Fund Holdings

BECK CAPITAL MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0161,537+161,537028,172,1326.45%+28,172,132
VERTIV HOLDINGS CO(VRT)077,727+77,727019,476,7494.46%+19,476,749
GE VERNOVA INC(GEV)018,910+18,910016,506,7473.78%+16,506,747
CAMECO CORP(CCJ)0125,328+125,328013,611,8303.11%+13,611,830
BROADCOM INC(AVGO)042,751+42,751013,231,8943.03%+13,231,894
META PLATFORMS INC(META)021,126+21,126012,086,9352.77%+12,086,935
FTAI AVIATION LTD(FTAI)049,119+49,119012,034,2302.75%+12,034,230
MICROSOFT CORP(MSFT)026,019+26,01909,631,5232.20%+9,631,523
ALPHABET INC(GOOG)033,370+33,37009,572,5072.19%+9,572,507
MICRON TECHNOLOGY INC(MU)028,254+28,25409,545,4382.18%+9,545,438
GLOBAL X FDS0129,437+129,43709,169,2842.10%+9,169,284
AMAZON COM INC(AMZN)043,878+43,87809,138,5272.09%+9,138,527
APPLE INC(AAPL)032,125+32,12508,152,8941.87%+8,152,894
GLOBAL X FDS0104,000+104,00007,940,3801.82%+7,940,380
CHENIERE ENERGY INC(LNG)027,793+27,79307,886,6681.80%+7,886,668
ISHARES GOLD TR(IAU)088,060+88,06007,763,3871.78%+7,763,387
WALMART INC(WMT)062,104+62,10407,718,2471.77%+7,718,247
EQT CORP(EQT)0120,569+120,56907,673,0011.76%+7,673,001
TARGA RES CORP(TRGP)028,734+28,73407,204,5401.65%+7,204,540
TAIWAN SEMICONDUCTOR MANUFAC(TSM)020,161+20,16106,813,2421.56%+6,813,242
WELLTOWER INC(WELL)033,965+33,96506,715,1291.54%+6,715,129
CORNING INC(GLW)048,647+48,64706,614,5461.51%+6,614,546
INVESCO EXCHANGE TRADED FD T039,771+39,77106,590,0491.51%+6,590,049
J P MORGAN EXCHANGE TRADED F0112,691+112,69106,256,6271.43%+6,256,627
AGNC INVT CORP(AGNC)0606,866+606,86606,086,8671.39%+6,086,867
BWX TECHNOLOGIES INC(BWXT)029,013+29,01305,932,9241.36%+5,932,924
MP MATERIALS CORP(MP)0121,919+121,91905,883,7961.35%+5,883,796
GE AEROSPACE(GE)020,266+20,26605,750,7891.32%+5,750,789
ELI LILLY & CO(LLY)06,202+6,20205,704,4971.31%+5,704,497
PALO ALTO NETWORKS INC(PANW)034,864+34,86405,589,4521.28%+5,589,452
MCKESSON CORP(MCK)06,310+6,31005,460,3891.25%+5,460,389
ASML HLDG NV03,762+3,76204,968,7261.14%+4,968,726
VISTRA CORP(VST)032,842+32,84204,937,0681.13%+4,937,068
SPOTIFY TECHNOLOGY S A(SPOT)010,176+10,17604,934,5411.13%+4,934,541
NETFLIX INC.(NFLX)049,226+49,22604,733,0961.08%+4,733,096
CROWDSTRIKE HLDGS INC(CRWD)011,877+11,87704,636,9191.06%+4,636,919
INVESCO EXCHANGE TRADED FD T037,214+37,21404,288,5810.98%+4,288,581
FIRST TR EXCHANGE-TRADED FD067,894+67,89404,255,6250.97%+4,255,625
GLOBAL NET LEASE INC(GNL)0448,467+448,46704,197,6470.96%+4,197,647
JPMORGAN CHASE & CO(JPM)014,162+14,16204,166,0130.95%+4,166,013
WESTERN DIGITAL CORP(WDC)015,063+15,06304,074,2590.93%+4,074,259
AIM ETF PRODUCTS TRUST0112,500+112,50003,800,2640.87%+3,800,264
TENET HEALTHCARE CORP(THC)020,017+20,01703,777,4270.86%+3,777,427
OMEGA HEALTHCARE INVS INC(OHI)077,484+77,48403,395,3310.78%+3,395,331
SANDISK CORP(SNDK)05,342+5,34203,393,8780.78%+3,393,878
AIM ETF PRODUCTS TRUST0106,426+106,42603,327,0470.76%+3,327,047
ANTERO MIDSTREAM CORP(AM)0144,416+144,41603,292,6820.75%+3,292,682
TALEN ENERGY CORP(TLN)09,942+9,94203,173,7850.73%+3,173,785
CATERPILLAR INC(CAT)04,445+4,44503,149,1050.72%+3,149,105
