StockDriftsStockDriftsTop 50 Beck Bode, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.81% | 163.0K | $28.4M | -4.24%(-7.21K) | $40.90(+376.35%) | 2026-03-31 | |
| TGT | TARGET CORP | 3.97% | 193.7K | $23.5M | new | $109.47(+18.94%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 3.9% | 109.0K | $23.0M | -5.31%(-6.11K) | $128.29(+86.25%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 3.74% | 238.1K | $22.1M | -3.89%(-9.63K) | $58.70(+50.50%) | 2026-03-31 | |
| NI | NISOURCE INC | 3.71% | 469.2K | $21.9M | -2.08%(-9.97K) | $38.42(+24.46%) | 2026-03-31 | |
| XEL | XCEL ENERGY INC | 3.6% | 267.5K | $21.2M | -1.80%(-4.91K) | $66.87(+22.56%) | 2026-03-31 | |
| ESI | ELEMENT SOLUTIONS INC | 3.38% | 584.6K | $20.0M | -2.43%(-14.58K) | $25.08(+74.00%) | 2026-03-31 | |
| AEE | AMEREN CORP | 3.37% | 181.2K | $19.9M | +4.49%(+7.79K) | $94.26(+22.02%) | 2026-03-31 | |
| ED | CONSOLIDATED EDISON INC | 3.3% | 172.1K | $19.5M | new | $106.25(+7.28%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 3.27% | 157.5K | $19.3M | -4.00%(-6.57K) | $37.58(+325.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.84% | +51.44% |
| Top 20 Holdings Unweighted | +14.84% | +51.47% |
Sign up free to track Beck Bode, LLC, compare funds side by side, and get alerts the moment positions change.