Beck Bode, LLC - Q42025 Holdings

Beck Bode, LLC holds 93 stocks with a total portfolio value of $ 601.19M as of Q42025. In Q42025, Beck Bode, LLC added 18 new positions, increased stakes in 17 stocks, reduced 52 holdings, and fully exited 20 positions. The largest holding is Nvidia Corporation (NVDA), representing 5.28% of the total portfolio.