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Beck Bode, LLC 13F Filings, Portfolio & Analysis

CIK: 0001790548
Dedham 858 Washington St Ste 100
Zip Code: 02026
Latest Portfolio Value
$590.95 M
-1.70%
Total Holdings
100
6
Latest Report Date
Q1 2026
Top 10 Concentration
37.06%

Beck Bode, LLC — Portfolio Overview & Company Profile

Beck Bode, LLC (CIK: 0001790548) is a financial institution headquartered at 858 Washington St Ste 100, , Dedham, Massachusetts 02026. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $590.95 M, comprising 100 distinct securities. Over its filing history, it has submitted 31 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 37.1%. Quarterly turnover: 39.7%. ▲ 29 new, +23 added, −36 reduced, ×29 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-1.74%
$590.62 M 99.94%
Options
+244.85%
$336,950 0.06%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
163,006 $28.43 M 4.81% ▼ 7,211 Reduce -4.2%
193,668 $23.47 M 3.97% ▲ 193,668 New Buy
109,021 $23.04 M 3.90% ▼ 6,112 Reduce -5.3%
238,055 $22.11 M 3.74% ▼ 9,629 Reduce -3.9%
469,174 $21.89 M 3.70% ▼ 9,967 Reduce -2.1%
267,478 $21.25 M 3.60% ▼ 4,909 Reduce -1.8%
584,562 $19.96 M 3.38% ▼ 14,579 Reduce -2.4%
181,181 $19.92 M 3.37% ▲ 7,790 Add 4.5%
172,104 $19.48 M 3.30% ▲ 172,104 New Buy
157,499 $19.34 M 3.27% ▼ 6,570 Reduce -4.0%

Historical Portfolio Charts