MondegarAI
BECK CAPITAL MANAGEMENT, LLC

Q3 2025 · 13F-HR

BECK CAPITAL MANAGEMENT, LLCholdings as filed

Filed 2025-11-14 · accession 0001214659-25-016488

$433.8M
Reported value
127
Positions
2025-09-30
Period end
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The Brief · BECK CAPITAL MANAGEMENT, LLC · Q3 2025

AI · grounded in 13F

BECK CAPITAL MANAGEMENT, LLC established a new position in NVDA valued at $32.3M. The fund also initiated new stakes in META for $16.1M and AVGO for $14.5M. Additional new positions include MSFT at $14.5M, VRT at $11.6M, and CCJ at $11.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION COM$32.3M7.44%172,982CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A COMMON STOCK$16.1M3.70%21,879CommonNONE
11135F101AVGOBROADCOM INC COM$14.5M3.35%43,994CommonNONE
594918104MSFTMICROSOFT CORP$14.5M3.33%27,908CommonNONE
92537N108VRTVERTIV HOLDINGS CO COM CL A$11.6M2.68%77,058CommonNONE
13321L108CCJCAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160$11.6M2.68%138,570CommonNONE
37960A529SHLDGLOBAL X FDS DEFENSE TECH ETF$11.4M2.63%162,431CommonNONE
36828A101GEVGE VERNOVA INC COM$11.3M2.61%18,407CommonNONE
38964R203ETHGRAYSCALE ETHEREUM MINI TR ETF SHS NEW$9.5M2.19%242,549CommonNONE
023135106AMZNAMAZON.COM INC$9.4M2.17%42,941CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN$8.8M2.02%56,362CommonNONE
G3730V105FTAIFTAI AVIATION LTD SHS ISIN #KYG3730V1059$8.5M1.97%51,189CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S.A. COM EUR0.000625$7.4M1.71%10,636CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW$7.3M1.69%144,365CommonNONE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$7.2M1.67%35,477CommonNONE
553368101MPMP MATERIALS CORP COM CL A$7.0M1.61%103,895CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM$6.8M1.57%118,678CommonNONE
037833100AAPLAPPLE INC$6.7M1.54%26,194CommonNONE
92840M102VSTVISTRA CORP COM$6.7M1.54%33,996CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$6.5M1.50%26,682CommonNONE
26884L109EQTEQT CORP COM$6.5M1.49%118,733CommonNONE
931142103WMTWALMART INC COM$6.4M1.47%61,831CommonNONE
64110L106NFLXNETFLIX INC$6.2M1.44%5,205CommonNONE
464285204IAUISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6$6.2M1.43%85,328CommonNONE
95040Q104WELLWELLTOWER INC COM$5.9M1.37%33,280CommonNONE
369604301GEGE AEROSPACE COM NEW$5.9M1.36%19,668CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$5.8M1.33%11,728CommonNONE
00123Q104AGNCAGNC INVT CORP COM$5.7M1.31%578,938CommonNONE
46137V449EQWLINVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH$5.5M1.26%47,674CommonNONE
16411R208LNGCHENIERE ENERGY INC COM USD0.003$5.4M1.24%22,900CommonNONE
75134P600METCRAMACO RES INC COM CL A$5.0M1.16%151,835CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF$5.0M1.16%66,263CommonNONE
87612G101TRGPTARGA RESOURCES CORP$5.0M1.16%29,922CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10$4.9M1.12%17,466CommonNONE
58155Q103MCKMCKESSON CORP$4.9M1.12%6,312CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$4.7M1.08%52,022CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC COM$4.6M1.06%24,960CommonNONE
532457108LLYELI LILLY &CO COM$4.6M1.06%6,018CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD COMMON STOCK$4.4M1.01%167,844CommonNONE
