Beck Bode, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Beck Bode, LLC reported 104 stock positions worth $497.5 million. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by Insulet (PODD, 3.8%) and Microsoft (MSFT, 3.6%). Compared with Q1 2024, it opened 25 new positions, sold out of 29, added to 23 and reduced 53. The biggest buy was a new position in PDD (PDD) and the biggest sale an exit from Boyd Gaming (BYD).
- Most Recent 13F
- Q2 2026
- Location
- DEDHAM, MA
- CIK
- 0001790548
- Portfolio Value
- $497.5M (Q2 2024)
- SEC Filing
- 0001420506-24-001590 ↗ filed Aug 15, 2024
Holdings Value
Holdings 104 stocks · $497.5M
| NVDA Nvidia Corp. | 4.54% | 182,866 | $22.6M | Reduce -20.1% |
| PODD Insulet Corp. | 3.78% | 93,187 | $18.8M | Add +33.6% |
| MSFT Microsoft Corp. | 3.59% | 39,951 | $17.9M | Add +37.3% |
| PDD PDD Holdings Inc. | 3.24% | 121,194 | $16.1M | New |
| ANET Arista Networks Inc. | 3.04% | 43,160 | $15.1M | Reduce -26.6% |
| LLY Eli Lilly & Co. | 3.02% | 16,607 | $15.0M | New |
| COST Costco Wholesale Corp. | 2.73% | 15,957 | $13.6M | Add +1.7% |
| AWK American Water Works Co. Inc. | 2.69% | 103,645 | $13.4M | New |
| DTE DTE Energy Company | 2.68% | 120,304 | $13.4M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 2.67% | 34,683 | $13.3M | Reduce -7.4% |
| ATO Atmos Energy Corp. | 2.61% | 111,415 | $13.0M | New |
| CMS CMS Energy Corp. | 2.59% | 216,324 | $12.9M | Add +991.3% |
| AFL Aflac Inc. | 2.57% | 143,350 | $12.8M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 2.54% | 62,533 | $12.6M | New |
| NI Nisource Inc. | 2.54% | 438,513 | $12.6M | Add +5.9% |
| AEE Ameren Corporation | 2.49% | 174,255 | $12.4M | Add +7.1% |
| GOOG Alphabet Inc. Class C | 2.49% | 67,523 | $12.4M | Add +7.1% |
| ETN Eaton Corp. PLC | 2.45% | 38,888 | $12.2M | Add +20.5% |
| NEE Nextera Energy Inc. | 2.44% | 171,488 | $12.1M | Reduce -6.1% |
| LULU Lululemon Athletica Inc. | 2.35% | 39,144 | $11.7M | Add +49.8% |
| WEC WEC Energy Group Inc. | 2.34% | 148,271 | $11.6M | New |
| NFLX Netflix Inc. | 2.32% | 17,108 | $11.5M | New |
| AXIAY Axia Energia-ADR filed as CENTRAIS ELETRICAS BRASILEIR | 2.28% | 1,766,440 | $11.4M | Add +1444.6% |
| NGG National Grid PLC-SP ADR | 2.14% | 187,842 | $10.7M | Add +16.4% |
| OSCR Oscar Health Inc. Class A | 1.79% | 564,297 | $8.9M | Reduce -14.9% |
| GH Guardant Health Inc. | 1.56% | 269,390 | $7.8M | Add +32.3% |
| ABBV Abbvie Inc. | 1.49% | 43,175 | $7.4M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.48% | 73,982 | $7.3M | Add +4132.4% |
| DLR Digital Realty Trust Inc. | 1.35% | 44,052 | $6.7M | New |
| CACI Caci International Inc. Class A | 1.32% | 15,314 | $6.6M | Add +26.8% |
| WDAY Workday Inc. Class A | 1.25% | 27,796 | $6.2M | Reduce -8.3% |
| MLM Martin Marietta Materials | 1.25% | 11,455 | $6.2M | Add +36.6% |
| UAL United Airlines Holdings Inc. | 1.23% | 125,788 | $6.1M | New |
| KHC The Kraft Heinz Co. | 1.17% | 180,630 | $5.8M | Reduce -0.2% |
| TAL Tal Education Group- ADR | 1.00% | 464,197 | $5.0M | Add +81.2% |
| CNC Centene Corp. | 0.99% | 74,005 | $4.9M | Add +10.7% |
| RDVY First Trust Rising Dividend | 0.97% | 88,425 | $4.8M | Reduce -32.5% |
| FTC First Trust Large Cap Growth | 0.72% | 29,228 | $3.6M | Reduce -12.8% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 18,663 | $3.1M | Reduce -24.8% |
| FIXD First Trust Smith Opportunis | 0.58% | 66,969 | $2.9M | Reduce -16.6% |
| IUSV iShares Core S&P U.S. Value | 0.57% | 32,042 | $2.8M | Reduce -13.5% |
