Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BECK CAPITAL MANAGEMENT, LLC (CIK 1601904) reported $543.2M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($30.1M, 5.54%), NVDA ($29.8M, 5.49%), VRT ($25.5M, 4.70%), GEV ($22.1M, 4.07%), AVGO ($16.4M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $30.1M | 5.54% | 26,089 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $29.8M | 5.49% | 148,964 | Trimmed |
| 3 | VRT | VERTIV HOLDINGS CO | $25.5M | 4.70% | 76,186 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $22.1M | 4.07% | 18,832 | Trimmed |
| 5 | AVGO | BROADCOM INC | $16.4M | 3.02% | 43,484 | Added |
| 6 | SNDK | SANDISK CORP | $15.8M | 2.91% | 6,945 | Added |
| 7 | GLW | CORNING INC | $14.5M | 2.67% | 56,714 | Added |
| 8 | FTAI | FTAI AVIATION LTD | $13.1M | 2.42% | 48,557 | Trimmed |
| 9 | CCJ | CAMECO CORP | $12.8M | 2.35% | 125,248 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $11.8M | 2.18% | 34,669 | Trimmed |
| 11 | GOOG | ALPHABET INC | $11.9M | 2.18% | 33,556 | Added |
| 12 | META | META PLATFORMS INC | $11.8M | 2.18% | 21,005 | Trimmed |
| 13 | WDC | WESTERN DIGITAL CORP | $10.6M | 1.96% | 16,654 | Added |
| 14 | AMZN | AMAZON COM INC | $10.5M | 1.93% | 44,044 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.8M | 1.81% | 20,537 | Added |
| 16 | MSFT | MICROSOFT CORP | $9.7M | 1.78% | 25,954 | Trimmed |
| 17 | AAPL | APPLE INC | $9.2M | 1.70% | 31,877 | Trimmed |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $9.1M | 1.68% | 11,974 | Added |
| 19 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.9M | 1.63% | 9,189 | Added |
| 20 | TRGP | TARGA RES CORP | $8.4M | 1.54% | 31,222 | Added |
| 21 | COPX | GLOBAL X FDS | $8.0M | 1.48% | 104,183 | Added |
| 22 | SHLD | GLOBAL X FDS | $7.7M | 1.43% | 129,675 | Added |
| 23 | ASML | ASML HLDG NV | $7.7M | 1.42% | 3,878 | Added |
| 24 | GE | GE AEROSPACE | $7.7M | 1.42% | 20,692 | Added |
| 25 | LLY | ELI LILLY & CO | $7.6M | 1.41% | 6,366 | Added |
Source: SEC Form 13F filings · as of 2026-06-30