Beck Bode, LLC
SEC Form 13F institutional filer · CIK 0001790548
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.42B
Top-10 concentration
51.2%
Beck Bode, LLC — $425M AUM allocation strategy
Beck Bode, LLC files SEC Form 13F and reports $425M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Utilities 37.2%, followed by Information Technology 15.2% and Consumer Staples 14.8%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Beck Bode, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$425M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VST +7.9K sh · +$52K+$AEE +7.79K sh · +$2.6M+$WDAY +6.38K sh · −$1.46M
Biggest trims (shares)
−$NI −9.97K sh · +$1.88M−$NEE −9.63K sh · +$2.23M−$NVDA −7.21K sh · −$3.32M
Exited to nil (held last quarter, gone now)
$AFL ($18.7M last qtr)$APTV ($18.2M last qtr)$BNY ($17.3M last qtr)$NFLX ($16.7M last qtr)$PCG ($16.6M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Utilities24.6%—
- Electric Utilities12.6%—
- Consumer Staples Merchandise Retail11.3%—
- Semiconductors6.7%—
- Health Care Distributors5.4%—
- Communications Equipment4.6%—
- Cargo Ground Transportation4.0%—
- Systems Software4.0%—
- Other holdings26.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 163K | $28.4M | -7.21K | 6.7% |
| $TGT | Target Corporation | 194K | $23.5M | — | 5.5% |
| $CAH | Cardinal Health Inc | 109K | $23M | -6.11K | 5.4% |
| $NEE | NextEra Energy Inc | 238K | $22.1M | -9.63K | 5.2% |
| $NI | NiSource Inc | 469K | $21.9M | -9.97K | 5.2% |
| $XEL | Xcel Energy Inc | 267K | $21.2M | -4.91K | 5.0% |
| $AEE | Ameren Corporation | 181K | $19.9M | +7.79K | 4.7% |
| $ED | Consolidated Edison Inc | 172K | $19.5M | — | 4.6% |
| $ANET | Arista Networks Inc | 157K | $19.3M | -6.57K | 4.6% |
| $CEG | Constellation Energy Corporation | 66.7K | $18.6M | +2.4K | 4.4% |
…and 45 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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