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Portfolio (Quarterly) Guide ↗

Beckerman Institutional, LLC

· CIK 0002043468
13F Portfolio $188M AUM 121 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 40 Added 21 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 PLTR PALANTIR TECHNOLOGIES INC Technology 1,349 $240K 0.14% SOLD
Sector Allocation
Financial Services 49.9%
Communication Services 26.4%
Technology 11.5%
Consumer Defensive 5.2%
Healthcare 4.9%
Consumer Cyclical 1.6%
Industrials 0.6%