Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 22, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 108
- −11 vs. Q4 2023
- Portfolio value
- $489.6M
- +$43.8M (+9.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AFLAflac Inc | Stock | 141,493 | $12.1M | 2.5% | +12,931+10.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 29,104 | $12.2M | 2.5% | +28,486+4,609.4% | Added | History |
| AESAES Corp | Stock | 708,767 | $12.7M | 2.6% | +113,641+19.1% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 57,149 | $15.1M | 3.1% | +6,018+11.8% | Added | History |
| NRGNRG Energy, Inc. | Stock | 226,449 | $15.3M | 3.1% | −52,111−18.7% | Reduced | History |
| BYDBoyd Gaming Corp | COM | 237,450 | $16.0M | 3.3% | +237,450 | New | History |
| ANETArista Networks, Inc. | COM | 58,823 | $17.1M | 3.5% | −673−1.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 22,900 | $20.7M | 4.2% | −449−1.9% | Reduced | History |
Sold out since Q4 2023 (35)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 28,875 | $11.7M | 2.6% | History |
| MARMarriott International Inc | Stock | 52,071 | $11.7M | 2.6% | History |
| ETREntergy Corp | COM | 101,592 | $10.3M | 2.3% | History |
| CPAYCorpay, Inc. | COM | 35,161 | $9.94M | 2.2% | History |
| CSXCSX Corp | Stock | 236,601 | $8.20M | 1.8% | History |
| BLKBBlackbaud Inc | COM | 91,352 | $7.92M | 1.8% | History |
| LEALear Corp | COM NEW | 31,637 | $4.47M | 1.0% | History |
| XPOXPO, Inc. | COM | 50,113 | $4.39M | 1.0% | History |
| HALHalliburton Co | Stock | 96,522 | $3.49M | 0.8% | History |
| RELXRELX PLC | SPONSORED ADR | 83,970 | $3.33M | 0.7% | History |
| BIIBBiogen Inc. | COM | 10,677 | $2.76M | 0.6% | History |
| LINLinde PLC | Stock | 5,989 | $2.46M | 0.6% | History |
| EAElectronic Arts Inc. | COM | 15,674 | $2.14M | 0.5% | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 73,042 | $2.05M | 0.5% | History |
| GPNGlobal Payments Inc | Stock | 11,988 | $1.52M | 0.3% | History |
| APDAir Products & Chemicals, Inc. | Stock | 5,492 | $1.50M | 0.3% | History |
| AEMAgnico Eagle Mines Ltd | Stock | 24,025 | $1.32M | 0.3% | History |
| AGIAlamos Gold Inc | Stock | 97,256 | $1.31M | 0.3% | History |
| TSTenaris SA | SPONSORED ADS | 35,112 | $1.22M | 0.3% | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 13,036 | $1.19M | 0.3% | History |
| FTNTFortinet, Inc. | Stock | 14,712 | $861.1K | 0.2% | History |
| OGSONE Gas, Inc. | COM | 13,503 | $860.4K | 0.2% | History |
| UGIUgi Corp | Stock | 34,007 | $836.6K | 0.2% | History |
| ALLEAllegion plc | ORD SHS | 6,208 | $786.5K | 0.2% | History |
| MGEEMge Energy Inc | COM | 10,325 | $746.6K | 0.2% | History |
| ATRAptargroup, Inc. | Stock | 5,253 | $649.4K | 0.1% | History |
| AVGOBroadcom Inc. | Stock | 332 | $370.4K | 0.1% | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 16,403 | $351.0K | 0.1% | History |
| EMBJEmbraer S.A. | ADR | 18,398 | $339.4K | 0.1% | History |
| HUMHumana Inc | Stock | 735 | $336.6K | 0.1% | History |
| URIUnited Rentals, Inc. | COM | 535 | $306.9K | 0.1% | History |
| AMZNAmazon Com Inc | Stock | 1,748 | $265.6K | 0.1% | History |
| DRVNDriven Brands Holdings Inc. | COM | 17,658 | $251.8K | 0.1% | History |
| ABNBAirbnb, Inc. | Stock | 1,815 | $247.1K | 0.1% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 496 | $203.1K | <0.1% | – |