account_balance
Investment manager · 13F filer · SEC CIK 1790548
Beck Bode, LLC
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Reported value$640Mas of Sep 30, 2026
Positions91 21 new, 34 sold out
Top 10 weight40.3%NVDA alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.4%Trimmed −5%
CRWDCrowdStrike Holdings, Inc.
4.6%Trimmed −27%
TGTTarget Corp
4.5%Trimmed −6%
ANETArista Networks, Inc.
4.1%Trimmed −14%
LBRTLiberty Energy Inc.
3.9%New
BPBP PLC
3.8%New
CAHCardinal Health Inc
3.8%Trimmed −3%
WMGWarner Music Group Corp.
3.6%Added +59%
ESIElement Solutions Inc
3.3%Added +6%
HSBCHSBC Holdings PLC
3.2%
JNJJohnson & Johnson
3.1%
XELXcel Energy Inc
3.1%
NVDANVIDIA Corp
5.4%−5%
CRWDCrowdStrike Holdings, Inc.
4.6%
TGTTarget Corp
4.5%
ANETArista Networks, Inc.
4.1%−14%
LBRTLiberty Energy Inc.
3.9%New
BPBP PLC
3.8%New
CAHCardinal Health Inc
3.8%
WMGWarner Music Group Corp.
3.6%
ESIElement Solutions Inc
3.3%
HSBCHSBC Holdings PLC
3.2%
JNJJohnson & Johnson
3.1%
XELXcel Energy Inc
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.4% Trimmed −5%CRWD CrowdStrike Holdings, Inc. 4.6% Trimmed −27%TGT Target Corp 4.5% Trimmed −6%ANET Arista Networks, Inc. 4.1% Trimmed −14%LBRT Liberty Energy Inc. 3.9% NewBP BP PLC 3.8% NewCAH Cardinal Health Inc 3.8% Trimmed −3%WMG Warner Music Group Corp. 3.6% Added +59%ESI Element Solutions Inc 3.3% Added +6%HSBC HSBC Holdings PLC 3.2% HeldJNJ Johnson & Johnson 3.1% HeldXEL Xcel Energy Inc 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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