Universe · entity
Beck Bode, LLC
Institutional manager (13F) · CIK 1790548
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $574M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $28M | 163,006 |
| 2 | TARGET CORP | $23M | 193,668 |
| 3 | CARDINAL HEALTH INC | $23M | 109,021 |
| 4 | NEXTERA ENERGY INC | $22M | 238,055 |
| 5 | NISOURCE INC | $22M | 469,174 |
| 6 | XCEL ENERGY INC | $21M | 267,478 |
| 7 | ELEMENT SOLUTIONS INC | $20M | 584,562 |
| 8 | AMEREN CORP | $20M | 181,181 |
| 9 | CONSOLIDATED EDISON INC | $19M | 172,104 |
| 10 | ARISTA NETWORKS INC | $19M | 157,499 |
| 11 | CALIFORNIA WTR SVC GROUP | $19M | 411,714 |
| 12 | CONSTELLATION ENERGY CORP | $19M | 66,734 |
| 13 | ROKU INC | $18M | 194,570 |
| 14 | PUBLIC SVC ENTERPRISE GROUP | $18M | 224,051 |
| 15 | NATIONAL GRID PLC | $18M | 212,922 |
| 16 | COSTCO WHOLESALE CORPORATION | $18M | 17,745 |
| 17 | HUNT J B TRANS SVCS INC | $17M | 80,609 |
| 18 | CROWDSTRIKE HLDGS INC | $17M | 43,415 |
| 19 | HSBC HLDGS PLC | $17M | 204,934 |
| 20 | KEYCORP | $17M | 835,333 |
| 21 | VISTRA CORP | $17M | 111,183 |
| 22 | FIVE BELOW INC | $16M | 71,646 |
| 23 | FREEPORT MCMORAN INC | $16M | 274,668 |
| 24 | ELI LILLY & CO | $15M | 16,394 |
| 25 | HERSHEY CO | $15M | 71,080 |
| 26 | APELLIS PHARMACEUTICALS INC | $13M | 312,841 |
| 27 | CACI INTL INC | $7M | 12,323 |
| 28 | WALMART INC | $7M | 53,533 |
| 29 | APPLE INC | $7M | 25,812 |
| 30 | WHEATON PRECIOUS METALS CORP | $7M | 49,738 |
| 31 | WESTERN DIGITAL CORP | $6M | 22,229 |
| 32 | CARNIVAL CORP | $6M | 230,787 |
| 33 | SONOCO PRODS CO | $6M | 110,036 |
| 34 | TAL ED GROUP | $6M | 510,865 |
| 35 | LLOYDS BANKING GROUP PLC | $6M | 1,124,456 |
| 36 | CVS HEALTH CORP | $6M | 77,796 |
| 37 | ALLEGION PLC | $5M | 33,553 |
| 38 | WORKDAY INC | $4M | 33,300 |
| 39 | ANHEUSER BUSCH INBEV SA NV | $2M | 25,313 |
| 40 | DELL TECHNOLOGIES INC | $2M | 10,489 |
| 41 | GOLDMAN SACHS GROUP INC | $1M | 1,717 |
| 42 | ALPHABET INC | $1M | 4,843 |
| 43 | DELTA AIR LINES INC | $1M | 20,194 |
| 44 | CULLEN FROST BANKERS INC | $1M | 9,335 |
| 45 | FOX CORP | $1M | 23,408 |
| 46 | TENARIS S A | $1M | 21,154 |
| 47 | ASML HLDG NV | $1M | 884 |
| 48 | RTX CORPORATION | $1M | 5,708 |
| 49 | FIRST TR EXCHANGE-TRADED ALP | $1M | 7,048 |
| 50 | BHP BILLITON LIMITED | $1M | 14,660 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.