Beck Bode, LLC — 13F holdings

Beck Bode, LLC reported 109 holdings worth $660M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $32.0M (4.8%)
2. CRWD CROWDSTRIKE HLDGS INC — $29.2M (4.4%)
3. CAH CARDINAL HEALTH INC — $26.8M (4.1%)
4. ESI ELEMENT SOLUTIONS INC — $25.9M (3.9%)
5. TGT TARGET CORP — $25.7M (3.9%)
6. ANET ARISTA NETWORKS INC — $25.4M (3.8%)
7. JBHT HUNT J B TRANS SVCS INC — $22.5M (3.4%)
8. NI NISOURCE INC — $22.3M (3.4%)
9. XEL XCEL ENERGY INC — $22.0M (3.3%)
10. NEE NEXTERA ENERGY INC — $21.2M (3.2%)