Beck Bode, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $529 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.6M, Microsoft Corp with a value of $18.2M, Constellation Energy Corp with a value of $18M, Churchill Downs Inc with a value of $16.5M, and Arista Networks, Inc. with a value of $16.4M.
Examining the 13F form we can see an increase of $32M in the current position value, from $497M to 529M.
Below you can find more details about Beck Bode, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$529 Million
Utilities: $156 Million
Technology: $91.6 Million
Healthcare: $61.5 Million
Consumer Cyclical: $37.7 Million
ETFs: $37.6 Million
Communication Services: $32.4 Million
Industrials: $26.3 Million
Consumer Defensive: $25.9 Million
Other: $60.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
