BCK Partners, Inc. — 13F Holdings & Portfolio
CIK 1845867 · latest 13F-HR filed 2026-04-27
BCK Partners, Inc. manages $185.2M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (24.88%), VCSH (24.41%), VO (14.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 3, and trimmed 8.
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.
$185.2M
Long-equity book
26
Distinct positions
2026-03-31
Filed 2026-04-27
+0 / −1 / ↑3 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC$746.7K +38.9%
- EXXON MOBIL CORP$117.8K +35.7%
- JOHNSON & JOHNSON$105.2K +18.1%
Top Trims
- VANGUARD INDEX FDS-$98.2K -5.7%
- MICROSOFT CORP-$93.6K -23.5%
- APPLE INC-$71.5K -6.7%
- UNITEDHEALTH GROUP INC-$68.0K -18.0%
- AMAZON COM INC-$60.5K -9.8%
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 | $46.1M | 24.88% | 77,117 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $45.2M | 24.41% | 570,255 | SH |
| 3 | VANGUARD INDEX FDS | VO | 922908629 | $27.6M | 14.91% | 96,187 | SH |
| 4 | VANGUARD INDEX FDS | VB | 922908751 | $21.5M | 11.59% | 81,950 | SH |
| 5 | ISHARES TR | IGIB | 464288638 | $21.1M | 11.38% | 395,914 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $7.6M | 4.08% | 305,667 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $3.2M | 1.72% | 96,524 | SH |
| 8 | CORNING INC | GLW | 219350105 | $2.7M | 1.44% | 19,626 | SH |
| 9 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.87% | 5,051 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.4M | 0.75% | 47,464 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $995.9K | 0.54% | 3,924 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $945.9K | 0.51% | 1,974 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $686.1K | 0.37% | 2,807 | SH |
| 14 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $647.0K | 0.35% | 14,174 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $559.2K | 0.30% | 2,685 | SH |
| 16 | EXXON MOBIL CORP | XOM | 30231G102 | $447.9K | 0.24% | 2,640 | SH |
| 17 | NORFOLK SOUTHN CORP | NSC | 655844108 | $437.7K | 0.24% | 1,525 | SH |
| 18 | SPDR SERIES TRUST | SPSB | 78464A474 | $427.6K | 0.23% | 14,220 | SH |
| 19 | SPDR SERIES TRUST | SPTM | 78464A805 | $353.1K | 0.19% | 4,466 | SH |
| 20 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $309.0K | 0.17% | 1,142 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $305.4K | 0.16% | 825 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $281.8K | 0.15% | 1,616 | SH |
| 23 | APPLIED MATLS INC | AMAT | 038222105 | $274.1K | 0.15% | 802 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $271.2K | 0.15% | 943 | SH |
| 25 | AMGEN INC | AMGN | 031162100 | $214.6K | 0.12% | 610 | SH |
| 26 | SPDR SERIES TRUST | SPIB | 78464A375 | $201.4K | 0.11% | 6,005 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $185.2M | 26 | 0002085853-26-000506 |
| 2025-12-31 | 2026-01-28 | $185.0M | 27 | 0002085853-26-000131 |