Filed: 5/7/2026ACC: 0001420506-26-000825
📋 What this filing means
BECK BODE, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $590.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$590.95M
Total AUM (reported)
8.48M
Total Shares
Allocation by class
COM$429.54M72.7%
CL A$28.65M4.8%
COM SHS$20.42M3.5%
COM CL A$19.43M3.3%
SPONSORED ADR NE$18.01M3.0%
SPON ADR NEW$17.24M2.9%
CL B$16.65M2.8%
Portfolio Concentration
Top 3$74.94M12.7%
4–10$143.94M24.4%
11–25$256.31M43.4%
Rest$115.76M19.6%
Top 3 weight
12.7%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 8.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
NVIDIA CORPORATION
SOLEShares163.01K
TypeSH
Market value$28.43M
4.81%
Sole
0.00
Shared
0.00
None
163.01K
TARGET CORP
SOLEShares193.67K
TypeSH
Market value$23.47M
3.97%
Sole
0.00
Shared
0.00
None
193.67K
CARDINAL HEALTH INC
SOLEShares109.02K
TypeSH
Market value$23.04M
3.90%
Sole
0.00
Shared
0.00
None
109.02K
NEXTERA ENERGY INC
SOLEShares238.06K
TypeSH
Market value$22.11M
3.74%
Sole
0.00
Shared
0.00
None
238.06K
NISOURCE INC
SOLEShares469.17K
TypeSH
Market value$21.89M
3.70%
Sole
0.00
Shared
0.00
None
469.17K
XCEL ENERGY INC
SOLEShares267.48K
TypeSH
Market value$21.25M
3.60%
Sole
0.00
Shared
0.00
None
267.48K
ELEMENT SOLUTIONS INC
SOLEShares584.56K
TypeSH
Market value$19.96M
3.38%
Sole
0.00
Shared
0.00
None
584.56K
AMEREN CORP
SOLEShares181.18K
TypeSH
Market value$19.92M
3.37%
Sole
0.00
Shared
0.00
None
181.18K
CONSOLIDATED EDISON INC
SOLEShares172.10K
TypeSH
Market value$19.48M
3.30%
Sole
0.00
Shared
0.00
None
172.10K
ARISTA NETWORKS INC
SOLEShares157.50K
TypeSH
Market value$19.34M
3.27%
Sole
0.00
Shared
0.00
None
157.50K
CALIFORNIA WTR SVC GROUP
SOLEShares411.71K
TypeSH
Market value$18.67M
3.16%
Sole
0.00
Shared
0.00
None
411.71K
CONSTELLATION ENERGY CORP
SOLEShares66.73K
TypeSH
Market value$18.64M
3.15%
Sole
0.00
Shared
0.00
None
66.73K
ROKU INC
SOLEShares194.57K
TypeSH
Market value$18.41M
3.12%
Sole
0.00
Shared
0.00
None
194.57K
PUBLIC SVC ENTERPRISE GROUP
SOLEShares224.05K
TypeSH
Market value$18.14M
3.07%
Sole
0.00
Shared
0.00
None
224.05K
NATIONAL GRID PLC
SOLEShares212.92K
TypeSH
Market value$18.01M
3.05%
Sole
0.00
Shared
0.00
None
212.92K
COSTCO WHOLESALE CORPORATION
SOLEShares17.75K
TypeSH
Market value$17.68M
2.99%
Sole
0.00
Shared
0.00
None
17.75K
HUNT J B TRANS SVCS INC
SOLEShares80.61K
TypeSH
Market value$17.08M
2.89%
Sole
0.00
Shared
0.00
None
80.61K
CROWDSTRIKE HLDGS INC
SOLEShares43.41K
TypeSH
Market value$16.95M
2.87%
Sole
0.00
Shared
0.00
None
43.41K
HSBC HLDGS PLC
SOLEShares204.93K
TypeSH
Market value$16.90M
2.86%
Sole
0.00
Shared
0.00
None
204.93K
KEYCORP
SOLEShares835.33K
TypeSH
Market value$16.75M
2.83%
Sole
0.00
Shared
0.00
None
835.33K
VISTRA CORP
SOLEShares111.18K
