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Beck Bode, LLC

CIK:0001790548
Investment Adviser
$616M AUM
99 holdings
Dedham, MA, US
Founded:2016
28 employees
Latest filing:Jun 30, 2025

Beck Bode, LLC is a fee-only investment advisory and financial planning firm headquartered in Dedham, Massachusetts. Founded in 2016, the firm offers a range of services including financial planning, portfolio management, pension consulting, and sub-advisory support for other RIAs. Beck Bode serves individuals, high-net-worth individuals, pooled investment vehicles, and pension/profit-sharing plans, focusing on each client's unique investment needs and objectives. The firm has approximately 28 employees, and is recognized for its bespoke, planning-driven approach and commitment to impartial advice without commissions. Their philosophy emphasizes discipline, transparency, and long-term positive impact for clients, team, and community.

Investment Strategy

Beck Bode employs a proven, planning-driven investment methodology with a focus on selecting quality companies with demonstrated growth potential. The investment process is based on answering what to buy, when to sell, and how to reinvest, relying on time-tested research rather than market timing or following short-term trends. Their philosophy centers on long-term, disciplined strategies tailored to each client’s goals, avoiding emotionally driven decisions, and emphasizing regular financial planning as the foundation for investment management. The firm's investment counsel is backed by decades of research and experience, aiming to generate clarity and consistency for their clients’ financial futures.

Top Buys
V
VSTVISTRA CORP
+$20.4M
H
HASHASBRO INC
+$19.3M
W
WTRGESSENTIAL UTILS INC
+$18.1M
I
IDAIDACORP INC
+$18.1M
M
MOSMOSAIC CO NEW
+$17.0M
Top Sells
E
EXCEXELON CORP
-$19.2M
A
AWKAMERICAN WTR WKS CO INC NEW
-$19.2M
A
AEEAMEREN CORP
-$18.1M
R
RRCRANGE RES CORP
-$15.7M
W
WELLWELLTOWER INC
-$15.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+5.0%$29.8M
C
CEGCONSTELLATION ENERGY CORP
+3.8%$22.5M
N
NFLXNETFLIX INC
+3.8%$22.3M
C
CRWDCROWDSTRIKE HLDGS INC
+3.6%$21.2M
C
CAHCARDINAL HEALTH INC
+3.5%$20.9M

Equity Positions (99)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION5.05%$29.8M188,844$48.84$157.99+$8.3M
C
CEG
CONSTELLATION ENERGY CORP3.81%$22.5M69,712$258.22$322.76+$8.0M
N
NFLX
NETFLIX INC3.78%$22.3M16,665$677.26$1339.13+$5.2M
C
CRWD
CROWDSTRIKE HLDGS INC3.59%$21.2M41,636$159.78$509.31+$5.6M
C
CAH
CARDINAL HEALTH INC3.53%$20.9M124,215$137.77$168.00+$3.6M

Industry Allocation

ELECTRIC SERVICES
+13.2%
ELECTRIC & OTHER SERVICES COMBINED
+11.9%
WATER SUPPLY
+6.1%
SEMICONDUCTORS & RELATED DEVICES
+5.0%
REAL ESTATE INVESTMENT TRUSTS
+4.0%