Beck Bode, LLC
CIK 1790548
13F filing for Q2 2026・No. 3,318
- Holdings
- US$660.47M
- Quarter change
- +US$69.52M
- Entries
- 109
- Net bought (estimate)
- +US$2.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 22
- Cut 27
- Added 38
- Corporate actions 0
- Unchanged 5
Largest holdings
104 stocks worth US$660.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 160,007 | US$32.02M | 4.85% |
| CRWDCROWDSTRIKE HLDGS INCCL A | Cut | 38,321 | US$29.24M | 4.43% |
| CAHCARDINAL HEALTH INCCOM | Added | 112,677 | US$26.77M | 4.05% |
| ESIELEMENT SOLUTIONS INCCOM | Cut | 541,780 | US$25.87M | 3.92% |
| TGTTARGET CORPCOM | Added | 197,121 | US$25.75M | 3.90% |
| ANETARISTA NETWORKS INCCOM SHS | Cut | 149,612 | US$25.42M | 3.85% |
| JBHTHUNT J B TRANS SVCS INCCOM | Cut | 77,819 | US$22.52M | 3.41% |
| NINISOURCE INCCOM | Cut | 468,667 | US$22.29M | 3.37% |
| XELXCEL ENERGY INCCOM | Added | 274,313 | US$22.03M | 3.34% |
| NEENEXTERA ENERGY INCCOM | Added | 241,078 | US$21.16M | 3.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.