Beckerman Institutional, LLC

CIK 0002043468 · Q2 2026

13F Equity AUM

$210.2M

+11.7% QoQ

Positions

124

+3 QoQ

AUM Rank

#7,906

Top 63%

Skill Alpha (FF)

—

Building track record (7q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 27.2%Top 10: 39.6%Top 20: 57.2%

BRK/B8.1%

DFAI6.2%

DBND5.1%

GOOGL3.9%

IDEV3.9%

DFAC3.0%

FLXR2.7%

LDUR2.4%

SCHD2.2%

VBIL2.1%

Others (114)60.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.5%

Communication Services4.8%

Technology3.3%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 124Median: 0.35%Avg: 0.81%

0–0.5%

76(18.9%)

0.5–1%

21(15.0%)

1–3%

22(38.9%)

3–5%

2(7.8%)

5%+

3(19.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 124vs 20 funds

0%Low

124

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased40Decreased33Exited3

New Positions

NVDA0.7%

+8K

AMD0.2%

+734

INCM0.1%

+8K

DELL0.1%

+515

DVY0.1%

+1K

IUSG0.1%

+1K

Increased

VO2.1%

+42K(+338%)

RGT0.3%

+20K(+88%)

DFAI6.2%

+20K(+7%)

DBND5.1%

+13K(+6%)

BOND1.8%

+12K(+42%)

DFAC3.0%

+10K(+8%)

VBIL2.1%

+10K(+21%)

CGNG0.5%

+9K(+43%)

FLXR2.7%

+8K(+6%)

FREL1.1%

+7K(+10%)

Decreased

GLDM1.8%

-2,982(-6%)

DGS1.9%

-1,737(-3%)

PRF0.2%

-1,611(-16%)

BCV0.9%

-1,031(-1%)

PDN0.3%

-990(-6%)

SCHO1.5%

-876(-1%)

DFNM0.2%

-807(-8%)

IDEV3.9%

-527(-1%)

ITB0.3%

-496(-7%)

ECAT0.3%

-490(-1%)

Exited

FDX

-615

NFLX

-2,180

-7,298

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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