13F Filings History of Beck Bode, LLC
- Latest 13F filing
- Q2 2026 - 13 Aug 2026
- Latest reported 13F value
- $660,418,679
- Largest 13F holdings
-
NVDA CRWD CAH ESI TGT ANET JBHT NI XEL NEE CWT ES
+8 more
HSBC JNJ KEY AWK MDU NGG VST CEG - Form 13F summary
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- Beck Bode, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Beck Bode, LLC reported 104 equity holdings with a total reported market value of $660,418,679 for Q2 2026. Top reported holdings included NVDA, CRWD, CAH, ESI, and TGT.
- Manager signature
- Benjamin Beck - Managing Partner and Chief Compliance Officer
- Manager location
- Dedham, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$660,418,679
Quarter delta
+$69,802,794
Accepted
13 Aug 2026, 15:24
Rows shown
1-25 of 31
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 104 | $660,418,679 | +$169,243,462 | -$169,858,644 | -$615,182 | NVDA, CRWD, CAH, ESI, TGT | 13F-HR | 13 Aug 2026, 15:24 |
| Q1 2026 | 92 | $590,615,885 | +$236,301,134 | -$246,600,447 | -$10,299,313 | NVDA, TGT, CAH, NEE, NI | 13F-HR | 07 May 2026, 11:18 |
| Q4 2025 | 92 | $601,088,737 | +$119,150,249 | -$117,410,419 | +$1,739,830 | NVDA, CAH, CEG, ANET, ROKU | 13F-HR | 06 Feb 2026, 18:55 |
| Q3 2025 | 92 | $618,941,621 | +$70,700,671 | -$83,208,122 | -$12,507,451 | NVDA, ANET, XEL, CEG, CRWD | 13F-HR | 14 Nov 2025, 16:34 |
| Q2 2025 | 99 | $590,976,957 | +$216,286,123 | -$207,601,430 | +$8,684,693 | NVDA, CEG, NFLX, CRWD, CAH | 13F-HR | 08 Aug 2025, 07:47 |
| Q1 2025 | 101 | $536,365,538 | +$225,543,259 | -$223,081,477 | +$2,461,782 | NVDA, EXC, AWK, CMS, AEE | 13F-HR | 14 May 2025, 15:34 |
| Q4 2024 | 108 | $547,468,328 | +$199,280,957 | -$174,625,749 | +$24,655,208 | NVDA, ETR, ANET, XEL, NFLX | 13F-HR | 14 Feb 2025, 09:02 |
| Q3 2024 | 103 | $531,408,067 | +$227,298,863 | -$213,549,960 | +$13,748,903 | NVDA, MSFT, CEG, CHDN, ANET | 13F-HR | 08 Nov 2024, 18:38 |
| Q2 2024 | 104 | $497,533,195 | +$217,676,798 | -$200,577,250 | +$17,099,548 | NVDA, PODD, MSFT, PDD, ANET | Restatement | 15 Aug 2024, 12:05 |
| Q1 2024 | 108 | $489,571,936 | +$138,902,814 | -$126,661,629 | +$12,241,185 | NVDA, ANET, BYD, NRG, SPOT | 13F-HR | 22 May 2024, 15:14 |
| Q4 2023 | 119 | $445,749,208 | +$156,396,026 | -$146,611,001 | +$9,785,025 | NRG, ANET, LULU, VRTX, MAR | 13F-HR | 05 Feb 2024, 16:37 |
| Q3 2023 | 121 | $391,658,236 | +$67,179,843 | -$75,127,743 | -$7,947,900 | HUM, URI, ANET, NRG, AFL | 13F-HR | 02 Nov 2023, 12:32 |
| Q2 2023 | 130 | $410,997,515 | +$134,422,292 | -$130,538,821 | +$3,883,471 | URI, HUM, NRG, NEE, AES | 13F-HR | 09 Aug 2023, 19:29 |
| Q1 2023 | 139 | $406,979,065 | +$110,439,546 | -$155,921,177 | -$45,481,631 | A, AES, AEE, NEE, AY | 13F-HR | 03 May 2023, 13:22 |
| Q4 2022 | 202 | $444,717,531 | +$217,507,664 | -$257,961,196 | -$40,453,532 | A, AES, NEE, AEE, NI | 13F-HR | 07 Feb 2023, 19:35 |
| Q3 2022 | 224 | $461,571,000 | +$111,174,215 | -$97,250,195 | +$13,924,020 | AAPL, NEE, VST, NI, AES | 13F-HR | 10 Nov 2022, 18:49 |
| Q2 2022 | 229 | $469,999,000 | +$173,240,242 | -$83,017,294 | +$90,222,948 | MSFT, AAPL, VST, NI, NVDA | 13F-HR | 28 Jul 2022, 19:22 |
| Q1 2022 | 149 | $443,800,000 | +$211,453,425 | -$157,502,533 | +$53,950,892 | MSFT, NVDA, AAPL, NI, NEE | 13F-HR | 02 May 2022, 10:54 |
| Q4 2021 | 86 | $399,734,000 | +$111,795,710 | -$102,955,392 | +$8,840,318 | NVDA, MSFT, NEE, NI, STZ | 13F-HR | 04 Feb 2022, 19:07 |
| Q3 2021 | 86 | $358,589,000 | +$111,393,427 | -$100,712,576 | +$10,680,851 | NVDA, MSFT, META, NEE, NI | 13F-HR | 22 Oct 2021, 13:24 |
| Q2 2021 | 320 | $362,293,000 | +$121,629,975 | -$100,588,223 | +$21,041,752 | NVDA, MSFT, META, AES, OMI | 13F-HR | 28 Jul 2021, 18:34 |
| Q1 2021 | 69 | $325,148,000 | +$325,148,000 | $0 | +$325,148,000 | AES, NEE, NVDA, MSFT, ABT | 13F-HR | 10 May 2021, 10:31 |
| Q4 2020 | 0 | $0 | $0 | -$276,393,000 | -$276,393,000 | 13F-HR | 08 Feb 2021, 14:10 | |
| Q3 2020 | 310 | $276,385,000 | +$94,114,676 | -$81,044,455 | +$13,070,221 | ZM, EW, NEE, NVDA, LULU | 13F-HR | 12 Nov 2020, 09:38 |
| Q2 2020 | 50 | $243,937,000 | +$32,212,887 | -$5,811,690 | +$26,401,197 | EW, LULU, AWK, NEE, DXCM | 13F-HR | 12 Aug 2020, 18:20 |