BCK Partners, Inc.

CIK 1845867 · View on SEC EDGAR ↗

Portfolio value
$207.4M
#6,338 of 9,443 by 13F value · top 67.1%
Positions
28
As of
June 30, 2026

Portfolio value QoQ: +12.0% 13F does not disclose cash

Top 10 holdings weight
95.82%
Top 25 holdings weight
99.70%
Positions above 1%
8
Effective number of positions
5.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.71% Est. buys $28,301,122 · sells $1,403,347

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 93.3% still held

New positions
2
Increased
7
Decreased
10
Closed
1
On this page

Sector breakdown

Industrials
2.5%
Technology
1.1%
Healthcare
0.8%
Retail
0.3%
Energy
0.2%
Communication Services
0.2%
Other/Unmapped
94.9%

Full portfolio 28 positions

Type Streak 8Q trend
VOO $52,774,979 25.44% 76,841 $6,693,879 Down ×1
VCSH Vanguard Short-Term Corporate Bond ETF $47,880,772 23.08% 605,856 $2,676,686 Up ×6
VO $31,288,073 15.08% 388,334 $3,665,083 Up ×2
VB $24,388,417 11.76% 80,458 $2,924,083 Down ×3
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $22,497,946 10.85% 423,132 $1,427,386 Up ×6
SCHF $8,230,599 3.97% 297,134 $665,353 Down ×3
GLW Corning Incorporated Common Stock $4,779,879 2.30% 18,713 $2,111,332 Down ×3
SCHE $3,508,627 1.69% 96,763 $328,160 Up ×1
VTI $1,768,051 0.85% 4,778 $147,640 Down ×2
SCHA $1,648,901 0.79% 45,638 $268,648 Down ×6
AAPL Apple Inc. - Common Stock $1,135,449 0.55% 3,924 $139,577
BRKB $987,770 0.48% 1,974 $41,829
JNJ Johnson & Johnson Common Stock $695,116 0.34% 2,737 $8,973 Down ×1
SPDW $695,080 0.34% 13,794 $48,037 Down ×1
AMZN Amazon.com, Inc. - Common Stock $639,943 0.31% 2,685 $80,738
AMAT Applied Materials, Inc. - Common Stock $506,100 0.24% 700 $231,984 Down ×2
NSC Norfolk Southern Corporation Common Stock $479,750 0.23% 1,525 $42,075
UNH UnitedHealth Group Incorporated Common Stock (DE) $474,649 0.23% 1,142 $165,635
SPTM $434,884 0.21% 4,790 $81,802 Up ×2
SPSB $426,742 0.21% 14,220 $-853
XOM Exxon Mobil Corporation Common Stock $368,528 0.18% 2,695 $-79,374 Up ×1
NVDA NVIDIA Corporation - Common Stock $335,972 0.16% 1,679 $54,141 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $322,705 0.16% 903 $51,536 Down ×1
MSFT Microsoft Corporation - Common Stock $307,742 0.15% 825 $2,352
LLY Eli Lilly and Company Common Stock $239,886 0.12% 200
AMGN Amgen Inc. - Common Stock $220,893 0.11% 610 $6,264
SPEM $204,013 0.10% 3,940 Up ×1
SPIB $200,927 0.10% 6,005 $-481

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
VCSH $47,880,772 23.08% up ×6
IGIB $22,497,946 10.85% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
LLY $239,886 200 0.12%
SPEM $204,013 3,940 0.10%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Trimmed -276 +$6.7M
VO Bought more +292K +$3.7M
VB Trimmed -1K +$2.9M
VCSH Bought more +36K +$2.7M
GLW Trimmed -913 +$2.1M
IGIB Bought more +27K +$1.4M
SCHF Trimmed -9K +$665K
SCHE Bought more +239 +$328K
SCHA Trimmed -2K +$269K
AMAT Trimmed -102 +$232K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GOOGL March 31, 2025 1,510 $285,843 121.1%
NEE Sept. 30, 2025 3,477 $241,373 14.5%
LLY March 31, 2026 214 $229,982 40.0%
AMGN June 30, 2025 715 $222,758 57.2%
EXEL Dec. 31, 2025 4,920 $203,196 23.8%
LLY June 30, 2025 244 $201,522 65.2%
NVDA March 31, 2025 1,500 $201,435 101.7%