Beckerman Institutional, LLC
Top Portfolio Positions
38 positions ·
$30,853,425 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
23,212 | $6,674,842 | 21.63% | |
| GLDM |
World Gold Trust
|
51,344 | $4,759,075 | 15.42% | |
| AAPL |
Apple Inc.
Technology
|
6,972 | $1,769,423 | 5.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,504 | $1,432,613 | 4.64% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
39,994 | $1,263,410 | 4.09% | |
| MSFT |
Microsoft Corp
Technology
|
3,251 | $1,203,422 | 3.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,400 | $1,000,144 | 3.24% | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
57,529 | $864,085 | 2.80% | |
| IAU |
Ishares Gold Trust
|
8,639 | $761,614 | 2.47% | |
| NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
Financial Services
|
55,429 | $698,959 | 2.27% |
Portfolio Trend
Holdings in ECF
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $113,885 | 12,668 | Shares | Sole | 2024-11-01 | |
| 2024-12-31 | $123,973 | 12,794 | Shares | Sole | 2025-01-29 | |
| 2025-03-31 | $116,169 | 12,794 | Shares | Sole | 2025-05-05 | |
| 2025-06-30 | $131,138 | 12,794 | Shares | Sole | 2025-08-05 | |
| 2025-09-30 | $148,410 | 12,794 | Shares | Sole | 2025-11-06 | |
| 2025-12-31 | $148,794 | 12,794 | Shares | Sole | 2026-02-10 | |
| 2026-03-31 | $142,653 | 12,794 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||