You're signed outSign in or to get full access.
Beck Capital Management, LLC
Beck Capital Management LLC offers personalized investment advisory services with a focus on sector rotation, targeting sectors expected to benefit most in current and projected economic cycles
Investment Strategy
Sector rotation, focusing on macro-economic cycles to identify sectors with growth potential, then selecting value-driven securities within those sectors
Latest 13F Filing Activity
Beck Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $401M. The fund increased holdings in Nvidia Corporation Com, Global X FDS Defense Tech Etf, Ishares Gold TR Ishares New Isin #us4642852044 Sedol #bkp74n6 among other positions. Beck Capital Management, LLC reduced exposure to Conocophillips Com, Antero Resources Corp. Com, Apple Inc. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 7.71% | $30.9M | 195,588 | $11.65 | $157.99 | +$8.7M |
M META | META PLATFORMS INC CLASS A COMMON STOCK | 3.98% | $16.0M | 21,619 | $299.40 | $738.09 | +$2.7M |
M MSFT | MICROSOFT CORP | 3.36% | $13.5M | 27,064 | $201.63 | $497.41 | +$3.0M |
A AVGO | BROADCOM INC COM | 3.05% | $12.2M | 44,328 | $85.19 | $275.65 | +$4.0M |
C CCJ | CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 | 2.58% | $10.4M | 139,467 | $35.86 | $74.23 | +$4.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more