Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 2, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 149
- +63 vs. Q4 2021
- Portfolio value
- $443.8M
- +$44.1M (+11.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 19,526 | $1.98M | 0.4% | +881+4.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 753 | $2.09M | 0.5% | +540+253.5% | Added | History |
| KSSKOHLS Corp | Stock | 35,366 | $2.14M | 0.5% | +35,366 | New | History |
| MCDMcDonalds Corp | Stock | 8,814 | $2.18M | 0.5% | +7,964+936.9% | Added | History |
| ABTAbbott Laboratories | Stock | 18,851 | $2.23M | 0.5% | +18,851 | New | History |
| JBHTHunt J B Transport Services Inc | COM | 11,142 | $2.24M | 0.5% | +11,142 | New | History |
| JNJJohnson & Johnson | Stock | 13,529 | $2.40M | 0.5% | +12,318+1,017.2% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 16,142 | $2.44M | 0.6% | −600−3.6% | Reduced | History |
| LSILife Storage, Inc. | COM | 19,157 | $2.69M | 0.6% | +2,347+14.0% | Added | History |
| PSXPhillips 66 | Stock | 31,984 | $2.76M | 0.6% | +31,984 | New | History |
| COSTCostco Wholesale Corp | Stock | 4,941 | $2.85M | 0.6% | +3,433+227.7% | Added | History |
| FIVEFive Below, Inc | COM | 18,004 | $2.85M | 0.6% | +18,004 | New | History |
| GLDSPDR Gold Trust | ETF | 17,575 | $3.17M | 0.7% | +17,575 | New | History |
| DRVNDriven Brands Holdings Inc. | COM | 121,757 | $3.20M | 0.7% | −4,863−3.8% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 9,018 | $3.20M | 0.7% | +1,012+12.6% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 58,935 | $3.65M | 0.8% | +58,935 | New | History |
| ADBEAdobe Inc. | Stock | 8,233 | $3.75M | 0.8% | +8,233 | New | History |
| BAXBaxter International Inc | Stock | 54,298 | $4.21M | 0.9% | +54,298 | New | History |
| APTVAptiv PLC | SHS | 36,398 | $4.36M | 1.0% | +36,398 | New | History |
| FTNTFortinet, Inc. | Stock | 13,273 | $4.54M | 1.0% | +4,917+58.8% | Added | History |
| NSCNorfolk Southern Corp | Stock | 16,402 | $4.68M | 1.1% | +16,402 | New | History |
| EXPEExpedia Group, Inc. | Stock | 23,914 | $4.68M | 1.1% | +23,914 | New | History |
| ICLRIcon PLC | COM | 19,905 | $4.84M | 1.1% | +16,870+555.8% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 40,798 | $5.08M | 1.1% | +40,798 | New | – |
| TTCToro Co | COM | 62,731 | $5.36M | 1.2% | +62,731 | New | History |
| TSLATesla, Inc. | Stock | 5,058 | $5.45M | 1.2% | +4,585+969.3% | Added | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 167,969 | $5.92M | 1.3% | +2,032+1.2% | Added | History |
| ORCLOracle Corp | Stock | 72,215 | $5.97M | 1.3% | +72,215 | New | History |
| EFOREverforth Inc | COM | 58,005 | $6.77M | 1.5% | −1,233−2.1% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 55,742 | $7.38M | 1.7% | −1,842−3.2% | Reduced | History |
| NRGNRG Energy, Inc. | Stock | 203,354 | $7.80M | 1.8% | +203,354 | New | History |
| AVTAvnet Inc | COM | 192,389 | $7.81M | 1.8% | −1,566−0.8% | Reduced | History |
| STNGScorpio Tankers Inc. | SHS | 388,382 | $8.30M | 1.9% | +388,382 | New | History |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 1,063,855 | $9.20M | 2.1% | −17,849−1.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 15,799 | $9.33M | 2.1% | +15,430+4,181.6% | Added | History |
