Beckerman Institutional, LLC
Top Portfolio Positions
41 positions ·
$48,744,256 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
33,375 | $15,993,300 | 32.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,212 | $6,674,842 | 13.69% | |
| GLDM |
World Gold Trust
|
51,344 | $4,759,075 | 9.76% | |
| AAPL |
Apple Inc.
Technology
|
6,972 | $1,769,423 | 3.63% | |
| BCV |
Bancroft Fund Ltd
Financial Services
|
73,919 | $1,592,215 | 3.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,504 | $1,432,613 | 2.94% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
39,994 | $1,263,410 | 2.59% | |
| MSFT |
Microsoft Corp
Technology
|
3,251 | $1,203,422 | 2.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,400 | $1,000,144 | 2.05% | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
57,529 | $864,085 | 1.77% |
Portfolio Trend
7 quarters · across all stocks
Holdings in PNI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,620 | 75,711 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $388,039 | 57,744 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $276,856 | 39,104 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $162,639 | 22,715 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $120,141 | 15,227 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||