BECK CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1601904 · latest 13F-HR filed 2026-08-14

BECK CAPITAL MANAGEMENT, LLC manages $543.2M in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (5.54%), NVDA (5.49%), VRT (4.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions, exited 8, added to 75, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2009 S. CAPITAL OF TEXAS HWY.
STE 200
AUSTIN, TX 78746
Phone
(512) 345-6789
Filing Manager
BECK CAPITAL MANAGEMENT, LLC
AUSTIN, TX
Signatory
William F Gregory IV
CCO
Loading holdings…
AUM

$543.2M

Long-equity book

Holdings

140

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+32 / −8 / ↑75 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$20.6M +215.5%
  • SANDISK CORP$12.4M +365.3%
  • CORNING INC$7.9M +119.0%
  • SEAGATE TECHNOLOGY HLDNGS PL$6.8M +330.3%
  • WESTERN DIGITAL CORP$6.6M +161.1%
Show all 75

Top Trims

  • GLOBAL X FDS-$1.4M -15.6%
  • GRAYSCALE BITCOIN TRUST ETF-$1.4M -57.2%
  • ISHARES GOLD TR-$1.3M -16.5%
  • EQT CORP-$959.7K -12.5%
  • CAMECO CORP-$854.1K -6.3%
Show all 16

New Positions

  • AMPHENOL CORP$3.2M
  • SPACE EXPLORATION TECHN CORP$1.1M
  • FIRST TR EXCHNG TRADED FD VI$491.9K
  • ADVANCED MICRO DEVICES INC$485.5K
  • FIRST TR EXCHNG TRADED FD VI$484.8K
Show all 32

Exited Positions

  • WELLTOWER INC$6.7M
  • NETFLIX INC.$4.7M
  • EXPAND ENERGY CORPORATION$2.5M
  • GRAYSCALE BITCOIN MINI TR ET$2.3M
  • ISHARES ETHEREUM TR$1.6M
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICRON TECHNOLOGY INC MU 595112103 $30.1M 5.54% 26,089 SH
2 NVIDIA CORPORATION NVDA 67066G104 $29.8M 5.49% 148,964 SH
3 VERTIV HOLDINGS CO VRT 92537N108 $25.5M 4.70% 76,186 SH
4 GE VERNOVA INC GEV 36828A101 $22.1M 4.07% 18,832 SH
5 BROADCOM INC AVGO 11135F101 $16.4M 3.02% 43,484 SH
6 SANDISK CORP SNDK 80004C200 $15.8M 2.91% 6,945 SH
7 CORNING INC GLW 219350105 $14.5M 2.67% 56,714 SH
8 FTAI AVIATION LTD FTAI G3730V105 $13.1M 2.42% 48,557 SH
9 CAMECO CORP CCJ 13321L108 $12.8M 2.35% 125,248 SH
10 ALPHABET INC GOOG 02079K107 $11.9M 2.18% 33,556 SH
11 META PLATFORMS INC META 30303M102 $11.8M 2.18% 21,005 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $11.8M 2.18% 34,669 SH
13 WESTERN DIGITAL CORP WDC 958102105 $10.6M 1.96% 16,654 SH
14 AMAZON COM INC AMZN 023135106 $10.5M 1.93% 44,044 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $9.8M 1.81% 20,537 SH
16 MICROSOFT CORP MSFT 594918104 $9.7M 1.78% 25,954 SH
17 CROWDSTRIKE HLDGS INC CRWD 22788C105 $9.1M 1.68% 11,974 SH
18 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $8.9M 1.63% 9,189 SH
19 APPLE INC AAPL 037833100 $8.5M 1.57% 29,377 SH
20 TARGA RES CORP TRGP 87612G101 $8.4M 1.54% 31,222 SH
21 GLOBAL X FDS COPX 37954Y830 $8.0M 1.48% 104,183 SH
22 GLOBAL X FDS SHLD 37960A529 $7.7M 1.43% 129,675 SH
23 GE AEROSPACE GE 369604301 $7.7M 1.42% 20,692 SH
24 ASML HLDG NV ASML N07059210 $7.7M 1.42% 3,878 SH
25 ELI LILLY & CO LLY 532457108 $7.6M 1.41% 6,366 SH
26 CHENIERE ENERGY INC LNG 16411R208 $7.4M 1.36% 30,912 SH
27 WALMART INC WMT 931142103 $7.1M 1.31% 62,795 SH
28 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $7.0M 1.29% 114,224 SH
29 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $7.0M 1.29% 39,627 SH
30 MP MATERIALS CORP MP 553368101 $6.9M 1.27% 122,878 SH
31 AGNC INVT CORP AGNC 00123Q104 $6.7M 1.24% 617,520 SH
32 EQT CORP EQT 26884L109 $6.7M 1.24% 126,261 SH
33 ISHARES GOLD TR IAU 464285204 $6.5M 1.19% 85,868 SH
34 VISTRA CORP VST 92840M102 $6.0M 1.11% 38,041 SH
35 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $6.0M 1.10% 66,747 SH
36 BWX TECHNOLOGIES INC BWXT 05605H100 $5.7M 1.04% 29,052 SH
37 TALEN ENERGY CORP TLN 87422Q109 $5.3M 0.98% 13,844 SH
38 CATERPILLAR INC CAT 149123101 $4.9M 0.91% 4,622 SH
39 MCKESSON CORP MCK 58155Q103 $4.8M 0.89% 6,379 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $4.8M 0.88% 14,683 SH
41 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $4.8M 0.88% 10,361 SH
42 INVESCO EXCHANGE TRADED FD T EQWL 46137V449 $4.5M 0.84% 35,228 SH
43 FREEPORT MCMORAN INC FCX 35671D857 $4.5M 0.84% 72,222 SH
44 GLOBAL NET LEASE INC GNL 379378201 $4.3M 0.80% 484,227 SH
45 AIM ETF PRODUCTS TRUST SIXO 00888H877 $4.0M 0.74% 111,434 SH
46 OMEGA HEALTHCARE INVS INC OHI 681936100 $3.9M 0.72% 82,083 SH
47 SPDR SERIES TRUST XBI 78464A870 $3.8M 0.69% 23,789 SH
48 AIM ETF PRODUCTS TRUST SIXP 00888H661 $3.5M 0.65% 104,204 SH
49 FIRST TR EXCHNG TRADED FD VI FJUL 33740U208 $3.4M 0.63% 57,777 SH
50 AMPHENOL CORP APH 032095101 $3.2M 0.60% 18,363 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $543.2M 140 0001214659-26-010149
2026-03-31 2026-05-15 $437.0M 115 0001214659-26-006257
2025-12-31 2026-02-13 $420.2M 122 0001214659-26-001640
2025-09-30 2025-11-14 $433.8M 127 0001214659-25-016488