Beckerman Institutional, LLC

CIK

2043468

Location

OCEAN GROVE, NJ

Portfolio Value

Micro $66,537,423

Diversification

Diversified

Filing Date

Global Rank

#6,595 / 8,517 ▲ 438

Top Industry

Insurance - Diversified 35.0%

3Y Alpha vs SPY

+0.7%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

8 quarters · since Sep 2024

Clone Performance

Nov 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+30.6%

SPY

+30.8%

Annualised alpha

-0.1%

Max drawdown

−10.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.7%

−1.3 pts

Top 5

57.3%

−2.3 pts

Top 10

69.7%

−2.2 pts

HHI

1,010

Diversified−64

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	41.3%	$27,481,920	16
Unclassified	26.6%	$17,675,573	12
Communication Services	15.3%	$10,193,320	2
Technology	10.5%	$6,953,740	8
Consumer Defensive	2.8%	$1,856,567	4
Healthcare	2.7%	$1,774,257	4
Consumer Cyclical	0.9%	$602,046	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
RGT	Royce Global Trust, Inc.	+20,148	43,001	$611,904
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+10,070	57,635	$4,361,816
CGNG	Capital Group New Geography Equity ETF	+8,780	29,101	$1,090,123
PFE	Pfizer Inc	+5,607	20,024	$482,177
BRK-B	Berkshire Hathaway Inc	+791	34,166	$17,096,324
IAUM	iShares Gold Trust Micro	+299	10,342	$413,783
MSFT	Microsoft Corp	+117	3,368	$1,256,331
TY	TRI-CONTINENTAL Corp	+42	40,036	$1,378,039
META	Meta Platforms, Inc.	+24	2,528	$1,423,997
ABBV	AbbVie Inc.	+20	2,028	$510,325
CRM	Salesforce, Inc.	+8	1,929	$302,197
BX	Blackstone Inc.	+4	1,885	$221,807
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−2,982	48,362	$3,840,910
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	−1,737	63,195	$4,089,348
BCV	Bancroft Fund Ltd	−1,031	72,888	$1,894,359
ECAT	BlackRock ESG Capital Allocation Term Trust	−490	34,099	$536,036
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	−484	54,945	$834,614
IAU	Ishares Gold Trust	−208	8,431	$636,624
GGZ	Gabelli Global Small & Mid Cap Value Trust	−208	57,321	$933,185
BAC	Bank Of America Corp /De/	−99	10,767	$613,503
WMT	Walmart Inc.	−45	2,753	$311,804
GOOGL	Alphabet Inc.	−37	24,554	$8,769,323
ISRG	Intuitive Surgical Inc	−20	564	$224,291
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	7,509	$1,502,475
AMD	Advanced Micro Devices Inc	734	$426,387
DELL	Dell Technologies Inc.	515	$222,201
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	615	$219,050
T	At&T Inc.	7,298	$211,569
NFLX	Netflix Inc	2,180	$209,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $66,537,423 total · filing declares 124 positions · $210,165,069 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	34,166	+791	$17,096,324	+6.9%	25.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,554	-37	$8,769,323	+24.0%	13.18%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	57,635	+10,070	$4,361,816	+21.2%	6.56%
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	Reduced	63,195	-1,737	$4,089,348	+4.8%	6.15%
GLDM	World Gold Trust	Reduced	48,362	-2,982	$3,840,910	−19.3%	5.77%
AAPL	Apple Inc. Technology	Held	6,972	0	$2,017,417	+14.0%	3.03%
BCV	Bancroft Fund Ltd Financial Services	Reduced	72,888	-1,031	$1,894,359	+19.0%	2.85%
