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| Beck Bode LLC
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|
|---|---|
| CRD # | 282611 |
| SEC # | 801-107188 |
| CIK # | 0001790548 |
| AUM | $489.8 MM (2023-03-31) |
| Employees | 40 (40% Investors, 0% Brokers) |
| Phone | 617-209-2224 |
| Address | 858 Washington Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001790548 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Agilent Technologies Inc | 34,966.8 | 14.3 | |
| AES Corp | 14,151.9 | 11.8 | |
| Ameren Corp | 23,137.1 | 11.5 | |
| FPL Group Inc | 150,166.4 | 11.5 | |
| Atlantica Yield PLC | 3,707.0 | 11.0 | |
| Arista Networks Inc | 29,365.2 | 10.6 | |
| Humana Inc | 58,464.0 | 10.5 | |
| Entergy Corp /DE/ | 22,747.4 | 10.1 | |
| Wisconsin Energy Corp | 31,265.9 | 10.1 | |
| NRG Energy Inc | 8,974.1 | 9.7 | |
| United Rentals Inc /DE | 17,758.9 | 9.6 | |
| PPL Corp | 19,965.0 | 9.0 | |
| American Water Works Company Inc | 26,372.4 | 8.9 | |
| Ormat Technologies Inc | 4,053.4 | 8.9 | |
| Pinduoduo Inc | 79,605.7 | 7.4 | |
| Embraer Sa | 1,680.4 | 6.9 | |
| Avnet Inc | 4,187.6 | 6.7 | |
| Blackbaud Inc | 3,079.7 | 6.1 | |
| Teekay Tankers Ltd | 623.0 | 5.9 | |
| Astrazeneca PLC | 204,313.2 | 5.5 | |
| BJ's Wholesale Club Holdings Inc | 8,600.3 | 5.3 | |
| Lululemon Athletica Inc | 35,556.2 | 5.3 | |
| SciPlay Corp | 339.7 | 4.7 | |
| Centene Corp | 49,323.5 | 4.6 | |
| CrowdStrike Holdings Inc | 40,424.6 | 4.3 | |
| MercadoLibre Inc | 33,501.4 | 4.3 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,077 | 231.0 |
| (b) Individuals (high net worth individuals) | 105 | 252.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.8 |
| (g) Pension and profit sharing plans | 13 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,772 | 489.8 |
| By Discretionary | ||
| Discretionary | 2,772 | 489.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,772 | 489.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.8 | |
| Total | 2,772 | 489.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001790548] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Knightsbridge Asset Management LLC
✚
|
CA | 0.5 |
|
High Note Wealth LLC
✚
|
MN | 0.5 |
|
Climber Capital Sa
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|
0.5 | |
|
Socorro Asset Management LP
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|
TX | 0.5 |
|
Siharum Advisors LLC
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|
MA | 0.5 |
|
First Fiduciary Investment Counsel Inc
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|
OH | 0.5 |
|
Northeast Advisers Inc
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|
PA | 0.5 |
|
TRB Wealth Management LLC
✚
|
TX | 0.5 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.5 | |
|
Kaye Capital Management
✚
|
CA | 0.5 |