46625H100JPMJPMORGAN CHASE &CO. COM$4.4M1.00%13,815CommonNONE
00888H877SIXOAIM ETF PRODUCTS TRUST U S LRGCP 6M APR$4.0M0.93%119,049CommonNONE
87422Q109TLNTALEN ENERGY CORP COM$4.0M0.92%9,359CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.9M0.90%23,369CommonNONE
097023105BABOEING CO$3.9M0.90%18,098CommonNONE
N07059210ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012$3.5M0.82%3,662CommonNONE
00888H661SIXPAIM ETF PRODUCTS TRUST ALLIANZIM USLARGE CAP 6 MONTH BUFFER10$3.4M0.79%110,597CommonNONE
33740U208FJULFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$3.3M0.77%60,847CommonNONE
682680103OKEONEOK INC COM USD0.01$3.3M0.75%44,826CommonNONE
681936100OHIOMEGA HEALTHCARE INVESTORS INC$3.1M0.70%72,313CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$3.0M0.69%62,809CommonNONE
379378201GNLGLOBAL NET LEASE INC COM NEW$2.9M0.68%361,026CommonNONE
03676B102AMANTERO MIDSTREAM CORP COM$2.9M0.67%149,121CommonNONE
25746U109DDOMINION ENERGY INC COM$2.8M0.65%46,230CommonNONE
33740U679GDECFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$2.8M0.65%76,524CommonNONE
88033G407THCTENET HEALTHCARE CORP$2.7M0.63%13,374CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$2.7M0.61%3,968CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST US EQTY PWR BUF$2.3M0.54%54,192CommonNONE
G9456A100GLNGGOLAR LNG LIMITED COM STK USD1.00$2.2M0.51%54,860CommonNONE
443201108HWMHOWMET AEROSPACE INC COM$2.1M0.49%10,909CommonNONE
37954Y830COPXGLOBAL X FDS GLOBAL X COPPER$2.0M0.47%34,016CommonNONE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA CL$1.9M0.44%37,525CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST US EQTY BUFR MAY$1.9M0.43%42,383CommonNONE
92826C839VVISA INC$1.8M0.41%5,184CommonNONE
174610105CFGCITIZENS FINL GROUP INC COM$1.6M0.37%29,945CommonNONE
25459Y207QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES$1.6M0.37%15,587CommonNONE
37954Y293MLPXGLOBAL X FDS GLB X MLP ENRG I$1.5M0.35%24,241CommonNONE
92276F100VTRVENTAS INC$1.5M0.35%21,632CommonNONE
35671D857FCXFREEPORT-MCMORAN INC COM USD0.10$1.5M0.34%38,096CommonNONE
02072L565BOXXEA SERIES TRUST ALPHA ARCHITECT 1-3 MONTH BOX ETF$1.5M0.34%13,108CommonNONE
875465106SKTTANGER INC COM$1.4M0.33%41,965CommonNONE
09261H305BLPRCRIBLACKSTONE PRIVATE CREDIT FUND SHS CL I$1.4M0.33%56,234CommonNONE
30231G102XOMEXXON MOBIL CORP COM$1.4M0.32%12,157CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$1.4M0.31%7,439CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT INC COM NEW$1.2M0.29%61,513CommonNONE
642045108AESIATLAS ENERGY SOLUTIONS INC COM NEW$1.2M0.28%106,191CommonNONE
922908363VOOVANGUARD INDEX FUNDS S&P 500 ETF USD$1.2M0.28%1,959CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$1.2M0.27%23,509CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$1.2M0.27%21,784CommonNONE
45782C391BMARINNOVATOR ETFS TRUST US EQTY BUFR MAR$1.1M0.26%21,941CommonNONE
758849103REGREGENCY CENTERS CORP COM USD0.01$1.1M0.25%14,927CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VIII FT VEST US EQT$1.0M0.24%18,990CommonNONE
45784N882APOCINNOVATOR ETFS TRUST EQUITY DEFINED P$1.0M0.24%39,644CommonNONE
81762P102NOWSERVICENOW INC COM USD0.001$982,7140.23%1,068CommonNONE
