Beckerman-Institutional

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "T",
  "COF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ECAT",
  "BCV",
  null,
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "GSIE",
  null,
  "ICE",
  "META",
  null,
  null,
  null,
  "GGZ",
  null,
  null,
  "MSFT",
  null,
  "IJR",
  null,
  "IEMG",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  null,
  "GS",
  "PFE",
  null,
  "IEFA",
  "GLD",
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VSS",
  null,
  "PRF",
  null,
  null,
  "TY",
  "VIG",
  null,
  null,
  null,
  "RGT",
  "PNI",
  "ECF",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  null,
  "VEA",
  "VBR",
  "VOO",
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  "IXUS",
  "DGRO",
  null,
  "BAC",
  "BRK-B",
  "KO",
  null,
  "DFAC",
  null,
  "QQQ",
  "GOOG",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 102
Total Value: 138110
Accession Number: 0002043468-25-000003
Form Type: 13F-HR
CIK: beckerman-institutional
Manager Name: Beckerman-Institutional

Data Enrichment

51% identified

52 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $138.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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82889N525

Shares:33.6K

Value:$1.7M

% of Portfolio:1220.8% ($1.7M/$138.1K)

46434V621

DGRO|46434V621

Shares:26.8K

Value:$1.7M

% of Portfolio:1198.3% ($1.7M/$138.1K)

315912808

Shares:24.2K

Value:$1.6M

% of Portfolio:1194.0% ($1.6M/$138.1K)

46434G764

EMXC|46434G764

Shares:27.8K

Value:$1.5M

% of Portfolio:1108.5% ($1.5M/$138.1K)

25434V104

Shares:38.8K

Value:$1.5M

% of Portfolio:1080.3% ($1.5M/$138.1K)

46432F842

IEFA|46432F842

Shares:19.5K

Value:$1.5M

% of Portfolio:1069.4% ($1.5M/$138.1K)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.4M

% of Portfolio:1038.3% ($1.4M/$138.1K)

464287804

IJR|464287804

Shares:13.2K

Value:$1.4M

% of Portfolio:996.3% ($1.4M/$138.1K)

808524888

Shares:37.5K

Value:$1.3M

% of Portfolio:975.3% ($1.3M/$138.1K)

25434V302

Shares:51.4K

Value:$1.3M

% of Portfolio:963.7% ($1.3M/$138.1K)

BANCROFT FUND LTD

BCV|059695106

Shares:75.8K

Value:$1.3M

% of Portfolio:955.0% ($1.3M/$138.1K)

316092873

Shares:23.3K

Value:$1.3M

% of Portfolio:947.1% ($1.3M/$138.1K)

TRI-CONTINENTAL Corp

TY|895436103

Shares:41.7K

Value:$1.3M

% of Portfolio:925.3% ($1.3M/$138.1K)

46641Q332

Shares:21.9K

Value:$1.3M

% of Portfolio:905.8% ($1.3M/$138.1K)

48133Q309

Shares:38.0K

Value:$1.2M

% of Portfolio:892.8% ($1.2M/$138.1K)

464288760

Shares:8.0K

Value:$1.2M

% of Portfolio:887.0% ($1.2M/$138.1K)

Apple Inc.

AAPL|037833100

Shares:5.4K

Value:$1.2M

% of Portfolio:864.5% ($1.2M/$138.1K)

33740F888

Shares:41.2K

Value:$1.0M

% of Portfolio:737.8% ($1.0M/$138.1K)

316092857

Shares:34.9K

Value:$958.0K

% of Portfolio:693.6% ($958.0K/$138.1K)

