CIK 1790548
Beck Bode, LLC
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 170K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 115K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 64K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 164K | $1M+ | SH |
| ROKU | ROKU INC | 196K | $1M+ | SH |
| IDA | IDACORP INC | 160K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 272K | $1M+ | SH |
| NI | NISOURCE INC | 479K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 248K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 42K | $1M+ | SH |
| AFL | AFLAC INC | 170K | $1M+ | SH |
| APTV | APTIV PLC | 239K | $1M+ | SH |
| CHDN | CHURCHILL DOWNS INC | 155K | $1M+ | SH |
| AEE | AMEREN CORP | 173K | $1M+ | SH |
| ASND | ASCENDIS PHARMA A/S | 81K | $1M+ | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 388K | $1M+ | SH |
| NFLX | NETFLIX INC | 178K | $1M+ | SH |
| VST | VISTRA CORP | 103K | $1M+ | SH |
| PCG | PG&E CORP | 1.0M | $1M+ | SH |
| DTE | DTE ENERGY CO | 128K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 18K | $1M+ | SH |
| AMZN | AMAZON COM INC | 67K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 48K | $1M+ | SH |
| ESI | ELEMENT SOLUTIONS INC | 599K | $1M+ | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 1.2M | $1M+ | SH |
| APP | APPLOVIN CORP | 15K | $1M+ | SH |
| URBN | URBAN OUTFITTERS INC | 104K | $1M+ | SH |
| CCL | CARNIVAL CORP | 235K | $1M+ | SH |
| AAPL | APPLE INC | 25K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 19K | $1M+ | SH |
| CACI | CACI INTL INC | 13K | $1M+ | SH |
| WMT | WALMART INC | 59K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 55K | $1M+ | SH |
| LYG | LLOYDS BANKING GROUP PLC | 1.2M | $1M+ | SH |
| WDAY | WORKDAY INC | 27K | $1M+ | SH |
| TAL | TAL EDUCATION GROUP | 522K | $1M+ | SH |
| ARGX | ARGENX SE | 7K | $1M+ | SH |
| CRSP | CRISPR THERAPEUTICS AG | 99K | $1M+ | SH |
| ALLE | ALLEGION PLC | 32K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 99K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| FOX | FOX CORP | 24K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 20K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 10K | $1M+ | SH |
| VICI | VICI PPTYS INC | 43K | $1M+ | SH |
| CFR | CULLEN FROST BANKERS INC | 9K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 7K | $1M+ | SH |