Beck Bode, LLC: 13F holdings
CIK 17905482026Q2
| Positions | 108 |
|---|
| Reported value | $660.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 108 (+8 vs prior quarter) |
|---|
| Reported value | $660.5m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 160,007 | $32.0m | 4.8% |
| CRWD CROWDSTRIKE HLDGS INC | 38,321 | $29.2m | 4.4% |
| CAH CARDINAL HEALTH INC | 112,677 | $26.8m | 4.1% |
| ESI ELEMENT SOLUTIONS INC | 541,780 | $25.9m | 3.9% |
| TGT TARGET CORP | 197,121 | $25.7m | 3.9% |
| ANET ARISTA NETWORKS INC | 149,612 | $25.4m | 3.8% |
| JBHT HUNT J B TRANS SVCS INC | 77,819 | $22.5m | 3.4% |
| NI NISOURCE INC | 468,667 | $22.3m | 3.4% |
| XEL XCEL ENERGY INC | 274,313 | $22.0m | 3.3% |
| NEE NEXTERA ENERGY INC | 241,078 | $21.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1790548")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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