13F Insight
DOSSIER · 13F-HR · Q2 2026

Beck Bode, LLC

$660M in tracked AUM across 109 positions as of Q2 2026.

BB
CIK 0001790548 · last filed Jun 30, 2026
Total AUM
$660M
as of Q2 2026
Holdings
109
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Beck Bode, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$32M160K4.8%02
CRWD
CROWDSTRIKE HLDGS INC
$29M38K4.4%03
CAH
CARDINAL HEALTH INC
$27M113K4.1%04
ESI
ELEMENT SOLUTIONS INC
$26M542K3.9%05
TGT
TARGET CORP
$26M197K3.9%06
ANET
ARISTA NETWORKS INC
$25M150K3.8%07
JBHT
HUNT J B TRANS SVCS INC
$23M78K3.4%08
NI
NISOURCE INC
$22M469K3.4%09
XEL
XCEL ENERGY INC
$22M274K3.3%10
NEE
NEXTERA ENERGY INC
$21M241K3.2%

Filing history

2026Q2Jun 30
$660M▲ 11.8%
109 positionsView →2026Q1Mar 31
$591M▼ 1.7%
100 positionsView →2025Q4Dec 31
$601M▼ 2.9%
94 positionsView →2025Q3Sep 30
$619M▲ 4.8%
95 positionsView →2025Q2Jun 30
$591M▲ 10.2%
99 positionsLocked2025Q1Mar 31
$536M▼ 2.0%
101 positionsLocked2024Q4Dec 31
$547M▲ 3.0%
108 positionsLocked2024Q3Sep 30
$531M▲ 6.8%
103 positionsLocked2024Q2Jun 30
$498M▲ 1.6%
104 positionsLocked2024Q1Mar 31
$490M▲ 9.8%
108 positionsLocked2023Q4Dec 31
$446M▲ 13.8%
119 positionsLocked2023Q3Sep 30
$392M▼ 4.7%
121 positionsLocked
Showing 12 of 30