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: $660.5M108 positionsView on SEC.gov

			% of Portfolio
ADECOAGRO S A	COM	$352K	0.1%	36,887 SH	New
ALPHABET INC	CAP STK CL C	$1.8M	0.3%	4,987 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$18.6M	2.8%	141,603 SH	New
AMPHENOL CORP	CL A	$594K	0.1%	3,371 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$255K	0.0%	3,096 SH	New
APPLE HOSPITALITY REIT INC	COM NEW	$6.6M	1.0%	392,676 SH	New
APPLE INC	COM	$7.3M	1.1%Prev: 0.2%	25,175 SH	Increased+19,853 SH
ARISTA NETWORKS INC	COM SHS	$25.4M	3.8%Prev: 3.2%	149,612 SH	Increased-32,757 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.8M	0.3%	917 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$241K	0.0%Prev: 0.0%	482 SH	Increased-9 SH
BHP BILLITON LIMITED	SPONSORED ADS	$1.3M	0.2%	15,570 SH	New
BRINKER INTL INC	COM	$6.5M	1.0%	38,491 SH	New
C H ROBINSON WORLDWIDE IN	COM NEW	$248K	0.0%	1,315 SH	New
CALIFORNIA WTR SVC GROUP	COM	$20.8M	3.1%Prev: 3.1%	426,692 SH	Increased+30,294 SH
CANADIAN IMPERIAL BANK OF CO	COM	$332K	0.1%	2,884 SH	New
CARDINAL HEALTH INC	COM	$26.8M	4.1%Prev: 3.5%	112,677 SH	Increased-11,538 SH
CELESTICA INC	COM	$233K	0.0%	638 SH	New
CF INDUSTRIES HOLD	COM	$5.7M	0.9%	52,278 SH	New
CLEANSPARK INC	COM NEW	$276K	0.0%Prev: 0.0%	18,977 SH	Increased
CONSTELLATION ENERGY CORP	COM	$17.4M	2.6%Prev: 3.8%	70,203 SH	Decreased+491 SH
COSTCO WHOLESALE CORPORATION	COM	$17.2M	2.6%	18,435 SH	New
CROWDSTRIKE HLDGS INC	CL A	$29.2M	4.4%Prev: 3.6%	38,321 SH	Increased-3,315 SH
CULLEN FROST BANKERS INC	COM	$1.5M	0.2%Prev: 0.3%	9,965 SH	Increased-1,917 SH
CVS HEALTH CORP	COM	$8.0M	1.2%	77,309 SH	New
DEFINIUM THERAPEUTICS INC	COM SHS	$279K	0.0%	5,939 SH	New
DELL TECHNOLOGIES INC	CL C	$2.7M	0.4%Prev: 0.2%	6,370 SH	Increased-5,285 SH
DEUTSCHE BK AG	NAMEN AKT	$969	0.0%	15,000 SH	New
DEXCOM INC	COM	$241K	0.0%	3,579 SH	New
ELEMENT SOLUTIONS INC	COM	$25.9M	3.9%	541,780 SH	New
EVERSOURCE ENERGY	COM	$19.9M	3.0%	275,147 SH	New
EXELIXIS INC	COM	$273K	0.0%	5,018 SH	New
FEDEX CORP	COM	$292K	0.0%	932 SH	New
FIDELITY COVINGTON TRUST	DIVID ETF RISI	$505K	0.1%Prev: 0.1%	7,789 SH	Decreased-3,523 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$289K	0.0%Prev: 0.1%	4,951 SH	Decreased-4,995 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$936K	0.1%Prev: 0.2%	11,549 SH	Decreased-9,163 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.4M	0.2%Prev: 0.3%	7,035 SH	Decreased-3,970 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$336K	0.1%Prev: 0.1%	3,578 SH	Decreased-5,315 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$394K	0.1%	2,470 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$272K	0.0%Prev: 0.1%	6,251 SH	Decreased-6,784 SH
