Beck Bode, LLC
Top Portfolio Positions
79 positions ·
$584,673,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
163,006 | $28,428,246 | 4.86% | |
| TGT |
Target Corp
Consumer Defensive
|
193,668 | $23,472,561 | 4.01% | |
| 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 | 3.74% | |
| XEL |
Xcel Energy Inc
Utilities
|
267,478 | $21,248,452 | 3.63% | |
| 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
24 quarters · across all stocks
Holdings in ROKU
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,410,213 | 194,570 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,261,978 | 195,981 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,618,769 | 205,920 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,371,998 | 209,034 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,620,137 | 193,358 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,522,669 | 181,903 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $8,725 | 19 | Shares | Sole | 2021-07-29 | |
| 2020-09-30 | $2,076 | 11 | Shares | Sole | 2020-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||