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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Beckerman-Institutional
Data Enrichment
51% identified52 identified50 unidentified
Holdings
102 positions • $138.1K total value
Manager:
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464287556
Shares:2.8K
Value:$352.0K
% of Portfolio:254.9% ($352.0K/$138.1K)
78464A847
Shares:6.1K
Value:$311.0K
% of Portfolio:225.2% ($311.0K/$138.1K)
464288273
Shares:4.6K
Value:$290.0K
% of Portfolio:210.0% ($290.0K/$138.1K)
Shares:1.6K
Value:$281.0K
% of Portfolio:203.5% ($281.0K/$138.1K)
Shares:39.1K
Value:$277.0K
% of Portfolio:200.6% ($277.0K/$138.1K)
78470P200
Shares:5.5K
Value:$259.0K
% of Portfolio:187.5% ($259.0K/$138.1K)
464288679
Shares:2.1K
Value:$232.0K
% of Portfolio:168.0% ($232.0K/$138.1K)
46654Q716
Shares:4.2K
Value:$226.0K
% of Portfolio:163.6% ($226.0K/$138.1K)
Shares:429
Value:$201.0K
% of Portfolio:145.5% ($201.0K/$138.1K)
45782C425
Shares:6.2K
Value:$200.0K
% of Portfolio:144.8% ($200.0K/$138.1K)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
634 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $355.0K | 257.0% ($355.0K/$138.1K) | QoQ -4.56% (-$0)YoY- | |
COCA COLA CO(KOcusip191216100) | 4.9K | QoQ +9.27% (+418)YoY- | All Managers (Combined) | $353.0K | 255.6% ($353.0K/$138.1K) | QoQ +26.07% (+$0)YoY- |
(cusip464287556)✕ | 2.8K | QoQ +0.76% (-21)YoY- | All Managers (Combined) | $352.0K | 254.9% ($352.0K/$138.1K) | QoQ -2.49% (-$0)YoY- |
6.0K | QoQ +3.33% (+195)YoY- | All Managers (Combined) | $326.0K | 236.0% ($326.0K/$138.1K) | QoQ +6.88% (+$0)YoY- | |
(cusip78464A847)✕ | 6.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $311.0K | 225.2% ($311.0K/$138.1K) | QoQ -6.60% (-$0)YoY- |
604 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $299.0K | 216.5% ($299.0K/$138.1K) | QoQ -5.07% (-$0)YoY- | |
4.3K | QoQ +2.32% (+97)YoY- | All Managers (Combined) | $298.0K | 215.8% ($298.0K/$138.1K) | QoQ +7.97% (+$0)YoY- | |
541 | YoY- | All Managers (Combined) | $296.0K | 214.3% ($296.0K/$138.1K) | QoQ +22.82% (+$0)YoY- | |
4.8K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $291.0K | 210.7% ($291.0K/$138.1K) | QoQ +15.01% (+$0)YoY- | |
(cusip464288273)✕ | 4.6K | YoY- | All Managers (Combined) | $290.0K | 210.0% ($290.0K/$138.1K) | QoQ -12.12% (-$0)YoY- |
1.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $281.0K | 203.5% ($281.0K/$138.1K) | QoQ +0.35% (+$0)YoY- | |
39.1K | YoY- | All Managers (Combined) | $277.0K | 200.6% ($277.0K/$138.1K) | QoQ +69.93% (+$0)YoY- | |
AMAZON COM INC(AMZNcusip023135106) | 1.4K | QoQ -1.07% (-15)YoY- | All Managers (Combined) | $263.0K | 190.4% ($263.0K/$138.1K) | QoQ -14.33% (-$0)YoY- |
(cusip78470P200)✕ | 5.5K | QoQ -8.67% (-520)YoY- | All Managers (Combined) | $259.0K | 187.5% ($259.0K/$138.1K) | QoQ -7.82% (-$0)YoY- |
Alphabet Inc.(GOOGcusip02079K107) | 1.5K | QoQ +2.47% (-36)YoY- | All Managers (Combined) | $233.0K | 168.7% ($233.0K/$138.1K) | QoQ -15.88% (-$0)YoY- |
(cusip464288679)✕ | 2.1K | QoQ +2.69% (+55)YoY- | All Managers (Combined) | $232.0K | 168.0% ($232.0K/$138.1K) | QoQ +3.11% (+$0)YoY- |
(cusip46654Q716)✕ | 4.2K | QoQ +0.07% (+3)YoY- | All Managers (Combined) | $226.0K | 163.6% ($226.0K/$138.1K) | QoQ +2.26% (+$0)YoY- |
7.3K | QoQ NEW(+7.3K) YoY- | All Managers (Combined) | $207.0K | 149.9% ($207.0K/$138.1K) | QoQ NEW(+$0) YoY- | |
429 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $201.0K | 145.5% ($201.0K/$138.1K) | QoQ -8.21% (-$0)YoY- | |
(cusip45782C425)✕ | 6.2K | QoQ NEW(+6.2K) YoY- | All Managers (Combined) | $200.0K | 144.8% ($200.0K/$138.1K) | QoQ NEW(+$0) YoY- |