Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 69
- No 13F data for Q4 2020
- Portfolio value
- $325.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AESAES Corp | Stock | 508,720 | $13.6M | 4.2% | – | – | History |
| NEENextera Energy Inc | Stock | 175,783 | $13.3M | 4.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 24,485 | $13.1M | 4.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 54,639 | $12.9M | 4.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 107,460 | $12.9M | 4.0% | – | – | History |
| NINisource Inc. | COM | 525,099 | $12.7M | 3.9% | – | – | History |
| SRESempra | Stock | 94,448 | $12.5M | 3.9% | – | – | History |
| LULUlululemon athletica inc. | Stock | 40,455 | $12.4M | 3.8% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 37,212 | $12.0M | 3.7% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 316,570 | $11.9M | 3.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 40,104 | $11.8M | 3.6% | – | – | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 195,181 | $11.6M | 3.6% | – | – | History |
| ACHAccendra Health Inc | Stock | 307,018 | $11.5M | 3.5% | – | – | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 315,052 | $11.5M | 3.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 193,810 | $11.3M | 3.5% | – | – | History |
| HEHawaiian Electric Industries Inc | COM | 248,003 | $11.0M | 3.4% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 47,291 | $10.8M | 3.3% | – | – | History |
| SONOSonos Inc | COM | 266,158 | $9.97M | 3.1% | – | – | History |
| CMSCMS Energy Corp | COM | 140,861 | $8.62M | 2.7% | – | – | History |
| TGTTarget Corp | Stock | 42,567 | $8.43M | 2.6% | – | – | History |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 3,625,855 | $8.23M | 2.5% | – | – | History |
| LPXLouisiana-Pacific Corp | COM | 116,272 | $6.45M | 2.0% | – | – | History |
| AAgilent Technologies, Inc. | COM | 50,042 | $6.36M | 2.0% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12,822 | $6.07M | 1.9% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 108,594 | $6.06M | 1.9% | – | – | History |
| AVTRAvantor, Inc. | COM | 203,489 | $5.89M | 1.8% | – | – | History |
| AAPLApple Inc. | Stock | 47,708 | $5.83M | 1.8% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 31,245 | $5.70M | 1.8% | – | – | History |
| FDXFedEx Corp | Stock | 17,596 | $5.00M | 1.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 12,768 | $4.50M | 1.4% | – | – | History |
| ZSZscaler, Inc. | Stock | 24,054 | $4.13M | 1.3% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 44,591 | $3.72M | 1.1% | – | – | History |
| NVEENV5 Global, Inc. | COM | 20,959 | $2.02M | 0.6% | – | – | History |
| LOWLowes Companies Inc | Stock | 9,735 | $1.85M | 0.6% | – | – | History |
| FTNTFortinet, Inc. | Stock | 8,875 | $1.64M | 0.5% | – | – | History |
| XRAYDentsply Sirona Inc. | Stock | 24,568 | $1.57M | 0.5% | – | – | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 15,757 | $1.34M | 0.4% | – | – | History |
| IPGPIpg Photonics Corp | COM | 5,592 | $1.18M | 0.4% | – | – | History |
| TELTE Connectivity plc | REG SHS | 8,992 | $1.16M | 0.4% | – | – | History |
| GPIGroup 1 Automotive Inc | COM | 6,738 | $1.06M | 0.3% | – | – | History |
| AUDCAudiocodes Ltd | ORD | 37,817 | $1.02M | 0.3% | – | – | History |
| QRVOQorvo, Inc. | Stock | 4,661 | $852.0K | 0.3% | – | – | History |
| ADIAnalog Devices Inc | Stock | 4,863 | $754.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 8,933 | $690.0K | 0.2% | – | – | History |
| APHAmphenol Corp | CL A | 9,869 | $651.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 9,707 | $613.0K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 10,400 | $538.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 14,360 | $520.0K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 3,633 | $494.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 213 | $439.0K | 0.1% | – | – | History |
| MIMEMimecast Ltd | ORD SHS | 10,654 | $428.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 9,608 | $372.0K | 0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 4,071 | $340.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 469 | $313.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 822 | $306.0K | 0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,331 | $277.0K | 0.1% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 2,081 | $267.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 8,654 | $262.0K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,888 | $256.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 2,575 | $249.0K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 614 | $243.0K | 0.1% | – | – | History |
| DTEDte Energy Co | COM | 1,731 | $230.0K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 613 | $229.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 702 | $214.0K | 0.1% | – | – | History |
| EXCExelon Corp | Stock | 4,807 | $210.0K | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 1,600 | $206.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 2,730 | $205.0K | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 3,192 | $204.0K | 0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,102 | $204.0K | 0.1% | – | – | History |