Latest BCK Partners, Inc. Stock Portfolio
BCK Partners, Inc. Performance:
2025 Q2: 0.05%YTD: 0.01%2024: 0.77%
Performance for 2025 Q2 is 0.05%, and YTD is 0.01%, and 2024 is 0.77%.
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 $170.4 Millions as of 30 Jun, 2025.
The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 26.1% of it's portfolio in VANGUARD INDEX FDS and 24% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off AMGEN INC (AMGN) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), SPDR SERIES TRUST (BIL) and SCHWAB STRATEGIC TR (FNDA). BCK Partners, Inc. opened new stock positions in NVIDIA CORPORATION (NVDA), EXELIXIS INC (EXEL) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), CORNING INC (GLW) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 26.1% of it's portfolio in VANGUARD INDEX FDS and 24% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off AMGEN INC (AMGN) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), SPDR SERIES TRUST (BIL) and SCHWAB STRATEGIC TR (FNDA). BCK Partners, Inc. opened new stock positions in NVIDIA CORPORATION (NVDA), EXELIXIS INC (EXEL) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), CORNING INC (GLW) and VANGUARD SCOTTSDALE FDS (BNDW).
BCK Partners, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that BCK Partners, Inc. made a return of 0.05% in the last quarter. In trailing 12 months, it's portfolio return was 0.35%.
New Buys
| Ticker | $ Bought |
|---|---|
| nvidia corporation | 252,784 |
| exelixis inc | 216,849 |
| spdr series trust | 201,648 |
New stocks bought by BCK Partners, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 3.82 |
| corning inc | 2.41 |
| vanguard scottsdale fds | 0.97 |
| ishares tr | 0.95 |
| vanguard index fds | 0.07 |
| apple inc | 0.05 |
| vanguard index fds | 0.02 |
Additions to existing portfolio by BCK Partners, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| applied matls inc | -30.37 |
| spdr series trust | -7.2 |
| schwab strategic tr | -4.54 |
| vanguard index fds | -3.42 |
| exxon mobil corp | -3.07 |
| berkshire hathaway inc del | -2.76 |
| schwab strategic tr | -2.23 |
| spdr index shs fds | -2.18 |
BCK Partners, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amgen inc | -222,758 |
| eli lilly & co | -201,522 |
BCK Partners, Inc. got rid off the above stocks
Sector Distribution
BCK Partners, Inc. has about 96.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.6 |
| Technology | 1.9 |
Market Cap. Distribution
BCK Partners, Inc. has about 3.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.6 |
| MEGA-CAP | 1.9 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 3.3% of the stocks held by BCK Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.7 |
| S&P 500 | 3.3 |
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. UNH 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: 30 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VB | vanguard index fds | 26.13 | 78,407 | 44,537,300 | added | 0.07 | ||
Historical Trend of VANGUARD INDEX FDS Position Held By BCK Partners, Inc.What % of Portfolio is VB?:Number of VB shares held:Change in No. of Shares Held: | ||||||||
| BNDW | vanguard scottsdale fds | 24.01 | 514,744 | 40,922,200 | added | 0.97 | ||
| VB | vanguard index fds | 15.24 | 92,806 | 25,969,900 | added | 0.02 | ||
| AAXJ | ishares tr | 11.35 | 362,951 | 19,341,600 | added | 0.95 | ||
| VB | vanguard index fds | 11.03 | 79,352 | 18,804,900 | added | 3.82 | ||
| FNDA | schwab strategic tr | 4.08 | 314,852 | 6,958,230 | reduced | -4.54 | ||
| FNDA | schwab strategic tr | 1.76 | 99,457 | 2,997,630 | reduced | -2.23 | ||
| GLW | corning inc | 0.85 | 27,492 | 1,445,800 | added | 2.41 | ||
| VB | vanguard index fds | 0.77 | 4,316 | 1,311,760 | reduced | -3.42 | ||
| FNDA | schwab strategic tr | 0.72 | 48,640 | 1,230,590 | reduced | -0.71 | ||
| berkshire hathaway inc del | 0.56 | 1,975 | 959,396 | reduced | -2.76 | |||
| AAPL | apple inc | 0.51 | 4,239 | 869,716 | added | 0.05 | ||
| CWI | spdr index shs fds | 0.35 | 14,913 | 603,827 | reduced | -2.18 | ||
| AMZN | amazon com inc | 0.34 | 2,610 | 572,608 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.25 | 14,220 | 429,302 | reduced | -1.25 | ||
| JNJ | johnson & johnson | 0.25 | 2,807 | 428,769 | unchanged | 0.00 | ||
| NSC | norfolk southn corp | 0.24 | 1,590 | 406,992 | unchanged | 0.00 | ||
| UNH | unitedhealth group inc | 0.23 | 1,285 | 400,881 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.23 | 777 | 386,488 | reduced | -1.27 | ||
| BIL | spdr series trust | 0.22 | 5,039 | 377,371 | reduced | -7.2 | ||
