Holdings
Beck Bode, LLC
As of Jun 30, 2026, Beck Bode, LLC reported 82 positions worth US$645M. Largest: Nvidia Corporation, Crowdstrike Holdings, Inc. and Cardinal Health, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 160K | US$32M | −2,999 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 38,321 | US$29.2M | −5,094 | Jun 30, 2026 |
| Cardinal Health, Inc. | 113K | US$26.8M | +3,656 | Jun 30, 2026 |
| Element Solutions Inc. | 542K | US$25.9M | −42,782 | Jun 30, 2026 |
| Target Corporation | 197K | US$25.7M | +3,453 | Jun 30, 2026 |
| Arista Networks, Inc. | 150K | US$25.4M | −7,887 | Jun 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 77,819 | US$22.5M | −2,790 | Jun 30, 2026 |
| Nisource Inc | 469K | US$22.3M | −507 | Jun 30, 2026 |
| Xcel Energy Inc. | 274K | US$22M | +6,835 | Jun 30, 2026 |
| Nextera Energy, Inc. | 241K | US$21.2M | +3,023 | Jun 30, 2026 |