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CIK: 0001845867
Total reported value
$207.4M
$207.4M
26 檔
78.1%
As reported in its official Q3 2025 Form 13F filing, BCK Partners, Inc.'s tracked investment portfolio stood at $207.4M with 26 total positions.
BCK Partners, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 78.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.43% | +0.56% | +2.23% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.05% | -1.33% | +4.03% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.31% | +0.17% | +4.28% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.54% | +0.17% | +6.22% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 10.93% | -0.53% | +3.43% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.06% | -0.11% | +2.77% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.83% | -0.03% | +2.30% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.39% | +0.86% | +14.23% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.02% | -1.18% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.04% | -0.97% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.01% | -5.97% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.03% | -0.05% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | +7.70% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | -3.73% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.03% | — | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.25% | -0.01% | -0.94% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | -0.02% | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.06% | -2.96% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | +0.02% | -1.21% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | -0.26% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.06% | -0.33% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | -0.06% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.01% | — | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | +0.09% | -3.70% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.11% | -0.01% | — | |
| 26 | EXEL | Exelixis Inc | Stock-Healthcare | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +2.23% | Add |
| 2 | VB | Vanguard Small-cap ETF | +1% | +6.22% | Add |
| 3 | GLW | Corning Inc | +0.6% | +14.23% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.3% | +4.28% | Add |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +2.30% | Add |
| 6 | MSFT | Microsoft CORP | 0% | -0.26% | Trim |
| 7 | AMZN | Amazon.com Inc | 0% | +7.70% | Add |
| 8 | NSC | Norfolk Southern CORP | 0% | -0.94% | Trim |
| 9 | SCHA | Schwab US Small-cap ETF | — | -0.97% | Trim |
| 10 | SCHF | Schwab Intl Equity ETF | 0% | +2.77% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -1.21% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.18% | Trim |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -3.73% | Trim |
| 15 | AMAT | Applied Materials Inc | 0% | -3.70% | Trim |
| 16 | AAPL | Apple Inc | 0% | -5.97% | Trim |
| 17 | SPSB | Ss Spdr P St C CORP ETF | 0% | — | Trim |
| 18 | XOM | Exxon Mobil CORP | -0.1% | -0.33% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.05% | Trim |
| 20 | UNH | Unitedhealth Group Inc | -0.2% | -2.96% | Trim |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | -0.9% | +3.43% | Add |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | -2.1% | +4.03% | Add |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 28 | EXEL | Exelixis Inc | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, BCK Partners, Inc.'s top holdings by market value included VOO (26.4%)、VCSH (23.1%)、VO (15.3%). The largest single position, VOO, represented 26.4% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $298.3K
Top Position Liquidated / Trimmed
NEE
前期市值: $246.5K
In Q3 2025, BCK Partners, Inc. made 28 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 13 holdings, and fully liquidating 3 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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