BP
BCK Partners, Inc. — 13F Portfolio Changes & Top Buys (Q3 2026)
BCK Partners, Inc.CIK: 0001845867
Sector-focusedMomentum followerLong-term holder
Total reported value
$205.3M
Reporting period: 2026-09-30 · Number of holdings: 27
BCK Partners, Inc. disclosed 27 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $205.3M and a quarterly turnover rate of 3.0%.
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Personality snowflake
- Concentration
- 68.68
- Portfolio Stability
- 3.03
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 54
- Sizing Uniformity
- 80.57
BCK Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.172 — mathematically equivalent to about 6 equally-sized positions, well below its 27 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 1.94), 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 9.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 5% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VB
-0.8% -$1.7M
Add VCSH
+3.9% $723.5K
Add VOO
-1.2% $412.5K
Trim VO
-0.4% -$955.8K
New buy 30233Q108
Sold out XOM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.91% | +0.47% | -1.24% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.68% | +0.60% | +3.85% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.78% | -0.30% | -0.40% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.07% | -0.69% | -0.76% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 10.84% | -0.01% | +4.43% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.96% | -0.01% | -0.52% | |
| 7 | GLW | Corning Inc | Stock-Tech | 2.25% | -0.05% | +60.82% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | +0.03% | -0.02% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.03% | +0.71% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | -0.07% | -1.40% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.09% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.01% | -2.89% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | -0.98% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.02% | -8.33% | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | — | — | |
| 17 | ✓ | Stock-Other | 0.21% | +0.21% | NEW | ||
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | -0.81% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.06% | — | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.20% | -0.01% | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | -0.03% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.03% | — | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.17% | -0.07% | -3.14% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.01% | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.13% | +0.02% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.01% | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.10% | — | -0.20% |
Portfolio Performance
Performance for Q4 2026
+0.6%
Performance Last 4 Quarters
+10.3%
- Stdev
- +8.7%
- Beta
- +0.65
- Alpha
- +1.3%
- Max Drawdown
- -4.6%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.83
- Stutzer
- +0.53
- Treynor
- +0.24
- Sterling
- +1.19
- Calmar
- +3.6
- Information Ratio
- -1.19
- Tracking Error
- +5.4%
- Stdev Down
- +4.1%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +25.7%
- Worst 12 Months
- +6.4%
- Efficiency Ratio
- +0.68
- Sharpe
- +1.82
- Stdev Sectors
- +25.4%
- Skewness
- -0.16
- Kurtosis
- -0.17
- Upside Potential
- +5.37
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 27 | $205.3M | 3 | ||
| 2026 Q2 | 28 | $207.4M | 11 | ||
| 2026 Q1 | 26 | $185.2M | 3 | ||
| 2025 Q4 | 27 | $185.0M | 3 | ||
| 2025 Q3 | 26 | $185.7M | 15 | ||
| 2025 Q2 | 26 | $170.4M | 0 | ||
| 2025 Q1 | 25 | $160.3M | 100 | ||
| 2024 Q4 | 26 | $163.1M | 0 | ||
| 2024 Q3 | 29 | $209.6M | 0 | ||
| 2024 Q2 | 30 | $193.4M | 0 | ||
| 2024 Q1 | 29 | $186.9M | 0 | ||
| 2023 Q4 | 28 | $176.1M | 0 | ||
| 2023 Q3 | 28 | $160.4M | 0 | ||
| 2023 Q2 | 25 | $159.9M | 0 | ||
| 2023 Q1 | 28 | $153.8M | 0 | ||
| 2022 Q4 | 27 | $147.5M | 0 | ||
| 2022 Q3 | 28 | $138.2M | 0 | ||
| 2022 Q2 | 24 | $142.9M | 0 | ||
| 2022 Q1 | 26 | $162.2M | 0 | ||
| 2021 Q4 | 28 | $167.0M | 0 | ||
| 2021 Q3 | 28 | $157.5M | 0 | ||
| 2021 Q2 | 28 | $151.2M | 96 | ||
| 2021 Q1 | 27 | $140.2M | 20 | ||
| 2020 Q4 | 25 | $114.9M | 0 |
Holding changes this quarter
BCK Partners, Inc.'s most significant position changes for 2026-09-30: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Ss Spdr P Int C CORP ETF (SPIB); Trim: Vanguard Small-cap ETF (VB) — shares -0.76%; Add: Vanguard S/t CORP Bond ETF (VCSH) — shares +3.85%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +3.85% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | -1.24% | Trim |
| 3 | ✓ | +0.2% | NEW | New buy | |
| 4 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 5 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 6 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.71% | Add |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -0.02% | Trim |
| 9 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 11 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | -0.81% | Trim |
| 13 | SPEM | State Street Sp Ptf Em ETF | — | -0.20% | Trim |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +4.43% | Add |
| 15 | SCHF | Schwab Intl Equity ETF | 0% | -0.52% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.89% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -0.98% | Trim |
| 19 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 20 | SPSB | Ss Spdr P St C CORP ETF | 0% | — | Unchanged |
| 21 | JNJ | Johnson & Johnson | 0% | -8.33% | Trim |
| 22 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 23 | GLW | Corning Inc | -0.1% | +60.82% | Add |
| 24 | SCHA | Schwab US Small-cap ETF | -0.1% | -1.40% | Trim |
| 25 | AMAT | Applied Materials Inc | -0.1% | -3.14% | Trim |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | EXIT | Sold out |
| 27 | XOM | Exxon Mobil CORP | -0.2% | EXIT | Sold out |
| 28 | VO | Vanguard Mid-cap ETF | -0.3% | -0.40% | Trim |
| 29 | VB | Vanguard Small-cap ETF | -0.7% | -0.76% | Trim |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is BCK Partners, Inc. and what type of investor is it?
BCK Partners, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $205.3M, spread across 27 disclosed positions.
What are BCK Partners, Inc.'s largest equity positions?
Based on the latest 13F filing, BCK Partners, Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $53.2M (25.9%)
2. Vanguard S/t CORP Bond ETF (VCSH) — $48.6M (23.7%)
3. Vanguard Mid-cap ETF (VO) — $30.3M (14.8%)
4. Vanguard Small-cap ETF (VB) — $22.7M (11.1%)
5. Ishares 5-10y Inv Grade CORP (IGIB) — $22.2M (10.8%)
What changes did BCK Partners, Inc. make in its most recent portfolio filing?
In the latest reported quarter, BCK Partners, Inc. made 19 notable position adjustments: 1 new positions were initiated, 4 existing holdings were added to, 12 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Ss Spdr P Int C CORP ETF (SPIB); Trim: Vanguard Small-cap ETF (VB) — shares -0.76%; Add: Vanguard S/t CORP Bond ETF (VCSH) — shares +3.85%
What sectors does BCK Partners, Inc. focus on?
BCK Partners, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 70.1%
• Health Care: 15.6%
• Consumer Discretionary: 6.6%
• Industrials: 4.7%
• Communication Services: 3.1%
Investment Profile
BCK Partners, Inc. returned an annualized 16.6% over the trailing 36 months — outperforming the S&P 500 by 1.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.65 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 70.1% of the portfolio concentrated in Information Technology.
It has added to its VOO position over the past two quarters (+$7.1M, now $53.2M), while trimming SPSB over the same stretch (-$6.8K, still holding $420.8K).
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