TypeSH
Market value$16.71M
2.83%
Sole
0.00
Shared
0.00
None
111.18K
FIVE BELOW INC
SOLEShares71.65K
TypeSH
Market value$16.37M
2.77%
Sole
0.00
Shared
0.00
None
71.65K
FREEPORT MCMORAN INC
SOLEShares274.67K
TypeSH
Market value$16.14M
2.73%
Sole
0.00
Shared
0.00
None
274.67K
ELI LILLY & CO
SOLEShares16.39K
TypeSH
Market value$15.08M
2.55%
Sole
0.00
Shared
0.00
None
16.39K
HERSHEY CO
SOLEShares71.08K
TypeSH
Market value$14.78M
2.50%
Sole
0.00
Shared
0.00
None
71.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 163.01K | SH | $28.43M 4.81% | 0.00 | 0.00 | 163.01K |
TARGET CORPSOLE | COM | 193.67K | SH | $23.47M 3.97% | 0.00 | 0.00 | 193.67K |
CARDINAL HEALTH INCSOLE | COM | 109.02K | SH | $23.04M 3.90% | 0.00 | 0.00 | 109.02K |
NEXTERA ENERGY INCSOLE | COM | 238.06K | SH | $22.11M 3.74% | 0.00 | 0.00 | 238.06K |
NISOURCE INCSOLE | COM | 469.17K | SH | $21.89M 3.70% | 0.00 | 0.00 | 469.17K |
XCEL ENERGY INCSOLE | COM | 267.48K | SH | $21.25M 3.60% | 0.00 | 0.00 | 267.48K |
ELEMENT SOLUTIONS INCSOLE | COM | 584.56K | SH | $19.96M 3.38% | 0.00 | 0.00 | 584.56K |
AMEREN CORPSOLE | COM | 181.18K | SH | $19.92M 3.37% | 0.00 | 0.00 | 181.18K |
CONSOLIDATED EDISON INCSOLE | COM | 172.10K | SH | $19.48M 3.30% | 0.00 | 0.00 | 172.10K |
ARISTA NETWORKS INCSOLE | COM SHS | 157.50K | SH | $19.34M 3.27% | 0.00 | 0.00 | 157.50K |
CALIFORNIA WTR SVC GROUPSOLE | COM | 411.71K | SH | $18.67M 3.16% | 0.00 | 0.00 | 411.71K |
CONSTELLATION ENERGY CORPSOLE | COM | 66.73K | SH | $18.64M 3.15% | 0.00 | 0.00 | 66.73K |
ROKU INCSOLE | COM CL A | 194.57K | SH | $18.41M 3.12% | 0.00 | 0.00 | 194.57K |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 224.05K | SH | $18.14M 3.07% | 0.00 | 0.00 | 224.05K |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 212.92K | SH | $18.01M 3.05% | 0.00 | 0.00 | 212.92K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 17.75K | SH | $17.68M 2.99% | 0.00 | 0.00 | 17.75K |
HUNT J B TRANS SVCS INCSOLE | COM | 80.61K | SH | $17.08M 2.89% | 0.00 | 0.00 | 80.61K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 43.41K | SH | $16.95M 2.87% | 0.00 | 0.00 | 43.41K |
HSBC HLDGS PLCSOLE | SPON ADR NEW | 204.93K | SH | $16.90M 2.86% | 0.00 | 0.00 | 204.93K |
KEYCORPSOLE | COM | 835.33K | SH | $16.75M 2.83% | 0.00 | 0.00 | 835.33K |
VISTRA CORPSOLE | COM | 111.18K | SH | $16.71M 2.83% | 0.00 | 0.00 | 111.18K |
FIVE BELOW INCSOLE | COM | 71.65K | SH | $16.37M 2.77% | 0.00 | 0.00 | 71.65K |
FREEPORT MCMORAN INCSOLE | CL B | 274.67K | SH | $16.14M 2.73% | 0.00 | 0.00 | 274.67K |
ELI LILLY & COSOLE | COM | 16.39K | SH | $15.08M 2.55% | 0.00 | 0.00 | 16.39K |
HERSHEY COSOLE | COM | 71.08K | SH | $14.78M 2.50% | 0.00 | 0.00 | 71.08K |
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