Beckerman Institutional, LLC
Long book
$188.2M
Q1 2026
Positions
121
Top-10 weight
41%
concentration
Last quarter
+7.8%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsBeckerman Institutional, LLC is a wealth-management firm allocating client money, specialised in financials (62% of the long book), running a $188.2M US long book across 121 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, DIMENSIONAL INTERNATIONAL CO, DOUBLELINE OPPOR COR BND-USD, ISHARES CORE MSCI DEV MKTS, ALPHABET INC-CL A.
Over the last 7 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 7 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
-1.4%
Q4 2024
+2.5%
Q1 2025
+5.3%
Q2 2025
+6.4%
Q3 2025
+3.6%
Q4 2025
-0.3%
Q1 2026
+7.8%
Sector allocation
Financials 52%
Technology 34%
Healthcare 5%
Consumer staples 4%
Consumer discretionary 2%
Services media 1%
Industrials 1%
Communications 1%
Long book by quarter
What does Beckerman Institutional, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 33.4K | $16.0M | 8.5% | +3.4% |
| GOOGL ALPHABET INC-CL A | Technology | 23.2K | $6.7M | 3.5% | +0.2% |
| AAPL APPLE INC | Technology | 7.0K | $1.8M | 0.9% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 2.5K | $1.4M | 0.8% | +0.3% |
| MSFT MICROSOFT CORP | Technology | 3.3K | $1.2M | 0.6% | +11.0% |
| JPM JPMORGAN CHASE & CO | Financials | 3.4K | $1.0M | 0.5% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 3.8K | $630K | 0.3% | Held |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 3.5K | $550K | 0.3% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.2K | $536K | 0.3% | Held |
| BAC BANK OF AMERICA CORP | Financials | 10.9K | $530K | 0.3% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.5K | $526K | 0.3% | +1.0% |
| KO COCA-COLA CO/THE | Consumer staples | 6.2K | $475K | 0.3% | Held |
| ABBV ABBVIE INC | Healthcare | 2.0K | $437K | 0.2% | Held |
| PFE PFIZER INC | Healthcare | 14.4K | $405K | 0.2% | -1.9% |
| GOOG ALPHABET INC-CL C | Technology | 1.4K | $395K | 0.2% | +0.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 445 | $377K | 0.2% | Held |
| CRM SALESFORCE INC | Technology | 1.9K | $359K | 0.2% | +83.0% |
| WMT WALMART INC | Consumer discretionary | 2.8K | $348K | 0.2% | -0.8% |
| CSCO CISCO SYSTEMS INC | Technology | 4.4K | $342K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 121 | $188.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 115 | $178.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 115 | $169.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 108 | $150.6M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 102 | $138.1M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 98 | $124.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 96 | $118.7M | $K fixed canonical | SEC ↗ |