Institutional Manager · CIK 0001845867
BCK Partners, Inc.
Corning, NY · File #028-20806
Latest AUM
$185.0M
Positions
27
Top-10 Concentration
95.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | VANGUARD INDEX FDS | 922908363 | -3,696 | -$2.3M | +$1.2M |
| ADD | VANGUARD SCOTTSDALE FDS | 92206C409 | +18,524 | +$1.5M | -$107,099 |
| REDUCE | CORNING INC | GLW | -9,456 | -$827,967 | +$173,669 |
| REDUCE | VANGUARD INDEX FDS | 922908751 | -2,271 | -$585,802 | +$309,213 |
| ADD | ISHARES TR | 464288638 | +9,474 | +$510,459 | -$78,832 |
| REDUCE | VANGUARD INDEX FDS | 922908629 | -1,719 | -$498,890 | -$340,504 |
| ADD | VANGUARD INDEX FDS | 922908769 | +861 | +$288,667 | +$30,282 |
| REDUCE | SCHWAB STRATEGIC TR | 808524805 | -11,780 | -$283,191 | +$245,904 |
| NEW | ELI LILLY & CO | LLY | +214 | +$229,982 | $0 |
| NEW | AMGEN INC | AMGN | +660 | +$216,025 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $185.0M
- 13F HOLDINGS REPORTQ/E Sep 202526 pos · $185.7M
- 13F HOLDINGS REPORTQ/E Jun 202526 pos · $170.4M
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $160.3M
- 13F HOLDINGS REPORTQ/E Dec 202426 pos · $163.1M
- 13F HOLDINGS REPORTQ/E Sep 202429 pos · $209.6M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $193.4M
- 13F HOLDINGS REPORTQ/E Mar 202429 pos · $186.9M
- 13F HOLDINGS REPORTQ/E Dec 202328 pos · $160.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 76,456 | $47.9M | 25.91% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 554,016 | $44.2M | 23.87% |
| 3 | VANGUARD INDEX FDS | 922908629 | 95,057 | $27.6M | 14.91% |
| 4 | VANGUARD INDEX FDS | 922908751 | 82,019 | $21.2M | 11.43% |
| 5 | ISHARES TR | 464288638 | 384,863 | $20.7M | 11.21% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 311,778 | $7.5M | 4.05% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 97,118 | $3.2M | 1.72% |
| 8 | CORNING INC | GLW | 21,949 | $1.9M | 1.04% |
| 9 | VANGUARD INDEX FDS | 922908769 | 5,126 | $1.7M | 0.93% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 47,745 | $1.4M | 0.73% |
| 11 | APPLE INC | AAPL | 3,926 | $1.1M | 0.58% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,974 | $992,231 | 0.54% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 14,164 | $629,023 | 0.34% |
| 14 | AMAZON COM INC | AMZN | 2,685 | $619,752 | 0.33% |
| 15 | JOHNSON & JOHNSON | JNJ | 2,807 | $580,909 | 0.31% |
| 16 | NORFOLK SOUTHN CORP | 655844108 | 1,525 | $440,298 | 0.24% |
| 17 | SPDR SERIES TRUST | 78464A474 | 14,220 | $429,444 | 0.23% |
| 18 | MICROSOFT CORP | MSFT | 825 | $398,987 | 0.22% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 1,142 | $376,986 | 0.20% |
| 20 | SPDR SERIES TRUST | 78464A805 | 4,242 | $349,965 | 0.19% |