Beck Bode, LLC

CIK 0001790548 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: Beck Bode, LLC, Managing Partner and Chief Compliance Officer
Address: 858 WASHINGTON ST STE 100, DEDHAM, MA, 02026
Phone: 6172092224
AUM: $601.2M

AUM over time

$660.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $591.0M99 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$17.5M	3.0%	165,776 SH	New
AGNICO EAGLE MINES LTD	COM	$398K	0.1%Prev: 0.1%	3,347 SH	Decreased+757 SH
ALLSTATE CORP	COM	$759K	0.1%Prev: 0.1%	3,771 SH	Increased+1,372 SH
AMAZON COM INC	COM	$265K	0.0%	1,208 SH	New
AMERICAN EXPRESS CO	COM	$6.1M	1.0%	19,158 SH	New
AMERICAN TOWER CORP NEW	COM	$16.3M	2.8%	73,607 SH	New
AMPHENOL CORP NEW	CL A	$835K	0.1%	8,451 SH	New
APPLE INC	COM	$1.1M	0.2%Prev: 1.1%	5,322 SH	Decreased-20,490 SH
APPLOVIN CORP	COM CL A	$6.2M	1.1%	17,729 SH	New
APTIV PLC	COM SHS	$16.4M	2.8%	239,952 SH	New
ARISTA NETWORKS INC	COM SHS	$18.7M	3.2%Prev: 3.3%	182,369 SH	Decreased+24,870 SH
ASTRAZENECA PLC	SPONSORED ADR	$15.1M	2.6%	216,433 SH	New
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$1.3M	0.2%	87,319 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$239K	0.0%Prev: 0.0%	491 SH	Increased+9 SH
BILL HOLDINGS INC	COM	$294K	0.0%	6,357 SH	New
BOOKING HOLDINGS INC	COM	$629K	0.1%Prev: 0.1%	109 SH	Increased+10 SH
CACI INTL INC	CL A	$7.1M	1.2%Prev: 1.1%	14,816 SH	Increased+2,493 SH
CALIFORNIA WTR SVC GROUP	COM	$18.0M	3.1%Prev: 3.2%	396,398 SH	Decreased-15,316 SH
CARDINAL HEALTH INC	COM	$20.9M	3.5%Prev: 3.9%	124,215 SH	Decreased+15,194 SH
CARNIVAL CORP	UNIT 99/99/9999	$6.9M	1.2%	244,258 SH	New
CARVANA CO	CL A	$5.7M	1.0%	16,783 SH	New
CHARTER COMMUNICATIONS INC N	CL A	$1.0M	0.2%	2,506 SH	New
CLEANSPARK INC	COM NEW	$209K	0.0%Prev: 0.0%	18,977 SH	Increased
CMS ENERGY CORP	COM	$17.9M	3.0%	258,289 SH	New
CONSTELLATION ENERGY CORP	COM	$22.5M	3.8%Prev: 3.2%	69,712 SH	Increased+2,978 SH
COSTCO WHSL CORP NEW	COM	$17.3M	2.9%	17,454 SH	New
CROWDSTRIKE HLDGS INC	CL A	$21.2M	3.6%Prev: 2.9%	41,636 SH	Increased-1,779 SH
CULLEN FROST BANKERS INC	COM	$1.5M	0.3%Prev: 0.2%	11,882 SH	Increased+2,547 SH
CYBERARK SOFTWARE LTD	SHS	$843K	0.1%	2,071 SH	New
DATADOG INC	CL A COM	$600K	0.1%	4,470 SH	New
DELL TECHNOLOGIES INC	CL C	$1.4M	0.2%Prev: 0.3%	11,655 SH	Decreased+1,166 SH
DISNEY WALT CO	COM	$206K	0.0%	1,664 SH	New
E L F BEAUTY INC	COM	$499K	0.1%	4,013 SH	New
ESSENTIAL UTILS INC	COM	$18.1M	3.1%	486,990 SH	New
