Beckerman Institutional, LLC

13F filer · CIK 0002043468

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$210MU.S. long equity reported on 13F

Positions514 new · 3 closed

Net flow last quarter+$2.92MBuys minus sells

Top 10 positions weight25.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202651 positions
BRK.BBerkshire Hathaway Inc	$17.1M	8.13%	Not reported	+2.4%	Q3 2024
GOOGLAlphabet Inc.	$8.29M	3.94%	0.00%	-0.1%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$8.14M	3.87%	Not reported	-0.6%	Q3 2024
FLXRVW Win Century Inc.	$5.73M	2.73%	0.08%	+5.7%	Q1 2025
EMXCEmax Holdings Corp	$3.95M	1.88%	Not reported	+4.7%	Q3 2024
GLDMWorld Gold Trust	$3.84M	1.83%	0.01%	-5.8%	Q3 2024
AAPLApple Inc.	$2.02M	0.96%	0.00%	Not reported	Q3 2024
BCVBancroft Fund Ltd	$1.89M	0.90%	Not reported	-1.4%	Q3 2024
PULSPulse Electronics Corp	$1.7M	0.81%	0.20%	Not reported	Q3 2024
NVDANvidia Corp	$1.5M	0.71%	0.00%	New	Q2 2026
AMJBJPMorgan Chase & Co	$1.44M	0.69%	Not reported	+3.8%	Q3 2024
METAMeta Platforms, Inc.	$1.42M	0.68%	Not reported	+1.0%	Q3 2024
TYTRI-CONTINENTAL Corp	$1.38M	0.66%	Not reported	+0.1%	Q3 2024
MSFTMicrosoft Corp	$1.26M	0.60%	0.00%	+3.6%	Q3 2024
JPMJPMorgan Chase & Co	$1.11M	0.53%	0.00%	Not reported	Q3 2024
GGZGabelli Global Small & Mid Cap Value Trust	$933K	0.44%	Not reported	-0.4%	Q1 2025
NFJVirtus Dividend, Interest & Premium Strategy Fund	$835K	0.40%	Not reported	-0.9%	Q3 2024
MUMicron Technology Inc	$709K	0.34%	0.00%	Not reported	Q1 2026
PMPhilip Morris International Inc.	$689K	0.33%	0.00%	Not reported	Q3 2024
IAUIshares Gold Trust	$637K	0.30%	0.00%	-2.4%	Q3 2024
BACBank of America Corp	$613K	0.29%	0.00%	-0.9%	Q3 2024
RGTRoyce Global Trust, Inc.	$612K	0.29%	Not reported	+88.2%	Q3 2024
AMZNAmazon Com Inc	$602K	0.29%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$557K	0.27%	0.00%	Not reported	Q3 2025
PNIPimco New York Municipal Income Fund II	$537K	0.26%	Not reported	Not reported	Q3 2024
ECATBlackRock ESG Capital Allocation Term Trust	$536K	0.26%	Not reported	-1.4%	Q3 2024
CSCOCisco Systems, Inc.	$518K	0.25%	0.00%	Not reported	Q3 2025
ABBVAbbVie Inc.	$510K	0.24%	0.00%	+1.0%	Q3 2025
KOCoca Cola Co	$507K	0.24%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$484K	0.23%	Not reported	-0.6%	Q3 2024
PFEPfizer Inc	$482K	0.23%	0.00%	+38.9%	Q3 2024
GLDSPDR Gold Trust	$460K	0.22%	0.00%	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$450K	0.21%	0.00%	Not reported	Q3 2024
ICEIntercontinental Exchange, Inc.	$431K	0.21%	0.00%	Not reported	Q3 2024
AMDAdvanced Micro Devices Inc	$426K	0.20%	0.00%	New	Q2 2026
IAUMiShares Gold Trust Micro	$414K	0.20%	0.01%	+3.0%	Q3 2025
SPMDSupermedia Inc.	$411K	0.20%	Not reported	Not reported	Q3 2024
VVisa Inc.	$351K	0.17%	0.00%	Not reported	Q3 2025
MOAltria Group, Inc.	$348K	0.17%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$335K	0.16%	Not reported	Not reported	Q3 2024
SCZNXG NextGen Infrastructure Income Fund	$313K	0.15%	Not reported	-5.0%	Q3 2024
WMTWalmart Inc.	$312K	0.15%	0.00%	-1.6%	Q3 2025
COFCapital One Financial Corp	$311K	0.15%	0.00%	Not reported	Q3 2024
BSVNBank7 Corp.	$303K	0.14%	0.04%	Not reported	Q3 2025
CRMSalesforce, Inc.	$302K	0.14%	0.00%	+0.4%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$301K	0.14%	Not reported	Not reported	Q4 2024
INCMInnocom Technology Holdings, Inc.	$225K	0.11%	0.00%	New	Q2 2026
ISRGIntuitive Surgical Inc	$224K	0.11%	0.00%	-3.4%	Q3 2024
DELLDell Technologies Inc.	$222K	0.11%	0.00%	New	Q2 2026
BXBlackstone Inc.	$222K	0.11%	0.00%	+0.2%	Q3 2025

