BCK Partners, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), BCK Partners, Inc. reported 30 stock positions worth $193.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.1% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 23.3%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 14.9%). Compared with Q1 2024, it opened 1 new position, added to 17 and reduced 10. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +8%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Corning, NY
- CIK
- 0001845867
- Portfolio Value
- $193.4M (Q2 2024)
- SEC Filing
- 0001845867-24-000003 ↗ filed Jul 24, 2024
Holdings Value
Holdings 30 stocks · $193.4M
| VOO Vanguard S&P 500 ETF | 26.08% | 100,865 | $50.4M | Reduce -1.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 23.28% | 582,698 | $45.0M | Add +7.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 14.86% | 118,754 | $28.8M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.28% | 100,048 | $21.8M | Add +1.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 10.59% | 399,560 | $20.5M | Add +8.1% |
| SCHF Schwab Intl Equity ETF | 3.93% | 197,846 | $7.6M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.77% | 128,806 | $3.4M | Add +1.7% |
| GLW Corning Inc. | 1.42% | 70,861 | $2.8M | Add +119.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 5,834 | $1.6M | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 3,638 | $1.5M | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 0.68% | 27,566 | $1.3M | Reduce -3.5% |
| AAPL Apple Inc. | 0.48% | 4,441 | $935K | Add +16.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 19,456 | $683K | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,280 | $652K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.33% | 1,175 | $643K | Reduce -5.2% |
| MSFT Microsoft Corp. | 0.31% | 1,329 | $594K | Add +19.4% |
| SPSB SS SPDR P St C Corp. ETF | 0.30% | 19,397 | $576K | No change |
| JNJ Johnson & Johnson | 0.27% | 3,529 | $516K | Reduce -6.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 7,757 | $515K | Reduce -3.7% |
| AMZN Amazon.com Inc. | 0.26% | 2,635 | $509K | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.22% | 1,795 | $424K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.19% | 3,141 | $362K | Add +7.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.18% | 10,887 | $354K | No change |
| NSC Norfolk Southern Corp. | 0.18% | 1,590 | $341K | Add +0.9% |
| AMGN Amgen Inc. | 0.17% | 1,069 | $334K | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 5,136 | $301K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,565 | $285K | Add +5.5% |
| NEE Nextera Energy Inc. | 0.14% | 3,687 | $261K | Add +3.8% |
| LLY Eli Lilly & Co. | 0.13% | 284 | $257K | New |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 427 | $236K | Reduce -2.7% |
Portfolio Sells Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 26.08% | −0.35 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.4% | 0.81% | −0.10 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.5% | 0.68% | −0.08 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.27% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.9% | 0.35% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -5.2% | 0.33% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.7% | 0.12% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.16% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.7% | 0.27% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.26% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.9% | 23.28% | +0.93 |
| GLW Corning Inc. | Add +119.9% | 1.42% | +0.85 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +8.1% | 10.59% | +0.38 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| AAPL Apple Inc. | Add +16.0% | 0.48% | +0.13 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.7% | 1.77% | +0.06 |
| MSFT Microsoft Corp. | Add +19.4% | 0.31% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +5.5% | 0.15% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.4% | 0.22% | +0.02 |
| AMGN Amgen Inc. | Add +4.6% | 0.17% | +0.02 |
| NEE Nextera Energy Inc. | Add +3.8% | 0.14% | +0.01 |
| XOM Exxon Mobil Corp. | Add +7.2% | 0.19% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.34% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.77% | −0.04 |
| NSC Norfolk Southern Corp. | Add +0.9% | 0.18% | −0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 3.93% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.0% | 11.28% | −0.83 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.8% | 14.86% | −0.89 |
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 |