BCK Partners, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), BCK Partners, Inc. reported 29 stock positions worth $186.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.4% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 22.3%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 15.8%). Compared with Q4 2023, it opened 1 new position, added to 11 and reduced 12. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale SS SPDR P St C Corp. ETF (SPSB, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Corning, NY
- CIK
- 0001845867
- Portfolio Value
- $186.9M (Q1 2024)
- SEC Filing
- 0001845867-24-000002 ↗ filed Apr 30, 2024
Holdings Value
Holdings 29 stocks · $186.9M
| VOO Vanguard S&P 500 ETF | 26.43% | 102,726 | $49.4M | Reduce -1.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 22.35% | 540,169 | $41.8M | Add +4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 15.75% | 117,792 | $29.4M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.11% | 99,016 | $22.6M | Reduce -0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 10.21% | 369,648 | $19.1M | Add +4.0% |
| SCHF Schwab Intl Equity ETF | 4.10% | 196,450 | $7.7M | Add +1.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.71% | 126,651 | $3.2M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 6,513 | $1.7M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 3,569 | $1.5M | Add +0.9% |
| SCHA Schwab US Small-Cap ETF | 0.75% | 28,550 | $1.4M | Reduce -6.2% |
| GLW Corning Inc. | 0.57% | 32,229 | $1.1M | Reduce -1.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.38% | 19,633 | $704K | Reduce -8.0% |
| AAPL Apple Inc. | 0.35% | 3,828 | $656K | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.35% | 1,239 | $651K | Reduce -10.7% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,269 | $628K | Add +2.2% |
| JNJ Johnson & Johnson | 0.32% | 3,763 | $595K | Add +7.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.31% | 19,397 | $577K | Reduce -33.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.28% | 8,054 | $517K | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.26% | 2,666 | $481K | Add +22.3% |
| MSFT Microsoft Corp. | 0.25% | 1,113 | $468K | Add +5.7% |
| NSC Norfolk Southern Corp. | 0.21% | 1,575 | $401K | No change |
| AMAT Applied Materials Inc. | 0.20% | 1,788 | $369K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.19% | 10,887 | $356K | Reduce -27.1% |
| XOM Exxon Mobil Corp. | 0.18% | 2,930 | $341K | No change |
| IJH iShares Core S&P Midcap ETF | 0.17% | 5,206 | $316K | Reduce -0.9% |
| AMGN Amgen Inc. | 0.16% | 1,022 | $291K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 439 | $255K | Add +6.0% |
| NEE Nextera Energy Inc. | 0.12% | 3,552 | $227K | No change |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,484 | $224K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPSB SS SPDR P St C Corp. ETF | Reduce -33.4% | 0.31% | −0.18 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -27.1% | 0.19% | −0.09 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.2% | 0.75% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.0% | 0.38% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -10.7% | 0.35% | −0.03 |
| GLW Corning Inc. | Reduce -1.8% | 0.57% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.17% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.4% | 0.28% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.91% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 12.11% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 15.75% | +0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 26.43% | +0.48 |
Portfolio Buys Q4 2023 → Q1 2024
| GOOGL Alphabet Inc. Class A | New | 0.12% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.80% | +0.09 |
| AMZN Amazon.com Inc. | Add +22.3% | 0.26% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +1.9% | 4.10% | +0.06 |
| MSFT Microsoft Corp. | Add +5.7% | 0.25% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +6.0% | 0.14% | +0.01 |
| JNJ Johnson & Johnson | Add +7.5% | 0.32% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +4.1% | 1.71% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.34% | −0.04 |
| AAPL Apple Inc. | Add +3.1% | 0.35% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.0% | 10.21% | −0.29 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.2% | 22.35% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $207.4M | VOO, VCSH, VO, VB, IGIB |
| Q1 2026 | 26 | $185.2M | VOO, VCSH, VO, VB, IGIB |
| Q4 2025 | 27 | $185.0M | VOO, VCSH, VO, VB, IGIB |
| Q3 2025 | 26 | $185.7M | VOO, VCSH, VO, VB, IGIB |
| Q2 2025 | 26 | $170.4M | VOO, VCSH, VO, IGIB, VB |
| Q1 2025 | 25 | $160.3M | VOO, VCSH, VO, IGIB, VB |
| Q4 2024 | 26 | $163.1M | VOO, VCSH, VO, IGIB, VB |
| Q3 2024 | 29 | $209.6M | VOO, VCSH, VO, IGIB, VB |
| Q2 2024 | 30 | $193.4M | VOO, VCSH, VO, VB, IGIB |
| Q1 2024 | 29 | $186.9M | VOO, VCSH, VO, VB, IGIB |