Beck Bode, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Managing Partner and Chief Compliance Officer Benjamin Beck, lists a total of 94 holdings.
The firm’s largest position is in Liberty Energy Inc. Class A, with 2,479,238 shares valued at approximately $1,360,724. Other significant holdings include Nisource Inc. with 18,606,440 shares, Constellation Energy Corp. with 18,629,374 shares, and Xcel Energy Inc. with 19,621,333 shares.
The portfolio also includes substantial stakes in technology and industrial sectors. Notable entries include Taiwan Semiconductor Manufacturing Sponsored ADSs (331,831 shares), NVIDIA Corporation (34,537,718 shares), and Marriott International Inc. Class A (254,322 shares). Additionally, the firm holds positions in consumer staples such as Hershey Co. (14,970,694 shares) and Target Corp. (29,004,874 shares).
The filing indicates that Benjamin Beck holds all positions as a sole beneficial owner.