| FTCS First Trust Capital Strength | 0.54% | 32,207 | $2.7M | Reduce -14.6% |
| UTHR United Therapeutics Corp. | 0.52% | 8,084 | $2.6M | Add +1.0% |
| ECL Ecolab Inc. | 0.48% | 10,071 | $2.4M | Reduce -1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.45% | 39,463 | $2.2M | Reduce -15.7% |
| STNG Scorpio Tankers Inc. | 0.43% | 26,600 | $2.2M | New |
| FDRR Fidelity Div ETF Rise Rates | 0.43% | 44,424 | $2.1M | Reduce -36.7% |
| PCEF Invesco Cef Income Composite | 0.43% | 113,636 | $2.1M | Reduce -14.8% |
| PFF iShares Preferred & Income S | 0.43% | 67,736 | $2.1M | Reduce -17.4% |
| SKT Tanger Inc. | 0.39% | 70,762 | $1.9M | Add +3.4% |
| FLS Flowserve Corp. | 0.38% | 39,487 | $1.9M | Reduce -48.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.37% | 14,898 | $1.8M | Reduce -32.3% |
| DELL Dell Technologies -C | 0.36% | 13,039 | $1.8M | Reduce -54.5% |
| KBH KB Home | 0.36% | 25,382 | $1.8M | Reduce -46.9% |
| FUTY Fidelity MSCI US Utilities | 0.36% | 40,446 | $1.8M | Reduce -21.9% |
| AAPL Apple Inc. | 0.35% | 8,384 | $1.8M | Reduce -11.5% |
| PEP Pepsico Inc. | 0.33% | 10,030 | $1.7M | Reduce -20.2% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 18,539 | $1.5M | Reduce -8.0% |
| ELF Elf Beauty Inc. | 0.28% | 6,645 | $1.4M | Reduce -65.1% |
| TW Tradeweb Markets Inc. Class A | 0.28% | 13,069 | $1.4M | New |
| APH Amphenol Corp. Class A | 0.27% | 20,099 | $1.4M | Add +9.5% |
| XLRE SS Real Estate Select Sector | 0.27% | 35,084 | $1.3M | Reduce -6.0% |
| PSX Phillips 66 | 0.27% | 9,416 | $1.3M | Add +104.2% |
| EMLP First Trust North American E | 0.25% | 40,893 | $1.2M | Reduce -12.3% |
| MNSO Miniso Group Holding Ltd.-ADR | 0.25% | 64,810 | $1.2M | New |
| CYBR Cyberark Software Ltd./Israel | 0.25% | 4,500 | $1.2M | New |
| IBB iShares Biotechnology ETF | 0.25% | 8,946 | $1.2M | Reduce -21.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 2,212 | $1.2M | Reduce -30.3% |
| HUBS HubSpot Inc. | 0.22% | 1,824 | $1.1M | Reduce -40.4% |
| RACE Ferrari NV | 0.22% | 2,632 | $1.1M | Reduce -5.2% |
| WEX Wex Inc. | 0.21% | 5,814 | $1.0M | New |
| STRA Strategic Education Inc. | 0.21% | 9,286 | $1.0M | New |
| CRM Salesforce Inc. | 0.20% | 3,949 | $1.0M | Reduce -37.6% |
| MRSH Marsh & McLennan Cos | 0.20% | 4,702 | $991K | No change |
| FTDS First Trust Dividend Strengt | 0.19% | 19,052 | $929K | Reduce -19.9% |
| DUSA Davis Select US Equity ETF | 0.19% | 22,806 | $926K | Reduce -9.4% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 21,130 | $921K | Reduce -26.3% |
| MELI MercadoLibre Inc. | 0.18% | 555 | $911K | Reduce -75.1% |
| EXC Exelon Corp. | 0.18% | 25,278 | $875K | Reduce -21.2% |
| AEP American Electric Power | 0.17% | 9,513 | $835K | New |
| TOL Toll Brothers Inc. | 0.16% | 7,103 | $818K | Add +6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 7,352 | $809K | Reduce -62.2% |
| BIZD Vaneck BDC Income ETF | 0.16% | 47,111 | $806K | Reduce -22.6% |
| HQY Healthequity Inc. | 0.16% | 9,049 | $780K | Reduce -73.5% |
| ED Consolidated Edison Inc. | 0.15% | 8,545 | $764K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 13,991 | $762K | Reduce -19.6% |
| DKNG Draftkings Inc. Class A | 0.13% | 17,409 | $664K | Reduce -65.9% |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.13% | 49,162 | $661K | New |
| AMZN Amazon.com Inc. | 0.13% | 3,368 | $651K | New |
| EMR Emerson Electric Co. | 0.13% | 5,878 | $647K | Reduce -4.4% |
