BCK Partners, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), BCK Partners, Inc. reported 26 stock positions worth $163.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.6% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 24.1%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 14.9%). Compared with Q3 2024, it opened 1 new position, sold out of 4 and reduced 21. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale iShares 5-10Y Inv Grade (IGIB, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Corning, NY
- CIK
- 0001845867
- Portfolio Value
- $163.1M (Q4 2024)
- SEC Filing
- 0001667731-25-000172 ↗ filed Jan 30, 2025
Holdings Value
Holdings 26 stocks · $163.1M
| VOO Vanguard S&P 500 ETF | 25.57% | 77,417 | $41.7M | Reduce -23.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 24.12% | 504,478 | $39.4M | Reduce -17.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 14.89% | 91,971 | $24.3M | Reduce -23.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 11.19% | 354,333 | $18.3M | Reduce -21.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.09% | 75,325 | $18.1M | Reduce -25.6% |
| SCHF Schwab Intl Equity ETF | 3.62% | 319,117 | $5.9M | Reduce -19.9% |
| GLW Corning Inc. | 1.73% | 59,409 | $2.8M | Reduce -4.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.62% | 99,091 | $2.6M | Reduce -23.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 4,496 | $1.3M | Reduce -22.2% |
| SCHA Schwab US Small-Cap ETF | 0.78% | 49,245 | $1.3M | Reduce -9.6% |
| AAPL Apple Inc. | 0.65% | 4,237 | $1.1M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 2,031 | $921K | Reduce -27.5% |
| UNH Unitedhealth Group Inc. | 0.40% | 1,285 | $650K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.35% | 2,610 | $573K | No change |
| MSFT Microsoft Corp. | 0.33% | 1,261 | $532K | Reduce -6.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 15,157 | $517K | Reduce -18.8% |
| JNJ Johnson & Johnson | 0.27% | 3,032 | $438K | Reduce -13.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.26% | 14,400 | $430K | Reduce -25.8% |
| NSC Norfolk Southern Corp. | 0.23% | 1,590 | $373K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 5,132 | $367K | Reduce -35.1% |
| XOM Exxon Mobil Corp. | 0.21% | 3,155 | $339K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,510 | $286K | No change |
| AMAT Applied Materials Inc. | 0.17% | 1,745 | $284K | Reduce -2.8% |
| AMGN Amgen Inc. | 0.17% | 1,054 | $275K | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.15% | 3,477 | $249K | Reduce -6.5% |
| NVDA Nvidia Corp. | 0.12% | 1,500 | $201K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -21.9% | 11.19% | −0.45 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -25.6% | 11.09% | −0.36 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.31 |
| SCHF Schwab Intl Equity ETF | Reduce -19.9% | 3.62% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -23.3% | 14.89% | −0.20 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -23.4% | 1.62% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.15 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.14 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -27.5% | 0.56% | −0.05 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -35.1% | 0.22% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -18.8% | 0.32% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -25.8% | 0.26% | −0.02 |
| JNJ Johnson & Johnson | Reduce -13.2% | 0.27% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -2.8% | 0.17% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -6.5% | 0.15% | +0.00 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.17% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -22.2% | 0.80% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.40% | +0.04 |
| MSFT Microsoft Corp. | Reduce -6.8% | 0.33% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -9.6% | 0.78% | +0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -23.3% | 25.57% | +0.16 |
| AAPL Apple Inc. | Reduce -2.3% | 0.65% | +0.17 |
| GLW Corning Inc. | Reduce -4.4% | 1.73% | +0.39 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -17.2% | 24.12% | +1.03 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | New | 0.12% | +0.12 |
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 |