Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 12, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 103
- −1 vs. Q2 2024
- Portfolio value
- $531.4M
- +$33.9M (+6.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 69,136 | $18.0M | 3.4% | +69,136 | New | History |
| MSFTMicrosoft Corp | Stock | 42,351 | $18.2M | 3.4% | +2,400+6.0% | Added | History |
| NVDANVIDIA Corp | Stock | 185,877 | $22.6M | 4.2% | +3,011+1.6% | Added | History |
Sold out since Q2 2024 (32)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| PODDInsulet Corp | Stock | 93,187 | $18.8M | 3.8% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 121,194 | $16.1M | 3.2% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 103,645 | $13.4M | 2.7% | History |
| ATOAtmos Energy Corp | COM | 111,415 | $13.0M | 2.6% | History |
| JPMJPMorgan Chase & Co | Stock | 62,533 | $12.6M | 2.5% | History |
| AEEAmeren Corp | COM | 174,255 | $12.4M | 2.5% | History |
| GOOGAlphabet Inc. | Stock | 67,523 | $12.4M | 2.5% | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 187,842 | $10.7M | 2.1% | History |
| OSCROscar Health, Inc. | CL A | 564,297 | $8.93M | 1.8% | History |
| ABBVAbbVie Inc. | Stock | 43,175 | $7.41M | 1.5% | History |
| DISWalt Disney Co | Stock | 73,982 | $7.35M | 1.5% | History |
| MLMMartin Marietta Materials Inc | COM | 11,455 | $6.21M | 1.2% | History |
| UALUnited Airlines Holdings, Inc. | COM | 125,788 | $6.12M | 1.2% | History |
| KHCKraft Heinz Co | Stock | 180,630 | $5.82M | 1.2% | History |
| UTHRUnited Therapeutics Corp | COM | 8,084 | $2.58M | 0.5% | History |
| STNGScorpio Tankers Inc. | SHS | 26,600 | $2.16M | 0.4% | History |
| PEPPepsiCo Inc | Stock | 10,030 | $1.65M | 0.3% | History |
| TWTradeweb Markets Inc. | Stock | 13,069 | $1.39M | 0.3% | History |
| MNSOMINISO Group Holding Ltd | SPONSORED ADS | 64,810 | $1.24M | 0.2% | History |
| WEXWEX Inc. | COM | 5,814 | $1.03M | 0.2% | History |
| STRAStrategic Education, Inc. | COM | 9,286 | $1.03M | 0.2% | History |
| AEPAmerican Electric Power Co Inc | Stock | 9,513 | $834.7K | 0.2% | History |
| EDConsolidated Edison Inc | Stock | 8,545 | $764.1K | 0.2% | History |
| DKNGDraftKings Inc. | Stock | 17,409 | $664.5K | 0.1% | History |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 49,162 | $661.2K | 0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 4,470 | $579.7K | 0.1% | History |
| WYNNWynn Resorts Ltd | COM | 6,437 | $576.1K | 0.1% | History |
| CDNSCadence Design Systems Inc | Stock | 1,306 | $402.1K | 0.1% | History |
| NTNXNutanix, Inc. | Stock | 4,043 | $229.9K | <0.1% | History |
| MCDMcDonalds Corp | Stock | 874 | $222.8K | <0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 554 | $201.9K | <0.1% | – |
| BILIBilibili Inc. | SPONS ADS REP Z | 10,701 | $165.2K | <0.1% | History |