Beck Bode, LLC
Top Portfolio Positions
79 positions ·
$571,961,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
163,006 | $28,428,246 | 4.97% | |
| TGT |
Target Corp
Consumer Defensive
|
193,668 | $23,472,561 | 4.10% | |
| CAH |
Cardinal Health Inc
Healthcare
|
109,021 | $23,037,227 | 4.03% | |
| NEE |
Nextera Energy Inc
Utilities
|
238,055 | $22,110,548 | 3.87% | |
| NI |
Nisource Inc.
Utilities
|
469,174 | $21,891,658 | 3.83% | |
| XEL |
Xcel Energy Inc
Utilities
|
267,478 | $21,248,452 | 3.72% | |
| ESI |
Element Solutions Inc
Basic Materials
|
584,562 | $19,956,946 | 3.49% | |
| AEE |
Ameren Corp
Utilities
|
181,181 | $19,915,415 | 3.48% | |
| ED |
Consolidated Edison Inc
Utilities
|
172,104 | $19,478,730 | 3.41% | |
| ANET |
Arista Networks, Inc.
Technology
|
157,499 | $19,337,727 | 3.38% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ESI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,956,946 | 584,562 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,972,533 | 599,141 | Shares | Sole | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||