%$480,2362.1K
27SOSOUTHERN COCOM0.38%$470,5585.4K
28JNJJOHNSON & JOHNSONCOM0.37%$459,8112.2K
29CHVCHEVRON CORP NEWCOM0.33%$408,0472.7K
30AMZNAMAZON COM INCCOM0.31%$392,6251.7K
31CSCOCISCO SYS INCCOM0.31%$385,4585.0K
32PEPPEPSICO INCCOM0.30%$375,5202.6K
33MEDTRONIC PLCSHS0.28%$345,3363.6K
34UTGREAVES UTIL INCOME FDCOM SH BEN INT0.27%$339,9798.6K
35T ROWE PRICE ETF INCPRICE BLUE CHIP0.27%$334,2616.7K
36INNOVATOR ETFS TRUSTGROWTH 100 POWER0.24%$305,31114.3K
37EDCONSOLIDATED EDISON INCCOM0.22%$271,6402.7K
38WMWASTE MGMT INC DELCOM0.22%$270,9021.2K
39HDHOME DEPOT INCCOM0.22%$269,430783
40XEVGXEATON VANCE SHORT DURATION DCOM0.19%$232,66221.3K
41MFS MULTIMARKET INCOME TRSH BEN INT0.15%$192,93341.5K
42ACPABRDN INCOME CREDIT STRATEGICOM0.13%$159,64429.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$115M56May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$125M43Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$134M65Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$167M46Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$110M42May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$116M40Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$114M43Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$108M38Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$105M37May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$98M36Feb 8, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.