Beckerman Institutional, LLC Portfolio Holdings by Sector

Beckerman Institutional, LLC

$151 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DBND DFAI IDEV LDUR DFAC GLDM DGS VO 70 stocks	$103,113 75.0% of portfolio	20	33	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$15,140 11.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$6,072 4.42% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BCV TY NFJ GGZ PNI RGT ECF 7 stocks	$4,698 3.42% of portfolio	3	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1,239 0.9% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1,210 0.88% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,123 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$978 0.71% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$794 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$642 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$423 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$348 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$336 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$328 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$319 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$310 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$212 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$201 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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