BECK CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 16019042026Q2
| Positions | 139 |
|---|---|
| Reported value | $543.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 26,089 | $30.1m | 5.5% |
| NVDA NVIDIA CORPORATION | 148,964 | $29.8m | 5.5% |
| VRT VERTIV HOLDINGS CO | 76,186 | $25.5m | 4.7% |
| GEV GE VERNOVA INC | 18,832 | $22.1m | 4.1% |
| AVGO BROADCOM INC | 43,484 | $16.4m | 3.0% |
| SNDK SANDISK CORP | 6,945 | $15.8m | 2.9% |
| GLW CORNING INC | 56,714 | $14.5m | 2.7% |
| FTAI FTAI AVIATION LTD | 48,557 | $13.1m | 2.4% |
| CCJ CAMECO CORP | 125,248 | $12.8m | 2.3% |
| GOOG ALPHABET INC | 33,556 | $11.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1601904")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.