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Beck Bode, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $660,473,753
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $32,015,760
- CROWDSTRIKE HLDGS INC · CL A · 22788C105 · shares: $29,244,273
- CARDINAL HEALTH INC · COM · 14149Y108 · shares: $26,767,470
- ELEMENT SOLUTIONS INC · COM · 28618M106 · shares: $25,870,011
- TARGET CORP · COM · 87612E106 · shares: $25,746,013
- ARISTA NETWORKS INC · COM SHS · 040413205 · shares: $25,416,027
- HUNT J B TRANS SVCS INC · COM · 445658107 · shares: $22,523,015
- NISOURCE INC · COM · 65473P105 · shares: $22,285,106
- XCEL ENERGY INC · COM · 98389B100 · shares: $22,027,308
- NEXTERA ENERGY INC · COM · 65339F101 · shares: $21,159,379
Reported holdings
109 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DEXCOM INC | COM | 252131107 | — | 3,579 shares | $241,032 |
| CELESTICA INC | COM | 15101Q207 | — | 638 shares | $232,585 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | — | 5,028 shares | $228,609 |
| SALESFORCE INC | COM | 79466L302 | — | 1,351 shares | $211,575 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 1,305 shares | $201,362 |
| SCORPIO TANKERS INC | CALL | Y7542C900 | CALL | 10,000 shares | $32,728 |
| PATRIA INVESTMENTS LIMITED | CALL | G69451905 | CALL | 28,100 shares | $13,687 |
| INVITATION HOMES INC | CALL | 46187W907 | CALL | 10,300 shares | $7,690 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | CALL | 15,000 shares | $969 |