Institutions / Beck Bode, LLC
Beck Bode, LLC
CIK 1790548 · Institution · as of Dec 31, 2025
Portfolio value
$601.09M
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $31.75M | 5.3% |
| Cardinal Health Inc | $23.66M | 3.9% |
| Constellation Energy Corp | $22.73M | 3.8% |
| Arista Networks, Inc.ANET | $21.50M | 3.6% |
| Roku, Inc | $21.26M | 3.5% |
| IDACORP Inc | $20.27M | 3.4% |
| Xcel Energy Inc | $20.12M | 3.3% |
| NiSource Inc | $20.01M | 3.3% |
| Nextera Energy Inc | $19.88M | 3.3% |
| CrowdStrike Holdings, Inc. | $19.62M | 3.3% |
| Aflac Inc | $18.70M | 3.1% |
| Aptiv PLC | $18.18M | 3.0% |
| Churchill Downs Inc | $17.62M | 2.9% |
| Ameren Corp | $17.31M | 2.9% |
| Ascendis Pharma A/S | $17.29M | 2.9% |
| California Water Service Group | $16.83M | 2.8% |
| Netflix Inc | $16.71M | 2.8% |
| Vistra Corp. | $16.66M | 2.8% |
| PG&E Corp | $16.57M | 2.8% |
| Dte Energy Co | $16.47M | 2.7% |
| Costco Wholesale Corp /New | $15.67M | 2.6% |
| Amazon.com Inc | $15.51M | 2.6% |
| JPMorgan Chase & Co | $15.47M | 2.6% |
| Element Solutions Inc | $14.97M | 2.5% |
| Petroleo Brasileiro S.A. Petrobras | $14.61M | 2.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.