Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beck Bode, LLC (CIK 1790548) reported $591.0M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($28.4M, 4.81%), TGT ($23.5M, 3.97%), CAH ($23.0M, 3.90%), NEE ($22.1M, 3.74%), NI ($21.9M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $28.4M | 4.81% | 163,006 | Trimmed |
| 2 | TGT | TARGET CORP | $23.5M | 3.97% | 193,668 | New |
| 3 | CAH | CARDINAL HEALTH INC | $23.0M | 3.90% | 109,021 | Trimmed |
| 4 | NEE | NEXTERA ENERGY INC | $22.1M | 3.74% | 238,055 | Trimmed |
| 5 | NI | NISOURCE INC | $21.9M | 3.70% | 469,174 | Trimmed |
| 6 | XEL | XCEL ENERGY INC | $21.2M | 3.60% | 267,478 | Trimmed |
| 7 | ESI | ELEMENT SOLUTIONS INC | $20.0M | 3.38% | 584,562 | Trimmed |
| 8 | AEE | AMEREN CORP | $19.9M | 3.37% | 181,181 | Added |
| 9 | ED | CONSOLIDATED EDISON INC | $19.5M | 3.30% | 172,104 | New |
| 10 | ANET | ARISTA NETWORKS INC | $19.3M | 3.27% | 157,499 | Trimmed |
| 11 | CWT | CALIFORNIA WTR SVC GROUP | $18.7M | 3.16% | 411,714 | Added |
| 12 | CEG | CONSTELLATION ENERGY CORP | $18.6M | 3.15% | 66,734 | Added |
| 13 | ROKU | ROKU INC | $18.4M | 3.12% | 194,570 | Trimmed |
| 14 | PEG | PUBLIC SVC ENTERPRISE GROUP | $18.1M | 3.07% | 224,051 | New |
| 15 | NGG | NATIONAL GRID PLC | $18.0M | 3.05% | 212,922 | New |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $17.7M | 2.99% | 17,745 | Trimmed |
| 17 | JBHT | HUNT J B TRANS SVCS INC | $17.1M | 2.89% | 80,609 | New |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $16.9M | 2.87% | 43,415 | Added |
| 19 | HSBC | HSBC HLDGS PLC | $16.9M | 2.86% | 204,934 | New |
| 20 | KEY | KEYCORP | $16.7M | 2.83% | 835,333 | New |
| 21 | VST | VISTRA CORP | $16.7M | 2.83% | 111,183 | Added |
| 22 | FIVE | FIVE BELOW INC | $16.4M | 2.77% | 71,646 | New |
| 23 | FCX | FREEPORT MCMORAN INC | $16.1M | 2.73% | 274,668 | New |
| 24 | LLY | ELI LILLY & CO | $15.1M | 2.55% | 16,394 | New |
| 25 | HSY | HERSHEY CO | $14.8M | 2.50% | 71,080 | New |
Source: SEC Form 13F filings · as of 2026-03-31