| HEHawaiian Electric Industries Inc | COM | 265,642 | $11.2M | 2.5% | −3,463−1.3% | Reduced | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 327,754 | $11.5M | 2.6% | +1,385+0.4% | Added | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 157,800 | $12.1M | 2.7% | +157,800 | New | History |
| DDominion Energy, Inc | Stock | 147,082 | $12.5M | 2.8% | +147,082 | New | History |
| GTMZoomInfo Technologies Inc. | Stock | 211,332 | $12.6M | 2.8% | −483−0.2% | Reduced | History |
| CMSCMS Energy Corp | COM | 183,978 | $12.9M | 2.9% | +183,978 | New | History |
| LADLithia Motors Inc | COM | 42,891 | $12.9M | 2.9% | −1,120−2.5% | Reduced | History |
| AESAES Corp | Stock | 511,970 | $13.2M | 3.0% | −2,324−0.5% | Reduced | History |
| VSTVistra Corp. | Stock | 607,204 | $14.1M | 3.2% | −15,076−2.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 168,224 | $14.3M | 3.2% | −3,022−1.8% | Reduced | History |
| NINisource Inc. | COM | 502,154 | $16.0M | 3.6% | −19,774−3.8% | Reduced | History |
| AAPLApple Inc. | Stock | 119,452 | $20.9M | 4.7% | +72,150+152.5% | Added | History |
| NVDANVIDIA Corp | Stock | 96,091 | $26.2M | 5.9% | +755+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 89,597 | $27.6M | 6.2% | +32,998+58.3% | Added | History |
Sold out since Q4 2021 (29)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| AWKAmerican Water Works Company, Inc. | Stock | 74,377 | $14.0M | 3.5% | History |
| ETREntergy Corp | COM | 112,615 | $12.7M | 3.2% | History |
| MRVLMarvell Technology, Inc. | COM | 140,043 | $12.3M | 3.1% | History |
| DTEDte Energy Co | COM | 96,942 | $11.6M | 2.9% | History |
| BBYBest Buy Co Inc | Stock | 103,081 | $10.5M | 2.6% | History |
| ZSZscaler, Inc. | Stock | 28,150 | $9.04M | 2.3% | History |
| SONOSonos Inc | COM | 286,966 | $8.55M | 2.1% | History |
| WECWec Energy Group, Inc. | Stock | 88,071 | $8.55M | 2.1% | History |
| AVTRAvantor, Inc. | COM | 201,681 | $8.50M | 2.1% | History |
| HPEHewlett Packard Enterprise Co | COM | 456,209 | $7.19M | 1.8% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 30,353 | $6.21M | 1.6% | History |
| LUNGPulmonx Corp | COM | 135,217 | $4.34M | 1.1% | History |
| SPOTSpotify Technology S.A. | Stock | 17,499 | $4.09M | 1.0% | History |
| FTVFortive Corp | Stock | 53,021 | $4.04M | 1.0% | History |
| LOWLowes Companies Inc | Stock | 12,374 | $3.20M | 0.8% | History |
| NARIInari Medical, Inc. | Stock | 33,384 | $3.05M | 0.8% | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 20,007 | $2.04M | 0.5% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 16,285 | $1.84M | 0.5% | History |
| AUDCAudiocodes Ltd | ORD | 47,245 | $1.64M | 0.4% | History |
| TELTE Connectivity plc | REG SHS | 9,991 | $1.61M | 0.4% | History |
| FISVFiserv Inc | Stock | 14,692 | $1.52M | 0.4% | History |
| LULUlululemon athletica inc. | Stock | 3,694 | $1.45M | 0.4% | History |
| GILGildan Activewear Inc. | Stock | 28,575 | $1.21M | 0.3% | History |
| MIMEMimecast Ltd | ORD SHS | 12,412 | $988.0K | 0.2% | History |
| EWEdwards Lifesciences Corp | Stock | 4,579 | $593.0K | 0.1% | History |
| CLXClorox Co | Stock | 1,685 | $294.0K | 0.1% | History |
| DOWDow Inc. | Stock | 4,929 | $280.0K | 0.1% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 3,554 | $217.0K | 0.1% | History |
| MTDMettler Toledo International Inc | COM | 127 | $216.0K | 0.1% | History |