Beckerman Institutional, LLC
CIK 2043468 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $188.2M
- Positionen
- 121
- Stand
- 31. März 2026 Daten per Q1 2026
#6.134 von 8.643 nach 13F-Wert · Top 71.0%
Portfolio-Wert QoQ: +5.7% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 39,63%
- Gewichtung der Top-25-Positionen
- 63,86%
- Positionen über 1%
- 27
- Effektive Anzahl von Positionen
- 39,7
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 0,82% Geschätzte Käufe $14.601.887 · Verkäufe $1.623.696
- Neue Positionen
- 6
- Erhöht
- 40
- Abgenommen
- 33
- Geschlossen
- 3
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Communication Services
4,9%
Technology
3,1%
Financials
0,8%
Healthcare
0,8%
Financial Services
0,8%
Consumer Staples
0,7%
Retail
0,4%
Communications
0,2%
Sonstige/Nicht zugeordnet
88,2%
Gesamtportfolio 124 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $17.096.001 | 8,13% | 34.166 | $1.103.028 | Auf ×2 | ||
| DFAI | $12.952.159 | 6,16% | 313.991 | $1.479.591 | Auf ×2 | ||
| DBND | $10.739.144 | 5,11% | 235.558 | $557.797 | Auf ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8.285.464 | 3,94% | 23.183 | $1.610.191 | Ab ×1 | ||
| IDEV | $8.140.680 | 3,87% | 91.459 | $453.467 | Ab ×1 | ||
| DFAC | $6.240.210 | 2,97% | 140.672 | $1.179.863 | Auf ×2 | ||
| FLXR TCW Flexible Income ETF | $5.727.315 | 2,73% | 146.067 | $301.024 | Auf ×2 | ||
| LDUR | $5.114.614 | 2,43% | 53.496 | $-46.777 | Ab ×2 | ||
| SCHD | $4.628.573 | 2,20% | 145.966 | $308.825 | Auf ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $4.361.815 | 2,08% | 57.635 | $763.518 | Auf ×2 | ||
| VO | $4.356.429 | 2,07% | 54.070 | $807.950 | Auf ×2 | ||
| DFIV | $4.342.662 | 2,07% | 80.389 | $311.967 | Auf ×2 | ||
| DGS | $4.089.398 | 1,95% | 63.195 | $186.882 | Ab ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3.953.933 | 1,88% | 38.650 | $1.049.721 | Auf ×2 | ||
| GLDM | $3.840.934 | 1,83% | 48.362 | $-918.144 | Ab ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $3.778.031 | 1,80% | 40.972 | $1.112.611 | Auf ×2 | ||
| DFAT | $3.312.338 | 1,58% | 47.386 | $431.439 | Auf ×2 | ||
| MTBA | $3.222.431 | 1,53% | 65.670 | $13.960 | Auf ×2 | ||
| SCHO | $3.155.054 | 1,50% | 130.698 | $-38.252 | Ab ×1 | ||
| JPIE | $2.970.068 | 1,41% | 64.496 | $176.645 | Auf ×2 | ||
| STIP | $2.886.005 | 1,37% | 28.251 | $23.768 | Auf ×2 | ||
| DFAE | $2.874.621 | 1,37% | 71.491 | $586.774 | Auf ×2 | ||
| FHLC | $2.775.641 | 1,32% | 35.930 | $358.268 | Auf ×2 | ||
| BINC | $2.685.146 | 1,28% | 51.301 | $157.642 | Auf ×2 | ||
| SCHC | $2.673.681 | 1,27% | 55.563 | $302.335 | Auf ×2 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $2.448.609 | 1,17% | 23.722 | $424.811 | Ab ×1 | ||
| FREL | $2.259.589 | 1,08% | 77.119 | $372.987 | Auf ×2 | ||
| DGRO | $2.026.375 | 0,96% | 26.736 | $147.380 | Ab ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.017.505 | 0,96% | 6.972 | $248.011 | |||
| ITA ITA | $1.997.919 | 0,95% | 8.241 | $152.639 | Ab ×2 | ||
| BCV | $1.894.353 | 0,90% | 72.888 | $302.144 | Ab ×1 | ||
| DFAU | $1.733.495 | 0,82% | 33.537 | $225.384 | Auf ×1 | ||
| PULS | $1.700.262 | 0,81% | 34.314 | $1.717 | |||
| IJR | $1.663.403 | 0,79% | 11.215 | $269.181 | |||
| IEFA | $1.622.172 | 0,77% | 16.796 | $58.708 | Ab ×1 | ||
| FCOM | $1.537.034 | 0,73% | 22.122 | $26.335 | Ab ×2 | ||
| SPSM | $1.510.212 | 0,72% | 26.187 | $524.580 | Auf ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.502.507 | 0,71% | 7.509 | Auf ×1 | |||
| AMJB | $1.443.660 | 0,69% | 41.857 | $49.669 | Auf ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.423.953 | 0,68% | 2.528 | $-8.585 | Auf ×2 | ||
| TY Tri Continental Corporation Common Stock | $1.378.046 | 0,66% | 40.036 | $114.605 | Auf ×1 | ||
| XSOE | $1.370.983 | 0,65% | 27.879 | $236.606 | Ab ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.256.007 | 0,60% | 3.368 | $52.911 | Auf ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.113.144 | 0,53% | 3.400 | $112.802 | |||
| CGNG | $1.090.125 | 0,52% | 29.101 | $448.591 | Auf ×2 | ||
| VTI | $1.081.433 | 0,51% | 2.922 | $143.872 | |||
| SPYM | $1.050.869 | 0,50% | 11.958 | $135.603 | |||
