Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 108
- +5 vs. Q3 2024
- Portfolio value
- $547.5M
- +$16.1M (+3.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 42,434 | $16.2M | 3.0% | −4,815−10.2% | Reduced | History |
| EXCExelon Corp | Stock | 431,734 | $16.3M | 3.0% | +45,729+11.8% | Added | History |
| CMSCMS Energy Corp | COM | 248,803 | $16.6M | 3.0% | +21,781+9.6% | Added | History |
| NFLXNetflix Inc | Stock | 18,700 | $16.7M | 3.0% | +63+0.3% | Added | History |
| XELXcel Energy Inc | Stock | 251,116 | $17.0M | 3.1% | +17,689+7.6% | Added | History |
| ANETArista Networks, Inc. | Stock | 163,835 | $18.2M | 3.3% | −7,133−4.2% | ReducedConverted for a 4-for-1 split | History |
| ETREntergy Corp | COM | 241,365 | $18.3M | 3.3% | +7,551+3.2% | AddedConverted for a 2-for-1 split | History |
| NVDANVIDIA Corp | Stock | 184,187 | $24.7M | 4.5% | −1,690−0.9% | Reduced | History |
Sold out since Q3 2024 (21)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| CHDNChurchill Downs Inc | COM | 122,027 | $16.5M | 3.1% | History |
| TXNMTXNM Energy Inc | COM | 356,336 | $15.6M | 2.9% | History |
| SPOTSpotify Technology S.A. | Stock | 35,908 | $13.2M | 2.5% | History |
| SNYSanofi | SPONSORED ADR | 216,832 | $12.5M | 2.4% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 410,531 | $10.5M | 2.0% | History |
| IAGIamgold Corp | COM | 1,185,608 | $6.20M | 1.2% | History |
| GHGuardant Health, Inc. | COM | 248,859 | $5.71M | 1.1% | History |
| CHTRCharter Communications, Inc. | CL A | 17,131 | $5.55M | 1.0% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 47,658 | $5.49M | 1.0% | History |
| CNCCentene Corp | Stock | 72,851 | $5.48M | 1.0% | History |
| ECLEcolab Inc. | Stock | 8,798 | $2.25M | 0.4% | History |
| TSNTyson Foods, Inc. | Stock | 35,151 | $2.09M | 0.4% | History |
| FLSFlowserve Corp | COM | 39,975 | $2.07M | 0.4% | History |
| AGROAdecoagro S.A. | COM | 162,763 | $1.80M | 0.3% | History |
| DFSDiscover Financial Services | COM | 10,924 | $1.53M | 0.3% | History |
| APHAmphenol Corp | CL A | 20,916 | $1.36M | 0.3% | History |
| PSXPhillips 66 | Stock | 8,286 | $1.09M | 0.2% | History |
| EGOEldorado Gold Corp | COM | 62,544 | $1.09M | 0.2% | History |
| KEXKirby Corp | COM | 6,334 | $775.5K | 0.1% | History |
| EMREmerson Electric Co | Stock | 6,341 | $693.6K | 0.1% | History |
| AXPAmerican Express Co | Stock | 1,940 | $526.0K | 0.1% | History |