FERRARI N V	COM	$1.3M	0.2%	2,632 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$613K	0.1%Prev: 0.1%	11,312 SH	Increased+3,588 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$523K	0.1%Prev: 0.0%	9,946 SH	Increased+4,995 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.3M	0.2%Prev: 0.1%	20,712 SH	Increased+9,141 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.7M	0.3%Prev: 0.2%	11,005 SH	Increased+3,957 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$808K	0.1%Prev: 0.1%	8,893 SH	Increased+5,238 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$489K	0.1%Prev: 0.0%	13,035 SH	Increased+6,486 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$529K	0.1%	3,876 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$653K	0.1%	14,889 SH	New
FORTINET INC	COM	$980K	0.2%Prev: 0.1%	9,269 SH	Increased-1,176 SH
FOX CORP	CL B COM	$1.9M	0.3%Prev: 0.2%	36,115 SH	Increased+12,707 SH
GOLDMAN SACHS GROUP INC	COM	$1.7M	0.3%Prev: 0.2%	2,452 SH	Increased+735 SH
GROUP 1 AUTOMOTIVE INC	COM	$384K	0.1%	880 SH	New
HASBRO INC	COM	$19.3M	3.3%	262,039 SH	New
HEALTHEQUITY INC	COM	$605K	0.1%Prev: 0.0%	5,771 SH	Increased-4,329 SH
IDACORP INC	COM	$18.1M	3.1%	156,485 SH	New
INCYTE CORP	COM	$393K	0.1%	5,765 SH	New
INSPIRE MED SYS INC	COM	$5.3M	0.9%	40,537 SH	New
INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$578K	0.1%Prev: 0.1%	29,559 SH	Increased+11,273 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$838K	0.1%Prev: 0.1%	4,609 SH	Increased+1,592 SH
ISHARES TR	CORE S&P US VLU	$911K	0.2%Prev: 0.1%	9,625 SH	Increased+5,602 SH
ISHARES TR	ISHARES BIOTECH	$304K	0.1%Prev: 0.0%	2,403 SH	Increased+1,099 SH
ISHARES TR	PFD AND INCM SEC	$554K	0.1%Prev: 0.1%	18,054 SH	Increased+6,807 SH
ISHARES TR	RUS MID CAP ETF	$755K	0.1%Prev: 0.1%	8,210 SH	Increased+3,246 SH
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$232K	0.0%	5,103 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$534K	0.1%Prev: 0.0%	9,398 SH	Increased+5,081 SH
KAYNE ANDERSON ENERGY INFRST	COM	$148K	0.0%	11,665 SH	New
LITHIA MTRS INC	COM	$1.4M	0.2%	4,265 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$5.3M	0.9%Prev: 1.0%	1,236,249 SH	Decreased+111,793 SH
LULULEMON ATHLETICA INC	COM	$11.9M	2.0%	49,905 SH	New
MARSH & MCLENNAN COS INC	COM	$1.0M	0.2%Prev: 0.1%	4,702 SH	Increased+13 SH
MICROSOFT CORP	COM	$525K	0.1%Prev: 0.1%	1,056 SH	Increased-274 SH
MOSAIC CO NEW	COM	$17.0M	2.9%	466,244 SH	New
NETFLIX INC	COM	$22.3M	3.8%	16,665 SH	New
NEXTERA ENERGY INC	COM	$17.0M	2.9%Prev: 3.7%	244,515 SH	Decreased+6,460 SH
NISOURCE INC	COM	$19.3M	3.3%Prev: 3.7%	478,337 SH	Decreased+9,163 SH
