CIK: 0001845867
Total reported value
$185.2M
Reporting period: 2026-03-31 · Number of holdings: 26
BCK Partners, Inc. disclosed 26 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $185.2M and a quarterly turnover rate of 2.9%.
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BCK Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.173 — mathematically equivalent to about 6 equally-sized positions, well below its 26 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.90), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 12.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VOO
+0.9% -$1.9M
Add VCSH
+2.9% $1.0M
Add GLW
-10.6% $746.7K
Add IGIB
+2.9% $334.2K
Add VB
-0.1% $307.6K
Add XOM
-3.8% $117.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.88% | -1.03% | +0.86% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 24.41% | +0.54% | +2.93% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.91% | — | +1.19% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.59% | +0.16% | -0.08% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.38% | +0.17% | +2.87% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.08% | +0.03% | -1.96% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | — | -0.61% | |
| 8 | GLW | Corning INC | Stock-Tech | 1.44% | +0.40% | -10.58% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.06% | -1.46% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.02% | -0.59% | |
| 11 | AAPL | Apple INC | Stock-Tech | 0.54% | -0.04% | -0.05% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.03% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.06% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | +0.01% | +0.07% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.30% | -0.03% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | +0.06% | -3.75% | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | — | — | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | — | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | — | +5.28% | |
| 20 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.17% | -0.03% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.06% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 23 | AMAT | Applied Materials INC | Stock-Tech | 0.15% | -0.01% | -31.45% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.01% | — | |
| 25 | AMGN | Amgen INC | Stock-Healthcare | 0.12% | — | -7.58% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.11% | — | — |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+14.3%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 26 | $185.2M | 3 | |
| 2025-12-31 | 27 | $185.0M | 3 | |
| 2025-09-30 | 26 | $185.7M | 15 | |
| 2025-06-30 | 26 | $170.4M | 0 | |
| 2025-03-31 | 25 | $160.3M | 100 | |
| 2024-12-31 | 26 | $163.1M | 0 | |
| 2024-09-30 | 29 | $209.6M | 0 | |
| 2024-06-30 | 30 | $193.4M | 0 | |
| 2024-03-31 | 29 | $186.9M | 0 | |
| 2023-12-31 | 28 | $176.1M | 0 | |
| 2023-09-30 | 28 | $160.4M | 0 | |
| 2023-06-30 | 25 | $159.9M | 0 | |
| 2023-03-31 | 28 | $153.8M | 0 | |
| 2022-12-31 | 27 | $147.5M | 0 | |
| 2022-09-30 | 28 | $138.2M | 0 | |
| 2022-06-30 | 24 | $142.9M | 0 | |
| 2022-03-31 | 26 | $162.2M | 0 | |
| 2021-12-31 | 28 | $167.0M | 0 | |
| 2021-09-30 | 28 | $157.5M | 0 | |
| 2021-06-30 | 28 | $151.2M | 96 | |
| 2021-03-31 | 27 | $140.2M | 20 | |
| 2020-12-31 | 25 | $114.9M | 0 |
BCK Partners, Inc.'s most significant position changes for 2026-03-31: Sold out: Eli Lilly & Co (LLY); Add: Vanguard S&p 500 ETF (VOO) — shares +0.86%; Add: Vanguard S/t CORP Bond ETF (VCSH) — shares +2.93%; Trim: Corning INC (GLW) — shares -10.58%; Add: Ishares 5-10y Inv Grade CORP (IGIB) — shares +2.87%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +2.93% | Add |
| 2 | GLW | Corning INC | +0.4% | -10.58% | Trim |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +2.87% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | -0.08% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.1% | -3.75% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 7 | SCHF | Schwab Intl Equity ETF | 0% | -1.96% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | 0% | -0.59% | Trim |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.07% | Add |
| 10 | VO | Vanguard Mid-cap ETF | — | +1.19% | Add |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | +5.28% | Add |
| 12 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 13 | SPSB | Ss Spdr P St C CORP ETF | — | — | Unchanged |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | — | — | Unchanged |
| 15 | AMGN | Amgen INC | — | -7.58% | Trim |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | -0.61% | Trim |
| 17 | AMAT | Applied Materials INC | 0% | -31.45% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 20 | UNH | Unitedhealth Group INC | 0% | — | Unchanged |
| 21 | AMZN | Amazon.com INC | 0% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 23 | AAPL | Apple INC | 0% | -0.05% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.46% | Trim |
| 25 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 26 | VOO | Vanguard S&p 500 ETF | -1% | +0.86% | Add |
| 27 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-28 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-30 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-25 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-24 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-30 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-26 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-25 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-13 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-20 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-13 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
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