NVDA	Nvidia Corp Technology	NEW	7,509	NEW	$1,502,475	NEW	2.26%
META	Meta Platforms, Inc. Communication Services	Added	2,528	+24	$1,423,997	−0.6%	2.14%
TY	TRI-CONTINENTAL Corp Financial Services	Added	40,036	+42	$1,378,039	+9.1%	2.07%
MSFT	Microsoft Corp Technology	Added	3,368	+117	$1,256,331	+4.4%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,400	0	$1,112,922	+11.3%	1.67%
CGNG	Capital Group New Geography Equity ETF	Added	29,101	+8,780	$1,090,123	+69.9%	1.64%
VEA	Vanguard FTSE Developed Markets ETF	Held	14,748	0	$1,050,795	+11.2%	1.58%
GGZ	Gabelli Global Small & Mid Cap Value Trust Financial Services	Reduced	57,321	-208	$933,185	+8.0%	1.40%
NFJ	Virtus Dividend, Interest & Premium Strategy Fund Financial Services	Reduced	54,945	-484	$834,614	+19.4%	1.25%
MU	Micron Technology Inc Technology	Held	614	0	$708,734	+241.7%	1.07%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,809	0	$689,086	+9.4%	1.04%
IAU	Ishares Gold Trust	Reduced	8,431	-208	$636,624	−16.4%	0.96%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	10,767	-99	$613,503	+15.8%	0.92%
VIG	Vanguard Dividend Appreciation ETF	Held	2,592	0	$613,319	+10.0%	0.92%
RGT	Royce Global Trust, Inc. Financial Services	Added	43,001	+20,148	$611,904	+100.4%	0.92%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,526	0	$602,046	+14.4%	0.90%
JNJ	Johnson & Johnson Healthcare	Held	2,195	0	$557,464	+3.9%	0.84%
PNI	Pimco New York Municipal Income Fund II Financial Services	Held	75,711	0	$536,790	+3.5%	0.81%
ECAT	BlackRock ESG Capital Allocation Term Trust Financial Services	Reduced	34,099	-490	$536,036	+14.1%	0.81%
CSCO	Cisco Systems, Inc. Technology	Held	4,410	0	$517,998	+51.4%	0.78%
ABBV	AbbVie Inc. Healthcare	Added	2,028	+20	$510,325	+16.9%	0.77%
KO	Coca Cola Co Consumer Defensive	Held	6,243	0	$507,368	+6.9%	0.76%
PFE	Pfizer Inc Healthcare	Added	20,024	+5,607	$482,177	+19.1%	0.72%
IBB	iShares Biotechnology ETF	Held	2,528	0	$480,800	+12.6%	0.72%
GLD	Spdr Gold Trust	Held	1,251	0	$460,843	−14.4%	0.69%
GS	Goldman Sachs Group Inc Financial Services	Held	445	0	$450,059	+19.5%	0.68%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	3,500	0	$430,885	−21.7%	0.65%
AMD	Advanced Micro Devices Inc Technology	NEW	734	NEW	$426,387	NEW	0.64%
IAUM	iShares Gold Trust Micro	Added	10,342	+299	$413,783	−11.8%	0.62%
V	Visa Inc. Financial Services	Held	1,024	0	$351,324	+13.5%	0.53%
MO	Altria Group, Inc. Consumer Defensive	Held	4,841	0	$348,309	+9.0%	0.52%
SPY	Spdr S&P 500 ETF Trust	Held	448	0	$334,552	+14.8%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,753	-45	$311,804	−10.3%	0.47%
COF	Capital One Financial Corp Financial Services	Held	1,551	0	$311,161	+10.0%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Held	411	0	$302,660	+27.6%	0.45%
CRM	Salesforce, Inc. Technology	Added	1,929	+8	$302,197	−15.7%	0.45%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	564	-20	$224,291	−16.7%	0.34%
DELL	Dell Technologies Inc. Technology	NEW	515	NEW	$222,201	NEW	0.33%
BX	Blackstone Inc. Financial Services	Added	1,885	+4	$221,807	+2.5%	0.33%
ECF	Ellsworth Growth & Income Fund Ltd Financial Services	Held	12,794	0	$169,008	+18.5%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.