Beck Bode, LLC

Q4 2025 13F-HR Holdings

Location
Dedham, MA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$601,186
Net value change ($000)
-18,006 (-2.9%)
New positions
17
Sold out positions
17
Turnover %
33.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CHDN 17,621 NEW
AEE 17,315 NEW
ASND 17,291 NEW
DTE 16,470 NEW
ESI 14,973 NEW
CRSP 5,181 NEW
XLU 4,210 NEW
CAH 4,010 20.4%
SPY 2,614 771.1%
GOOGL 1,400 NEW
Top Reduces (Value $000, Stocks/ETFs)
WTRG -19,625 -100.0%
HAS -19,540 -100.0%
CMS -19,047 -100.0%
AZN -17,150 -100.0%
MOS -17,100 -100.0%
RMD -5,662 -100.0%
NFLX -3,787 -18.5%
VST -3,645 -17.9%
ANET -3,009 -12.3%
APTV -2,765 -13.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 98 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type