97717X578

Shares:29.5K

Value:$912.0K

% of Portfolio:660.3% ($912.0K/$138.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip82889N525)✕	33.6K	QoQ +6.99% (+2.2K) YoY-	All Managers (Combined)	$1.7M	1220.8% ($1.7M/$138.1K)	QoQ +7.93% (+$0) YoY-
(DGROcusip46434V621)	26.8K	QoQ 0.00% (+2) YoY-	All Managers (Combined)	$1.7M	1198.3% ($1.7M/$138.1K)	QoQ +0.73% (+$0) YoY-
(cusip315912808)✕	24.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	1194.0% ($1.6M/$138.1K)	QoQ -10.47% (-$0) YoY-
(EMXCcusip46434G764)	27.8K	QoQ +10.97% (+2.7K) YoY-	All Managers (Combined)	$1.5M	1108.5% ($1.5M/$138.1K)	QoQ +10.30% (+$0) YoY-
(cusip25434V104)✕	38.8K	QoQ -1.96% (-777) YoY-	All Managers (Combined)	$1.5M	1080.3% ($1.5M/$138.1K)	QoQ -6.92% (-$0) YoY-
(IEFAcusip46432F842)	19.5K	QoQ +5.73% (+1.1K) YoY-	All Managers (Combined)	$1.5M	1069.4% ($1.5M/$138.1K)	QoQ +13.79% (+$0) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ +0.24% (-6) YoY-	All Managers (Combined)	$1.4M	1038.3% ($1.4M/$138.1K)	QoQ -1.30% (-$0) YoY-
(IJRcusip464287804)	13.2K	QoQ +2.88% (-369) YoY-	All Managers (Combined)	$1.4M	996.3% ($1.4M/$138.1K)	QoQ -6.64% (-$0) YoY-
(cusip808524888)✕	37.5K	QoQ +11.32% (+3.8K) YoY-	All Managers (Combined)	$1.3M	975.3% ($1.3M/$138.1K)	QoQ +16.32% (+$0) YoY-
(cusip25434V302)✕	51.4K	QoQ +7.50% (+3.6K) YoY-	All Managers (Combined)	$1.3M	963.7% ($1.3M/$138.1K)	QoQ +9.72% (+$0) YoY-
BANCROFT FUND LTD(BCVcusip059695106)	75.8K	QoQ +13.40% (+9.0K) YoY-	All Managers (Combined)	$1.3M	955.0% ($1.3M/$138.1K)	QoQ +11.49% (+$0) YoY-
(cusip316092873)✕	23.3K	QoQ -0.30% (-71) YoY-	All Managers (Combined)	$1.3M	947.1% ($1.3M/$138.1K)	QoQ -4.45% (-$0) YoY-
TRI-CONTINENTAL Corp(TYcusip895436103)	41.7K	QoQ +0.05% (-21) YoY-	All Managers (Combined)	$1.3M	925.3% ($1.3M/$138.1K)	QoQ -3.10% (-$0) YoY-
(cusip46641Q332)✕	21.9K	QoQ -8.62% (-2.1K) YoY-	All Managers (Combined)	$1.3M	905.8% ($1.3M/$138.1K)	QoQ -9.28% (-$0) YoY-
(cusip48133Q309)✕	38.0K	QoQ +12.95% (+4.4K) YoY-	All Managers (Combined)	$1.2M	892.8% ($1.2M/$138.1K)	QoQ +24.29% (+$0) YoY-
(cusip464288760)✕	8.0K	QoQ +3.49% (+270) YoY-	All Managers (Combined)	$1.2M	887.0% ($1.2M/$138.1K)	QoQ +8.98% (+$0) YoY-
Apple Inc.(AAPLcusip037833100)	5.4K	QoQ -3.81% (-213) YoY-	All Managers (Combined)	$1.2M	864.5% ($1.2M/$138.1K)	QoQ -14.65% (-$0) YoY-
(cusip33740F888)✕	41.2K	QoQ -10.28% (-4.7K) YoY-	All Managers (Combined)	$1.0M	737.8% ($1.0M/$138.1K)	QoQ -9.98% (-$0) YoY-
(cusip316092857)✕	34.9K	QoQ +14.09% (+4.3K) YoY-	All Managers (Combined)	$958.0K	693.6% ($958.0K/$138.1K)	QoQ +15.98% (+$0) YoY-
(cusip97717X578)✕	29.5K	QoQ +0.55% (+163) YoY-	All Managers (Combined)	$912.0K	660.3% ($912.0K/$138.1K)	QoQ +1.89% (+$0) YoY-