Beck Bode, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $572 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.9M, Xcel Energy Inc with a value of $22.1M, Constellation Energy Corp with a value of $21.9M, Crowd Strike Holdings, Inc. with a value of $21.3M, and Idacorp Inc with a value of $21.1M.
Examining the 13F form we can see an increase of $33.8M in the current position value, from $539M to 572M.
Below you can find more details about Beck Bode, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
Utilities: $198 Million
Technology: $91.1 Million
Consumer Cyclical: $52.1 Million
Financial Services: $51.8 Million
Healthcare: $49.1 Million
Communication Services: $43.4 Million
Consumer Defensive: $30.6 Million
Basic Materials: $24 Million
Other: $33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