FIVE BELOW INC	COM	$14.7M	2.2%	81,857 SH	New
FLEX LTD	ORD	$619K	0.1%	3,816 SH	New
FORTINET INC	COM	$1.2M	0.2%Prev: 0.2%	8,082 SH	Increased-1,187 SH
FOX CORP	CL B COM	$1.2M	0.2%Prev: 0.3%	26,356 SH	Decreased-9,759 SH
FRANCO NEV CORP	COM	$16.3M	2.5%	78,334 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.8M	0.3%Prev: 0.3%	1,771 SH	Increased-681 SH
HERSHEY CO	COM	$14.9M	2.3%	84,896 SH	New
HSBC HLDGS PLC	SPON ADR NEW	$19.8M	3.0%	208,170 SH	New
HUNT J B TRANS SVCS INC	COM	$22.5M	3.4%	77,819 SH	New
HYATT HOTELS CORP	COM CL A	$1.1M	0.2%	5,750 SH	New
IAMGOLD CORP	COM	$6.1M	0.9%	385,870 SH	New
INSULET CORP	COM	$260K	0.0%	1,706 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$284K	0.0%	2,304 SH	New
INTUITIVE SURGICAL INC	COM NEW	$281K	0.0%	708 SH	New
INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$370K	0.1%Prev: 0.1%	18,228 SH	Decreased-11,331 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$618K	0.1%Prev: 0.1%	2,904 SH	Decreased-1,705 SH
INVITATION HOMES INC	CALL	$8K	0.0%	10,300 SH	New
ISHARES TR	CORE S&P US VLU	$428K	0.1%Prev: 0.2%	3,887 SH	Decreased-5,738 SH
ISHARES TR	ESG OPTIMIZED	$201K	0.0%	1,305 SH	New
ISHARES TR	ISHARES BIOTECH	$257K	0.0%Prev: 0.1%	1,350 SH	Decreased-1,053 SH
ISHARES TR	PFD AND INCM SEC	$403K	0.1%Prev: 0.1%	13,222 SH	Decreased-4,832 SH
ISHARES TR	RUS MID CAP ETF	$535K	0.1%Prev: 0.1%	4,849 SH	Decreased-3,361 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$282K	0.0%Prev: 0.1%	4,996 SH	Decreased-4,402 SH
JABIL INC	COM	$246K	0.0%	639 SH	New
JOHNSON & JOHNSON	COM	$19.0M	2.9%	74,920 SH	New
KEYCORP	COM	$19.0M	2.9%	824,134 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$6.6M	1.0%Prev: 0.9%	1,138,120 SH	Increased-98,129 SH
MARRIOTT INTL INC NEW	CL A	$263K	0.0%	709 SH	New
MARSH & MCLENNAN COS INC	COM	$782K	0.1%Prev: 0.2%	4,689 SH	Decreased-13 SH
MDU RES GROUP INC	COM	$18.4M	2.8%	868,285 SH	New
MICRON TECHNOLOGY INC	COM	$827K	0.1%	717 SH	New
MICROSOFT CORP	COM	$530K	0.1%Prev: 0.1%	1,420 SH	Increased+364 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$18.2M	2.8%	220,124 SH	New
NEWMONT CORP	COM	$490K	0.1%	5,251 SH	New
NEXTERA ENERGY INC	COM	$21.2M	3.2%Prev: 2.9%	241,078 SH	Increased-3,437 SH
NISOURCE INC	COM	$22.3M	3.4%Prev: 3.3%	468,667 SH	Increased-9,670 SH
NORTHERN TR CORP	COM	$402K	0.1%	2,310 SH	New
NUTRIEN LTD	COM	$255K	0.0%	4,046 SH	New
