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Beckerman Institutional Portfolio holdings

AUM $188M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
+3.07%
1 Year Est. Return
+15.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$8.22M
Cap. Flow
+$3.57M
Cap. Flow %
2.01%
Top 10 Hldgs %
42.34%
Holding
118
New
3
Increased
34
Reduced
34
Closed
3

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.53M
2
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$910K
3
LONZ icon
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
+$689K
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$404K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$319K

Top Sells

Rank Stock Value
1
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.21M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$323K
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$299K
4
T icon
AT&T
T
+$207K
5
CG icon
Carlyle Group
CG
+$206K

Sector Composition

Rank Sector Weight
1 Financials 11.92%
2 Communication Services 5.24%
3 Technology 2.34%
4 Consumer Staples 0.92%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
76
iShares Core S&P 500 ETF
IVV
$875B
$546K 0.31%
797
– –
IJS icon
77
iShares S&P Small-Cap 600 Value ETF
IJS
$8.1B
$520K 0.29%
4,568
-40
-0.9% -$4.48K
JBND icon
78
JPMorgan Active Bond ETF
JBND
$8.34B
$503K 0.28%
9,308
+5,071
+120% +$275K
GLD icon
79
SPDR Gold Trust
GLD
$130B
$499K 0.28%
1,259
-10
-0.8% -$3.82K
PRF icon
80
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$471K 0.26%
10,036
– –
ABBV icon
81
AbbVie
ABBV
$454B
$459K 0.26%
2,008
– –
JNJ icon
82
Johnson & Johnson
JNJ
$624B
$454K 0.26%
2,195
– –
KO icon
83
Coca-Cola
KO
$349B
$436K 0.25%
6,243
– –
FNCL icon
84
Fidelity MSCI Financials Index ETF
FNCL
$2.33B
$435K 0.24%
5,591
-82
-1% -$6.2K
GOOG icon
85
Alphabet (Google) Class C
GOOG
$3.88T
$432K 0.24%
1,377
– –
DFNM icon
86
Dimensional National Municipal Bond ETF
DFNM
$2.22B
$427K 0.24%
8,866
-21
-0.2% -$1.01K
IBB icon
87
iShares Biotechnology ETF
IBB
$9.35B
$427K 0.24%
2,528
-22
-0.9% -$3.57K
VOE icon
88
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$424K 0.24%
2,390
– –
CGNG
89
Capital Group New Geography Equity ETF
CGNG
$2.64B
$420K 0.24%
13,158
+494
+4% +$15.6K
GS icon
90
Goldman Sachs
GS
$317B
$391K 0.22%
445
-5
-1% -$4.08K
IAUM icon
91
iShares Gold Trust Micro
IAUM
$6.35B
$386K 0.22%
8,977
+252
+3% +$10.4K
COF icon
92
Capital One
COF
$123B
$376K 0.21%
1,551
– –
PFE icon
93
Pfizer
PFE
$143B
$366K 0.21%
14,692
-2,845
-16% -$71.7K
IEMG icon
94
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$362K 0.2%
5,393
+1
+0% +$67
V icon
95
Visa
V
$669B
$359K 0.2%
1,024
– –
VNQ icon
96
Vanguard Real Estate ETF
VNQ
$39.1B
$354K 0.2%
4,001
– –
SPMD icon
97
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$352K 0.2%
6,081
– –
IXUS icon
98
iShares Core MSCI Total International Stock ETF
IXUS
$57.6B
$347K 0.19%
4,102
+1
+0% +$84
CSCO icon
99
Cisco
CSCO
$444B
$340K 0.19%
4,410
-258
-6% -$19.1K
ISRG icon
100
Intuitive Surgical
ISRG
$119B
$331K 0.19%
584
– –
1 2 3
4
5

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KFS
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SFG
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EAM
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CCM
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SCGM
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CBT
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Beckerman Institutional's Q4 2025 Portfolio in Review

As of Q4 2025, Beckerman Institutional held 118 positions worth $178M, up 4.8% from $170M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Beckerman Institutional's Q4 2025 filing shows 3 new, 34 increased, 34 reduced and 3 closed positions. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 16,342 shares worth $1.52M. The largest sale was PIMCO Enhanced Low Duration Active Exchange-Traded Fund, an estimated $1.21M.

By sector, the portfolio is most concentrated in Financials at 12% of assets, down from 12% a quarter earlier, followed by Communication Services and Technology.

  • Beckerman Institutional's largest Q4 2025 buy was PIMCO Active Bond Exchange-Traded Fund: 16,342 shares worth $1.52M.
  • Beckerman Institutional added most to Dimensional International Core Equity Market ETF in Q4 2025, an estimated $910K increase.
  • Beckerman Institutional's biggest Q4 2025 reduction was PIMCO Enhanced Low Duration Active Exchange-Traded Fund, cutting an estimated $1.21M.
  • Beckerman Institutional fully exited AT&T in Q4 2025, selling an estimated $207K.
  • Beckerman Institutional's ten largest holdings make up 42% of its $178M portfolio in Q4 2025.
  • Beckerman Institutional opened 3 new positions and closed 3 in Q4 2025.
  • Beckerman Institutional's portfolio value rose 4.8% quarter-over-quarter to $178M.

Based on Beckerman Institutional's 13F filing for Q4 2025, filed 10 Feb 2026.