NVIDIA CORPORATION	COM	$29.8M	5.0%Prev: 4.8%	188,844 SH	Increased+25,838 SH
PG&E CORP	COM	$14.3M	2.4%	1,028,063 SH	New
PHILIP MORRIS INTL INC	COM	$1.8M	0.3%	10,077 SH	New
PROCTER AND GAMBLE CO	COM	$233K	0.0%	1,465 SH	New
PUBLIC STORAGE OPER CO	COM	$5.9M	1.0%	20,233 SH	New
RESMED INC	COM	$5.3M	0.9%	20,686 SH	New
ROKU INC	COM CL A	$18.4M	3.1%Prev: 3.1%	209,034 SH	Decreased+14,464 SH
RTX CORPORATION	COM	$819K	0.1%Prev: 0.2%	5,606 SH	Decreased-102 SH
SALESFORCE INC	COM	$352K	0.1%	1,292 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$338K	0.1%	8,152 SH	New
SMUCKER J M CO	COM NEW	$1.0M	0.2%	10,324 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$377K	0.1%	610 SH	New
SYNCHRONY FINANCIAL	COM	$377K	0.1%	5,646 SH	New
T-MOBILE US INC	COM	$207K	0.0%	867 SH	New
TAL EDUCATION GROUP	SPONSORED ADS	$5.4M	0.9%	524,560 SH	New
TERADYNE INC	COM	$203K	0.0%	2,252 SH	New
TESLA INC	COM	$444K	0.1%Prev: 0.1%	1,397 SH	Increased+504 SH
THOMSON REUTERS CORP	COM	$16.5M	2.8%	82,063 SH	New
TIM S A	SPONSORED ADR	$429K	0.1%Prev: 0.0%	21,347 SH	Increased+11,268 SH
TJX COS INC NEW	COM	$599K	0.1%	4,851 SH	New
UNIVERSAL HLTH SVCS INC	CL B	$526K	0.1%Prev: 0.1%	2,901 SH	Increased+58 SH
URBAN OUTFITTERS INC	COM	$7.9M	1.3%	109,196 SH	New
VANECK ETF TRUST	BDC INCOME ETF	$197K	0.0%	12,080 SH	New
VICI PPTYS INC	COM	$1.7M	0.3%	52,949 SH	New
VISTRA CORP	COM	$20.4M	3.4%Prev: 2.8%	105,108 SH	Increased-6,075 SH
WALMART INC	COM	$6.2M	1.0%Prev: 1.1%	63,126 SH	Decreased+9,593 SH
WHEATON PRECIOUS METALS CORP	COM	$5.1M	0.9%Prev: 1.1%	57,293 SH	Decreased+7,555 SH
WORKDAY INC	CL A	$6.1M	1.0%Prev: 0.7%	25,607 SH	Increased-7,693 SH
XCEL ENERGY INC	COM	$19.0M	3.2%Prev: 3.6%	278,327 SH	Decreased+10,849 SH

Sold (vs prior filing)

ALLEGION PLC — $4.9M
ALPHABET INC — $1.4M
AMEREN CORP — $19.9M
AMPHENOL CORP — $432K
ANHEUSER BUSCH INBEV SA NV — $1.8M
APELLIS PHARMACEUTICALS INC — $12.6M
ASML HLDG NV — $1.2M
ASSOCIATED BANC-CORP — $6K
BHP BILLITON LIMITED — $1.1M
BOSTON SCIENTIFIC CORP — $205K
BOYD GAMING CORP — $285K
BROOKDALE SR LIVING INC — $224K
C H ROBINSON WORLDWIDE IN — $212K
CANADIAN IMPERIAL BANK OF CO — $281K
CARNIVAL CORP — $6.0M
CONSOLIDATED EDISON INC — $19.5M
COSTCO WHOLESALE CORPORATION — $17.7M
CVS HEALTH CORP — $5.6M
DELTA AIR LINES INC — $1.3M
DEUTSCHE BK AG — $4K
… and 33 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001420506-26-000204	$601.2M	View
Nov 14, 2025	Q3 2025	13F-HR	0001420506-25-003434	$619.2M	View
Aug 13, 2026	Q2 2026