| VEA | $1.050.727 | 0,50% | 14.748 | $105.740 | |||
| SLYV | $1.043.521 | 0,50% | 9.564 | $138.962 | |||
| JEPI | $1.035.526 | 0,49% | 18.335 | $-6.035 | Ab ×2 | ||
| MUNI | $964.999 | 0,46% | 18.346 | $183.662 | Auf ×2 | ||
| GGZ Gabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest | $933.182 | 0,44% | 57.321 | $69.094 | Ab ×2 | ||
| ITOT | $925.828 | 0,44% | 5.636 | $100.018 | Ab ×1 | ||
| VOO | $873.505 | 0,42% | 1.272 | $114.718 | Auf ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $836.529 | 0,40% | 16.654 | $4.662 | |||
| NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest | $834.614 | 0,40% | 54.945 | $135.652 | Ab ×2 | ||
| IVV | $820.742 | 0,39% | 1.096 | $164.395 | Auf ×2 | ||
| PYLD | $804.879 | 0,38% | 30.350 | $9.707 | |||
| VSS | $792.894 | 0,38% | 5.139 | $43.677 | |||
| ITB | $742.938 | 0,35% | 7.111 | $54.145 | Ab ×1 | ||
| VGT | $738.414 | 0,35% | 6.178 | $199.643 | Auf ×1 | ||
| PDN | $735.680 | 0,35% | 16.354 | $-16.552 | Ab ×1 | ||
| VBR | $734.559 | 0,35% | 3.024 | $77.810 | |||
| MINO | $717.380 | 0,34% | 15.677 | $4.281 | Ab ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $708.734 | 0,34% | 614 | $501.301 | |||
| MOAT | $704.224 | 0,34% | 6.773 | $25.393 | Ab ×1 | ||
| PM Philip Morris International Inc Common Stock | $689.087 | 0,33% | 3.809 | $59.307 | |||
| LONZ | $683.436 | 0,33% | 13.860 | $-963 | |||
| VOX | $681.902 | 0,32% | 3.707 | $15.235 | |||
| VV | $673.032 | 0,32% | 1.957 | $88.183 | |||
| TOTL | $639.209 | 0,30% | 16.195 | $-5.442 | Ab ×2 | ||
| IAU | $636.654 | 0,30% | 8.431 | $-125.006 | Ab ×2 | ||
| IJS | $624.419 | 0,30% | 4.568 | $83.285 | |||
| BAC Bank of America Corporation Common Stock | $613.452 | 0,29% | 10.767 | $83.739 | Ab ×1 | ||
| VIG | $613.319 | 0,29% | 2.592 | $55.884 | |||
| RGT Royce Global Trust, Inc. Common Stock | $611.904 | 0,29% | 43.001 | $306.542 | Auf ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $602.004 | 0,29% | 2.526 | $75.949 | |||
| GSIE | $571.251 | 0,27% | 12.500 | $32.127 | |||
| FLGB | $569.411 | 0,27% | 16.135 | $8.556 | |||
| IEMG | $558.176 | 0,27% | 6.739 | $160.085 | Auf ×2 | ||
| JNJ Johnson & Johnson Common Stock | $557.374 | 0,27% | 2.195 | $20.914 | |||
| PNI Pimco New York Municipal Income Fund II Common Shares of Beneficial Interest | $536.791 | 0,26% | 75.711 | $18.170 | |||
| ECAT BlackRock ESG Capital Allocation Term Trust Common Shares of Beneficial Interest | $536.041 | 0,26% | 34.099 | $66.320 | Ab ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $518.000 | 0,25% | 4.410 | $175.828 | |||
| ABBV AbbVie Inc. Common Stock | $510.326 | 0,24% | 2.028 | $73.606 | Auf ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $507.368 | 0,24% | 6.243 | $32.586 | |||
| JBND JPMorgan Active Bond ETF | $498.297 | 0,24% | 9.314 | $-2.347 | Auf ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $484.311 | 0,23% | 1.371 | $88.826 | Ab ×1 | ||
| PFE Pfizer, Inc. Common Stock | $482.181 | 0,23% | 20.024 | $77.358 | Auf ×1 | ||
| IBB IBB | $480.802 | 0,23% | 2.528 | $53.944 | |||
| VOE | $471.869 | 0,22% | 2.390 | $31.806 | |||
| GLD | $460.474 | 0,22% | 1.251 | $-77.390 | |||
| PRF | $455.203 | 0,22% | 8.425 | $-21.784 | Ab ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $450.195 | 0,21% | 445 | $73.613 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $430.886 | 0,21% | 3.500 | $-119.594 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $426.388 | 0,20% | 734 | Auf ×1 | |||
| DFNM | $420.418 | 0,20% | 8.698 | $-35.156 | Ab ×1 | ||
| FNCL | $414.456 | 0,20% | 5.413 | $34.428 | |||
| IAUM | $413.791 | 0,20% | 10.342 | $-55.220 | Auf ×2 | ||
| SPMD | $410.832 | 0,20% | 6.081 | $50.715 | |||
| Keine Treffer | |||||||
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| GOOGL | Reduziert | -29 | +$1.6M |
| DFAI | Mehr gekauft | +20K | +$1.5M |
| DFAC | Mehr gekauft | +10K | +$1.2M |
| BOND | Mehr gekauft | +12K | +$1.1M |
| BRKB | Mehr gekauft | +791 | +$1.1M |
| EMXC | Mehr gekauft | +2K | +$1.0M |
| GLDM | Reduziert | -3K | -$918K |
| VO | Mehr gekauft | +42K | +$808K |
| VBIL | Mehr gekauft | +10K | +$764K |
| DFAE | Mehr gekauft | +4K | +$587K |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.