Beck Capital Management, LLC
141 holdingsFiling period: 2026-06-30Current AUM: $518.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 26.1K | $30.1M | $25.7M | 4.94% | -2,165 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 149.0K | $29.8M | $32.1M | 6.18% | -12,573 | 2026-06-30 |
| 3 | VRT | Vertiv Holdings Co | 76.2K | $25.5M | $18.5M | 3.57% | -1,541 | 2026-06-30 |
| 4 | GEV | GE Vernova Inc | 18.8K | $22.1M | $16.5M | 3.19% | -78 | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 43.5K | $16.4M | $15.3M | 2.95% | +733 | 2026-06-30 |
| 6 | SNDK | Sandisk Corp | 6.9K | $15.8M | $9.8M | 1.88% | +1.6K | 2026-06-30 |
| 7 | GLW | Corning Inc | 56.7K | $14.5M | $7.4M | 1.43% | +8.1K | 2026-06-30 |
| 8 | — | Ftai Aviation Ltd | 48.6K | $13.1M | $13.1M | 2.53% | -562 | 2026-06-30 |
| 9 | CCJ | Cameco Corp | 125.2K | $12.8M | $10.5M | 2.02% | -80 | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 33.6K | $11.9M | $10.8M | 2.08% | +186 | 2026-06-30 |
| 11 | META | Meta Platforms Inc | 21.0K | $11.8M | $12.9M | 2.48% | -121 | 2026-06-30 |
| 12 | PANW | Palo Alto Networks Inc | 34.7K | $11.8M | $13.7M | 2.64% | -195 | 2026-06-30 |
| 13 | WDC | Western Digital Corp | 16.7K | $10.6M | $6.6M | 1.27% | +1.6K | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 44.0K | $10.5M | $11.2M | 2.16% | +166 | 2026-06-30 |
| 15 | TSM | Taiwan Semiconductor Manufac | 20.5K | $9.8M | $9.0M | 1.74% | +376 | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 26.0K | $9.7M | $13.8M | 2.66% | -65 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 31.9K | $9.2M | $11.0M | 2.11% | -248 | 2026-06-30 |
| 18 | CRWD | Crowdstrike Hldgs Inc | 12.0K | $9.1M | $12.8M | 2.46% | +97 | 2026-06-30 |
| 19 | — | Seagate Technology Hldngs PL | 9.2K | $8.9M | $8.9M | 1.71% | +3.9K | 2026-06-30 |
| 20 | TRGP | Targa Res Corp | 31.2K | $8.4M | $9.5M | 1.84% | +2.5K | 2026-06-30 |
| 21 | COPX | Global X Fds | 104.2K | $8.0M | $8.0M | 1.54% | +183 | 2026-06-30 |
| 22 | SHLD | Global X Fds | 129.7K | $7.7M | $8.2M | 1.58% | +238 | 2026-06-30 |
| 23 | GE | GE Aerospace | 20.7K | $7.7M | $6.2M | 1.20% | +426 | 2026-06-30 |
| 24 | — | Asml Hldg NV | 3.9K | $7.7M | $7.7M | 1.49% | +116 | 2026-06-30 |
| 25 | LLY | Eli Lilly & Co | 6.4K | $7.6M | $8.2M | 1.58% | +164 | 2026-06-30 |
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