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CIK: 0001845867
Total reported value
$207.4M
$207.4M
25 檔
67.7%
According to the latest 13F quarterly dataset, BCK Partners, Inc. managed an equity portfolio of $207.4M at the end of Q1 2025, spanning 25 distinct U.S. exchange-listed positions.
In Q1 2025, BCK Partners, Inc. displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.13% | +0.56% | +1.21% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 25.11% | -1.33% | +1.06% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.97% | +0.17% | +0.89% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.78% | -0.53% | +1.47% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 10.58% | +0.17% | +1.47% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.07% | -0.11% | +3.36% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.75% | -0.03% | +2.66% | |
| 8 | GLW | Corning Inc | Stock-Tech | 0.77% | +0.86% | -54.81% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.02% | -0.60% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.04% | -0.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.03% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.01% | — | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.06% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | +0.59% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.03% | -7.42% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.27% | -0.02% | — | |
| 18 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | -0.01% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.06% | — | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.23% | +0.02% | +5.81% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | -37.59% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.09% | — | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | — | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | -0.01% | -32.16% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.12% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 3 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 5 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 6 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 8 | GLW | Corning Inc | — | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 10 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 12 | AAPL | Apple Inc | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 18 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 23 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $207.4M across 25 disclosed positions in Q1 2025.
During Q1 2025, BCK Partners, Inc.'s top holdings by market value included VOO (25.1%)、VCSH (25.1%)、VO (15.0%). The largest single position, VOO, represented 25.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 67.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $40.3M
In Q1 2025, BCK Partners, Inc. made 25 total portfolio adjustments, initiating 25 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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