Beck Bode, LLC
100 holdingsFiling period: 2026-03-31Current AUM: $664.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 163.0K | $28.4M | $32.7M | 4.92% | -7,211 | 2026-03-31 |
| 2 | TGT | TARGET CORP | 193.7K | $23.5M | $28.0M | 4.21% | -- | 2026-03-31 |
| 3 | CAH | CARDINAL HEALTH INC | 109.0K | $23.0M | $25.1M | 3.77% | -6,112 | 2026-03-31 |
| 4 | NEE | NEXTERA ENERGY INC | 238.1K | $22.1M | $20.7M | 3.11% | -9,629 | 2026-03-31 |
| 5 | NI | NISOURCE INC | 469.2K | $21.9M | $20.8M | 3.14% | -9,967 | 2026-03-31 |
| 6 | XEL | XCEL ENERGY INC | 267.5K | $21.2M | $20.9M | 3.15% | -4,909 | 2026-03-31 |
| 7 | ESI | ELEMENT SOLUTIONS INC | 584.6K | $20.0M | $21.5M | 3.23% | -14,579 | 2026-03-31 |
| 8 | AEE | AMEREN CORP | 181.2K | $19.9M | $19.9M | 2.99% | +7.8K | 2026-03-31 |
| 9 | ED | CONSOLIDATED EDISON INC | 172.1K | $19.5M | $18.7M | 2.82% | -- | 2026-03-31 |
| 10 | ANET | ARISTA NETWORKS INC | 157.5K | $19.3M | $28.4M | 4.27% | -6,570 | 2026-03-31 |
| 11 | CWT | CALIFORNIA WTR SVC GROUP | 411.7K | $18.7M | $20.6M | 3.10% | +23.3K | 2026-03-31 |
| 12 | CEG | CONSTELLATION ENERGY CORP | 66.7K | $18.6M | $17.5M | 2.64% | +2.4K | 2026-03-31 |
| 13 | ROKU | ROKU INC | 194.6K | $18.4M | $28.2M | 4.24% | -1,411 | 2026-03-31 |
| 14 | PEG | PUBLIC SVC ENTERPRISE GROUP | 224.1K | $18.1M | $17.2M | 2.58% | -- | 2026-03-31 |
| 15 | NGG | NATIONAL GRID PLC | 212.9K | $18.0M | $17.0M | 2.56% | -- | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 17.7K | $17.7M | $16.9M | 2.54% | -426 | 2026-03-31 |
| 17 | JBHT | HUNT J B TRANS SVCS INC | 80.6K | $17.1M | $21.9M | 3.30% | -- | 2026-03-31 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | 43.4K | $16.9M | $33.1M | 4.99% | +1.6K | 2026-03-31 |
| 19 | HSBC | HSBC HLDGS PLC | 204.9K | $16.9M | $21.8M | 3.28% | -- | 2026-03-31 |
| 20 | KEY | KEYCORP | 835.3K | $16.7M | $18.9M | 2.84% | -- | 2026-03-31 |
| 21 | VST | VISTRA CORP | 111.2K | $16.7M | $16.5M | 2.48% | +7.9K | 2026-03-31 |
| 22 | FIVE | FIVE BELOW INC | 71.6K | $16.4M | $15.6M | 2.34% | -- | 2026-03-31 |
| 23 | FCX | FREEPORT MCMORAN INC | 274.7K | $16.1M | $17.2M | 2.59% | -- | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 16.4K | $15.1M | $18.8M | 2.83% | -- | 2026-03-31 |
| 25 | HSY | HERSHEY CO | 71.1K | $14.8M | $12.4M | 1.87% | -- | 2026-03-31 |
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