Beck Bode, LLC
Top Portfolio Positions
78 positions ·
$584,442,343 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
163,006 | $28,428,246 | 4.86% |
| TGT |
Target Corp
Consumer Defensive
|
193,668 | $23,472,561 | 4.02% |
| CAH |
Cardinal Health Inc
Healthcare
|
109,021 | $23,037,227 | 3.94% |
| NEE |
Nextera Energy Inc
Utilities
|
238,055 | $22,110,548 | 3.78% |
| NI |
Nisource Inc.
Utilities
|
469,174 | $21,891,658 | 3.75% |
| XEL |
Xcel Energy Inc
Utilities
|
267,478 | $21,248,452 | 3.64% |
| ESI |
Element Solutions Inc
Basic Materials
|
584,562 | $19,956,946 | 3.41% |
| AEE |
Ameren Corp
Utilities
|
181,181 | $19,915,415 | 3.41% |
| ED |
Consolidated Edison Inc
Utilities
|
172,104 | $19,478,730 | 3.33% |
| ANET |
Arista Networks, Inc.
Technology
|
157,499 | $19,337,727 | 3.31% |
Portfolio Trend
Holdings in AEE
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,915,415 | 181,181 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,314,825 | 173,391 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $18,065,072 | 179,931 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $761,968 | 8,548 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $12,391,273 | 174,255 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,032,256 | 162,686 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $8,453,073 | 116,852 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $784,368 | 10,482 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $11,532,892 | 133,498 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,644,868 | 142,205 | Shares | Sole | 2023-02-08 | |
| 2020-09-30 | $8,870,245 | 112,168 | Shares | Sole | 2020-11-12 | |
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