Latest BCK Partners, Inc. Stock Portfolio
$186Million
Equity Portfolio Value
Last Reported on: 30 Apr, 2024
About BCK Partners, Inc. and it’s 13F Hedge Fund Stock Holdings
BCK Partners, Inc. is a hedge fund based in CORNING, NY. On 10-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $168.1 Millions. In it's latest 13F Holdings report, BCK Partners, Inc. reported an equity portfolio of $186.9 Millions as of 31 Mar, 2024.
The top stock holdings of BCK Partners, Inc. are VOO, BNDW, VOO. The fund has invested 26.4% of it's portfolio in VANGUARD INDEX FDS and 22.4% of portfolio in VANGUARD SCOTTSDALE FDS.
They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AGG) and SPDR INDEX SHS FDS (CWI). BCK Partners, Inc. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), AMAZON COM INC (AMZN) and JOHNSON & JOHNSON (JNJ).
The top stock holdings of BCK Partners, Inc. are VOO, BNDW, VOO. The fund has invested 26.4% of it's portfolio in VANGUARD INDEX FDS and 22.4% of portfolio in VANGUARD SCOTTSDALE FDS.
They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AGG) and SPDR INDEX SHS FDS (CWI). BCK Partners, Inc. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), AMAZON COM INC (AMZN) and JOHNSON & JOHNSON (JNJ).
New Buys
| Ticker | $ Bought |
|---|---|
| ALPHABET INC | 223,980 |
New stocks bought by BCK Partners, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 395 |
| AMAZON COM INC | 22.29 |
| JOHNSON & JOHNSON | 7.48 |
| THERMO FISHER SCIENTIFIC INC | 6.04 |
| MICROSOFT CORP | 5.7 |
| VANGUARD SCOTTSDALE FDS | 4.19 |
| SCHWAB STRATEGIC TR | 4.13 |
| ISHARES TR | 4.00 |
Additions to existing portfolio by BCK Partners, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR SER TR | -33.36 |
| SPDR SER TR | -27.14 |
| ISHARES TR | -10.73 |
| SPDR INDEX SHS FDS | -7.95 |
| SCHWAB STRATEGIC TR | -6.19 |
| VANGUARD INDEX FDS | -1.8 |
| CORNING INC | -1.77 |
| VANGUARD INDEX FDS | -0.53 |
BCK Partners, Inc. reduced stake in above stock
Sold off
Current Stock Holdings of BCK Partners, Inc.
Last Reported on: 30 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.35 | 3,828 | 656,425 | ADDED | 3.07 | |
| AAXJ | ISHARES TR | 10.21 | 369,648 | 19,073,800 | ADDED | 4.00 | |
| AGG | ISHARES TR | 0.35 | 1,239 | 651,379 | REDUCED | -10.73 | |
| AGG | ISHARES TR | 0.17 | 5,206 | 316,212 | ADDED | 395 | |
| AMAT | APPLIED MATLS INC | 0.20 | 1,788 | 368,739 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.16 | 1,022 | 290,575 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.26 | 2,666 | 480,893 | ADDED | 22.29 | |
| BIL | SPDR SER TR | 0.31 | 19,397 | 577,449 | REDUCED | -33.36 | |
| BIL | SPDR SER TR | 0.28 | 8,054 | 516,664 | REDUCED | -0.38 | |
| BIL | SPDR SER TR | 0.19 | 10,887 | 355,896 | REDUCED | -27.14 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 22.35 | 540,169 | 41,760,500 | ADDED | 4.19 | |
| CWI | SPDR INDEX SHS FDS | 0.38 | 19,633 | 703,647 | REDUCED | -7.95 | |
| FNDA | SCHWAB STRATEGIC TR | 4.10 | 196,450 | 7,665,470 | ADDED | 1.93 | |
| FNDA | SCHWAB STRATEGIC TR | 1.71 | 126,651 | 3,197,940 | ADDED | 4.13 | |
| FNDA | SCHWAB STRATEGIC TR | 0.75 | 28,550 | 1,405,800 | REDUCED | -6.19 | |
| GLW | CORNING INC | 0.57 | 32,229 | 1,062,260 | REDUCED | -1.77 | |
| GOOG | ALPHABET INC | 0.12 | 1,484 | 223,980 | NEW | ||
| JNJ | JOHNSON & JOHNSON | 0.32 | 3,763 | 595,269 | ADDED | 7.48 | |
| MSFT | MICROSOFT CORP | 0.25 | 1,113 | 468,261 | ADDED | 5.7 | |
| NEE | NEXTERA ENERGY INC | 0.12 | 3,552 | 227,008 | UNCHANGED | 0.00 | |
| NSC | NORFOLK SOUTHN CORP | 0.22 | 1,575 | 401,420 | UNCHANGED | 0.00 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.14 | 439 | 255,151 | ADDED | 6.04 | |
| UNH | UNITEDHEALTH GROUP INC | 0.34 | 1,269 | 627,774 | ADDED | 2.17 | |
| VOO | VANGUARD INDEX FDS | 26.43 | 102,726 | 49,380,400 | REDUCED | -1.8 | |
| VOO | VANGUARD INDEX FDS | 15.75 | 117,792 | 29,431,600 | REDUCED | -0.18 | |
| VOO | VANGUARD INDEX FDS | 12.11 | 99,016 | 22,634,100 | REDUCED | -0.21 | |
| VOO | VANGUARD INDEX FDS | 0.91 | 6,513 | 1,692,730 | REDUCED | -0.53 | |
| XOM | EXXON MOBIL CORP | 0.18 | 2,930 | 340,583 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 0.80 | 3,569 | 1,500,840 | ADDED | 0.9 |