Beckerman Institutional, LLC
Filing Date
Global Rank
#6,870
/ 8,586
▲ 103
Top Industry
Insurance - Diversified
38.6%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed May 4, 2026 · 43d
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.6%
SPY
+29.7%
Annualised alpha
+0.5%
Max drawdown
−9.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.0%
+0.1 pts
Top 5
63.6%
−1.5 pts
Top 10
75.5%
−2.5 pts
HHI
1,453
Diversified−34
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 51.2% | $24,808,503 |
| Communication Services | 17.6% | $8,528,631 |
| Unclassified | 14.6% | $7,056,561 |
| Technology | 8.0% | $3,881,042 |
| Consumer Defensive | 3.7% | $1,771,752 |
| Healthcare | 3.4% | $1,647,311 |
| Consumer Cyclical | 1.1% | $526,090 |
| Industrials | 0.5% | $219,050 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +1,097 | 33,375 | $15,993,300 | |
| IAUM | iShares Gold Trust Micro | +1,066 | 10,043 | $469,008 | |
| CRM | Salesforce, Inc. | +871 | 1,921 | $358,593 | |
| MSFT | Microsoft Corp | +322 | 3,251 | $1,203,422 | |
| GOOGL | Alphabet Inc. | +43 | 23,212 | $6,674,842 | |
| AMZN | Amazon Com Inc | +24 | 2,526 | $526,090 | |
| BCV | Bancroft Fund Ltd | +15 | 73,919 | $1,592,215 | |
| META | Meta Platforms, Inc. | +7 | 2,504 | $1,432,613 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −7,841 | 51,344 | $4,759,075 | |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | −1,356 | 57,529 | $864,085 | |
| ECAT | BlackRock ESG Capital Allocation Term Trust | −1,027 | 34,589 | $469,718 | |
| TY | TRI-CONTINENTAL Corp | −510 | 39,994 | $1,263,410 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | −414 | 55,429 | $698,959 | |
| IAU | Ishares Gold Trust | −330 | 8,639 | $761,614 | |
| PFE | Pfizer Inc | −275 | 14,417 | $404,829 | |
| WMT | Walmart Inc. | −22 | 2,798 | $347,735 | |
| QQQ | Invesco Qqq Trust, Series 1 | −20 | 411 | $237,220 | |
| GLD | Spdr Gold Trust | −8 | 1,251 | $538,292 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 1,349 | $239,784 | |
| No positions match the current search. | ||||
5 positions ·
$3,881,042 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 6,972 | $1,769,423 | 45.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,251 | $1,203,422 | 31.01% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,921 | $358,593 | 9.24% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,410 | $342,171 | 8.82% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 614 | $207,433 | 5.34% |