| CELH Celsius Holdings Inc. | 0.13% | 11,086 | $633K | Reduce -62.8% |
| FTV Fortive Corp. | 0.12% | 7,917 | $587K | New |
| DDOG Datadog Inc. Class A | 0.12% | 4,470 | $580K | Reduce -55.2% |
| WYNN WYNN Resorts Ltd. | 0.12% | 6,437 | $576K | New |
| RTX RTX Corp. | 0.11% | 5,606 | $563K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.10% | 13,338 | $518K | Reduce -55.1% |
| FIW First Trust Water ETF | 0.09% | 4,648 | $465K | Reduce -41.0% |
| KYN Kayne Anderson Energy Infra | 0.09% | 44,866 | $463K | Reduce -29.0% |
| CDNS Cadence Design SYS Inc. | 0.08% | 1,306 | $402K | Reduce -65.4% |
| TME Tencent Music Entertainm-ADR | 0.06% | 21,908 | $308K | Reduce -11.8% |
Portfolio Sells Q1 2024 → Q2 2024
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −3.27 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −3.13 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −3.08 |
| AES AES Corp. | Sold out | 0.00% | −2.60 |
| ORA Ormat Technologies Inc. | Sold out | 0.00% | −2.36 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −2.30 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −2.19 |
| PGR Progressive Corp. | Sold out | 0.00% | −2.08 |
| PCG P G & E Corp. | Sold out | 0.00% | −2.01 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −1.98 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −1.18 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.91 |
| RHP Ryman Hospitality Properties | Sold out | 0.00% | −0.90 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.75 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.64 |
| RDVY First Trust Rising Dividend | Reduce -32.5% | 0.97% | −0.53 |
| MELI MercadoLibre Inc. | Reduce -75.1% | 0.18% | −0.50 |
| ELF Elf Beauty Inc. | Reduce -65.1% | 0.28% | −0.48 |
| SJT San Juan Basin Royalty TR | Sold out | 0.00% | −0.45 |
| ANET Arista Networks Inc. | Reduce -26.6% | 3.04% | −0.44 |
| WDAY Workday Inc. Class A | Reduce -8.3% | 1.25% | −0.44 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.41 |
| HQY Healthequity Inc. | Reduce -73.5% | 0.16% | −0.41 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.38 |
| CELH Celsius Holdings Inc. | Reduce -62.8% | 0.13% | −0.38 |
| DKNG Draftkings Inc. Class A | Reduce -65.9% | 0.13% | −0.34 |
| KBH KB Home | Reduce -46.9% | 0.36% | −0.33 |
| FLS Flowserve Corp. | Reduce -48.2% | 0.38% | −0.33 |
| DELL Dell Technologies -C | Reduce -54.5% | 0.36% | −0.31 |
| TX Ternium SA-Sponsored ADR | Sold out | 0.00% | −0.26 |
| RSP Invesco S&P 500 Equal Weight | Reduce -24.8% | 0.62% | −0.24 |
| TJX TJX Companies Inc. | Reduce -62.2% | 0.16% | −0.24 |
| FDRR Fidelity Div ETF Rise Rates | Reduce -36.7% | 0.43% | −0.24 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.23 |
| BL Blackline Inc. | Sold out | 0.00% | −0.22 |
| OSCR Oscar Health Inc. Class A | Reduce -14.9% | 1.79% | −0.22 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.21 |
| KHC The Kraft Heinz Co. | Reduce -0.2% | 1.17% | −0.19 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -32.3% | 0.37% | −0.19 |
| CRM Salesforce Inc. | Reduce -37.6% | 0.20% | −0.19 |
| HUBS HubSpot Inc. | Reduce -40.4% | 0.22% | −0.18 |
| CDNS Cadence Design SYS Inc. | Reduce -65.4% | 0.08% | −0.16 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.15 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.14 |
| FIXD First Trust Smith Opportunis | Reduce -16.6% | 0.58% | −0.14 |
| DDOG Datadog Inc. Class A | Reduce -55.2% | 0.12% | −0.14 |
