BECK CAPITAL MANAGEMENT, LLC
CIK 1601904
13F filing for Q2 2026・No. 3,700
- Holdings
- US$543.15M
- Quarter change
- +US$106.13M
- Entries
- 140
- Net bought (estimate)
- +US$8.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 8
- Cut 47
- Added 59
- Corporate actions 0
- Unchanged 1
Largest holdings
139 stocks worth US$542.43M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronCOM | Cut | 26,089 | US$30.11M | 5.55% |
| NVDANvidiaCOM | Cut | 148,964 | US$29.81M | 5.49% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 76,186 | US$25.51M | 4.70% |
| GEVGE VERNOVA INCCOM | Cut | 18,832 | US$22.12M | 4.08% |
| AVGOBroadcomCOM | Added | 43,484 | US$16.43M | 3.03% |
| SNDKSANDISK CORPCOM | Added | 6,945 | US$15.79M | 2.91% |
| GLWCORNING INCCOM | Added | 56,714 | US$14.49M | 2.67% |
| FTAIFTAI AVIATION LTDSHS | Cut | 48,557 | US$13.14M | 2.42% |
| CCJCAMECO CORPCOM | Cut | 125,248 | US$12.76M | 2.35% |
| GOOGALPHABET INCCAP STK CL C | Added | 33,556 | US$11.86M | 2.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.