BECK BODE LLC
Q3 2022 Form 13-F
DEDHAM, MASSACHUSETTS
CIK 0001790548
· CRD 282611
· SEC-registered investment adviser
$461.6M Reported Value Total
BECK BODE LLC reports 2,617 total accounts under management (AUM). There are 2,617 discretionary accounts valued at $433,780,344, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-25
Reported value
$461.6M
Quarter over quarter
-4.6%
Holdings
224
Top-10 concentration
27.2%
Key People
Form ADV owners & control persons
Benjamin W Beck
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
James Bode
MANAGING PARTNER
Angel Costanza
CHIEF OPERATING OFFICER
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Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $461.6M |
| Positions | 224 |
| Change in reported value | -1.8% |
| New positions | 37 |
| Exited positions | 42 |
| Position turnover | 29.7% |
| Top-10 concentration | 27.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
104 | $660.5M |
|
Q1 2026 13F
Filed May 7, 2026
|
92 | $591.0M |
|
Q4 2025 13F
Filed Feb 9, 2026
|
92 | $601.2M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
92 | $619.2M |
|
Q2 2025 13F
Filed Aug 8, 2025
|
99 | $591.0M |
|
Q1 2025 13F
Filed May 14, 2025
|
101 | $536.4M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
108 | $547.5M |
|
Q3 2024 13F
Filed Nov 12, 2024
|
103 | $531.4M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
104 | $497.5M |
|
Q1 2024 13F
Filed May 22, 2024
|
108 | $489.6M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
119 | $445.7M |
|
Q3 2023 13F
Filed Nov 2, 2023
|
121 | $391.7M |
|
Q2 2023 13F
Filed Aug 10, 2023
|
130 | $411.0M |
|
Q1 2023 13F
Filed May 3, 2023
|
139 | $407.0M |
|
Q4 2022 13F
Filed Feb 8, 2023
|
202 | $444.7M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
224 | $461.6M |
|
Q2 2022 13F
Filed Jul 29, 2022
|
229 | $470.0M |
|
Q1 2022 13F
Filed May 2, 2022
|
149 | $443.8M |
|
Q4 2021 13F
Filed Feb 7, 2022
|
86 | $399.7M |
|
Q3 2021 13F
Filed Oct 22, 2021
|
86 | $358.6M |
10 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $17.3M | 3.76% |
| 2 | NEE NEXTERA ENERGY INC | $15.1M | 3.28% |
| 3 | VST VISTRA CORP | $14.2M | 3.07% |
| 4 | NI NISOURCE INC | $12.5M | 2.72% |
| 5 | AES AES CORP | $12.3M | 2.67% |
| 6 | NVDA NVIDIA CORPORATION | $11.2M | 2.42% |
| 7 | WTRG ESSENTIAL UTILS INC | $11.1M | 2.4% |
| 8 | POR PORTLAND GEN ELEC CO | $10.8M | 2.34% |
| 9 | GTM ZOOMINFO TECHNOLOGIES INC | $10.6M | 2.3% |
| 10 | XEL XCEL ENERGY INC | $10.3M | 2.23% |
| 11 | MSFT MICROSOFT CORP | $10.2M | 2.2% |
| 12 | A AGILENT TECHNOLOGIES INC | $10.1M | 2.2% |
| 13 | AY ATLANTICA SUSTAINABLE INFR P | $9.4M | 2.03% |
| 14 | NGG NATIONAL GRID PLC | $8.8M | 1.91% |
| 15 | TMO THERMO FISHER SCIENTIFIC INC | $8.8M | 1.91% |
| 16 | HUM HUMANA INC | $8.6M | 1.87% |
| 17 | TSCO TRACTOR SUPPLY CO | $8.4M | 1.81% |
| 18 | RDVY FIRST TR EXCHANGE-TRADED FD | $7.9M | 1.71% |
| 19 | EXC EXELON CORP | $7.5M | 1.62% |
| 20 | MRVL MARVELL TECHNOLOGY INC | $7.1M | 1.53% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.