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Beckerman Institutional, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Beckerman Institutional, LLC with $169.2M in long positions as of Q3 2025, 67% allocated to ETF, and 43% concentrated in top 10 positions.

Portfolio Value
$169.2M
Top 10 Concentration
43%
Top Sector
ETF (67%)
US Exposure
100%
Market Cap Focus
N/A
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 67.10%ETFFinancial Services: 11.60%Financial ServicesCommunication Services: 4.80%Technology: 2.30%Consumer Defensive: 1.00%Healthcare: 0.90%Consumer Cyclical: 0.30%
ETF
67.10%
Financial Services
11.60%
Communication Services
4.80%
Technology
2.30%
Consumer Defensive
1.00%
Healthcare
0.90%
Consumer Cyclical
0.30%

Industry Breakdown

18 industries across all sectors

ETF: 67.06%ETFInsurance - Diversified: 9.40%Insurance - DiversifiedInternet Content & Information: 4.65%Consumer Electronics: 1.05%Software - Infrastructure: 1.04%Banks - Diversified: 0.97%12 more: 3.80%
ETF
ETF
67.06%
Insurance - Diversified
Financial Services
9.40%
Internet Content & Information
Communication Services
4.65%
Consumer Electronics
Technology
1.05%
Software - Infrastructure
Technology
1.04%
Banks - Diversified
Financial Services
0.97%
Drug Manufacturers - General
Healthcare
0.78%
Tobacco
Consumer Defensive
0.55%
Financial - Credit Services
Financial Services
0.40%
Financial - Data & Stock Exchanges
Financial Services
0.35%
Asset Management
Financial Services
0.31%
Specialty Retail
Consumer Cyclical
0.31%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 19.44%Mega Cap (> $200B)Large Cap ($10B - $200B): 1.46%N/A (ETF or Unknown): 79.10%N/A (ETF or Unknown)
Mega Cap (> $200B)
19.44%
Large Cap ($10B - $200B)
1.46%
N/A (ETF or Unknown)
79.10%

Portfolio Concentration

Top 10 Holdings %
42.64%
Top 20 Holdings %
58.92%
Top 50 Holdings %
83.65%
Top 100 Holdings %
98.27%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($169.2M)
113 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
2.8 quarters
Avg. Top 20
3.4 quarters
Avg. All Positions
2.8 quarters
Median Holding Period
4 quarters
Persistence Rate
67.26%
Persistent Holdings Weight
78.16%
Persistent Positions
76
Longest Held
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund logo
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOE - 4 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.70%
Avg. Position Weight
0.88%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 9.40%
Largest Ownership Stake
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 0.00%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q3 2024)

Avg. New Position
1.05%
Avg. Ownership Stake
0.001%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 14.57% (Q1 2025)
Largest Ownership Stake
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 0.00% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
12.8%
Value Traded
$21.66M
Positions Added
30
Positions Exited
3

Historical (Since Q3 2024)

Avg. Turnover Ratio
15.0%
Avg. Positions Added
24
Avg. Positions Exited
1
Highest Turnover
50.0%
Q3 2024
Lowest Turnover
3.6%
Q1 2025

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