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CIK: 0001845867
Total reported value
$207.4M
$207.4M
26 檔
72.1%
At the close of Q2 2025, BCK Partners, Inc. disclosed equity holdings valued at approximately $207.4M, spread across 26 reported holdings.
BCK Partners, Inc. executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 72.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.13% | +0.56% | +0.07% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 24.01% | -1.33% | +0.97% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.24% | +0.17% | +0.02% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.35% | -0.53% | +0.95% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 11.03% | +0.17% | +3.82% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.08% | -0.11% | -4.54% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.76% | -0.03% | -2.23% | |
| 8 | GLW | Corning Inc | Stock-Tech | 0.85% | +0.86% | +2.41% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.02% | -3.42% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.04% | -0.71% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.03% | -2.76% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | +0.05% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | -2.18% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.01% | — | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.25% | -0.02% | -1.25% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.03% | — | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | -0.01% | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.06% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | -1.27% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | +0.02% | -7.20% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.06% | -3.07% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | — | — | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | +0.09% | -30.37% | |
| 25 | EXEL | Exelixis Inc | Stock-Healthcare | 0.13% | — | — | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.12% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | +0.07% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.5% | +3.82% | Add |
| 3 | VO | Vanguard Mid-cap ETF | +0.3% | +0.02% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 5 | EXEL | Exelixis Inc | +0.1% | NEW | New buy |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | NEW | New buy |
| 7 | GLW | Corning Inc | +0.1% | +2.41% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | -1.27% | Trim |
| 9 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 10 | SCHF | Schwab Intl Equity ETF | 0% | -4.54% | Trim |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -2.23% | Trim |
| 12 | VTI | Vanguard Total Stock Mkt ETF | — | -3.42% | Trim |
| 13 | SCHA | Schwab US Small-cap ETF | — | -0.71% | Trim |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | -2.18% | Trim |
| 15 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -7.20% | Trim |
| 17 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 18 | SPSB | Ss Spdr P St C CORP ETF | 0% | -1.25% | Trim |
| 19 | AMAT | Applied Materials Inc | 0% | -30.37% | Trim |
| 20 | XOM | Exxon Mobil CORP | 0% | -3.07% | Trim |
| 21 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 22 | AAPL | Apple Inc | -0.1% | +0.05% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.76% | Trim |
| 24 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 25 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 26 | UNH | Unitedhealth Group Inc | -0.2% | — | Unchanged |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | +0.95% | Add |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -1.1% | +0.97% | Add |
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 Q2 2025.
During Q2 2025, BCK Partners, Inc.'s top holdings by market value included VOO (26.1%)、VCSH (24.0%)、VO (15.2%). The largest single position, VOO, represented 26.1% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $252.8K
Top Position Liquidated / Trimmed
AMGN
前期市值: $222.8K
In Q2 2025, BCK Partners, Inc. made 23 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 11 holdings, and fully liquidating 2 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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