Beck Bode, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.8M, Constellation Energy Corp with a value of $22.5M, Netflix Inc with a value of $22.3M, Crowd Strike Holdings, Inc. with a value of $21.2M, and Cardinal Health Inc with a value of $20.9M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $523M to 539M.
Below you can find more details about Beck Bode, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
Utilities: $184 Million
Technology: $77.1 Million
Consumer Cyclical: $56.7 Million
Healthcare: $48.1 Million
Communication Services: $44.4 Million
Financial Services: $36 Million
Consumer Defensive: $32.4 Million
Real Estate: $23.9 Million
Other: $35.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
