Portfolio (Quarterly)
Guide ↗
Beckerman Institutional, LLC
· CIK 0002043468| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 7,509.0 | $1.5M | 0.71% | NEW | — | $200.09 | +8.7% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | Technology | 734.0 | $426K | 0.20% | NEW | — | $580.91 | -20.9% |
| 3 | INCM | FRANKLIN TEMPLETON ETF TR | — | 7,807.0 | $225K | 0.11% | NEW | — | $28.85 | +1.7% |
| 4 | DELL | DELL TECHNOLOGIES INC | Technology | 515.0 | $222K | 0.11% | NEW | — | $431.49 | -1.6% |
| 5 | IUSG | ISHARES TR | — | 1,130.0 | $212K | 0.10% | NEW | — | $188.04 | +0.4% |
| 6 | DVY | ISHARES TR | — | 1,316.0 | $205K | 0.10% | NEW | — | $156.06 | +4.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
44.8%
Communication Services
25.6%
Technology
18.4%
Consumer Defensive
4.9%
Healthcare
4.7%
Consumer Cyclical
1.6%