Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 29, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 327
- +258 vs. Q1 2021
- Portfolio value
- $362.3M
- +$37.2M (+11.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 26,710 | $5.77M | 1.6% | +2,656+11.0% | Added | History |
| AAPLApple Inc. | Stock | 47,234 | $6.47M | 1.8% | −474−1.0% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 74,532 | $6.63M | 1.8% | +74,532 | New | History |
| AVTRAvantor, Inc. | COM | 202,448 | $7.19M | 2.0% | −1,041−0.5% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 12,872 | $7.19M | 2.0% | +50+0.4% | Added | History |
| ABBNYABB Ltd | SPONSORED ADR | 222,875 | $7.58M | 2.1% | +222,875 | New | History |
| XOMExxonMobil Holdings Corp | COM | 120,896 | $7.63M | 2.1% | +12,302+11.3% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 31,047 | $7.80M | 2.2% | −198−0.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 53,009 | $7.83M | 2.2% | +2,967+5.9% | Added | History |
| LPXLouisiana-Pacific Corp | COM | 130,835 | $7.89M | 2.2% | +14,563+12.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,761 | $9.50M | 2.6% | +2,761 | New | History |
| SONOSonos Inc | COM | 270,268 | $9.52M | 2.6% | +4,110+1.5% | Added | History |
| PORPortland General Electric Co | COM NEW | 237,229 | $10.9M | 3.0% | +237,229 | New | History |
| ETREntergy Corp | COM | 110,368 | $11.0M | 3.0% | +110,368 | New | History |
| VZVerizon Communications Inc | Stock | 202,424 | $11.3M | 3.1% | +8,614+4.4% | Added | History |
| WTRGEssential Utilities, Inc. | COM | 253,110 | $11.6M | 3.2% | +253,110 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 76,044 | $11.7M | 3.2% | +76,044 | New | History |
| STZConstellation Brands, Inc. | Stock | 51,948 | $12.2M | 3.4% | +4,657+9.8% | Added | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 329,234 | $12.3M | 3.4% | +14,182+4.5% | Added | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 201,480 | $12.9M | 3.6% | +6,299+3.2% | Added | History |
| NEENextera Energy Inc | Stock | 179,935 | $13.2M | 3.6% | +4,152+2.4% | Added | History |
| NINisource Inc. | COM | 538,913 | $13.2M | 3.6% | +13,814+2.6% | Added | History |
| ACHAccendra Health Inc | Stock | 314,361 | $13.3M | 3.7% | +7,343+2.4% | Added | History |
| AESAES Corp | Stock | 521,874 | $13.6M | 3.8% | +13,154+2.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 40,384 | $14.0M | 3.9% | +280+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 55,952 | $15.2M | 4.2% | +1,313+2.4% | Added | History |
| NVDANVIDIA Corp | Stock | 24,556 | $19.6M | 5.4% | +71+0.3% | Added | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.