Beck Bode, LLC
CIK 0001790548 · DEDHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$660.5M
2026 Q2
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
4.8%
CRWD
CROWDSTRIKE HLDGS INC
4.4%
CAH
CARDINAL HEALTH INC
4.1%
ESI
ELEMENT SOLUTIONS INC
3.9%
TGT
TARGET CORP
3.9%
ANET
ARISTA NETWORKS INC
3.8%
JBHT
HUNT J B TRANS SVCS INC
3.4%
NI
NISOURCE INC
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.