BECK CAPITAL MANAGEMENT, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$420.2M

Holdings

122

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
NVDANVIDIA CORPORATION COM
$32.2M
AVGOBROADCOM INC COM
$15.6M
METAMETA PLATFORMS INC CLASS A COMMON STOCK
$14.4M
MSFTMICROSOFT CORP
$12.7M
VRTVERTIV HOLDINGS CO COM CL A
$12.7M
GEVGE VERNOVA INC COM
$12.5M
CCOCAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160
$12.2M
FTAIFTAI AVIATION LTD SHS ISIN #KYG3730V1059
$10.3M
AMZNAMAZON.COM INC
$9.9M
GOOGALPHABET INC CAP STK CL C
$9.3M
SHLDGLOBAL X FDS DEFENSE TECH ETF
$8.4M
MUMICRON TECHNOLOGY INC
$7.5M
AAPLAPPLE INC
$7.2M
IAU*ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6
$7.1M
COPXGLOBAL X FDS GLOBAL X COPPER
$6.9M
WMTWALMART INC COM
$6.9M
JEPQJ P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM
$6.8M
LLYELI LILLY &CO COM
$6.5M
PANWPALO ALTO NETWORKS INC COM USD0.0001
$6.5M
EQTEQT CORP COM
$6.4M
AGNCAGNC INVT CORP COM
$6.4M
WELLWELLTOWER INC COM
$6.3M
PPAINVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN
$6.2M
GEGE AEROSPACE COM NEW
$6.2M
SPOTSPOTIFY TECHNOLOGY S.A. COM EUR0.000625
$6.1M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
$6.0M
CRWDCROWDSTRIKE HLDGS INC CL A
$5.5M
VSTVISTRA CORP COM
$5.4M
MPMP MATERIALS CORP COM CL A
$5.3M
TRGPTARGA RESOURCES CORP
$5.3M
MCKMCKESSON CORP
$5.2M
NFLXNETFLIX INC
$4.8M
CIBRFIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
$4.8M
JPMJPMORGAN CHASE &CO. COM
$4.5M
LNGCHENIERE ENERGY INC COM USD0.003
$4.4M
BWXTBWX TECHNOLOGIES INC COM
$4.3M
THCTENET HEALTHCARE CORP
$4.1M
SIXOAIM ETF PRODUCTS TRUST U S LRGCP 6M APR
$4.0M
ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
$4.0M
FETHFIDELITY ETHEREUM FUND
$3.8M
TLNTALEN ENERGY CORP COM
$3.7M
GDXVANECK ETF TR VANECK GOLD MINERS ETF
$3.7M
GNLGLOBAL NET LEASE INC COM NEW
$3.6M
EQWLINVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH
$3.6M
SIXPAIM ETF PRODUCTS TRUST ALLIANZIM USLARGE CAP 6 MONTH BUFFER10
$3.4M
GBTCGRAYSCALE BITCOIN TRUST ETF
$3.4M
OHIOMEGA HEALTHCARE INVESTORS INC
$3.4M
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$3.3M
FJULFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
$3.3M
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$3.2M
OKEONEOK INC COM USD0.01
$2.8M
GDECFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
$2.7M
DDOMINION ENERGY INC COM
$2.7M
XBISPDR SERIES TRUST STATE STREET S&P BIOTECH ETF
$2.7M
AMANTERO MIDSTREAM CORP COM
$2.6M
IVVISHARES CORE S&P 500 ETF
$2.4M
HWMHOWMET AEROSPACE INC COM
$2.3M
PSEPINNOVATOR ETFS TRUST US EQTY PWR BUF
$2.3M
FCXFREEPORT-MCMORAN INC COM USD0.10
$1.9M
BMAYINNOVATOR ETFS TRUST US EQTY BUFR MAY
$1.9M
EXEEXPAND ENERGY CORPORATION COMMON STOCK
$1.8M
VENVENTAS INC
$1.7M
PLTRPALANTIR TECHNOLOGIES INC CL A
$1.7M
JAAAJANUS DETROIT STR TR HENDRSON AAA CL
$1.6M
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
$1.6M
ETHGRAYSCALE ETHEREUM MINI TR ETF SHS NEW
$1.6M
SMNEYSIEMENS ENERGY AG SPON ADS EACH REP 1 ORD SHS
$1.5M
SKTTANGER INC COM
$1.5M
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW
$1.5M
XOMEXXON MOBIL CORP COM
$1.4M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$1.4M
BLPRCRIBLACKSTONE PRIVATE CREDIT FUND SHS CL I
$1.4M
BOXXEA SERIES TRUST ALPHA ARCHITECT 1-3 MONTH BOX ETF
$1.3M
REGREGENCY CENTERS CORP COM USD0.01
$1.2M
BMARINNOVATOR ETFS TRUST US EQTY BUFR MAR
$1.1M
FSEPFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
$1.1M
FNOVFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
$1.1M
APOCINNOVATOR ETFS TRUST EQUITY DEFINED P
$1.1M
FFEBFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT
$1.0M
AESIATLAS ENERGY SOLUTIONS INC COM NEW
$1.0M
VOOVANGUARD INDEX FUNDS S&P 500 ETF USD
$931K
PMAYINNOVATOR ETFS TRUST US EQTY PWR BUF
$890K
QUALISHARES TR MSCI USA QLT FCT
$823K
GOOGLALPHABET INC CAP STK CL A
$809K
GTLSCHART INDS INC COM
$804K
STWDSTARWOOD PPTY TR INC COM
$790K
TSLATESLA INC COM
$749K
PJULINNOVATOR ETFS TRUST US EQTY PWR BUF
$745K
ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
$730K
ENBENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149
$721K
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
$706K
CFLTCONFLUENT INC CLASS A COM
$648K
NOWSERVICENOW INC COM USD0.001
$579K
MOATVANECK ETF TRUST MRNGSTR WDE MOAT
$557K
SNOWSNOWFLAKE INC. COMMON STOCK
$515K
DOCUDOCUSIGN INC COM
$507K
PNOVINNOVATOR ETFS TRUST US EQTY PWR BUF
$492K
NDQINVESCO QQQ TR UNIT SER 1
$457K
PJUNINNOVATOR ETFS TRUST US EQTY PWR BUF
$454K
SPYMSPDR PORTFOLIO S&P 500 ETF
$409K
Page 1 of 2Next