Beck Bode, LLC

CIK

1790548

Location

DEDHAM, MA

Portfolio Value

Micro $58,806,379

Diversification

Diversified

Filing Date

Global Rank

#2,410 / 8,578 ▼ 3

Top Industry

Utilities - Regulated Electric 20.3%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed May 7, 2026 · 40d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.6%

SPY

+78.1%

Annualised alpha

-1.5%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.9%

−0.5 pts

Top 5

20.3%

−0.2 pts

Top 10

37.4%

−0.2 pts

HHI

289

Diversified+4

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	33.3%	$194,811,653	10
Technology	16.2%	$94,519,967	15
Consumer Defensive	12.1%	$70,480,004	7
Healthcare	10.1%	$58,806,379	11
Financial Services	7.8%	$45,674,435	12
Basic Materials	7.6%	$44,210,192	5
Consumer Cyclical	5.1%	$29,568,070	7
Industrials	4.3%	$25,036,704	7
Communication Services	3.2%	$18,677,205	2
Real Estate	0.2%	$1,405,638	1
Energy	0.2%	$1,230,739	1
Unclassified	0.0%	$252,331	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CWT	California Water Service Group	+23,296	411,714	$18,667,112
VST	Vistra Corp.	+7,903	111,183	$16,714,140
AEE	Ameren Corp	+7,790	181,181	$19,915,415
WDAY	Workday, Inc.	+6,381	33,300	$4,326,336
CEG	Constellation Energy Corp	+2,399	66,734	$18,635,469
SONY	Sony Group Corp	+1,950	39,306	$813,634
ALLE	Allegion plc	+1,933	33,553	$4,874,915
TS	Tenaris SA	+1,855	21,154	$1,230,739
CRWD	CrowdStrike Holdings, Inc.	+1,558	43,415	$16,949,650
DAL	Delta Air Lines, Inc.	+631	20,194	$1,342,497
AAPL	Apple Inc.	+466	25,812	$6,550,827
APH	Amphenol Corp /De/	+397	3,422	$432,369
MSFT	Microsoft Corp	+392	1,330	$492,326
DELL	Dell Technologies Inc.	+177	10,489	$1,721,559
RTX	RTX Corp	+119	5,708	$1,101,073
CFR	Cullen/Frost Bankers, Inc.	+46	9,335	$1,279,641
BKNG	Booking Holdings Inc.	+33	99	$416,821
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYG	Lloyds Banking Group plc	−74,390	1,124,456	$5,656,013
ESI	Element Solutions Inc	−14,579	584,562	$19,956,946
TAL	TAL Education Group	−11,332	510,865	$5,808,535
NI	Nisource Inc.	−9,967	469,174	$21,891,658
NEE	Nextera Energy Inc	−9,629	238,055	$22,110,548
NVDA	Nvidia Corp	−7,211	163,006	$28,428,246
ANET	Arista Networks, Inc.	−6,570	157,499	$19,337,727
CAH	Cardinal Health Inc	−6,112	109,021	$23,037,227
TIMB	Tim S.A.	−6,025	10,079	$266,992
WPM	Wheaton Precious Metals Corp.	−5,251	49,738	$6,516,175
WMT	Walmart Inc.	−5,127	53,533	$6,653,081
XEL	Xcel Energy Inc	−4,909	267,478	$21,248,452
SPY	Spdr S&P 500 ETF Trust	−3,942	388	$252,331
CCL	Carnival Corp Ltd.	−3,741	230,787	$5,972,767
ROKU	Roku, Inc	−1,411	194,570	$18,410,213
FLEX	Flex Ltd.	−772	4,906	$321,146
BYD	Boyd Gaming Corp	−631	3,463	$284,589
AEM	Agnico Eagle Mines Ltd	−480	2,590	$525,718
CACI	Caci International Inc /De/	−429	12,323	$6,702,110
COST	Costco Wholesale Corp /New	−426	17,745	$17,681,650
EXEL	Exelixis, Inc.	−402	4,987	$213,892
FTNT	Fortinet, Inc.	−385	10,445	$853,565
CHRW	C. H. Robinson Worldwide, Inc.	−197	1,278	$212,237
UHS	Universal Health Services Inc	−182	2,843	$508,811
ALL	Allstate Corp	−147	2,399	$497,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TGT	Target Corp	193,668	$23,472,561
