Beck Bode, LLC
CIK 1790548 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- NVDA4.85%
- CRWD4.43%
- CAH4.05%
- ESI3.92%
- TGT3.90%
- ANET3.85%
- JBHT3.41%
- NI3.37%
- XEL3.34%
- NEE3.20%
Share classes counted separately38.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ROKUWeight decreased · -1.62 pp3.12% → 1.50%Shares -123.00K (-63.22%)
- CRWDWeight increased · +1.56 pp2.87% → 4.43%Shares -5.09K (-11.73%)
- ANETWeight increased · +0.58 pp3.27% → 3.85%Shares -7.89K (-5.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $32.02M | 4.85% | 160.01K shares | 4.81% → 4.85%+0.04 pp -3.00K (-1.84%) | Reduced | ↗▾ |
| 02 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $29.24M | 4.43% | 38.32K shares | 2.87% → 4.43%+1.56 pp -5.09K (-11.73%) | Reduced | ↗▾ |
| 03 | CAHCARDINAL HEALTH INC View history and evidence | $26.77M | 4.05% | 112.68K shares | 3.90% → 4.05%+0.15 pp +3.66K (+3.35%) | Added | ↗▾ |
| 04 | ESIELEMENT SOLUTIONS INC View history and evidence | $25.87M | 3.92% | 541.78K shares | 3.38% → 3.92%+0.54 pp -42.78K (-7.32%) | Reduced | ↗▾ |
| 05 | TGTTARGET CORP View history and evidence | $25.75M | 3.90% | 197.12K shares | 3.97% → 3.90%-0.07 pp +3.45K (+1.78%) | Added | ↗▾ |
| 06 | ANETARISTA NETWORKS INCCOM SHS View history and evidence | $25.42M | 3.85% | 149.61K shares | 3.27% → 3.85%+0.58 pp -7.89K (-5.01%) | Reduced | ↗▾ |
| 07 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $22.52M | 3.41% | 77.82K shares | 2.89% → 3.41%+0.52 pp -2.79K (-3.46%) | Reduced | ↗▾ |
| 08 | NINISOURCE INC View history and evidence | $22.29M | 3.37% | 468.67K shares | 3.71% → 3.37%-0.34 pp -507 (-0.11%) | Reduced | ↗▾ |
| 09 | XELXCEL ENERGY INC View history and evidence | $22.03M | 3.34% | 274.31K shares | 3.60% → 3.34%-0.26 pp +6.83K (+2.56%) | Added | ↗▾ |
| 10 | NEENEXTERA ENERGY INC View history and evidence | $21.16M | 3.20% | 241.08K shares | 3.74% → 3.20%-0.54 pp +3.02K (+1.27%) | Added | ↗▾ |
Options overlay 4
$55.07K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
STNGSCORPIO TANKERS INCCALL View history and evidence | Call | 10.00K | $32.73K | +10.00K | ▾ |
PAXPATRIA INVESTMENTS LTD-ACALL View history and evidence | Call | 28.10K | $13.69K | -3.20K (-10.22%) | ▾ |
INVHINVITATION HOMES INCCALL View history and evidence | Call | 10.30K | $7.69K | -1.60K (-13.45%) | ▾ |
3 / 4 options · preview only
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AEE AMEREN CORPORATION | Non-derivative | -181,181 | -$19.92M | SEC filing ↗ | SEC filing ↗ |
| ED CONSOLIDATED EDISON INC | Non-derivative | -172,104 | -$19.48M | SEC filing ↗ | SEC filing ↗ |
| PEG PUBLIC SERVICE ENTERPRISE GP | Non-derivative | -224,051 | -$18.14M | SEC filing ↗ | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1790548 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 660473753
}Research all 108 reported holdings.
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