Benjamin Beck

Beck Bode, Llc

Assets Managed

$590.953M

Holdings

100

Last Quarter

2026 - Q1

Filed Date

1mo 8d ago

Growth Rate

-1.7%(2Q avg: -2.3%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beck Bode, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Beck Bode, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 590.953M in assets, with a quarterly growth rate of -1.7% and a 2-quarter average growth rate of -2.3%. The portfolio is managed by Benjamin Beck, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -4.23%	4.82%	$28.428M 163,006 shares@ $174.41 avg price	Decreased -4.23%
TGT Target Corp Recent Activity New Position	3.98%	$23.473M 193,668 shares@ $121.2 avg price	New Position
CAH Cardinal Health Inc Recent Activity Decreased -5.3%	3.9%	$23.037M 109,021 shares@ $211.31 avg price	Decreased -5.3%
NEE Nextera Energy Inc Recent Activity Decreased -3.88%	3.75%	$22.111M 238,055 shares@ $92.89 avg price	Decreased -3.88%
NI Nisource Inc Recent Activity Decreased -2.08%	3.71%	$21.892M 469,174 shares@ $46.66 avg price	Decreased -2.08%
XEL Xcel Energy Inc Recent Activity Decreased -1.8%	3.6%	$21.248M 267,478 shares@ $79.44 avg price	Decreased -1.8%
ESI Element Solutions Inc Recent Activity Decreased -2.43%	3.38%	$19.957M 584,562 shares@ $34.15 avg price	Decreased -2.43%
AEE Ameren Corporation Recent Activity Increased 4.5%	3.38%	$19.915M 181,181 shares@ $109.92 avg price	Increased 4.5%
ED Consolidated Edison Inc Recent Activity New Position	3.3%	$19.479M 172,104 shares@ $113.19 avg price	New Position
ANET Arista Networks Inc Recent Activity Decreased -4%	3.28%	$19.338M 157,499 shares@ $122.79 avg price	Decreased -4%

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