Q1 2026Reported May 4, 202650 positions
BRK.BBerkshire Hathaway Inc	$16M	8.50%	Not reported	+3.4%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$7.69M	4.08%	Not reported	+0.1%	Q3 2024
GOOGLAlphabet Inc.	$6.68M	3.55%	0.00%	+0.2%	Q3 2024
FLXRVW Win Century Inc.	$5.43M	2.88%	0.08%	+9.5%	Q1 2025
GLDMWorld Gold Trust	$4.76M	2.53%	0.02%	-13.3%	Q3 2024
EMXCEmax Holdings Corp	$2.9M	1.54%	Not reported	+8.6%	Q3 2024
AAPLApple Inc.	$1.77M	0.94%	0.00%	Not reported	Q3 2024
PULSPulse Electronics Corp	$1.7M	0.90%	0.20%	-0.9%	Q3 2024
BCVBancroft Fund Ltd	$1.59M	0.85%	Not reported	0.0%	Q3 2024
METAMeta Platforms, Inc.	$1.43M	0.76%	Not reported	+0.3%	Q3 2024
AMJBJPMorgan Chase & Co	$1.39M	0.74%	Not reported	+4.4%	Q3 2024
TYTRI-CONTINENTAL Corp	$1.26M	0.67%	Not reported	-1.3%	Q3 2024
MSFTMicrosoft Corp	$1.2M	0.64%	0.00%	+11.0%	Q3 2024
JPMJPMorgan Chase & Co	$1M	0.53%	0.00%	Not reported	Q3 2024
GGZGabelli Global Small & Mid Cap Value Trust	$864K	0.46%	Not reported	-2.3%	Q1 2025
IAUIshares Gold Trust	$762K	0.40%	0.00%	-3.7%	Q3 2024
NFJVirtus Dividend, Interest & Premium Strategy Fund	$699K	0.37%	Not reported	-0.7%	Q3 2024
PMPhilip Morris International Inc.	$630K	0.33%	0.00%	Not reported	Q3 2024
ICEIntercontinental Exchange, Inc.	$550K	0.29%	0.00%	Not reported	Q3 2024
GLDSPDR Gold Trust	$538K	0.29%	0.00%	-0.6%	Q3 2024
JNJJohnson & Johnson	$536K	0.29%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$530K	0.28%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$526K	0.28%	0.00%	+1.0%	Q3 2024
PNIPimco New York Municipal Income Fund II	$519K	0.28%	Not reported	Not reported	Q3 2024
KOCoca Cola Co	$475K	0.25%	0.00%	Not reported	Q4 2024
ECATBlackRock ESG Capital Allocation Term Trust	$470K	0.25%	Not reported	-2.9%	Q3 2024
IAUMiShares Gold Trust Micro	$469K	0.25%	0.01%	+11.9%	Q3 2025
ABBVAbbVie Inc.	$437K	0.23%	0.00%	Not reported	Q3 2025
PFEPfizer Inc	$405K	0.22%	0.00%	-1.9%	Q3 2024
GOOGAlphabet Inc.	$395K	0.21%	Not reported	+0.2%	Q3 2024
GSGoldman Sachs Group Inc	$377K	0.20%	0.00%	Not reported	Q3 2024
SPMDSupermedia Inc.	$360K	0.19%	Not reported	Not reported	Q3 2024
CRMSalesforce, Inc.	$359K	0.19%	0.00%	+83.0%	Q4 2025
WMTWalmart Inc.	$348K	0.18%	0.00%	-0.8%	Q3 2025
CSCOCisco Systems, Inc.	$342K	0.18%	0.00%	Not reported	Q3 2025
MOAltria Group, Inc.	$319K	0.17%	0.00%	Not reported	Q3 2024
SCZNXG NextGen Infrastructure Income Fund	$313K	0.17%	Not reported	Not reported	Q3 2024
VVisa Inc.	$309K	0.16%	0.00%	Not reported	Q3 2025
RGTRoyce Global Trust, Inc.	$305K	0.16%	Not reported	+77.3%	Q3 2024
BSVNBank7 Corp.	$305K	0.16%	0.04%	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$291K	0.15%	Not reported	Not reported	Q3 2024
COFCapital One Financial Corp	$283K	0.15%	0.00%	Not reported	Q3 2024
ISRGIntuitive Surgical Inc	$269K	0.14%	0.00%	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$236K	0.13%	Not reported	-4.6%	Q4 2024
FDXFedex Corp	$219K	0.12%	0.00%	New	Q1 2026
BXBlackstone Inc.	$216K	0.11%	0.00%	Not reported	Q3 2025
TAt&T Inc.	$212K	0.11%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$210K	0.11%	0.00%	New	Q1 2026
