Beck Bode

Beck Bode as of Dec. 31, 2019

Portfolio Holdings for Beck Bode

Beck Bode holds 69 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Edwards Lifesciences (EW) 6.2 $15M 65k 233.29
Nextera Energy (NEE) 4.7 $12M 48k 242.16
AES Corporation (AES) 4.5 $11M 556k 19.90
American Water Works (AWK) 4.4 $11M 87k 122.85
Sempra Energy (SRE) 4.2 $10M 68k 151.48
Evergy (EVRG) 4.0 $9.8M 151k 65.09
Aqua America 3.7 $9.0M 192k 46.94
Dominion Resources (D) 3.6 $8.8M 106k 82.82
DTE Energy Company (DTE) 3.6 $8.8M 68k 129.87
CMS Energy Corporation (CMS) 3.5 $8.6M 138k 62.84
Atlantica Yield 3.3 $7.9M 301k 26.39
Thermo Fisher Scientific (TMO) 3.2 $7.7M 24k 324.88
stock 3.0 $7.2M 48k 149.77
Abbott Laboratories (ABT) 2.7 $6.6M 76k 86.86
NetEase (NTES) 2.6 $6.4M 21k 306.63
Baxter International (BAX) 2.6 $6.3M 76k 83.62
Apple (AAPL) 2.4 $5.8M 20k 293.66
Yeti Hldgs (YETI) 2.1 $5.2M 149k 34.78
Humana (HUM) 2.0 $5.0M 14k 366.50
Lululemon Athletica (LULU) 1.9 $4.8M 21k 231.69
Crane 1.9 $4.7M 54k 86.37
Alteryx 1.9 $4.7M 47k 100.08
Fox Factory Hldg (FOXF) 1.9 $4.6M 66k 69.57
Deckers Outdoor Corporation (DECK) 1.9 $4.6M 27k 168.87
Cyberark Software (CYBR) 1.6 $3.8M 33k 116.59
Accenture (ACN) 1.6 $3.8M 18k 210.56
ResMed (RMD) 1.5 $3.6M 24k 154.97
Xilinx 1.4 $3.5M 36k 97.77
Progressive Corporation (PGR) 1.4 $3.4M 46k 72.40
Hubspot (HUBS) 1.4 $3.3M 21k 158.51
Amedisys (AMED) 1.3 $3.2M 19k 166.93
Alexion Pharmaceuticals 1.2 $2.8M 26k 108.14
Dex (DXCM) 1.0 $2.5M 11k 218.78
America's Car-Mart (CRMT) 0.9 $2.3M 21k 109.66
Dover Corporation (DOV) 0.9 $2.2M 19k 115.24
Tradeweb Markets (TW) 0.8 $2.0M 42k 46.34
Global Payments (GPN) 0.8 $1.8M 10k 182.59
Atlassian Corp Plc cl a 0.5 $1.3M 11k 120.37
Microsoft Corporation (MSFT) 0.5 $1.2M 7.6k 157.77
Exxon Mobil Corporation (XOM) 0.5 $1.1M 16k 69.78
Cisco Systems (CSCO) 0.5 $1.1M 23k 47.95
Dunkin' Brands Group 0.5 $1.1M 15k 75.56
Comcast Corporation (CMCSA) 0.4 $1.1M 24k 44.99
Hershey Company (HSY) 0.4 $1.0M 7.0k 146.97
Mimecast 0.4 $965k 22k 43.36
Bristol Myers Squibb (BMY) 0.4 $920k 14k 64.21
Raytheon Company 0.4 $936k 4.3k 219.72
Williams-Sonoma (WSM) 0.4 $905k 12k 73.40
Pfizer (PFE) 0.3 $851k 22k 39.19
Wal-Mart Stores (WMT) 0.3 $754k 6.3k 118.78
Bank of America Corporation (BAC) 0.3 $658k 19k 35.23
Alphabet Inc Class A cs (GOOGL) 0.2 $561k 419.00 1338.90
At&t (T) 0.2 $511k 13k 39.09
CVS Caremark Corporation (CVS) 0.2 $454k 6.1k 74.24
Exelon Corporation (EXC) 0.2 $472k 10k 45.63
IDEXX Laboratories (IDXX) 0.2 $433k 1.7k 261.16
American Electric Power Company (AEP) 0.2 $384k 4.1k 94.56
Utilities SPDR (XLU) 0.2 $390k 6.0k 64.59
Duke Energy (DUK) 0.2 $390k 4.3k 91.31
Kimberly-Clark Corporation (KMB) 0.1 $376k 2.7k 137.48
Amazon (AMZN) 0.1 $342k 185.00 1848.65
JPMorgan Chase & Co. (JPM) 0.1 $293k 2.1k 139.39
Procter & Gamble Company (PG) 0.1 $269k 2.2k 124.83
UnitedHealth (UNH) 0.1 $279k 950.00 293.68
Verizon Communications (VZ) 0.1 $235k 3.8k 61.47
Walgreen Boots Alliance 0.1 $249k 4.2k 58.93
Waste Management (WM) 0.1 $219k 1.9k 113.77
Altria (MO) 0.1 $217k 4.3k 49.98
Algonquin Power & Utilities equs (AQN) 0.1 $163k 12k 14.12