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CIK: 0001845867
Total reported value
$207.4M
$207.4M
29 檔
87.6%
The Q3 2024 SEC filing reveals that BCK Partners, Inc. held a total portfolio value of $207.4M, covering 29 public equity positions.
During Q3 2024, BCK Partners, Inc. performed routine portfolio adjustments (0 new buys, 13 additions, 11 trims, and 1 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 87.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.41% | +0.56% | +0.03% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.09% | -1.33% | +4.56% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.09% | +0.17% | +0.95% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.64% | -0.53% | +13.61% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 11.45% | +0.17% | +1.15% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.91% | -0.11% | +0.73% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.80% | -0.03% | +0.48% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.34% | +0.86% | -12.27% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | -0.02% | -0.94% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.67% | +0.04% | -1.24% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.03% | -23.03% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.01% | -2.34% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.06% | +1.25% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | -4.04% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | -3.83% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.28% | -0.02% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.01% | +1.81% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | -1.05% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.26% | +0.02% | +1.97% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -0.95% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.19% | -0.01% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | +0.45% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.17% | +0.09% | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | -0.01% | +0.47% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | — | — | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | — | +0.81% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.14% | -0.01% | -18.29% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.12% | NEW | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | -3.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +1.1% | +13.61% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +0.2% | +0.95% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.2% | +1.15% | Add |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.48% | Add |
| 5 | UNH | Unitedhealth Group Inc | 0% | +1.25% | Add |
| 6 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 7 | NEE | Nextera Energy Inc | 0% | +0.81% | Add |
| 8 | AAPL | Apple Inc | — | -2.34% | Trim |
| 9 | JNJ | Johnson & Johnson | — | -1.05% | Trim |
| 10 | AMGN | Amgen Inc | — | +0.47% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | 0% | -1.24% | Trim |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +1.97% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | 0% | +0.45% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 16 | SCHF | Schwab Intl Equity ETF | 0% | +0.73% | Add |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -4.04% | Trim |
| 18 | SPSB | Ss Spdr P St C CORP ETF | 0% | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | -3.83% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.94% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -3.51% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | -0.95% | Trim |
| 23 | MSFT | Microsoft CORP | 0% | +1.81% | Add |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | 0% | -18.29% | Trim |
| 25 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
| 26 | GLW | Corning Inc | -0.1% | -12.27% | Trim |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -23.03% | Trim |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +4.56% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | -0.7% | +0.03% | Add |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $207.4M across 29 disclosed positions in Q3 2024.
During Q3 2024, BCK Partners, Inc.'s top holdings by market value included VOO (25.4%)、VCSH (23.1%)、VO (15.1%). The largest single position, VOO, represented 25.4% of total portfolio value.
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Top Position Liquidated / Trimmed
TMO
前期市值: $236.1K
In Q3 2024, BCK Partners, Inc. made 25 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 11 holdings, and fully liquidating 1 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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