BCK Partners, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), BCK Partners, Inc. reported 29 stock positions worth $209.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.4% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 23.1%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 15.1%). Compared with Q2 2024, it sold out of 1, added to 13 and reduced 11. The biggest buy was iShares 5-10Y Inv Grade (IGIB, shares +14%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- Corning, NY
- CIK
- 0001845867
- Portfolio Value
- $209.6M (Q3 2024)
- SEC Filing
- 0001845867-24-000004 ↗ filed Oct 25, 2024
Holdings Value
Holdings 29 stocks · $209.6M
| VOO Vanguard S&P 500 ETF | 25.41% | 100,900 | $53.2M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 23.09% | 609,296 | $48.4M | Add +4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 15.09% | 119,881 | $31.6M | Add +0.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 11.64% | 453,956 | $24.4M | Add +13.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.45% | 101,197 | $24.0M | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 3.91% | 199,290 | $8.2M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.80% | 129,426 | $3.8M | Add +0.5% |
| GLW Corning Inc. | 1.34% | 62,169 | $2.8M | Reduce -12.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.78% | 5,779 | $1.6M | Reduce -0.9% |
| SCHA Schwab US Small-Cap ETF | 0.67% | 27,223 | $1.4M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 2,800 | $1.3M | Reduce -23.0% |
| AAPL Apple Inc. | 0.48% | 4,337 | $1.0M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,296 | $758K | Add +1.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 18,670 | $701K | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,130 | $652K | Reduce -3.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.28% | 19,397 | $587K | No change |
| MSFT Microsoft Corp. | 0.28% | 1,353 | $582K | Add +1.8% |
| JNJ Johnson & Johnson | 0.27% | 3,492 | $566K | Reduce -1.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.26% | 7,910 | $554K | Add +2.0% |
| AMZN Amazon.com Inc. | 0.23% | 2,610 | $486K | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.19% | 1,590 | $395K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,155 | $370K | Add +0.5% |
| AMAT Applied Materials Inc. | 0.17% | 1,795 | $363K | No change |
| AMGN Amgen Inc. | 0.17% | 1,074 | $346K | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 5,136 | $320K | No change |
| NEE Nextera Energy Inc. | 0.15% | 3,717 | $314K | Add +0.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.14% | 8,896 | $300K | Reduce -18.3% |
| LLY Eli Lilly & Co. | 0.12% | 284 | $252K | No change |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,510 | $250K | Reduce -3.5% |
Portfolio Sells Q2 2024 → Q3 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.0% | 0.61% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.12 |
| GLW Corning Inc. | Reduce -12.3% | 1.34% | −0.08 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -18.3% | 0.14% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.23% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 0.12% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 0.78% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 0.31% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.0% | 0.33% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 0.67% | −0.01 |
| AAPL Apple Inc. | Reduce -2.3% | 0.48% | −0.00 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.27% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| IGIB iShares 5-10Y Inv Grade Corp. | Add +13.6% | 11.64% | +1.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 15.09% | +0.23 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.1% | 11.45% | +0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.5% | 1.80% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +1.3% | 0.36% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.15% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.0% | 0.26% | −0.00 |
| AMGN Amgen Inc. | Add +0.5% | 0.17% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.18% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.7% | 3.91% | −0.02 |
| MSFT Microsoft Corp. | Add +1.8% | 0.28% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.6% | 23.09% | −0.19 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 25.41% | −0.67 |
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 |