FIRST TR EXCHNG TRADED FD VI057,403+57,40303,141,0760.72%+3,141,076
SPDR SERIES TRUST023,953+23,95303,059,5370.70%+3,059,537
DOMINION ENERGY INC(D)045,558+45,55802,816,3860.64%+2,816,386
HOWMET AEROSPACE INC(HWM)011,560+11,56002,664,1220.61%+2,664,122
FIRST TR EXCHNG TRADED FD VI070,024+70,02402,592,3050.59%+2,592,305
FREEPORT MCMORAN INC(FCX)043,828+43,82802,576,1880.59%+2,576,188
VANECK ETF TRUST027,139+27,13902,490,5350.57%+2,490,535
EXPAND ENERGY CORPORATION(EXE)022,576+22,57602,478,4230.57%+2,478,423
GRAYSCALE BITCOIN TRUST ETF(GBTC)045,618+45,61802,406,7920.55%+2,406,792
BOEING CO(BA)011,913+11,91302,371,0050.54%+2,371,005
GRAYSCALE BITCOIN MINI TR ET(BTC)076,607+76,60702,297,4440.53%+2,297,444
JANUS DETROIT STR TR045,049+45,04902,269,1170.52%+2,269,117
INNOVATOR ETFS TRUST050,942+50,94202,193,5630.50%+2,193,563
SEAGATE TECHNOLOGY HLDNGS PL05,259+5,25902,060,4420.47%+2,060,442
VENTAS INC(VTR)022,613+22,61301,849,2910.42%+1,849,291
INNOVATOR ETFS TRUST041,001+41,00101,839,8480.42%+1,839,848
EA SERIES TRUST015,173+15,17301,764,5090.40%+1,764,509
EXXON MOBIL CORP(XOM)010,159+10,15901,723,5540.39%+1,723,554
ISHARES ETHEREUM TR(ETHA)099,411+99,41101,573,6760.36%+1,573,676
DIREXION SHARES ETF TRUST015,234+15,23401,501,0150.34%+1,501,015
PALANTIR TECHNOLOGIES INC(PLTR)09,956+9,95601,456,3460.33%+1,456,346
FIRST TR EXCHANGE-TRADED FD045,174+45,17401,431,5750.33%+1,431,575
REGENCY CTRS CORP(REG)018,713+18,71301,415,8010.32%+1,415,801
ANNALY CAPITAL MANAGEMENT IN065,181+65,18101,378,5690.32%+1,378,569
FIRST TR EXCHNG TRADED FD VI024,471+24,47101,231,6240.28%+1,231,624
ATLAS ENERGY SOLUTIONS INC(AESI)090,000+90,00001,180,8010.27%+1,180,801
INNOVATOR ETFS TRUST021,365+21,36501,121,3960.26%+1,121,396
ALPHABET INC(GOOG)03,870+3,87001,112,8610.25%+1,112,861
FIRST TR EXCHNG TRADED FD VI020,087+20,08701,072,5760.25%+1,072,576
ISHARES TR01,623+1,62301,060,1640.24%+1,060,164
FIRST TR EXCHNG TRADED FD VI018,010+18,01001,005,8500.23%+1,005,850
INNOVATOR ETFS TRUST038,549+38,5490984,5320.23%+984,532
APOLLO GLOBAL MGMT INC(APO)07,923+7,9230882,7810.20%+882,781
INNOVATOR ETFS TRUST021,885+21,8850874,0870.20%+874,087
ENBRIDGE INC(ENB)014,606+14,6060790,7570.18%+790,757
ISHARES TR03,973+3,9730762,0900.17%+762,090
LUMENTUM HLDGS INC(LITE)01,026+1,0260721,0320.16%+721,032
INNOVATOR ETFS TRUST015,339+15,3390705,0770.16%+705,077
TESLA INC(TSLA)01,696+1,6960630,3390.14%+630,339
STATE STR SPDR S&P 500 ETF T(SPY)0928+9280603,2770.14%+603,277
FIRST TR EXCHANGE-TRADED FD027,691+27,6910564,3430.13%+564,343
VANGUARD INDEX FDS0891+8910532,5900.12%+532,590
BLACKSTONE MORTGAGE TRUST IN(BXMT)027,510+27,5100526,8230.12%+526,823
VANECK ETF TRUST05,219+5,2190504,7120.12%+504,712
INNOVATOR ETFS TRUST011,619+11,6190474,7520.11%+474,752
INNOVATOR ETFS TRUST010,587+10,5870442,8190.10%+442,819
AMPLIFY ETF TR04,985+4,9850374,3220.09%+374,322
INVESCO EXCHANGE TRADED FD T08,054+8,0540364,5320.08%+364,532
SPDR SERIES TRUST04,737+4,7370362,5980.08%+362,598
ISHARES TR02,003+2,0030338,1670.08%+338,167
INNOVATOR ETFS TRUST010,466+10,4660304,2440.07%+304,244
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