Beck Bode

Beck Bode as of June 30, 2019

Portfolio Holdings for Beck Bode

Beck Bode holds 61 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Edwards Lifesciences (EW) 5.5 $12M 67k 184.73
Illumina (ILMN) 4.4 $9.9M 27k 368.15
American Water Works (AWK) 4.3 $9.7M 83k 116.00
Nextera Energy (NEE) 4.2 $9.4M 46k 204.86
Portland General Electric Company (POR) 4.0 $9.0M 166k 54.17
Sempra Energy (SRE) 3.9 $8.8M 64k 137.43
Evergy (EVRG) 3.7 $8.3M 138k 60.15
NiSource (NI) 3.7 $8.3M 288k 28.80
Oge Energy Corp (OGE) 3.7 $8.3M 195k 42.56
Avangrid (AGR) 3.7 $8.2M 163k 50.50
UGI Corporation (UGI) 3.6 $8.2M 153k 53.41
Pinnacle West Capital Corporation (PNW) 3.6 $8.2M 87k 94.09
Cisco Systems (CSCO) 3.4 $7.6M 138k 54.73
Thermo Fisher Scientific (TMO) 3.2 $7.1M 24k 293.67
Abbott Laboratories (ABT) 2.8 $6.2M 74k 84.10
Baxter International (BAX) 2.7 $6.0M 73k 81.90
stock (SPLK) 2.5 $5.6M 44k 125.74
Fox Factory Hldg (FOXF) 2.3 $5.2M 63k 82.50
Amazon (AMZN) 2.2 $5.0M 2.6k 1893.81
Acacia Communications 2.1 $4.7M 100k 47.16
Alteryx (AYX) 2.0 $4.5M 41k 109.13
Apple (AAPL) 1.7 $3.9M 20k 197.90
Crane 1.6 $3.7M 44k 83.44
Hubspot (HUBS) 1.6 $3.7M 22k 170.53
Lululemon Athletica (LULU) 1.6 $3.6M 20k 180.23
Paypal Holdings (PYPL) 1.6 $3.6M 31k 114.46
Progressive Corporation (PGR) 1.6 $3.5M 44k 79.92
Humana (HUM) 1.5 $3.4M 13k 265.29
Align Technology (ALGN) 1.5 $3.4M 12k 273.71
Deckers Outdoor Corporation (DECK) 1.4 $3.1M 18k 175.98
Alexion Pharmaceuticals 1.4 $3.1M 24k 130.97
Xilinx 1.3 $2.9M 24k 117.94
Yeti Hldgs (YETI) 1.2 $2.7M 95k 28.95
ResMed (RMD) 1.2 $2.7M 22k 122.04
Booking Holdings (BKNG) 1.1 $2.4M 1.3k 1874.61
Penske Automotive (PAG) 0.8 $1.8M 39k 47.30
America's Car-Mart (CRMT) 0.8 $1.8M 21k 86.07
Dover Corporation (DOV) 0.6 $1.4M 14k 100.22
Exxon Mobil Corporation (XOM) 0.6 $1.4M 18k 76.61
Microsoft Corporation (MSFT) 0.6 $1.3M 10k 133.95
Pfizer (PFE) 0.5 $1.2M 27k 43.31
Wal-Mart Stores (WMT) 0.4 $878k 7.9k 110.52
Raytheon Company 0.4 $857k 4.9k 173.80
Bank of America Corporation (BAC) 0.3 $785k 27k 28.99
Bristol Myers Squibb (BMY) 0.3 $728k 16k 45.36
Exelon Corporation (EXC) 0.2 $555k 12k 47.92
At&t (T) 0.2 $548k 16k 33.54
Duke Energy (DUK) 0.2 $507k 5.7k 88.22
Alphabet Inc Class A cs (GOOGL) 0.2 $518k 478.00 1083.68
IDEXX Laboratories (IDXX) 0.2 $444k 1.6k 275.61
American Electric Power Company (AEP) 0.2 $444k 5.0k 88.03
UnitedHealth (UNH) 0.2 $403k 1.7k 244.24
Utilities SPDR (XLU) 0.2 $396k 6.6k 59.67
Waste Management (WM) 0.2 $359k 3.1k 115.43
CVS Caremark Corporation (CVS) 0.1 $336k 6.2k 54.48
Procter & Gamble Company (PG) 0.1 $293k 2.7k 109.66
Walgreen Boots Alliance (WBA) 0.1 $283k 5.2k 54.69
JPMorgan Chase & Co. (JPM) 0.1 $268k 2.4k 111.81
McDonald's Corporation (MCD) 0.1 $239k 1.2k 207.83
Altria (MO) 0.1 $236k 5.0k 47.29
Orange Sa (ORAN) 0.1 $207k 13k 15.74