16115Q308GTLSCHART INDS INC COM$942,6320.22%4,710CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST US EQTY PWR BUF$914,8490.21%23,521CommonNONE
46432F339QUALISHARES TR MSCI USA QLT FCT$853,3530.20%4,387CommonNONE
29250N105ENBENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149$808,7500.19%16,028CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$798,6630.18%8,002CommonNONE
45782C813PJULINNOVATOR ETFS TRUST US EQTY PWR BUF$784,9850.18%17,215CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$766,6070.18%19,561CommonNONE
78462F103SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT$729,8890.17%1,096CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF$663,7950.15%10,125CommonNONE
88160R101TSLATESLA INC COM$635,3270.15%1,429CommonNONE
92189F643MOATVANECK ETF TRUST MRNGSTR WDE MOAT$597,8860.14%6,033CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$584,9150.13%2,406CommonNONE
92189F106GDXVANECK ETF TR VANECK GOLD MINERS ETF$573,6880.13%7,509CommonNONE
256163106DOCUDOCUSIGN INC COM$567,2760.13%7,869CommonNONE
833445109SNOWSNOWFLAKE INC. COMMON STOCK$538,4220.12%2,387CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST US EQTY PWR BUF$531,9320.12%12,955CommonNONE
20717M1038QRCONFLUENT INC CLASS A COM$484,7830.11%24,484CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST US EQTY PWR BUF$481,2900.11%11,696CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$460,5460.11%2,664CommonNONE
032108664HACKAMPLIFY TR CYBERSECURITY ETF$395,5410.09%4,557CommonNONE
46090E103QQQINVESCO QQQ TR UNIT SER 1$381,7730.09%636CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY$370,1710.09%12,884CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC$365,2540.08%8,193CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST US EQT BUFR APR$312,1160.07%6,654CommonNONE
04010L103ARCCARES CAPITAL CORP COM$304,6070.07%14,924CommonNONE
G35947202FLNGFLEX LNG LTD$303,8100.07%12,056CommonNONE
37954Y632AIQGLOBAL X FDS ARTIFICIAL ETF$302,7660.07%6,130CommonNONE
03831W108APPAPPLOVIN CORP COM CL A$268,7340.06%374CommonNONE
92333F101VGVENTURE GLOBAL INC COM CL A$266,1760.06%18,758CommonNONE
49456B101KMIKINDER MORGAN INC COM USD0.01$261,8750.06%9,250CommonNONE
30212P303EXPEEXPEDIA GROUP INC$260,7750.06%1,220CommonNONE
42226B402HLTCNATIONAL HEALTHCARE PROPERTIES INC$249,2710.06%7,753CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD NAT GAS ETF$245,1830.06%10,438CommonNONE
45259A845AISTIDAL TRUST III VISTASHARES ARTIFICIAL INTELLIGENCE SU$229,0610.05%6,521CommonNONE
293828877XOVRENTREPRENEURSHARES SERIES TRUS ERSHARES PRIVATE$217,9160.05%10,318CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B$216,4300.05%431CommonNONE
459200101IBMINTERNATIONAL BUS MACH CORP COM USD0.20$210,4120.05%746CommonNONE
72352L106PINSPINTEREST INC CL A$209,7810.05%6,521CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II S&P500 LOW VOL$208,7230.05%2,841CommonNONE
09174C104BITBBITWISE BITCOIN ETF TR SHS BEN INT$205,6370.05%3,305CommonNONE
316092139FDTXFIDELITY DISRUPTIVE TECH ETF$204,6110.05%5,045CommonNONE
464287549IGMISHARES TR EXPND TEC SC ETF$201,8980.05%1,603CommonNONE
922908652VXFVANGUARD EXTENDED MARKETS INDEX FUND$199,9970.05%955CommonNONE
Y2065G121DHTDHT HOLDINGS INC$145,5270.03%12,178CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.