Investor
Beck Bode, LLC
CIK 0001790548 · filed 2026-02-09 · SEC filing
13F book
$601.2M
Positions
92
Largest name
5.3%
Nvidia Corp · NVDA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 170.2K | $31.7M | 5.3% | — | Held |
| Cardinal Health Inc | CAH | 115.1K | $23.7M | 3.9% | — | Held |
| Constellation Energy Corp | CEG | 64.3K | $22.7M | 3.8% | — | Held |
| Arista Networks, Inc. | ANET | 164.1K | $21.5M | 3.6% | — | Held |
| Roku, Inc | ROKU | 196K | $21.3M | 3.5% | — | Held |
| Idacorp Inc | IDA | 160.2K | $20.3M | 3.4% | — | Held |
| Xcel Energy Inc | — | 272.4K | $20.1M | 3.3% | — | Held |
| Nisource Inc. | NI | 479.1K | $20M | 3.3% | — | Held |
| Nextera Energy Inc | — | 247.7K | $19.9M | 3.3% | — | Held |
| Crowdstrike Hldgs Inc | — | 41.9K | $19.6M | 3.3% | — | Held |
| Aflac Inc | AFL | 169.6K | $18.7M | 3.1% | — | Held |
| Aptiv Plc | APTV | 238.9K | $18.2M | 3.0% | — | Held |
| Churchill Downs Inc | CHDN | 154.9K | $17.6M | 2.9% | — | Held |
| Ameren Corp | AEE | 173.4K | $17.3M | 2.9% | — | Held |
| Ascendis Pharma A/S | ASND | 81.1K | $17.3M | 2.9% | — | Held |
| California Wtr Svc Group | — | 388.4K | $16.8M | 2.8% | — | Held |
| Netflix Inc | NFLX | 178.3K | $16.7M | 2.8% | — | Held |
| Vistra Corp. | VST | 103.3K | $16.7M | 2.8% | — | Held |
| Pg&E Corp | — | 1.03M | $16.6M | 2.8% | — | Held |
| Dte Energy Co | — | 127.7K | $16.5M | 2.7% | — | Held |
| Costco Whsl Corp New | — | 18.2K | $15.7M | 2.6% | — | Held |
| Amazon Com Inc | AMZN | 67.2K | $15.5M | 2.6% | — | Held |
| Jpmorgan Chase & Co. | — | 48K | $15.5M | 2.6% | — | Held |
| Element Solutions Inc | ESI | 599.1K | $15M | 2.5% | — | Held |
| Petroleo Brasileiro Sa Petro | — | 1.23M | $14.6M | 2.4% | — | Held |
| Applovin Corp | APP | 14.9K | $10M | 1.7% | — | Held |
| Urban Outfitters Inc | URBN | 103.6K | $7.79M | 1.3% | — | Held |
| Carnival Corp Ltd. | CCL | 234.5K | $7.16M | 1.2% | — | Held |
| Apple Inc. | AAPL | 25.3K | $6.89M | 1.1% | — | Held |
| American Express Co | AXP | 18.5K | $6.85M | 1.1% | — | Held |
| Caci Intl Inc | — | 12.8K | $6.79M | 1.1% | — | Held |
| Walmart Inc. | WMT | 58.7K | $6.54M | 1.1% | — | Held |
| Wheaton Precious Metals Corp. | WPM | 55K | $6.46M | 1.1% | — | Held |
| Lloyds Banking Group Plc | — | 1.2M | $6.35M | 1.1% | — | Held |
| Workday, Inc. | WDAY | 26.9K | $5.78M | 1.0% | — | Held |
| Tal Education Group | TAL | 522.2K | $5.7M | 0.9% | — | Held |
| Argenx SE | ARGX | 6.67K | $5.61M | 0.9% | — | Held |
| Crispr Therapeutics Ag | CRSP | 98.8K | $5.18M | 0.9% | — | Held |
| Allegion plc | ALLE | 31.6K | $5.03M | 0.8% | — | Held |
| Select Sector Spdr Tr | — | 98.6K | $4.21M | 0.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 4.33K | $2.95M | 0.5% | — | Held |
| Goldman Sachs Group Inc | — | 1.82K | $1.6M | 0.3% | — | Held |
| Fox Corp | — | 23.7K | $1.54M | 0.3% | — | Held |
| Banco Bilbao Vizcaya Argenta | — | 64K | $1.49M | 0.2% | — | Held |
| Alphabet Inc | — | 4.46K | $1.4M | 0.2% | — | Held |
| Delta Air Lines Inc Del | DAL | 19.6K | $1.36M | 0.2% | — | Held |
