1y return+17.8%S&P 500 +20.9%
3y return+72.0%S&P 500 +68.5%
5y return+59.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $174 against $188 in the S&P 500.2
Beck Bode, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $32.0M | 4.8% | −1.8% |
| CRWDCrowdstrike Hldgs Inc | $29.2M | 4.4% | −11.7% |
| CAHCardinal Health Inc | $26.8M | 4.1% | +3.4% |
| ESIElement Solutions Inc | $25.9M | 3.9% | −7.3% |
| TGTTarget Corp | $25.7M | 3.9% | +1.8% |
| ANETArista Networks Inc | $25.4M | 3.8% | −5.0% |
| JBHTHunt J B Trans Svcs Inc | $22.5M | 3.4% | −3.5% |
| NINisource Inc | $22.3M | 3.4% | |
| XELXcel Energy Inc | $22.0M | 3.3% | +2.6% |
| NEENextera Energy Inc | $21.2M | 3.2% | +1.3% |
| CWTCalifornia Wtr Svc Group | $20.8M | 3.1% | +3.6% |
| ESEversource Energy | $19.9M | 3.0% | New |
| HSBCHsbc Hldgs PLC | $19.8M | 3.0% | +1.6% |
| JNJJohnson & Johnson | $19.0M | 2.9% | New |
| KEYKeycorp | $19.0M | 2.9% | −1.3% |
| AWKAmerican Wtr Wks Co Inc New | $18.6M | 2.8% | New |
| MDUMdu Res Group Inc | $18.4M | 2.8% | New |
| NGGNational Grid PLC | $18.2M | 2.8% | +3.4% |
| VSTVistra Corp | $18.0M | 2.7% | +2.2% |
| CEGConstellation Energy Corp | $17.4M | 2.6% | +5.2% |
| COSTCostco Wholesale Corporation | $17.2M | 2.6% | +3.9% |
| FNVFranco Nev Corp | $16.3M | 2.5% | New |
| HSYHershey Co | $14.9M | 2.3% | +19.4% |
| FIVEFive Below Inc | $14.7M | 2.2% | +14.3% |
| WMGWarner Music Group Corp | $14.2M | 2.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | June 30, 2023 | +697.4% | $2.7M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2022 | +624.8% | $29.2M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $32.0M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $7.3M |
| WDCWestern Digital Corp | March 31, 2026 | +136.1% | $9.6M |
| NINisource Inc | March 31, 2021 | +97.2% | $22.3M |
| ESIElement Solutions Inc | December 31, 2025 | +91.1% | $25.9M |
| ROKURoku Inc | December 31, 2024 | +85.8% | $9.9M |
| CAHCardinal Health Inc | March 31, 2025 | +72.4% | $26.8M |
| COSTCostco Wholesale Corporation | December 31, 2021 | +64.8% | $17.2M |
Sold off last quarter
- AEEAmeren Corp was $19.9M
- EDConsolidated Edison Inc was $19.5M
- PEGPublic Svc Enterprise Group was $18.1M
- FCXFreeport Mcmoran Inc was $16.1M
- LLYEli Lilly & Co was $15.1M
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $12.6M
- CACICaci Intl Inc was $6.7M
- Carnival CorpCUSIP 143658300 was $6.0M
- SONSonoco Prods Co was $6.0M
- Allegion PLCCUSIP G0176J109 was $4.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | −1.3% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +13.3% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | −0.6% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +11.3% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beck Bode, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1790548&type=13F-HR&dateb=&owner=include&count=40CIK 1790548
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1790548/000142050626001607/Filed August 13, 2026 · accession 0001420506-26-001607