Beckerman Institutional, LLC

Q3 2025 13F-HR Holdings

Location
Ocean Grove, NJ
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
115
Total value ($000)
$169,875
Net value change ($000)
+19,271 (12.8%)
New positions
9
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,712 43.2%
DFAI 1,585 21.3%
FLXR 909 23.9%
BRK-B 765 5.1%
DBND 656 7.5%
AAPL 652 58.1%
GLDM 638 15.2%
MSFT 553 57.4%
DFAC 518 12.1%
ABBV 465 NEW
Top Reduces (Value $000, Stocks/ETFs)
PNI -388 -100.0%
UCON -374 -100.0%
SYK -201 -100.0%
PM -76 -11.0%
ISRG -67 -20.4%
TOTL -56 -7.7%
ICE -52 -8.1%
PDN -43 -5.7%
PLTR -29 -10.5%
GSIE -21 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type