MUMicron Technology Inc	$207K	0.11%	0.00%	New	Q1 2026
ECFEllsworth Growth & Income Fund Ltd	$143K	0.08%	Not reported	Not reported	Q3 2024
Q4 2025Reported Feb 10, 202646 positions
BRK.BBerkshire Hathaway Inc	$16.2M	9.11%	Not reported	+2.0%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$7.58M	4.25%	Not reported	-3.9%	Q3 2024
GOOGLAlphabet Inc.	$7.25M	4.07%	0.00%	-0.7%	Q3 2024
GLDMWorld Gold Trust	$5.05M	2.84%	0.02%	-6.2%	Q3 2024
FLXRVW Win Century Inc.	$5M	2.81%	0.07%	+6.8%	Q1 2025
EMXCEmax Holdings Corp	$2.47M	1.39%	Not reported	+6.0%	Q3 2024
AAPLApple Inc.	$1.9M	1.06%	0.00%	Not reported	Q3 2024
PULSPulse Electronics Corp	$1.72M	0.96%	0.20%	-0.7%	Q3 2024
METAMeta Platforms, Inc.	$1.65M	0.93%	Not reported	-1.3%	Q3 2024
BCVBancroft Fund Ltd	$1.63M	0.92%	Not reported	-1.4%	Q3 2024
MSFTMicrosoft Corp	$1.42M	0.80%	0.00%	0.0%	Q3 2024
TYTRI-CONTINENTAL Corp	$1.32M	0.74%	Not reported	-1.3%	Q3 2024
AMJBJPMorgan Chase & Co	$1.16M	0.65%	Not reported	+0.8%	Q3 2024
JPMJPMorgan Chase & Co	$1.1M	0.62%	0.00%	Not reported	Q3 2024
GGZGabelli Global Small & Mid Cap Value Trust	$883K	0.50%	Not reported	+1.6%	Q1 2025
IAUIshares Gold Trust	$728K	0.41%	0.00%	-8.8%	Q3 2024
NFJVirtus Dividend, Interest & Premium Strategy Fund	$720K	0.40%	Not reported	-0.6%	Q3 2024
PMPhilip Morris International Inc.	$611K	0.34%	0.00%	Not reported	Q3 2024
BACBank of America Corp	$598K	0.34%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$577K	0.32%	0.00%	+5.8%	Q3 2024
ICEIntercontinental Exchange, Inc.	$567K	0.32%	0.00%	Not reported	Q3 2024
ECATBlackRock ESG Capital Allocation Term Trust	$548K	0.31%	Not reported	-3.3%	Q3 2024
GLDSPDR Gold Trust	$499K	0.28%	0.00%	-0.8%	Q3 2024
ABBVAbbVie Inc.	$459K	0.26%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$454K	0.26%	0.00%	Not reported	Q3 2025
KOCoca Cola Co	$436K	0.25%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$432K	0.24%	Not reported	Not reported	Q3 2024
GSGoldman Sachs Group Inc	$391K	0.22%	0.00%	-1.1%	Q3 2024
IAUMiShares Gold Trust Micro	$386K	0.22%	0.01%	+2.9%	Q3 2025
COFCapital One Financial Corp	$376K	0.21%	0.00%	Not reported	Q3 2024
PFEPfizer Inc	$366K	0.21%	0.00%	-16.2%	Q3 2024
VVisa Inc.	$359K	0.20%	0.00%	Not reported	Q3 2025
SPMDSupermedia Inc.	$352K	0.20%	Not reported	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$340K	0.19%	0.00%	-5.5%	Q3 2025
ISRGIntuitive Surgical Inc	$331K	0.19%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$314K	0.18%	0.00%	Not reported	Q3 2025
SCZNXG NextGen Infrastructure Income Fund	$310K	0.17%	Not reported	Not reported	Q3 2024
BSVNBank7 Corp.	$307K	0.17%	0.04%	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$306K	0.17%	Not reported	Not reported	Q3 2024
BXBlackstone Inc.	$290K	0.16%	0.00%	Not reported	Q3 2025
MOAltria Group, Inc.	$279K	0.16%	0.00%	Not reported	Q3 2024
CRMSalesforce, Inc.	$278K	0.16%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$264K	0.15%	Not reported	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$240K	0.13%	0.00%	-0.4%	Q4 2024
RGTRoyce Global Trust, Inc.	$169K	0.09%	Not reported	Not reported	Q3 2024
