Beckerman Institutional, LLC - Portfolio Stock Holdings
Beckerman Institutional, LLC disclosed 128 stock positions in a recent SEC 13F filing. $211,453,494 of stock holdings were filed, with the largest holdings including BRK.B, DFAI, and DBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $303,302,226 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$211,453,494Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Beckerman Institutional, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...