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CIK: 0001845867
Total reported value
$207.4M
$207.4M
30 檔
80.3%
During the Q2 2024 filing period, BCK Partners, Inc. (CIK: 0001845867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $207.4M across 30 reported positions.
During Q2 2024, BCK Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.08% | +0.56% | -1.81% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.28% | -1.33% | +7.87% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.86% | +0.17% | +0.82% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.28% | +0.17% | +1.04% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 10.59% | -0.53% | +8.09% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.93% | -0.11% | +0.71% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.77% | -0.03% | +1.70% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.42% | +0.86% | +119.87% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | -0.02% | -10.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.03% | +1.93% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.68% | +0.04% | -3.45% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.01% | +16.01% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | -0.90% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.06% | +0.87% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | — | -5.17% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.01% | +19.41% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.30% | -0.02% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | -6.22% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | +0.02% | -3.69% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | -1.16% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | +0.09% | +0.39% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.06% | +7.20% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.18% | -0.01% | — | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.18% | -0.01% | +0.95% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | -0.01% | +4.60% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.16% | — | -1.34% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | +5.46% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | — | +3.80% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.12% | NEW | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.12% | — | -2.73% |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $207.4M across 30 disclosed positions in Q2 2024.
During Q2 2024, BCK Partners, Inc.'s top holdings by market value included VOO (26.1%)、VCSH (23.3%)、VO (14.9%). The largest single position, VOO, represented 26.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 80.3% of total reported equity market value during Q2 2024.
In Q2 2024, BCK Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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