Beckerman Institutional, LLC

Q3 2026 13F-HR Holdings

Location
Ocean Grove, NJ
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$212,517
Net value change ($000)
+2,352 (1.1%)
New positions
4
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
NVDA 2,080 138.4%
VBIL 673 15.4%
DFAI 493 3.8%
MSFT 465 37.0%
META 409 28.7%
PERSHING SQUARE USA LTD 407 NEW
AAPL 305 15.1%
PLTR 264 NEW
VLO 260 NEW
DE 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
DBND -488 -4.5%
ITA -398 -19.9%
GOOGL -345 -4.2%
NFJ -271 -32.5%
STIP -240 -8.3%
BCV -211 -11.1%
SPSM -210 -13.9%
DVY -205 -100.0%
BRK-B -189 -1.1%
IJR -171 -10.3%
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