NVIDIA CORPORATION	COM	$32.0M	4.8%Prev: 5.0%	160,007 SH	Increased-28,837 SH
PATRIA INVESTMENTS LIMITED	CALL	$14K	0.0%	28,100 SH	New
PETROLEO BRASILEIRO S A	SPONSORED ADR	$367K	0.1%	22,708 SH	New
PTC THERAPEUTICS INC	COM	$328K	0.0%	4,024 SH	New
QUEST DIAGNOSTICS INC	COM	$371K	0.1%	1,751 SH	New
ROKU INC	COM CL A	$9.9M	1.5%Prev: 3.1%	71,566 SH	Decreased-137,468 SH
RTX CORPORATION	COM	$1.1M	0.2%Prev: 0.1%	5,821 SH	Increased+215 SH
SALESFORCE INC	COM	$212K	0.0%Prev: 0.1%	1,351 SH	Decreased+59 SH
SCORPIO TANKERS INC	CALL	$33K	0.0%	10,000 SH	New
SCORPIO TANKERS INC	SHS	$8.7M	1.3%	125,592 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$254K	0.0%	1,485 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$703K	0.1%	1,530 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$285K	0.0%	382 SH	New
STMICROELECTRONICS N V	NY REGISTRY	$7.6M	1.1%	101,083 SH	New
TAL ED GROUP	SPONSORED ADS	$5.6M	0.9%	587,151 SH	New
TARGET CORP	COM	$25.7M	3.9%	197,121 SH	New
TE CONNECTIVITY PLC	ORD SHS	$386K	0.1%	1,913 SH	New
TENARIS S A	SPONSORED ADS	$1.2M	0.2%	21,659 SH	New
TERADYNE INC	COM	$677K	0.1%Prev: 0.0%	1,400 SH	Increased-852 SH
TIM S A	SPONSORED ADR	$248K	0.0%Prev: 0.1%	11,571 SH	Decreased-9,776 SH
UNIVERSAL HLTH SVCS INC	CL B	$536K	0.1%Prev: 0.1%	3,607 SH	Increased+706 SH
US BANCORP	COM NEW	$1.3M	0.2%	21,752 SH	New
VALERO ENERGY CORP	COM	$348K	0.1%	1,337 SH	New
VISA INC	COM CL A	$1.2M	0.2%	3,625 SH	New
VISTRA CORP	COM	$18.0M	2.7%Prev: 3.4%	113,594 SH	Decreased+8,486 SH
WALMART INC	COM	$6.3M	1.0%Prev: 1.0%	55,878 SH	Increased-7,248 SH
WARNER MUSIC GROUP CORP	COM CL A	$14.2M	2.2%	525,888 SH	New
WESTERN DIGITAL CORP	COM	$9.6M	1.5%	15,009 SH	New
WHEATON PRECIOUS METALS CORP	COM	$5.9M	0.9%Prev: 0.9%	52,391 SH	Increased-4,902 SH
XCEL ENERGY INC	COM	$22.0M	3.3%Prev: 3.2%	274,313 SH	Increased-4,014 SH
YPF SOCIEDAD ANONIMA	SPON ADR CL D	$229K	0.0%	5,028 SH	New

Sold (vs prior filing)

AFLAC INC — $17.5M
AGNICO EAGLE MINES LTD — $398K
ALLSTATE CORP — $759K
AMAZON COM INC — $265K
AMERICAN EXPRESS CO — $6.1M
AMERICAN TOWER CORP NEW — $16.3M
AMPHENOL CORP NEW — $835K
APPLOVIN CORP — $6.2M
APTIV PLC — $16.4M
ASTRAZENECA PLC — $15.1M
BANCO BILBAO VIZCAYA ARGENTA — $1.3M
BILL HOLDINGS INC — $294K
BOOKING HOLDINGS INC — $629K
CACI INTL INC — $7.1M
CARNIVAL CORP — $6.9M
CARVANA CO — $5.7M
CHARTER COMMUNICATIONS INC N — $1.0M
CMS ENERGY CORP — $17.9M
COSTCO WHSL CORP NEW — $17.3M
CYBERARK SOFTWARE LTD — $843K
… and 37 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