Beck Bode, LLC
Beck Bode, LLC reported 108 positions worth $660.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NVDA (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $32.0M | 4.85% | 160,007 | — | — | |
| ▸ 2 | CRWD | SH | $29.2M | 4.43% | 38,321 | — | — | |
| ▸ 3 | CAH | SH | $26.8M | 4.05% | 112,677 | — | — | |
| ▸ 4 | ESI | SH | $25.9M | 3.92% | 541,780 | — | — | |
| ▸ 5 | TGT | SH | $25.7M | 3.90% | 197,121 | — | — | |
| ▸ 6 | ANET | SH | $25.4M | 3.85% | 149,612 | — | — | |
| ▸ 7 | JBHT | SH | $22.5M | 3.41% | 77,819 | — | — | |
| ▸ 8 | NI | SH | $22.3M | 3.37% | 468,667 | — | — | |
| ▸ 9 | XEL | SH | $22.0M | 3.34% | 274,313 | — | — | |
| ▸ 10 | NEE | SH | $21.2M | 3.20% | 241,078 | — | — |
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Frequently Asked Questions
What stocks does Beck Bode, LLC hold as of Q2 2026?
Beck Bode, LLC reported 108 positions worth $660.5M in its Q2 2026 13F filing. Largest positions: NVDA (4.8%), CRWD (4.4%), CAH (4.1%), ESI (3.9%) and TGT (3.9%).
What did Beck Bode, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beck Bode, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.