Beckerman Institutional, LLC Portfolio Holdings

Beckerman Institutional, LLC

  • $157 Million
  • Q3 2025

Beckerman Institutional, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $15.9M, Doubleline ETF Tr Opportunisti with a value of $9.39M, Dimensional ETF Tr with a value of $9.03M, Ishares Core Msci Intl Develop with a value of $7.66M, and Pimco Enhanced Low Duration Ac with a value of $6.49M.

Examining the 13F form we can see an increase of $6.41M in the current position value, from $151M to 157M.

Beckerman Institutional, LLC is based out at Ocean Grove, NJ

Below you can find more details about Beckerman Institutional, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $114 Million
Financial Services: $24.6 Million
Communication Services: $8.07 Million
Technology: $3.86 Million
Consumer Defensive: $1.64 Million
Healthcare: $1.58 Million
Consumer Cyclical: $519,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$15.9 Million 10.13% of portfolio
31,637
Q3 2025 Added 1.51%
$0
$9.39 Million 5.98% of portfolio
201,856
Q3 2025 Added 6.85%
$0
$9.03 Million 5.75% of portfolio
248,522
Q3 2025 Added 15.34%
$0
$7.66 Million 4.88% of portfolio
95,532
Q3 2025 Reduced 1.8%
$0
$6.49 Million 4.13% of portfolio
67,494
Q3 2025 Added 3.15%
$1.65T
$5.67 Million 3.61% of portfolio
23,325
Q3 2025 Added 3.82%
$11.9B
$4.82 Million 3.07% of portfolio
63,111
Q3 2025 Reduced 1.25%
$0
$4.78 Million 3.05% of portfolio
123,996
Q3 2025 Added 4.21%
$0
$3.68 Million 2.34% of portfolio
64,450
Q3 2025 Added 5.21%
$0
$3.4 Million 2.17% of portfolio
11,580
Q3 2025 Added 2.77%
$0
$3.31 Million 2.11% of portfolio
121,158
Q3 2025 Added 5.87%
$0
$3.14 Million 2.0% of portfolio
68,120
Q3 2025 Added 7.78%
$0
$3.09 Million 1.97% of portfolio
126,705
Q3 2025 Added 9.47%
$0
$2.83 Million 1.8% of portfolio
27,392
Q3 2025 Added 0.88%
$0
$2.52 Million 1.6% of portfolio
43,293
Q3 2025 Added 5.01%
$0
$2.51 Million 1.6% of portfolio
53,989
Q3 2025 Added 7.11%
$0
$2.17 Million 1.38% of portfolio
32,085
Q3 2025 Added 7.03%
$0
$2.12 Million 1.35% of portfolio
23,834
Q3 2025 Reduced 1.59%
$0
$2.13 Million 1.35% of portfolio
46,736
Q3 2025 Added 11.93%
$0
$1.98 Million 1.26% of portfolio
62,829
Q3 2025 Added 11.05%
$1.37T
$1.86 Million 1.18% of portfolio
2,531
Q3 2025 Reduced 0.08%
$0
$1.81 Million 1.15% of portfolio
26,595
Q3 2025 Reduced 0.18%
$0
$1.78 Million 1.14% of portfolio
8,521
Q3 2025 Added 7.34%
$4.3T
$1.78 Million 1.13% of portfolio
6,972
Q3 2025 Added 27.37%
$0
$1.74 Million 1.11% of portfolio
34,856
Q3 2025 Added 7.63%
$0
$1.63 Million 1.04% of portfolio
74,919
Q3 2025 Reduced 1.13%
$0
$1.64 Million 1.04% of portfolio
58,818
Q3 2025 Added 18.13%
$0
$1.61 Million 1.02% of portfolio
22,673
Q3 2025 Added 2.56%
$0
$1.59 Million 1.01% of portfolio
18,232
Q3 2025 Reduced 5.56%
$0
$1.55 Million 0.99% of portfolio
33,823
Q3 2025 Reduced 1.2%
$3.78T
$1.52 Million 0.97% of portfolio
2,928
Q3 2025 Added 51.24%
$0
$1.39 Million 0.89% of portfolio
41,017
Q3 2025 Reduced 1.16%
$0
$1.33 Million 0.84% of portfolio
11,165
Q3 2025 Reduced 6.94%
$0
$1.12 Million 0.71% of portfolio
19,547
Q3 2025 Reduced 2.19%
$0
$1.08 Million 0.69% of portfolio
28,587
Q3 2025 Reduced 3.02%
$881B
$1.07 Million 0.68% of portfolio
3,400
Q3 2025 Added 41.61%
$0
$957,000 0.61% of portfolio
2,917
Q3 2025 Added 11.72%
$0
$928,000 0.59% of portfolio
11,850
Q3 2025 Added 0.84%
$0
$877,000 0.56% of portfolio
14,648
Q3 2025 Added 0.01%
$0
$858,000 0.55% of portfolio
8,007
Q3 2025 Reduced 2.53%
$0
$858,000 0.55% of portfolio
9,679
Q3 2025 Reduced 0.08%
$0
$845,000 0.54% of portfolio
16,691
Q3 2025 Added 43.95%
$0
$844,000 0.54% of portfolio
5,798
Q3 2024 New
$0
$841,000 0.54% of portfolio
57,943
Q3 2025 Added 38.37%
$0
$782,000 0.5% of portfolio
1,277
Q3 2025 Added 0.24%
$0
$769,000 0.49% of portfolio
16,987
Q1 2025 Added 29.94%
$0
$760,000 0.48% of portfolio
16,414
Q3 2025 Added 102.29%
$0
$732,000 0.47% of portfolio
5,139
Q3 2025 Reduced 0.02%
$0
$715,000 0.46% of portfolio
17,399
Q3 2025 Reduced 10.66%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $157 Million
  • Prior Value $151 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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