Beck Bode

Beck Bode as of Dec. 31, 2018

Portfolio Holdings for Beck Bode

Beck Bode holds 69 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Edwards Lifesciences (EW) 5.7 $11M 69k 153.18
Nextera Energy (NEE) 4.2 $7.8M 45k 173.81
Illumina (ILMN) 4.2 $7.8M 26k 299.94
AES Corporation (AES) 4.1 $7.5M 522k 14.46
American Electric Power Company (AEP) 3.9 $7.1M 96k 74.74
Oge Energy Corp (OGE) 3.7 $6.9M 175k 39.19
Evergy (EVRG) 3.7 $6.8M 120k 56.77
Entergy Corporation (ETR) 3.6 $6.7M 78k 86.07
Pinnacle West Capital Corporation (PNW) 3.6 $6.6M 78k 85.20
Atlantica Yield 3.4 $6.3M 320k 19.60
Dominion Resources (D) 3.4 $6.2M 86k 71.46
Apple (AAPL) 3.3 $6.1M 39k 157.73
National Grid (NGG) 3.1 $5.8M 120k 47.98
Thermo Fisher Scientific (TMO) 3.0 $5.5M 25k 223.78
CVS Caremark Corporation (CVS) 2.8 $5.2M 79k 65.51
Boeing Company (BA) 2.5 $4.7M 15k 322.53
Baxter International (BAX) 2.4 $4.5M 68k 65.82
stock 2.2 $4.1M 39k 104.86
Capital One Financial (COF) 2.1 $3.9M 51k 75.59
Fox Factory Hldg (FOXF) 2.0 $3.7M 63k 58.87
Amazon (AMZN) 2.0 $3.6M 2.4k 1501.86
Old Dominion Freight Line (ODFL) 1.9 $3.5M 28k 123.49
Acacia Communications 1.9 $3.4M 91k 38.00
Humana (HUM) 1.6 $3.0M 10k 286.50
Hubspot (HUBS) 1.6 $2.9M 23k 125.74
NetApp (NTAP) 1.4 $2.5M 42k 59.67
Paypal Holdings (PYPL) 1.4 $2.5M 30k 84.09
Progressive Corporation (PGR) 1.3 $2.3M 39k 60.32
Intel Corporation (INTC) 1.3 $2.4M 50k 46.93
Alexion Pharmaceuticals 1.1 $2.1M 21k 97.36
F5 Networks (FFIV) 1.1 $2.0M 12k 162.04
Abbvie (ABBV) 1.1 $2.0M 21k 92.18
Lululemon Athletica (LULU) 1.0 $1.8M 15k 121.64
Pfizer (PFE) 0.8 $1.6M 36k 43.66
Microsoft Corporation (MSFT) 0.8 $1.5M 14k 101.58
Exxon Mobil Corporation (XOM) 0.8 $1.4M 21k 68.21
FactSet Research Systems (FDS) 0.8 $1.5M 7.3k 200.08
Take-Two Interactive Software (TTWO) 0.8 $1.5M 14k 102.96
America's Car-Mart (CRMT) 0.8 $1.4M 19k 72.45
Cisco Systems (CSCO) 0.7 $1.2M 28k 43.34
Hd Supply 0.7 $1.2M 32k 37.52
Adobe Systems Incorporated (ADBE) 0.6 $1.0M 4.6k 226.23
Bristol Myers Squibb (BMY) 0.6 $1.0M 20k 51.99
Johnson & Johnson (JNJ) 0.5 $998k 7.7k 129.09
Wal-Mart Stores (WMT) 0.5 $948k 10k 93.13
Raytheon Company 0.5 $915k 6.0k 153.34
Bank of America Corporation (BAC) 0.5 $827k 34k 24.64
Duke Energy (DUK) 0.5 $819k 9.5k 86.34
UnitedHealth (UNH) 0.4 $797k 3.2k 249.14
Skyworks Solutions (SWKS) 0.4 $715k 11k 67.02
At&t (T) 0.4 $700k 25k 28.54
NVIDIA Corporation (NVDA) 0.4 $706k 5.3k 133.41
Exelon Corporation (EXC) 0.3 $649k 14k 45.11
Alphabet Inc Class A cs (GOOGL) 0.3 $614k 588.00 1044.22
Walgreen Boots Alliance (WBA) 0.2 $453k 6.6k 68.38
Utilities SPDR (XLU) 0.2 $436k 8.2k 52.98
Waste Management (WM) 0.2 $419k 4.7k 88.96
Altria (MO) 0.2 $409k 8.3k 49.37
Procter & Gamble Company (PG) 0.2 $397k 4.3k 92.00
Mettler-Toledo International (MTD) 0.2 $350k 619.00 565.43
Orange Sa (ORANY) 0.2 $288k 18k 16.18
JPMorgan Chase & Co. (JPM) 0.1 $256k 2.6k 97.71
Nike (NKE) 0.1 $236k 3.2k 73.98
Enbridge (ENB) 0.1 $221k 7.1k 31.08
McDonald's Corporation (MCD) 0.1 $204k 1.2k 177.39
Financial Select Sector SPDR (XLF) 0.1 $210k 8.8k 23.81
United Natural Foods (UNFI) 0.1 $167k 16k 10.57
General Electric Company 0.1 $108k 14k 7.60
Checkpoint Therapeutics 0.0 $18k 10k 1.80