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CIK: 0001845867
Total reported value
$207.4M
$207.4M
27 檔
77.9%
The Q4 2025 SEC filing reveals that BCK Partners, Inc. held a total portfolio value of $207.4M, covering 27 public equity positions.
In Q4 2025, BCK Partners, Inc. adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 77.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.91% | +0.56% | -4.61% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 23.87% | -1.33% | +3.46% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.91% | +0.17% | -1.78% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.43% | +0.17% | -2.69% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.21% | -0.53% | +2.52% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.05% | -0.11% | -3.64% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | -0.03% | -4.55% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.04% | +0.86% | -30.11% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | -0.02% | +20.19% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.73% | +0.04% | -0.88% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.01% | -1.51% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.03% | — | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.34% | -0.01% | -1.34% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | -4.48% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.03% | — | |
| 16 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | -0.01% | -3.17% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | -0.02% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.01% | +6.45% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.06% | -8.42% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | +0.02% | -14.79% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | -10.01% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | +1.06% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.09% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.01% | -5.23% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.12% | NEW | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | -0.01% | — | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +3.46% | Add |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +2.52% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +20.19% | Add |
| 4 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 5 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | 0% | -5.23% | Trim |
| 7 | AAPL | Apple Inc | 0% | -1.51% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | 0% | -0.88% | Trim |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -1.34% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | — | -10.01% | Trim |
| 12 | NVDA | Nvidia CORP | — | +1.06% | Add |
| 13 | AMZN | Amazon.com Inc | — | -4.48% | Trim |
| 14 | MSFT | Microsoft CORP | — | +6.45% | Add |
| 15 | SPSB | Ss Spdr P St C CORP ETF | — | — | Unchanged |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | — | — | Unchanged |
| 17 | SCHF | Schwab Intl Equity ETF | 0% | -3.64% | Trim |
| 18 | NSC | Norfolk Southern CORP | 0% | -3.17% | Trim |
| 19 | UNH | Unitedhealth Group Inc | 0% | -8.42% | Trim |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -14.79% | Trim |
| 21 | VB | Vanguard Small-cap ETF | -0.1% | -2.69% | Trim |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -4.55% | Trim |
| 23 | GLW | Corning Inc | -0.4% | -30.11% | Trim |
| 24 | VO | Vanguard Mid-cap ETF | -0.4% | -1.78% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | -0.5% | -4.61% | Trim |
| 26 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 27 | AMGN | Amgen Inc | — | NEW | New buy |
| 28 | EXEL | Exelixis Inc | — | 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 27 disclosed positions in Q4 2025.
During Q4 2025, BCK Partners, Inc.'s top holdings by market value included VOO (25.9%)、VCSH (23.9%)、VO (14.9%). The largest single position, VOO, represented 25.9% of total portfolio value.
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Top New Position Initiated
LLY
市值: $230.0K
Top Position Liquidated / Trimmed
EXEL
前期市值: $203.2K
In Q4 2025, BCK Partners, Inc. made 23 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 15 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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