ECFEllsworth Growth & Income Fund Ltd	$149K	0.08%	Not reported	Not reported	Q3 2024
Q3 2025Reported Nov 6, 202547 positions
BRK.BBerkshire Hathaway Inc	$15.9M	9.36%	Not reported	+1.5%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$7.66M	4.51%	Not reported	-1.8%	Q3 2024
GOOGLAlphabet Inc.	$5.67M	3.34%	0.00%	+3.8%	Q3 2024
GLDMWorld Gold Trust	$4.82M	2.84%	0.03%	-1.3%	Q3 2024
FLXRVW Win Century Inc.	$4.71M	2.77%	0.07%	+22.9%	Q1 2025
EMXCEmax Holdings Corp	$2.17M	1.28%	Not reported	+7.0%	Q3 2024
METAMeta Platforms, Inc.	$1.86M	1.09%	Not reported	-0.1%	Q3 2024
AAPLApple Inc.	$1.78M	1.05%	0.00%	+27.4%	Q3 2024
PULSPulse Electronics Corp	$1.74M	1.02%	0.20%	+7.6%	Q3 2024
BCVBancroft Fund Ltd	$1.64M	0.97%	Not reported	-1.1%	Q3 2024
MSFTMicrosoft Corp	$1.52M	0.89%	0.00%	+51.2%	Q3 2024
TYTRI-CONTINENTAL Corp	$1.39M	0.82%	Not reported	-1.2%	Q3 2024
AMJBJPMorgan Chase & Co	$1.13M	0.67%	Not reported	+2.3%	Q3 2024
JPMJPMorgan Chase & Co	$1.07M	0.63%	0.00%	+41.6%	Q3 2024
GGZGabelli Global Small & Mid Cap Value Trust	$837K	0.49%	Not reported	+38.4%	Q1 2025
NFJVirtus Dividend, Interest & Premium Strategy Fund	$731K	0.43%	Not reported	-3.3%	Q3 2024
IAUIshares Gold Trust	$716K	0.42%	0.00%	+24.8%	Q3 2024
PMPhilip Morris International Inc.	$618K	0.36%	0.00%	Not reported	Q3 2024
ECATBlackRock ESG Capital Allocation Term Trust	$604K	0.36%	Not reported	-5.4%	Q3 2024
ICEIntercontinental Exchange, Inc.	$590K	0.35%	0.00%	Not reported	Q3 2024
BACBank of America Corp	$561K	0.33%	0.00%	0.0%	Q3 2024
AMZNAmazon Com Inc	$520K	0.31%	0.00%	+67.6%	Q3 2024
ABBVAbbVie Inc.	$465K	0.27%	0.00%	New	Q3 2025
GLDSPDR Gold Trust	$451K	0.27%	0.00%	+0.1%	Q3 2024
PFEPfizer Inc	$447K	0.26%	0.00%	+0.5%	Q3 2024
KOCoca Cola Co	$414K	0.24%	0.00%	+26.8%	Q4 2024
JNJJohnson & Johnson	$407K	0.24%	0.00%	New	Q3 2025
GSGoldman Sachs Group Inc	$358K	0.21%	0.00%	Not reported	Q3 2024
VVisa Inc.	$350K	0.21%	0.00%	New	Q3 2025
SPMDSupermedia Inc.	$348K	0.20%	Not reported	Not reported	Q3 2024
IAUMiShares Gold Trust Micro	$336K	0.20%	0.01%	New	Q3 2025
GOOGAlphabet Inc.	$335K	0.20%	Not reported	+0.1%	Q3 2024
COFCapital One Financial Corp	$330K	0.19%	0.00%	-1.8%	Q3 2024
BXBlackstone Inc.	$321K	0.19%	0.00%	New	Q3 2025
MOAltria Group, Inc.	$320K	0.19%	0.00%	Not reported	Q3 2024
CSCOCisco Systems, Inc.	$319K	0.19%	0.00%	New	Q3 2025
BSVNBank7 Corp.	$307K	0.18%	0.04%	New	Q3 2025
SCZNXG NextGen Infrastructure Income Fund	$307K	0.18%	Not reported	-0.7%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$298K	0.18%	Not reported	+1.1%	Q3 2024
WMTWalmart Inc.	$291K	0.17%	0.00%	New	Q3 2025
ISRGIntuitive Surgical Inc	$261K	0.15%	0.00%	-3.3%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$258K	0.15%	Not reported	+0.5%	Q4 2024
PLTRPalantir Technologies Inc.	$247K	0.15%	0.00%	-33.2%	Q4 2024
TAt&T Inc.	$207K	0.12%	0.00%	+0.1%	Q1 2025
CGCarlyle Group Inc.	$206K	0.12%	0.00%	New	Q3 2025
RGTRoyce Global Trust, Inc.	$167K	0.10%	Not reported	Not reported	Q3 2024
ECFEllsworth Growth & Income Fund Ltd	$148K	0.09%	Not reported	Not reported	Q3 2024

Premium opens every quarter this fund has filed