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CIK: 0001845867
Total reported value
$207.4M
$207.4M
26 檔
77.8%
In Q1 2026, BCK Partners, Inc.'s U.S. equity holdings reached a combined market value of $207.4M, distributed across 26 disclosed stock positions.
In Q1 2026, BCK Partners, Inc. adopted a defensive or profit-taking posture, trimming 10 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 77.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.88% | +0.56% | +0.86% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 24.41% | -1.33% | +2.93% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.91% | +0.17% | +1.19% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.59% | +0.17% | -0.08% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 11.38% | -0.53% | +2.87% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.08% | -0.11% | -1.96% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | -0.03% | -0.61% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.44% | +0.86% | -10.58% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.02% | -1.46% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.04% | -0.59% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.01% | -0.05% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.03% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.03% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | +0.07% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.06% | -3.75% | |
| 17 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | -0.01% | — | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.23% | -0.02% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | +0.02% | +5.28% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.06% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | +0.09% | -31.45% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.01% | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | -0.01% | -7.58% | |
| 26 | 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 | +0.5% | +2.93% | Add |
| 2 | GLW | Corning Inc | +0.4% | -10.58% | Trim |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +2.87% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | -0.08% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.1% | -3.75% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 7 | SCHF | Schwab Intl Equity ETF | 0% | -1.96% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | 0% | -0.59% | Trim |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.07% | Add |
| 10 | VO | Vanguard Mid-cap ETF | — | +1.19% | Add |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | +5.28% | Add |
| 12 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 13 | SPSB | Ss Spdr P St C CORP ETF | — | — | Unchanged |
| 14 | SPIB | Ss Spdr P Int C CORP ETF | — | — | Unchanged |
| 15 | AMGN | Amgen Inc | — | -7.58% | Trim |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | -0.61% | Trim |
| 17 | AMAT | Applied Materials Inc | 0% | -31.45% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 20 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 21 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | -0.05% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.46% | Trim |
| 25 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 26 | VOO | Vanguard S&p 500 ETF | -1% | +0.86% | Add |
| 27 | 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 Q1 2026.
During Q1 2026, BCK Partners, Inc.'s top holdings by market value included VOO (24.9%)、VCSH (24.4%)、VO (14.9%). The largest single position, VOO, represented 24.9% of total portfolio value.
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Top Position Liquidated / Trimmed
LLY
前期市值: $230.0K
In Q1 2026, BCK Partners, Inc. made 17 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 10 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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