Beck Bode, LLC 13F Holdings

CIK 0001790548 · Dedham, MA

As of Sep 30, 2025, Beck Bode, LLC reported 95 positions worth $619.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology176,400$32.9M5.32%
ARISTA NETWORKS INCANETTechnology168,188$24.5M3.96%
XCEL ENERGY INCXELUtilities274,113$22.1M3.57%
CONSTELLATION ENERGY CORPCEGUtilities66,585$21.9M3.54%
CROWDSTRIKE HOLDINGS INCCRWDTechnology43,395$21.3M3.44%
IDACORP INCIDAUtilities159,373$21.1M3.40%
APTIV PLCAPTVConsumer Cyclical242,917$20.9M3.38%
NISOURCE INCNIUtilities477,547$20.7M3.34%
ROKU INCROKUCommunication Services205,920$20.6M3.33%
NETFLIX INCNFLXCommunication Services17,100$20.5M3.31%
VISTRA CORPVSTUtilities103,651$20.3M3.28%
CARDINAL HEALTH INCCAHHealthcare125,189 9.6M3.17%
ESSENTIAL UTILITIES INCWTRGUtilities491,864 9.6M3.17%
HASBRO INCHASConsumer Cyclical257,618 9.5M3.16%
AFLAC INCAFLFinancial Services171,468 9.2M3.09%
CMS ENERGY CORPCMSUtilities259,998 9.0M3.08%
NEXTERA ENERGY INCNEEUtilities247,287 8.7M3.01%
CALIFORNIA WATER SERVICE GROUPCWTUtilities402,261 8.5M2.98%
ASTRAZENECA PLCAZNHealthcare223,543 7.2M2.77%
MOSAIC COMOSBasic Materials493,070 7.1M2.76%
COSTCO WHOLESALE CORPCOSTConsumer Defensive17,683 6.4M2.64%
PETROBRAPBREnergy1,240,128 5.7M2.54%
PG&E CORPPCGUtilities1,040,430 5.7M2.53%
JPMORGAN CHASE & COJPMFinancial Services46,617 4.7M2.37%
AMAZON.COM INCAMZNEquity64,792 4.2M2.30%