ED	Consolidated Edison Inc	172,104	$19,478,730
PEG	Public Service Enterprise Group Inc	224,051	$18,136,928
NGG	National Grid PLC	212,922	$18,013,201
JBHT	Hunt J B Transport Services Inc	80,609	$17,081,047
HSBC	Hsbc Holdings PLC	204,934	$16,905,005
KEY	Keycorp /New/	835,333	$16,748,426
FIVE	Five Below, Inc	71,646	$16,369,678
FCX	Freeport-Mcmoran Inc	274,668	$16,144,985
LLY	ELI LILLY & Co	16,394	$15,078,709
HSY	Hershey Co	71,080	$14,776,821
APLS	Apellis Pharmaceuticals, Inc.	312,841	$12,585,593
WDC	Western Digital Corp	22,229	$6,012,722
SON	Sonoco Products Co	110,036	$5,951,847
CVS	CVS HEALTH Corp	77,796	$5,587,308
BUD	Anheuser-Busch InBev SA/NV	25,313	$1,755,962
DLR	Digital Realty Trust, Inc.	7,800	$1,405,638
ASML	Asml Holding NV	884	$1,167,613
BHP	BHP Group Ltd	14,660	$1,066,368
V	Visa Inc.	3,386	$1,023,384
DB	Deutsche Bank Aktiengesellschaft	21,000	$625,380
MU	Micron Technology Inc	1,214	$410,137
FDX	Fedex Corp	1,027	$365,796
UL	Unilever PLC	5,817	$331,394
ISRG	Intuitive Surgical Inc	639	$294,572
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IDA	Idacorp Inc	160,150	$20,268,584
AFL	Aflac Inc	169,580	$18,699,586
APTV	Aptiv PLC	238,912	$18,178,814
CHDN	Churchill Downs Inc	154,871	$17,621,222
ASND	Ascendis Pharma A/S	81,087	$17,290,991
NFLX	Netflix Inc	178,268	$16,714,407
PCG	PG&E Corp	1,031,278	$16,572,637
DTE	Dte Energy Co	127,692	$16,469,714
AMZN	Amazon Com Inc	67,184	$15,507,410
JPM	Jpmorgan Chase & Co	48,016	$15,471,715
PBR	Petrobras - Petroleo Brasileiro SA	1,232,786	$14,608,514
APP	AppLovin Corp	14,871	$10,020,377
URBN	Urban Outfitters Inc	103,564	$7,794,226
AXP	American Express Co	18,529	$6,854,803
ARGX	Argenx SE	6,672	$5,610,818
CRSP	CRISPR Therapeutics AG	98,801	$5,181,124
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	74,025	$1,725,522
VICI	Vici Properties Inc.	42,782	$1,203,029
COF	Capital One Financial Corp	4,762	$1,154,118
DDOG	Datadog, Inc.	4,470	$607,875
FOLD	AMICUS THERAPEUTICS, INC.	32,792	$466,958
ROK	Rockwell Automation, Inc	1,124	$437,314
CRM	Salesforce, Inc.	1,232	$326,369
LEVI	Levi Strauss & Co	15,494	$321,345
HBM	Hudbay Minerals Inc.	12,669	$251,479
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $58,806,379 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAH	Cardinal Health Inc Healthcare	Reduced	109,021	-6,112	$23,037,227	−2.6%	39.17%
LLY	ELI LILLY & Co Healthcare	NEW	16,394	NEW	$15,078,709	NEW	25.64%
APLS	Apellis Pharmaceuticals, Inc. Healthcare	NEW	312,841	NEW	$12,585,593	NEW	21.40%
CVS	CVS HEALTH Corp Healthcare	NEW	77,796	NEW	$5,587,308	NEW	9.50%
HQY	Healthequity, Inc. Healthcare	Reduced	10,100	-100	$844,057	−9.7%	1.44%
UHS	Universal Health Services Inc Healthcare	Reduced	2,843	-182	$508,811	−22.9%	0.87%
ISRG	Intuitive Surgical Inc Healthcare	NEW	639	NEW	$294,572	NEW	0.50%
PODD	Insulet Corp Healthcare	NEW	1,082	NEW	$227,046	NEW	0.39%
BKD	Brookdale Senior Living Inc. Healthcare	NEW	16,386	NEW	$224,160	NEW	0.38%
EXEL	Exelixis, Inc. Healthcare	Reduced	4,987	-402	$213,892	−9.4%	0.36%
BSX	Boston Scientific Corp Healthcare	NEW	3,267	NEW	$205,004	NEW	0.35%