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Portfolio (Quarterly) Guide ↗

Beckerman Institutional, LLC

· CIK 0002043468
13F Portfolio $210M AUM 124 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 34 Added 26 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FDX FEDEX CORP Industrials 615 $219K 0.12% SOLD
2 T AT&T INC Communication Services 7,298 $212K 0.11% SOLD
3 NFLX NETFLIX INC. Communication Services 2,180 $210K 0.11% SOLD
Sector Allocation
Financial Services 44.8%
Communication Services 25.6%
Technology 18.4%
Consumer Defensive 4.9%
Healthcare 4.7%
Consumer Cyclical 1.6%