| FTC First Trust Large Cap Growth | Reduce -12.8% | 0.72% | −0.12 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.12 |
| IUSV iShares Core S&P U.S. Value | Reduce -13.5% | 0.57% | −0.12 |
| PEP Pepsico Inc. | Reduce -20.2% | 0.33% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| PDD PDD Holdings Inc. | New | 3.24% | +3.24 |
| LLY Eli Lilly & Co. | New | 3.02% | +3.02 |
| AWK American Water Works Co. Inc. | New | 2.69% | +2.69 |
| DTE DTE Energy Company | New | 2.68% | +2.68 |
| ATO Atmos Energy Corp. | New | 2.61% | +2.61 |
| JPM JPMorgan Chase & Co. | New | 2.54% | +2.54 |
| CMS CMS Energy Corp. | Add +991.3% | 2.59% | +2.34 |
| WEC WEC Energy Group Inc. | New | 2.34% | +2.34 |
| NFLX Netflix Inc. | New | 2.32% | +2.32 |
| AXIAY Axia Energia-ADR | Add +1444.6% | 2.28% | +2.09 |
| ABBV Abbvie Inc. | New | 1.49% | +1.49 |
| DIS The Walt Disney Co. | Add +4132.4% | 1.48% | +1.43 |
| DLR Digital Realty Trust Inc. | New | 1.35% | +1.35 |
| PODD Insulet Corp. | Add +33.6% | 3.78% | +1.34 |
| UAL United Airlines Holdings Inc. | New | 1.23% | +1.23 |
| MSFT Microsoft Corp. | Add +37.3% | 3.59% | +1.09 |
| GH Guardant Health Inc. | Add +32.3% | 1.56% | +0.71 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 2.49% | +0.53 |
| STNG Scorpio Tankers Inc. | New | 0.43% | +0.43 |
| TAL Tal Education Group- ADR | Add +81.2% | 1.00% | +0.40 |
| ETN Eaton Corp. PLC | Add +20.5% | 2.45% | +0.39 |
| CACI Caci International Inc. Class A | Add +26.8% | 1.32% | +0.39 |
| COST Costco Wholesale Corp. | Add +1.7% | 2.73% | +0.38 |
| TW Tradeweb Markets Inc. Class A | New | 0.28% | +0.28 |
| LULU Lululemon Athletica Inc. | Add +49.8% | 2.35% | +0.26 |
| MNSO Miniso Group Holding Ltd.-ADR | New | 0.25% | +0.25 |
| CYBR Cyberark Software Ltd./Israel | New | 0.25% | +0.25 |
| WEX Wex Inc. | New | 0.21% | +0.21 |
| STRA Strategic Education Inc. | New | 0.21% | +0.21 |
| NI Nisource Inc. | Add +5.9% | 2.54% | +0.20 |
| MLM Martin Marietta Materials | Add +36.6% | 1.25% | +0.20 |
| AEP American Electric Power | New | 0.17% | +0.17 |
| ED Consolidated Edison Inc. | New | 0.15% | +0.15 |
| UTHR United Therapeutics Corp. | Add +1.0% | 0.52% | +0.14 |
| SBS Cia Saneamento Basico DE-ADR | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | New | 0.13% | +0.13 |
| FTV Fortive Corp. | New | 0.12% | +0.12 |
| WYNN WYNN Resorts Ltd. | New | 0.12% | +0.12 |
| PSX Phillips 66 | Add +104.2% | 0.27% | +0.11 |
| AFL Aflac Inc. | Add +1.3% | 2.57% | +0.09 |
| APH Amphenol Corp. Class A | Add +9.5% | 0.27% | +0.06 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| BILI Bilibili Inc.-Sponsored ADR | New | 0.03% | +0.03 |
| AEE Ameren Corporation | Add +7.1% | 2.49% | +0.03 |
| TOL Toll Brothers Inc. | Add +6.9% | 0.16% | −0.01 |
| SKT Tanger Inc. | Add +3.4% | 0.39% | −0.03 |
| CNC Centene Corp. | Add +10.7% | 0.99% | −0.09 |
| NGG National Grid PLC-SP ADR | Add +16.4% | 2.14% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 104 | $660.4M | NVDA, CRWD, CAH, ESI, TGT |
| Q1 2026 | 92 | $590.6M | NVDA, TGT, CAH, NEE, NI |
| Q4 2025 | 92 | $601.1M | NVDA, CAH, CEG, ANET, ROKU |
| Q3 2025 | 92 | $618.9M | NVDA, ANET, XEL, CEG, CRWD |
| Q2 2025 | 99 | $591.0M | NVDA, CEG, NFLX, CRWD, CAH |
| Q1 2025 | 101 | $536.4M | NVDA, EXC, AWK, CMS, AEE |
| Q4 2024 | 108 | $547.5M | NVDA, ETR, ANET, XEL, NFLX |
| Q3 2024 | 103 | $531.4M | NVDA, MSFT, CEG, CHDN, ANET |
| Q2 2024Amended | 104 | $497.5M | NVDA, PODD, MSFT, PDD, ANET |
| Q1 2024 | 108 | $489.6M | NVDA, ANET, BYD, NRG, SPOT |