Beckerman Institutional, LLC
Top Portfolio Positions
40 positions ·
$48,438,940 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 | 33.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,212 | $6,674,842 | 13.78% | |
| GLDM |
World Gold Trust
|
51,344 | $4,759,075 | 9.82% | |
| AAPL |
Apple Inc.
Technology
|
6,972 | $1,769,423 | 3.65% | |
| BCV |
Bancroft Fund Ltd
Financial Services
|
73,919 | $1,592,215 | 3.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,504 | $1,432,613 | 2.96% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
39,994 | $1,263,410 | 2.61% | |
| MSFT |
Microsoft Corp
Technology
|
3,251 | $1,203,422 | 2.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,400 | $1,000,144 | 2.06% | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
57,529 | $864,085 | 1.78% |
Portfolio Trend
7 quarters · across all stocks
Holdings in TY
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,263,410 | 39,994 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,322,860 | 40,504 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,394,578 | 41,017 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,313,890 | 41,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,277,497 | 41,653 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,319,318 | 41,632 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,352,128 | 40,924 | Shares | Sole | 2024-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||