Beck Capital Management, LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$437M
Holdings
110
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 6.4% (172.6k → 161.5k shares)
6.8%
02
$VRT
VERTIV HOLDINGS CO
Q1 2026: Sold 0.8% (78.4k → 77.7k shares)
4.7%
03
$GEV
GE VERNOVA INC
Q1 2026: Sold 1.0% (19.1k → 18.9k shares)
4.0%
04
$CCJ
CAMECO CORP
Q1 2026: Sold 5.8% (133.0k → 125.3k shares)
3.3%
05
$AVGO
BROADCOM INC
Q1 2026: Sold 5.4% (45.2k → 42.8k shares)
3.2%
06
$META
META PLATFORMS INC
Q1 2026: Sold 3.2% (21.8k → 21.1k shares)
2.9%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 1.0% (26.3k → 26.0k shares)
2.3%
08
$GOOG
ALPHABET INC
Q1 2026: Increased +12.0% (29.8k → 33.4k shares)
2.3%
09
$MU
MICRON TECHNOLOGY INC
Q1 2026: Increased +7.0% (26.4k → 28.3k shares)
2.3%
10
$SHLD
GLOBAL X FDS
Q4 2025: Sold 20.3% (162.4k → 129.4k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.