Beckerman Institutional, LLC

Q4 2025 13F-HR Holdings

Location
Ocean Grove, NJ
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$178,091
Net value change ($000)
+8,216 (4.8%)
New positions
3
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,581 27.9%
BOND 1,521 NEW
DFAI 1,372 15.2%
LONZ 685 NEW
DFIV 436 13.9%
DBND 370 3.9%
BRK-B 319 2.0%
EMXC 305 14.1%
DFAC 298 6.2%
FLXR 293 6.2%
Top Reduces (Value $000, Stocks/ETFs)
LDUR -1,220 -18.8%
META -211 -11.4%
T -207 -100.0%
CG -206 -100.0%
SHV -203 -100.0%
ITB -126 -14.7%
IEFA -105 -6.6%
MSFT -100 -6.6%
IDEV -83 -1.1%
PFE -81 -18.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type