Beckerman Institutional, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$178.1M
Holdings
115
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WMTWALMART INC | 2,820 | $314K | 0.18% | |
| 102 | SCZISHARES TR | 3,998 | $309K | 0.17% | |
| 103 | BSVVANGUARD BD INDEX FDS | 3,891 | $306K | 0.17% | |
| 104 | SPYSPDR S&P 500 ETF TR | 448 | $305K | 0.17% | |
| 105 | IBBQINVESCO EXCH TRADED FD TR II | 10,765 | $305K | 0.17% | |
| 106 | BXBLACKSTONE INC | 1,881 | $289K | 0.16% | |
| 107 | MOALTRIA GROUP INC | 4,841 | $279K | 0.16% | |
| 108 | CRMSALESFORCE INC | 1,050 | $278K | 0.16% | |
| 109 | NDQINVESCO QQQ TR | 431 | $263K | 0.15% | |
| 110 | PLTRPALANTIR TECHNOLOGIES INC | 1,349 | $239K | 0.13% | |
| 111 | XARSPDR SERIES TRUST | 977 | $235K | 0.13% | |
| 112 | UFEBINNOVATOR ETFS TRUST | 6,186 | $227K | 0.13% | |
| 113 | RGTROYCE GLOBAL TRUST INC | 12,891 | $169K | 0.09% | |
| 114 | ECFELLSWORTH GROWTH & INCOME FD | 12,794 | $148K | 0.08% | |
| 115 | TNGYTORTOISE CAPITAL SERIES TRUS | 11,172 | $100K | 0.06% |
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