| Dell Technologies Inc. | DELL | 10.3K | $1.3M | 0.2% | — | Held |
| Vici Pptys Inc | — | 42.8K | $1.2M | 0.2% | — | Held |
| Cullen Frost Bankers Inc | — | 9.29K | $1.18M | 0.2% | — | Held |
| Capital One Finl Corp | — | 4.76K | $1.15M | 0.2% | — | Held |
| First Tr Exchange-Traded Alp | — | 7.04K | $1.13M | 0.2% | — | Held |
| First Tr Exchange Traded Fd | — | 15.9K | $1.1M | 0.2% | — | Held |
| RTX Corp | RTX | 5.59K | $1.03M | 0.2% | — | Held |
| Sony Group Corp | — | 37.4K | $956.3K | 0.2% | — | Held |
| Marsh & Mclennan Cos Inc | — | 4.69K | $869.9K | 0.1% | — | Held |
| Fortinet, Inc. | FTNT | 10.8K | $860K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 3.89K | $745.6K | 0.1% | — | Held |
| Tenaris S A | — | 19.3K | $742K | 0.1% | — | Held |
| Universal Hlth Svcs Inc | — | 3.02K | $659.5K | 0.1% | — | Held |
| Datadog, Inc. | DDOG | 4.47K | $607.9K | 0.1% | — | Held |
| Fidelity Covington Trust | — | 9.01K | $550K | 0.1% | — | Held |
| Allstate Corp | — | 2.55K | $530K | 0.1% | — | Held |
| Agnico Eagle Mines Ltd | AEM | 3.07K | $520.4K | 0.1% | — | Held |
| Ishares Tr | — | 4.95K | $476.6K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 23.8K | $474K | 0.1% | — | Held |
| Amicus Therapeutics Inc | — | 32.8K | $467K | 0.1% | — | Held |
| Ishares Tr | — | 15K | $464.1K | 0.1% | — | Held |
| Microsoft Corp | MSFT | 938 | $453.6K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 3.18K | $452.1K | 0.1% | — | Held |
| Rockwell Automation, Inc | ROK | 1.12K | $437.3K | 0.1% | — | Held |
| Ishares Tr | — | 4.01K | $411K | 0.1% | — | Held |
| Amphenol Corp New | — | 3.02K | $408.7K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 893 | $401.6K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 6.78K | $388.1K | 0.1% | — | Held |
| Fidelity Covington Trust | — | 6.82K | $376.5K | 0.1% | — | Held |
| Booking Holdings Inc. | BKNG | 66 | $356K | 0.1% | — | Held |
| Boyd Gaming Corp | BYD | 4.09K | $348.9K | 0.1% | — | Held |
| Flex Ltd. | FLEX | 5.68K | $343.1K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 3.64K | $337.1K | 0.1% | — | Held |
| Salesforce, Inc. | CRM | 1.23K | $326.3K | 0.1% | — | Held |
| Levi Strauss & Co New | — | 15.5K | $321.3K | 0.1% | — | Held |
| Tim S.A. | TIMB | 16.1K | $313.2K | 0.1% | — | Held |
| Ishares Tr | — | 1.77K | $298.4K | 0.1% | — | Held |
| Hudbay Minerals Inc. | HBM | 12.7K | $251.5K | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.51K | $246.4K | 0.0% | — | Held |
| Berkshire Hathaway Inc Del | — | 482 | $242.3K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 5.9K | $238.2K | 0.0% | — | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.48K | $237.1K | 0.0% | — | Held |
| Exelixis, Inc. | EXEL | 5.39K | $236.2K | 0.0% | — | Held |
| J P Morgan Exchange Traded F | — | 4.34K | $217.5K | 0.0% | — | Held |
| Cleanspark Inc | — | 19K | $192K | 0.0% | — | Held |
| Vaneck Etf Trust | — | 10K | $142.2K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.