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CIK: 0001845867
Total reported value
$207.4M
$207.4M
26 檔
68.3%
As reported in its official Q4 2024 Form 13F filing, BCK Partners, Inc.'s tracked investment portfolio stood at $207.4M with 26 total positions.
In Q4 2024, BCK Partners, Inc. adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 68.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.57% | +0.56% | -23.27% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 24.12% | -1.33% | -17.20% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.89% | +0.17% | -23.28% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.19% | -0.53% | -21.95% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 11.09% | +0.17% | -25.57% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.62% | -0.11% | +60.13% | |
| 7 | GLW | Corning Inc | Stock-Tech | 1.73% | +0.86% | -4.44% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.62% | -0.03% | -23.44% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.02% | -22.20% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.78% | +0.04% | +80.89% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.01% | -2.31% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.03% | -27.46% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.06% | -0.85% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.01% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.01% | -6.80% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | -18.82% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | -13.17% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.26% | -0.02% | -25.76% | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | -0.01% | — | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | +0.02% | -35.12% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.06% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | — | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.17% | +0.09% | -2.79% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | -0.01% | -1.86% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | — | -6.46% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +1% | -17.20% | Trim |
| 2 | GLW | Corning Inc | +0.4% | -4.44% | Trim |
| 3 | AAPL | Apple Inc | +0.2% | -2.31% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | -23.27% | Trim |
| 5 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 7 | SCHA | Schwab US Small-cap ETF | +0.1% | +80.89% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 9 | MSFT | Microsoft CORP | +0.1% | -6.80% | Trim |
| 10 | UNH | Unitedhealth Group Inc | 0% | -0.85% | Trim |
| 11 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 12 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | -22.20% | Trim |
| 14 | JNJ | Johnson & Johnson | — | -13.17% | Trim |
| 15 | AMAT | Applied Materials Inc | — | -2.79% | Trim |
| 16 | AMGN | Amgen Inc | — | -1.86% | Trim |
| 17 | NEE | Nextera Energy Inc | — | -6.46% | Trim |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -18.82% | Trim |
| 19 | SPSB | Ss Spdr P St C CORP ETF | 0% | -25.76% | Trim |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -35.12% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -27.46% | Trim |
| 22 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | EXIT | Sold out |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.2% | EXIT | Sold out |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -23.44% | Trim |
| 26 | VO | Vanguard Mid-cap ETF | -0.2% | -23.28% | Trim |
| 27 | SCHF | Schwab Intl Equity ETF | -0.3% | +60.13% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.3% | EXIT | Sold out |
| 29 | VB | Vanguard Small-cap ETF | -0.4% | -25.57% | Trim |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | -0.5% | -21.95% | Trim |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $207.4M across 26 disclosed positions in Q4 2024.
During Q4 2024, BCK Partners, Inc.'s top holdings by market value included VOO (25.6%)、VCSH (24.1%)、VO (14.9%). The largest single position, VOO, represented 25.6% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $201.4K
Top Position Liquidated / Trimmed
IVV
前期市值: $651.8K
In Q4 2024, BCK Partners, Inc. made 26 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 19 holdings, and fully liquidating 4 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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