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Beckerman Institutional, LLC
Beckerman Institutional, LLC is an institution, managing $169.2M across 113 long positions as of Q3 2025 with 67% ETF concentration and minimal technology exposure.
- Portfolio Value
- $169.2M
- Positions
- 113
- Top Holding
- BRK.B at 9.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beckerman Institutional, LLC's portfolio (42.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $15.9M | 9.40% | +$236.3K Bought | 0.00% 31.6K shares | |
ETF ETF | $9.4M | 5.55% | +$601.8K Bought | — 201.9K shares | |
ETF ETF | $9.0M | 5.34% | +$1.2M Bought | — 248.5K shares | |
ETF ETF | $7.7M | 4.53% | +$7.7M New | — 95.5K shares | |
ETF ETF | $6.5M | 3.84% | +$198.2K Bought | — 67.5K shares | |
Internet Content & Information Communication Services | $5.7M | 3.35% | +$208.6K Bought | 0.00% 23.3K shares | |
Unknown Unknown | $4.8M | 2.85% | +$4.8M New | — 63.1K shares | |
ETF ETF | $4.8M | 2.83% | +$193.1K Bought | — 124.0K shares | |
Unknown Unknown | $4.7M | 2.78% | +$4.7M New | — 118.2K shares | |
ETF ETF | $3.7M | 2.17% | +$182.3K Bought | — 64.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beckerman Institutional, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-33.17% | |
-10.66% |
Analytics
Portfolio insights and performance metrics for Beckerman Institutional, LLC
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