Beckerman Institutional, LLC Portfolio Holdings

Beckerman Institutional, LLC

  • $151 Million
  • Q2 2025

Beckerman Institutional, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Million distributed in 108 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 $15.1M, Doubleline ETF Tr Opportunisti with a value of $8.74M, Dimensional ETF Tr with a value of $7.45M, Ishares Core Msci Intl Develop with a value of $7.4M, and Pimco Enhanced Low Duration Ac with a value of $6.27M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $138M to 151M.

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 $151 Million
ETFs: $104 Million
Financial Services: $22.3 Million
Communication Services: $6.28 Million
Technology: $2.36 Million
Consumer Defensive: $1.33 Million
Healthcare: $952,000
Consumer Cyclical: $310,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.74 Million 5.8% of portfolio
188,922
Q2 2025 Added 7.83%
$0
$7.45 Million 4.95% of portfolio
215,468
Q2 2025 Added 15.54%
$0
$7.4 Million 4.91% of portfolio
97,283
Q2 2025 Reduced 1.56%
$0
$6.27 Million 4.16% of portfolio
65,433
Q2 2025 Added 2.49%
$0
$4.27 Million 2.83% of portfolio
118,989
Q2 2025 Added 10.34%
$9.88B
$4.19 Million 2.78% of portfolio
63,907
Q2 2025 Reduced 2.88%
$0
$3.38 Million 2.25% of portfolio
61,258
Q2 2025 Added 4.79%
$0
$3.15 Million 2.09% of portfolio
11,268
Q2 2025 Added 9.43%
$0
$3.03 Million 2.01% of portfolio
114,440
Q2 2025 Added 9.11%
$0
$2.82 Million 1.87% of portfolio
115,746
Q2 2025 Added 18.86%
$0
$2.79 Million 1.86% of portfolio
27,154
Q2 2025 Added 6.55%
$0
$2.71 Million 1.8% of portfolio
63,204
Q2 2025 Added 21.78%
$0
$2.34 Million 1.55% of portfolio
50,404
Q2 2025 Added 9.71%
$0
$2.23 Million 1.48% of portfolio
41,226
Q2 2025 Added 8.12%
$0
$2.1 Million 1.39% of portfolio
32,844
Q2 2025 Added 0.83%
$0
$1.94 Million 1.29% of portfolio
24,220
Q4 2024 Reduced 0.8%
$0
$1.78 Million 1.18% of portfolio
41,755
Q2 2025 Added 11.2%
$0
$1.7 Million 1.13% of portfolio
26,642
Q2 2025 Reduced 0.57%
$0
$1.64 Million 1.09% of portfolio
56,577
Q2 2025 Added 10.05%
$0
$1.61 Million 1.07% of portfolio
32,385
Q2 2025 Reduced 5.13%
$0
$1.61 Million 1.07% of portfolio
19,306
Q2 2025 Reduced 1.15%
$0
$1.5 Million 0.99% of portfolio
7,938
Q2 2025 Reduced 0.8%
$0
$1.45 Million 0.96% of portfolio
34,235
Q2 2025 Reduced 11.82%
$0
$1.43 Million 0.95% of portfolio
22,107
Q2 2025 Reduced 4.92%
$0
$1.35 Million 0.89% of portfolio
49,792
Q2 2025 Added 42.78%
$0
$1.31 Million 0.87% of portfolio
11,998
Q2 2025 Reduced 8.84%
$0
$1.14 Million 0.75% of portfolio
19,984
Q2 2025 Reduced 8.75%
$0
$1.02 Million 0.67% of portfolio
29,478
Q2 2025 Reduced 0.22%
$0
$854,000 0.57% of portfolio
11,751
Q1 2025 Added 4.51%
$0
$835,000 0.55% of portfolio
14,647
Q2 2025 Reduced 6.72%
$0
$794,000 0.53% of portfolio
2,611
Q1 2025 Added 3.82%
$0
$783,000 0.52% of portfolio
5,798
Q3 2024 New
$0
$765,000 0.51% of portfolio
8,215
Q1 2025 Added 8.02%
$0
$773,000 0.51% of portfolio
9,687
Q2 2025 Reduced 8.78%
$0
$751,000 0.5% of portfolio
16,987
Q1 2025 Added 29.94%
$0
$758,000 0.5% of portfolio
19,476
Q2 2025 Reduced 3.33%
$0
$731,000 0.49% of portfolio
18,232
Q2 2025 Reduced 3.63%
$0
$724,000 0.48% of portfolio
1,274
Q1 2025 Added 11.66%
$0
$691,000 0.46% of portfolio
5,140
Q1 2025 Added 1.28%
$0
$688,000 0.46% of portfolio
7,338
Q2 2025 Reduced 3.99%
$0
$643,000 0.43% of portfolio
3,759
Q1 2025 Reduced 1.34%
$0
$623,000 0.41% of portfolio
15,714
Q2 2025 Reduced 1.03%
$0
$583,000 0.39% of portfolio
11,595
Q1 2025 Added 8.21%
$0
$590,000 0.39% of portfolio
3,023
Q2 2025 Reduced 2.61%
$0
$560,000 0.37% of portfolio
2,736
Q1 2025 Added 28.09%
$0
$558,000 0.37% of portfolio
1,957
Q3 2024 New
$0
$512,000 0.34% of portfolio
772
Q2 2025 Reduced 1.91%
$0
$501,000 0.33% of portfolio
16,366
Q2 2025 Reduced 3.15%
$54.3B
$491,000 0.33% of portfolio
7,879
Q2 2025 Reduced 13.82%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $151 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Beckerman Institutional, LLC Portfolio

Follow Beckerman Institutional, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beckerman Institutional, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beckerman Institutional, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email