Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beck Bode, LLC (CIK 1790548) reported $660.5M across 104 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($32.0M, 4.85%), CRWD ($29.2M, 4.43%), CAH ($26.8M, 4.05%), ESI ($25.9M, 3.92%), TGT ($25.7M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $32.0M | 4.85% | 160,007 | Trimmed |
| 2 | CRWD | CROWDSTRIKE HLDGS INC | $29.2M | 4.43% | 38,321 | Trimmed |
| 3 | CAH | CARDINAL HEALTH INC | $26.8M | 4.05% | 112,677 | Added |
| 4 | ESI | ELEMENT SOLUTIONS INC | $25.9M | 3.92% | 541,780 | Trimmed |
| 5 | TGT | TARGET CORP | $25.7M | 3.90% | 197,121 | Added |
| 6 | ANET | ARISTA NETWORKS INC | $25.4M | 3.85% | 149,612 | Trimmed |
| 7 | JBHT | HUNT J B TRANS SVCS INC | $22.5M | 3.41% | 77,819 | Trimmed |
| 8 | NI | NISOURCE INC | $22.3M | 3.37% | 468,667 | Trimmed |
| 9 | XEL | XCEL ENERGY INC | $22.0M | 3.34% | 274,313 | Added |
| 10 | NEE | NEXTERA ENERGY INC | $21.2M | 3.20% | 241,078 | Added |
| 11 | CWT | CALIFORNIA WTR SVC GROUP | $20.8M | 3.14% | 426,692 | Added |
| 12 | ES | EVERSOURCE ENERGY | $19.9M | 3.01% | 275,147 | New |
| 13 | HSBC | HSBC HLDGS PLC | $19.8M | 3.00% | 208,170 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $19.0M | 2.88% | 74,920 | New |
| 15 | KEY | KEYCORP | $19.0M | 2.88% | 824,134 | Trimmed |
| 16 | AWK | AMERICAN WTR WKS CO INC NEW | $18.6M | 2.82% | 141,603 | New |
| 17 | MDU | MDU RES GROUP INC | $18.4M | 2.79% | 868,285 | New |
| 18 | NGG | NATIONAL GRID PLC | $18.2M | 2.76% | 220,124 | Added |
| 19 | VST | VISTRA CORP | $18.0M | 2.73% | 113,594 | Added |
| 20 | CEG | CONSTELLATION ENERGY CORP | $17.4M | 2.64% | 70,203 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $17.2M | 2.61% | 18,435 | Added |
| 22 | FNV | FRANCO NEV CORP | $16.3M | 2.47% | 78,334 | New |
| 23 | HSY | HERSHEY CO | $14.9M | 2.26% | 84,896 | Added |
| 24 | FIVE | FIVE BELOW INC | $14.7M | 2.23% | 81,857 | Added |
| 25 | WMG | WARNER MUSIC GROUP CORP | $14.2M | 2.16% | 525,888 | New |
Source: SEC Form 13F filings · as of 2026-06-30