Latest BCK Partners, Inc. Stock Portfolio
BCK Partners, Inc. Performance:
2025 Q3: 0.77%YTD: 0.66%2024: 0.64%
Performance for 2025 Q3 is 0.77%, and YTD is 0.66%, and 2024 is 0.64%.
About BCK Partners, Inc. and 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 $185.7 Millions as of 30 Sep, 2025.
The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 26.4% of it's portfolio in VANGUARD INDEX FDS and 23% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off NEXTERA ENERGY INC (NEE) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SPDR INDEX SHS FDS (CWI) and APPLIED MATLS INC (AMAT). 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 CORNING INC (GLW), AMAZON COM INC (AMZN) and VANGUARD INDEX FDS (VB).
The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 26.4% of it's portfolio in VANGUARD INDEX FDS and 23% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off NEXTERA ENERGY INC (NEE) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SPDR INDEX SHS FDS (CWI) and APPLIED MATLS INC (AMAT). 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 CORNING INC (GLW), AMAZON COM INC (AMZN) and VANGUARD INDEX FDS (VB).
BCK Partners, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that BCK Partners, Inc. made a return of 0.77% in the last quarter. In trailing 12 months, it's portfolio return was 0.63%.
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 241,885 |
New stocks bought by BCK Partners, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| corning inc | 14.23 |
| amazon com inc | 7.7 |
| vanguard index fds | 6.22 |
| vanguard index fds | 4.28 |
| vanguard scottsdale fds | 4.03 |
| ishares tr | 3.43 |
| schwab strategic tr | 2.77 |
| schwab strategic tr | 2.3 |
Additions to existing portfolio by BCK Partners, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -5.97 |
| spdr index shs fds | -3.73 |
| applied matls inc | -3.7 |
| unitedhealth group inc | -2.96 |
| spdr series trust | -1.21 |
| vanguard index fds | -1.18 |
| schwab strategic tr | -0.97 |
| norfolk southn corp | -0.94 |
BCK Partners, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nextera energy inc | -241,373 |
BCK Partners, Inc. got rid off the above stocks
Sector Distribution
BCK Partners, Inc. has about 96% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96 |
| Technology | 2.4 |
Market Cap. Distribution
BCK Partners, Inc. has about 3.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96 |
| MEGA-CAP | 2.1 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 3.9% of the stocks held by BCK Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.1 |
| S&P 500 | 3.9 |
BCK Partners, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BCK Partners, Inc.
BCK Partners, Inc. has 26 stocks in it's portfolio. About 96% of the portfolio is in top 10 stocks. EXEL proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for BCK Partners, Inc. last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.55 | 3,986 | 1,014,960 | reduced | -5.97 | ||
| AAXJ | ishares tr | 10.93 | 375,389 | 20,304,800 | added | 3.43 | ||
| AMAT | applied matls inc | 0.13 | 1,170 | 239,546 | reduced | -3.7 | ||
| AMZN | amazon com inc | 0.33 | 2,811 | 617,211 | added | 7.7 | ||
| BIL | spdr series trust | 0.23 | 14,220 | 430,724 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.22 | 4,978 | 401,476 | reduced | -1.21 | ||
| BIL | spdr series trust | 0.11 | 6,005 | 203,509 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 23.05 | 535,492 | 42,801,900 | added | 4.03 | ||
| CWI | spdr index shs fds | 0.33 | 14,356 | 614,293 | reduced | -3.73 | ||
| EXEL | exelixis inc | 0.11 | 4,920 | 203,196 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 4.06 | 323,558 | 7,532,430 | added | 2.77 | ||
| FNDA | schwab strategic tr | 1.83 | 101,744 | 3,395,190 | added | 2.3 | ||
| FNDA | schwab strategic tr | 0.72 | 48,170 | 1,343,940 | reduced | -0.97 | ||
| GLW | corning inc | 1.39 | 31,405 | 2,576,150 | added | 14.23 | ||
| GOOG | alphabet inc | 0.13 | 995 | 241,885 | new | |||
| JNJ | johnson & johnson | 0.28 | 2,807 | 520,474 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.22 | 775 | 401,411 | reduced | -0.26 | ||
| NEE | nextera energy inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NSC | norfolk southn corp | 0.26 | 1,575 | 473,146 | reduced | -0.94 | ||
| NVDA | nvidia corporation | 0.16 | 1,599 | 298,341 | reduced | -0.06 | ||