Beckerman Institutional, LLC
CIK 2043468 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $210.2M
- ポジション
- 124
- 時点
- 2026年6月30日
13F価値別で9,443件中 #6,300 位 · 66.7% トップ
ポートフォリオ価値 前期比: +11.7% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 39.63%
- 上位25銘柄のウェイト
- 63.86%
- 1%超のポジション
- 27
- 実効ポジション数
- 39.7
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 0.82% 推定買付額 $14,601,887 · 推定売付額 $1,623,696
- 新規ポジション
- 6
- 増加
- 40
- 減少
- 33
- クローズ
- 3
このページについて
セクター別内訳
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%
その他/マッピングなし
88.2%
ポートフォリオ全体 124 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $17,096,001 | 8.13% | 34,166 | $1,103,028 | 上昇 ×2 | ||
| DFAI | $12,952,159 | 6.16% | 313,991 | $1,479,591 | 上昇 ×2 | ||
| DBND | $10,739,144 | 5.11% | 235,558 | $557,797 | 上昇 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8,285,464 | 3.94% | 23,183 | $1,610,191 | 下落 ×1 | ||
| IDEV | $8,140,680 | 3.87% | 91,459 | $453,467 | 下落 ×1 | ||
| DFAC | $6,240,210 | 2.97% | 140,672 | $1,179,863 | 上昇 ×2 | ||
| FLXR TCW Flexible Income ETF | $5,727,315 | 2.73% | 146,067 | $301,024 | 上昇 ×2 | ||
| LDUR | $5,114,614 | 2.43% | 53,496 | $-46,777 | 下落 ×2 | ||
| SCHD | $4,628,573 | 2.20% | 145,966 | $308,825 | 上昇 ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $4,361,815 | 2.08% | 57,635 | $763,518 | 上昇 ×2 | ||
| VO | $4,356,429 | 2.07% | 54,070 | $807,950 | 上昇 ×2 | ||
| DFIV | $4,342,662 | 2.07% | 80,389 | $311,967 | 上昇 ×2 | ||
| DGS | $4,089,398 | 1.95% | 63,195 | $186,882 | 下落 ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3,953,933 | 1.88% | 38,650 | $1,049,721 | 上昇 ×2 | ||
| GLDM | $3,840,934 | 1.83% | 48,362 | $-918,144 | 下落 ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $3,778,031 | 1.80% | 40,972 | $1,112,611 | 上昇 ×2 | ||
| DFAT | $3,312,338 | 1.58% | 47,386 | $431,439 | 上昇 ×2 | ||
| MTBA | $3,222,431 | 1.53% | 65,670 | $13,960 | 上昇 ×2 | ||
| SCHO | $3,155,054 | 1.50% | 130,698 | $-38,252 | 下落 ×1 | ||
| JPIE | $2,970,068 | 1.41% | 64,496 | $176,645 | 上昇 ×2 | ||
| STIP | $2,886,005 | 1.37% | 28,251 | $23,768 | 上昇 ×2 | ||
| DFAE | $2,874,621 | 1.37% | 71,491 | $586,774 | 上昇 ×2 | ||
| FHLC | $2,775,641 | 1.32% | 35,930 | $358,268 | 上昇 ×2 | ||
| BINC | $2,685,146 | 1.28% | 51,301 | $157,642 | 上昇 ×2 | ||
| SCHC | $2,673,681 | 1.27% | 55,563 | $302,335 | 上昇 ×2 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $2,448,609 | 1.17% | 23,722 | $424,811 | 下落 ×1 | ||
| FREL | $2,259,589 | 1.08% | 77,119 | $372,987 | 上昇 ×2 | ||
| DGRO | $2,026,375 | 0.96% | 26,736 | $147,380 | 下落 ×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 | 下落 ×2 | ||
| BCV | $1,894,353 | 0.90% | 72,888 | $302,144 | 下落 ×1 | ||
| DFAU | $1,733,495 | 0.82% | 33,537 | $225,384 | 上昇 ×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 | 下落 ×1 | ||
| FCOM | $1,537,034 | 0.73% | 22,122 | $26,335 | 下落 ×2 | ||
| SPSM | $1,510,212 | 0.72% | 26,187 | $524,580 | 上昇 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,502,507 | 0.71% | 7,509 | 上昇 ×1 | |||
| AMJB | $1,443,660 | 0.69% | 41,857 | $49,669 | 上昇 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,423,953 | 0.68% | 2,528 | $-8,585 | 上昇 ×2 | ||
| TY Tri Continental Corporation Common Stock | $1,378,046 | 0.66% | 40,036 | $114,605 | 上昇 ×1 | ||
| XSOE | $1,370,983 | 0.65% | 27,879 | $236,606 | 下落 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,256,007 | 0.60% | 3,368 | $52,911 | 上昇 ×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 | 上昇 ×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 | 下落 ×2 | ||
| MUNI | $964,999 | 0.46% | 18,346 | $183,662 | 上昇 ×2 | ||
| GGZ Gabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest | $933,182 | 0.44% | 57,321 | $69,094 | 下落 ×2 | ||
| ITOT | $925,828 | 0.44% | 5,636 | $100,018 | 下落 ×1 | ||
| VOO | $873,505 | 0.42% | 1,272 | $114,718 | 上昇 ×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 | 下落 ×2 | ||
| IVV | $820,742 | 0.39% | 1,096 | $164,395 | 上昇 ×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 | 下落 ×1 | ||
| VGT | $738,414 | 0.35% | 6,178 | $199,643 | 上昇 ×1 | ||
| PDN | $735,680 | 0.35% | 16,354 | $-16,552 | 下落 ×1 | ||
| VBR | $734,559 | 0.35% | 3,024 | $77,810 | |||
| MINO | $717,380 | 0.34% | 15,677 | $4,281 | 下落 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $708,734 | 0.34% | 614 | $501,301 | |||
| MOAT | $704,224 | 0.34% | 6,773 | $25,393 | 下落 ×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 | 下落 ×2 | ||
| IAU | $636,654 | 0.30% | 8,431 | $-125,006 | 下落 ×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 | 下落 ×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 | 上昇 ×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 | 上昇 ×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 | 下落 ×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 | 上昇 ×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 | 上昇 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $484,311 | 0.23% | 1,371 | $88,826 | 下落 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $482,181 | 0.23% | 20,024 | $77,358 | 上昇 ×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 | 下落 ×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 | 上昇 ×1 | |||
| DFNM | $420,418 | 0.20% | 8,698 | $-35,156 | 下落 ×1 | ||
| FNCL | $414,456 | 0.20% | 5,413 | $34,428 | |||
| IAUM | $413,791 | 0.20% | 10,342 | $-55,220 | 上昇 ×2 | ||
| SPMD | $410,832 | 0.20% | 6,081 | $50,715 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。