Beck Bode, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 15, 2024
Value $
$498M
Signature - Title
Benjamin Beck - Managing Partner and Chief Compliance Officer
Location
858 Washington St Ste 100, Dedham, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 104 $498M +$218M -$201M +$17.1M NVDA, PODD, MSFT, PDD, ANET Restatement 8/15/2024, 12:05 PM
Q1 2024 108 $490M +$139M -$127M +$12.2M NVDA, ANET, BYD, NRG, SPOT 13F-HR 5/22/2024, 03:14 PM
Q4 2023 119 $446M +$156M -$147M +$9.79M NRG, ANET, LULU, VRTX, MAR 13F-HR 2/5/2024, 04:37 PM
Q3 2023 156 $390M +$67.2M -$75.1M -$7.97M HUM, URI, ANET, NRG, AFL 13F-HR 11/2/2023, 12:32 PM
Q2 2023 129 $411M +$134M -$13.3M +$121M URI, HUM, NRG, NEE, AES 13F-HR 8/9/2023, 07:29 PM
Q1 2023 139 $407M +$110M -$62.3M +$48.1M A, AES, AEE, NEE, AY 13F-HR 5/3/2023, 01:22 PM
Q4 2022 202 $445M +$218M -$84.1M +$133M A, AES, NEE, AEE, NI 13F-HR 2/7/2023, 06:35 PM
Q3 2022 223 $449M +$110M -$22.8M +$87.1M AAPL, NEE, VST, NI, AES 13F-HR 11/10/2022, 05:49 PM
Q2 2022 229 $459M +$162M -$17.2M +$145M MSFT, AAPL, VST, NI, NVDA 13F-HR 7/28/2022, 07:22 PM
Q1 2022 149 $444M +$211M -$15.8M +$195M MSFT, NVDA, AAPL, NI, NEE 13F-HR 5/2/2022, 10:54 AM
Q4 2021 86 $400M +$112M -$3.85M +$108M NVDA, MSFT, NEE, NI, STZ 13F-HR 2/4/2022, 06:07 PM
Q3 2021 86 $359M +$111M -$101M +$10.7M NVDA, MSFT, META, NEE, NI 13F-HR 10/22/2021, 01:24 PM
Q2 2021 318 $362M +$122M -$119M +$2.44M NVDA, MSFT, META, AES, OMI 13F-HR 7/28/2021, 06:34 PM
Q1 2021 69 $325M +$325M $0 +$325M AES, NEE, NVDA, MSFT, ABT 13F-HR 5/10/2021, 10:31 AM
Q4 2020 13F-HR 2/8/2021, 01:10 PM
Q3 2020 298 $276M +$94.1M -$79.9M +$14.2M ZM, EW, NEE, NVDA, LULU 13F-HR 11/12/2020, 08:38 AM
Q2 2020 50 $244M +$35.8M -$486K +$35.3M EW, LULU, AWK, NEE, DXCM 13F-HR 8/12/2020, 06:20 PM
Q1 2020 45 $185M +$87.2M -$12.1M +$75.1M EW, NEE, AWK, SRE, AQN 13F-HR 5/14/2020, 11:39 AM
Q4 2019 69 $244M +$54.9M -$12.1M +$42.8M EW, NEE, AES, AWK, SRE 13F-HR 1/27/2020, 09:11 AM
Q3 2019 65 $228M +$49.2M -$11.3M +$37.9M EW, NEE, AWK, SRE, AQN 13F-HR 12/2/2019, 11:16 AM
Q2 2019 61 $225M +$71.2M -$9.75M +$61.5M EW, ILMN, AWK, NEE, POR 13F-HR 11/27/2019, 01:11 PM
Q1 2019 64 $207M +$92.8M -$17.5M +$75.3M EW, NEE, EXC, AWK, EE 13F-HR 11/27/2019, 01:07 PM
Q4 2018 69 $184M EW, NEE, ILMN, AES, AEP 13F-HR 11/27/2019, 01:04 PM