BECK CAPITAL MANAGEMENT, LLC

CIK: 0001601904Latest portfolio: $420.2M · Q4 2025

Holdings

122

Total Value

$420.2M

New Positions

14

Closed Positions

18

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION COM
172,556$32.2M7.66%-426
2
AVGOBROADCOM INC COM
45,186$15.6M3.72%+1K
3
METAMETA PLATFORMS INC CLASS A COMMON STOCK
21,818$14.4M3.43%-61
4
MSFTMICROSOFT CORP
26,287$12.7M3.02%-1,621
5
VRTVERTIV HOLDINGS CO COM CL A
78,397$12.7M3.02%+1K
6
GEVGE VERNOVA INC COM
19,098$12.5M2.97%+691
7
CCOCAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160
132,992$12.2M2.90%-5,578
8
FTAIFTAI AVIATION LTD SHS ISIN #KYG3730V1059
52,290$10.3M2.45%+1K
9
AMZNAMAZON.COM INC
43,031$9.9M2.36%+90
10
GOOGALPHABET INC CAP STK CL C
29,789$9.3M2.22%+3K
11
SHLDGLOBAL X FDS DEFENSE TECH ETF
129,437$8.4M2.00%-32,994
12
MUMICRON TECHNOLOGY INC
26,417$7.5M1.79%+3K
13
AAPLAPPLE INC
26,546$7.2M1.72%+352
14
IAU*ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
88,044$7.1M1.70%+3K
15
COPXGLOBAL X FDS GLOBAL X COPPER
96,619$6.9M1.65%+63K
16
WMTWALMART INC COM
61,936$6.9M1.64%+105
17
JEPQJ P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
116,859$6.8M1.62%-1,819
18
LLYELI LILLY &CO COM
6,082$6.5M1.56%+64
19
PANWPALO ALTO NETWORKS INC COM USD0.0001
35,242$6.5M1.54%-235
20
EQTEQT CORP COM
119,508$6.4M1.52%+775
21
AGNCAGNC INVT CORP COM
597,258$6.4M1.52%+18K
22
WELLWELLTOWER INC COM
33,826$6.3M1.49%+546
23
PPAINVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN
39,715$6.2M1.48%-16,647
24
GEGE AEROSPACE COM NEW
20,019$6.2M1.47%+351
25
SPOTSPOTIFY TECHNOLOGY S.A. COM EUR0.000625
10,456$6.1M1.44%-180

Quarterly Changes

New Positions

Closed Positions

  • RAMACO RES INC COM CL ACLOSED
    $5.0B
  • BACLOSED
    $3.9B
  • SMCICLOSED
    $3.0B
  • GLNGCLOSED
    $2.2B
  • VCLOSED
    $1.8B
  • CFGCLOSED
    $1.6B
  • MLPXCLOSED
    $1.5B
  • CMGCLOSED
    $766.6M
  • FQICLOSED
    $460.5M
  • APPCLOSED
    $268.7M

Increased Positions

NameSharesChange
COPX97K+63K
GNL423K+62K
AGNC597K+18K
THC20K+7K
OHI76K+4K
GOOG30K+3K
MU26K+3K
NLY64K+3K
IAU*88K+3K
NOW4K+3K

Decreased Positions

NameSharesChange
BXSL126K-41517
SHLD129K-32994
EQWL30K-17543
PPA40K-16647
OKE38K-6982
CCO133K-5578
JAAA32K-5028
GDEC72K-4813
SIXO115K-3975
AM146K-3535

Sector Breakdown

Financial Services0.0% ($8.38669366791622e+176T)
Technology0.0% ($3.2181156381271275e+59T)
Energy0.0% ($6.4055270437327815e+28T)
Real Estate0.0% ($6.402627836413366e+24T)
Unknown0.0% ($71461714154714168.0T)
Communication Services0.0% ($1440112167934761.0T)
Industrials0.0% ($1270110293616643.3T)
Utilities0.0% ($12481540.7T)
Healthcare0.0% ($653.7T)
Consumer Cyclical0.0% ($9.9T)
Basic Materials0.0% ($53.1B)
Consumer Defensive0.0% ($6.9M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$420.2M122
Q3 2025Nov 14, 2025$433.8B127
Q2 2025Aug 14, 2025$400.6B118
Q1 2025May 15, 2025$340.3B112
Q4 2024Feb 14, 2025$376.8B110

Fund Information

CIK0001601904
Most Recent FilingFeb 13, 2026
Number of Filings5

BECK CAPITAL MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $420.2M across 122 holdings. The largest position is NVIDIA CORPORATION COM (NVDA), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 19 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.