Long-term investor
Beck Bode, LLC @beckbodellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001790548).
Record
- Tracked since 2025-06-30 (441 days), 159 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +16.3% · all +16.3%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.8% · long · since 2025-06-30
- CRWD · 4.4% · long · since 2025-06-30
- CAH · 4.1% · long · since 2025-06-30
- ESI · 3.9% · long · since 2025-12-31
- TGT · 3.9% · long · since 2026-03-31
- ANET · 3.8% · long · since 2025-06-30
- JBHT · 3.4% · long · since 2026-03-31
- NI · 3.4% · long · since 2025-06-30
- XEL · 3.3% · long · since 2025-06-30
- NEE · 3.2% · long · since 2025-06-30
- CWT · 3.1% · long · since 2025-06-30
- ES · 3.0% · long · since 2026-06-30