Beck Bode, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001790548
Type: FundHoldings: 101Value: $536.4MLatest: 2025Q1

Beck Bode, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 101 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
101
Total Value
536365538
Accession Number
0001420506-25-001114
Form Type
13F-HR
Manager Name
Beck-Bode
Data Enrichment
81% identified
82 identified19 unidentified

Holdings

101 positions • $536.4M total value
Manager:
Search and click to pin securities to the top
Page 1 of 6
NVIDIA CORP
Shares:198.8K
Value:$21.5M
% of Portfolio:4.0% ($21.5M/$536.4M)
EXELON CORP
Shares:417.6K
Value:$19.2M
% of Portfolio:3.6% ($19.2M/$536.4M)
American Water Works Company, Inc.
Shares:129.9K
Value:$19.2M
% of Portfolio:3.6% ($19.2M/$536.4M)
CMS ENERGY CORP
Shares:248.2K
Value:$18.6M
% of Portfolio:3.5% ($18.6M/$536.4M)
AMEREN CORP
Shares:179.9K
Value:$18.1M
% of Portfolio:3.4% ($18.1M/$536.4M)
XCEL ENERGY INC
Shares:254.1K
Value:$18.0M
% of Portfolio:3.4% ($18.0M/$536.4M)
CALIFORNIA WATER SERVICE GROUP
Shares:365.8K
Value:$17.7M
% of Portfolio:3.3% ($17.7M/$536.4M)
NISOURCE INC.
Shares:439.5K
Value:$17.6M
% of Portfolio:3.3% ($17.6M/$536.4M)
CARDINAL HEALTH INC
Shares:125.3K
Value:$17.3M
% of Portfolio:3.2% ($17.3M/$536.4M)
NETFLIX INC
Shares:18.4K
Value:$17.1M
% of Portfolio:3.2% ($17.1M/$536.4M)
AFLAC INC
Shares:153.6K
Value:$17.1M
% of Portfolio:3.2% ($17.1M/$536.4M)
COSTCO WHOLESALE CORP /NEW
Shares:17.3K
Value:$16.4M
% of Portfolio:3.1% ($16.4M/$536.4M)
NEXTERA ENERGY INC
Shares:221.7K
Value:$15.7M
% of Portfolio:2.9% ($15.7M/$536.4M)
RANGE RESOURCES CORP
Shares:392.0K
Value:$15.7M
% of Portfolio:2.9% ($15.7M/$536.4M)
CrowdStrike Holdings, Inc.
Shares:44.2K
Value:$15.6M
% of Portfolio:2.9% ($15.6M/$536.4M)
WELLTOWER INC.
Shares:98.5K
Value:$15.1M
% of Portfolio:2.8% ($15.1M/$536.4M)
PG&E Corp
Shares:870.7K
Value:$15.0M
% of Portfolio:2.8% ($15.0M/$536.4M)
Arista Networks, Inc.
Shares:189.8K
Value:$14.7M
% of Portfolio:2.7% ($14.7M/$536.4M)
Constellation Energy Corp
Shares:71.9K
Value:$14.5M
% of Portfolio:2.7% ($14.5M/$536.4M)
Shares:426.6K
Value:$14.4M
% of Portfolio:2.7% ($14.4M/$536.4M)