Beck Bode, LLC

Q1 2026 13F-HR Holdings

Location
Dedham, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$590,953
Net value change ($000)
-10,233 (-1.7%)
New positions
29
Sold out positions
29
Turnover %
78.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TGT 23,473 NEW
ED 19,479 NEW
PEG 18,137 NEW
NGG 18,013 NEW
JBHT 17,081 NEW
HSBC 16,905 NEW
KEY 16,748 NEW
FIVE 16,370 NEW
FCX 16,145 NEW
LLY 15,079 NEW
Top Reduces (Value $000, Stocks/ETFs)
IDA -20,269 -100.0%
AFL -18,700 -100.0%
APTV -18,179 -100.0%
CHDN -17,621 -100.0%
ASND -17,291 -100.0%
NFLX -16,714 -100.0%
PCG -16,573 -100.0%
DTE -16,470 -100.0%
AMZN -15,507 -100.0%
JPM -15,472 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 337 (0.1% 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