BCK Partners, Inc. — 13F Holdings & Portfolio
CIK 1845867 · latest 13F-HR filed 2026-07-20
BCK Partners, Inc. manages $207.4M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (25.44%), VCSH (23.08%), VO (15.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 19, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
CORNING, NY 14830
$207.4M
Long-equity book
28
Distinct positions
2026-06-30
Filed 2026-07-20
+2 / −0 / ↑19 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$6.7M +14.5%
- VANGUARD INDEX FDS$3.7M +13.3%
- VANGUARD INDEX FDS$2.9M +13.6%
- VANGUARD SCOTTSDALE FDS$2.7M +5.9%
- CORNING INC$2.1M +79.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $52.8M | 25.44% | 76,841 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $47.9M | 23.08% | 605,856 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $31.3M | 15.08% | 388,334 | SH |
| 4 | VANGUARD INDEX FDS | VB | 922908751 | $24.4M | 11.76% | 80,458 | SH |
| 5 | ISHARES TR | IGIB | 464288638 | $22.5M | 10.85% | 423,132 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $8.2M | 3.97% | 297,134 | SH |
| 7 | CORNING INC | GLW | 219350105 | $4.8M | 2.30% | 18,713 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $3.5M | 1.69% | 96,763 | SH |
| 9 | VANGUARD INDEX FDS | VTI | 922908769 | $1.8M | 0.85% | 4,778 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.6M | 0.79% | 45,638 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $1.1M | 0.55% | 3,924 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $987.8K | 0.48% | 1,974 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $695.1K | 0.34% | 2,737 | SH |
| 14 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $695.1K | 0.34% | 13,794 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $639.9K | 0.31% | 2,685 | SH |
| 16 | APPLIED MATLS INC | AMAT | 038222105 | $506.1K | 0.24% | 700 | SH |
| 17 | NORFOLK SOUTHN CORP | NSC | 655844108 | $479.8K | 0.23% | 1,525 | SH |
| 18 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $474.6K | 0.23% | 1,142 | SH |
| 19 | SPDR SERIES TRUST | SPTM | 78464A805 | $434.9K | 0.21% | 4,790 | SH |
| 20 | SPDR SERIES TRUST | SPSB | 78464A474 | $426.7K | 0.21% | 14,220 | SH |
| 21 | EXXON MOBIL CORP | XOM | 30231G102 | $368.5K | 0.18% | 2,695 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $336.0K | 0.16% | 1,679 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $322.7K | 0.16% | 903 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $307.7K | 0.15% | 825 | SH |
| 25 | ELI LILLY & CO | LLY | 532457108 | $239.9K | 0.12% | 200 | SH |
| 26 | AMGEN INC | AMGN | 031162100 | $220.9K | 0.11% | 610 | SH |
| 27 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $204.0K | 0.10% | 3,940 | SH |
| 28 | SPDR SERIES TRUST | SPIB | 78464A375 | $200.9K | 0.10% | 6,005 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $207.4M | 28 | 0002085853-26-000766 |
| 2026-03-31 | 2026-04-27 | $185.2M | 26 | 0002085853-26-000506 |
| 2025-12-31 | 2026-01-28 | $185.0M | 27 | 0002085853-26-000131 |