Latest BCK Partners, Inc. Stock Portfolio

BCK Partners, Inc. Performance:

2026 Q1: -0.85%YTD: -0.85%2025: 10.28%

Performance for 2026 Q1 is -0.85%, and YTD is -0.85%, and 2025 is 10.28%.

About BCK Partners, Inc. and 13F Hedge Fund Stock Holdings

BCK Partners, Inc. is a hedge fund based in Corning, NY. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCK Partners, Inc. reported an equity portfolio of $185.2 Millions as of 31 Mar, 2026.

The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 24.9% of it's portfolio in VANGUARD INDEX FDS and 24.4% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), CORNING INC (GLW) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AAXJ).

BCK Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that BCK Partners, Inc. made a return of -0.85% in the last quarter. In trailing 12 months, it's portfolio return was 11.17%.

Performance
S&P 500

New Buys

No new stocks were added by BCK Partners, Inc.

Additions

Ticker	% Inc.
spdr series trust	5.28
vanguard scottsdale fds	2.93
ishares tr	2.87
vanguard index fds	1.19
vanguard index fds	0.86
spdr index shs fds	0.07

Additions to existing portfolio by BCK Partners, Inc.

Reductions

Ticker	% Reduced
applied matls inc	-31.45
corning inc	-10.58
amgen inc	-7.58
exxon mobil corp	-3.76
schwab strategic tr	-1.96
vanguard index fds	-1.46
schwab strategic tr	-0.61
schwab strategic tr	-0.59

BCK Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
eli lilly & co	-229,982

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 4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96
MEGA-CAP	2.2
LARGE-CAP	1.8

Stocks belong to which Index?

About 4% of the stocks held by BCK Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96
S&P 500	4

Top 5 Winners (%)		%
GLW	corning inc	52.4 %
XOM	exxon mobil corp	40.2 %
AMAT	applied matls inc	27.8 %
JNJ	johnson & johnson	18.1 %
AMGN	amgen inc	7.2 %

Top 5 Winners ($)		$
GLW	corning inc	1.0 M
VB	vanguard index fds	0.3 M
FNDA	schwab strategic tr	0.2 M
XOM	exxon mobil corp	0.1 M
JNJ	johnson & johnson	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.5 %
UNH	unitedhealth group inc	-18.0 %
AMZN	amazon com inc	-9.8 %
GOOG	alphabet inc	-8.1 %
AAPL	apple inc	-6.7 %

Top 5 Losers ($)		$
VB	vanguard index fds	-2.3 M
VB	vanguard index fds	-0.3 M
BNDW	vanguard scottsdale fds	-0.3 M
AAXJ	ishares tr	-0.3 M
MSFT	microsoft corp	-0.1 M

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. VB 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: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.54	3,924	995,872	reduced	-0.05

AAXJ	ishares tr	11.38	395,914	21,070,600	added	2.87

AMAT	applied matls inc	0.15	802	274,116	reduced	-31.45

AMGN	amgen inc	0.12	610	214,629	reduced	-7.58

AMZN	amazon com inc	0.30	2,685	559,205	unchanged	0.00

BIL	spdr series trust	0.23	14,220	427,595	unchanged	0.00

BIL	spdr series trust	0.19	4,466	353,082	added	5.28

BIL	spdr series trust	0.11	6,005	201,408	unchanged	0.00

BNDW	vanguard scottsdale fds	24.41	570,255	45,204,100	added	2.93

CWI	spdr index shs fds	0.35	14,174	647,043	added	0.07

FNDA	schwab strategic tr	4.08	305,667	7,565,250	reduced	-1.96

FNDA	schwab strategic tr	1.72	96,524	3,180,470	reduced	-0.61

FNDA	schwab strategic tr	0.74	47,464	1,380,250	reduced	-0.59

GLW	corning inc	1.44	19,626	2,668,550	reduced	-10.58

GOOG	alphabet inc	0.15	943	271,169	unchanged	0.00

JNJ	johnson & johnson	0.37	2,807	686,143	unchanged	0.00

LLY	eli lilly & co	0.00	0.00	0.00	sold off	-100

MSFT	microsoft corp	0.16	825	305,390	unchanged	0.00

NSC	norfolk southn corp	0.24	1,525	437,675	unchanged	0.00

NVDA	nvidia corporation	0.15	1,616	281,831	unchanged	0.00