StockDriftsStockDriftsTop 50 Bey-Douglas LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 12.48% | 49.7K | $14.3M | -16.57%(-9.88K) | $147.93(+171.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.71% | 70.4K | $12.3M | -0.63%(-446) | $70.28(+235.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.54% | 23.3K | $8.6M | -4.06%(-988) | $374.54(+9.31%) | 2026-03-31 | |
| V | VISA INC | 5.35% | 20.3K | $6.1M | -2.10%(-436) | $275.26(+17.17%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 4.76% | 5.9K | $5.5M | -0.65%(-39) | $866.39(+16.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.68% | 21.2K | $5.4M | -0.72%(-154) | $191.57(+55.67%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 4.36% | 5.8K | $5.0M | -0.98%(-57) | $556.96(+34.16%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 4.11% | 14.3K | $4.7M | -1.97%(-288) | $313.36(-2.51%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.96% | 9.1K | $4.5M | -1.92%(-178) | $451.80(+8.44%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 3.89% | 4.1K | $4.5M | -1.94%(-81) | $823.78(+55.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.20% |
Bey-Douglas LLC reports $114.64M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (12.5%), NVDA (10.7%) and MSFT (7.5%). The top 20 holdings account for 86.08% of reported assets. Its disclosed equity book has returned +32.77% cumulatively over 8 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bey-Douglas LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011271). View Bey-Douglas LLC’s 13F filings on SEC