Home › Beck Bode, LLC

Beck Bode, LLC 13F holdings

Filed 2026-08-13 · Beck Bode, LLC · 109 positions · $660.5M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION160.0K$32.0M4.8%
CRWDCROWDSTRIKE HLDGS INC38.3K$29.2M4.4%
CAHCARDINAL HEALTH INC112.7K$26.8M4.1%
ESIELEMENT SOLUTIONS INC541.8K$25.9M3.9%
TGTTARGET CORP197.1K$25.7M3.9%
ANETARISTA NETWORKS INC149.6K$25.4M3.8%
JBHTHUNT J B TRANS SVCS INC77.8K$22.5M3.4%
NINISOURCE INC468.7K$22.3M3.4%
XELXCEL ENERGY INC274.3K$22.0M3.3%
NEENEXTERA ENERGY INC241.1K$21.2M3.2%
CWTCALIFORNIA WTR SVC GROUP426.7K$20.8M3.1%
ESEVERSOURCE ENERGY275.1K$19.9M3.0%
HSBCHSBC HLDGS PLC208.2K$19.8M3.0%
JNJJOHNSON & JOHNSON74.9K$19.0M2.9%
KEYKEYCORP824.1K$19.0M2.9%
AWKAMERICAN WTR WKS CO INC NEW141.6K$18.6M2.8%
MDUMDU RES GROUP INC868.3K$18.4M2.8%
NGGNATIONAL GRID PLC220.1K$18.2M2.8%
VSTVISTRA CORP113.6K$18.0M2.7%
CEGCONSTELLATION ENERGY CORP70.2K$17.4M2.6%
COSTCOSTCO WHOLESALE CORPORATION18.4K$17.2M2.6%
FNVFRANCO NEV CORP78.3K$16.3M2.5%
HSYHERSHEY CO84.9K$14.9M2.3%
FIVEFIVE BELOW INC81.9K$14.7M2.2%
WMGWARNER MUSIC GROUP CORP525.9K$14.2M2.2%
ROKUROKU INC71.6K$9.9M1.5%
WDCWESTERN DIGITAL CORP15.0K$9.6M1.5%
CVSCVS HEALTH CORP77.3K$8.0M1.2%
STMSTMICROELECTRONICS N V101.1K$7.6M1.1%
AAPLAPPLE INC25.2K$7.3M1.1%
LYGLLOYDS BANKING GROUP PLC1.1M$6.6M1.0%
APLEAPPLE HOSPITALITY REIT INC392.7K$6.6M1.0%
EATBRINKER INTL INC38.5K$6.5M1.0%
WMTWALMART INC55.9K$6.3M1.0%
IAGIAMGOLD CORP385.9K$6.1M0.9%
WPMWHEATON PRECIOUS METALS CORP52.4K$5.9M0.9%
CFCF INDUSTRIES HOLD52.3K$5.7M0.9%
TALTAL ED GROUP587.2K$5.6M0.9%
—SCORPIO TANKERS INC80.9K$5.6M0.8%
—SCORPIO TANKERS INC44.7K$3.1M0.5%
DELLDELL TECHNOLOGIES INC6.4K$2.7M0.4%
ASMLASML HLDG NV917$1.8M0.3%
GSGOLDMAN SACHS GROUP INC1.8K$1.8M0.3%
GOOGALPHABET INC5.0K$1.8M0.3%
CFRCULLEN FROST BANKERS INC10.0K$1.5M0.2%
FTCFIRST TR EXCHANGE-TRADED ALP7.0K$1.4M0.2%
USBUS BANCORP21.8K$1.3M0.2%
BHPBHP BILLITON LIMITED15.6K$1.3M0.2%
VVISA INC3.6K$1.2M0.2%
FTNTFORTINET INC8.1K$1.2M0.2%
FOXFOX CORP26.4K$1.2M0.2%
TSTENARIS S A21.7K$1.2M0.2%
HHYATT HOTELS CORP5.8K$1.1M0.2%
RTXRTX CORPORATION5.8K$1.1M0.2%
RDVYFIRST TR EXCHANGE TRADED FD11.5K$936,1620.1%
MUMICRON TECHNOLOGY INC717$827,2540.1%
MRSHMARSH & MCLENNAN COS INC4.7K$781,5160.1%
SPOTSPOTIFY TECHNOLOGY S A1.5K$702,6830.1%
TERTERADYNE INC1.4K$677,4890.1%
FLEXFLEX LTD3.8K$618,5150.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}