Beckerman Institutional, LLC Portfolio Holdings by Sector

Beckerman Institutional, LLC

$138 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DBND IDEV LDUR DFAI GLDM DFAC SCHD DGS 68 stocks	$93,968 73.95% of portfolio	47	11	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$16,404 12.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$5,152 4.05% of portfolio	3	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BCV TY NFJ GGZ PNI RGT ECF 7 stocks	$4,206 3.31% of portfolio	5	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,194 0.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1,070 0.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$896 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$718 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$711 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$604 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$447 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$353 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$299 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$296 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$281 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$263 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$207 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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