Latest BCK Partners, Inc. Stock Portfolio

BCK Partners, Inc. Performance:

2025 Q4: 0.85%YTD: 10.28%2024: 7.18%

Performance for 2025 Q4 is 0.85%, and YTD is 10.28%, and 2024 is 7.18%.

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

BCK Partners, Inc. is a hedge fund based in Corning, NY. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCK Partners, Inc. reported an equity portfolio of $185 Millions as of 31 Dec, 2025.

The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 25.9% of it's portfolio in VANGUARD INDEX FDS and 23.9% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off EXELIXIS INC (EXEL) stocks. They significantly reduced their stock positions in CORNING INC (GLW), SPDR SERIES TRUST (BIL) and EXXON MOBIL CORP (XOM). BCK Partners, Inc. opened new stock positions in ELI LILLY & CO (LLY) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) 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 0.85% in the last quarter. In trailing 12 months, it's portfolio return was 10.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
eli lilly & co	229,982
amgen inc	216,025

New stocks bought by BCK Partners, Inc.

Additions

Ticker	% Inc.
vanguard index fds	20.19
microsoft corp	6.45
vanguard scottsdale fds	3.46
ishares tr	2.52
nvidia corporation	1.06

Additions to existing portfolio by BCK Partners, Inc.

Reductions

Ticker	% Reduced
corning inc	-30.11
spdr series trust	-14.79
exxon mobil corp	-10.01
unitedhealth group inc	-8.42
alphabet inc	-5.23
vanguard index fds	-4.61
schwab strategic tr	-4.55
amazon com inc	-4.48

BCK Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
exelixis inc	-203,196

BCK Partners, Inc. got rid off the above stocks

Sector Distribution

BCK Partners, Inc. has about 96.2% of it's holdings in Others sector.

Sector	%
Others	96.2
Technology	2.2

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	96.2
MEGA-CAP	2.3
LARGE-CAP	1.6

Stocks belong to which Index?

About 3.8% of the stocks held by BCK Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.2
S&P 500	3.8

Top 5 Winners (%)		%
GOOG	alphabet inc	28.0 %
AMAT	applied matls inc	25.5 %
JNJ	johnson & johnson	11.6 %
AAPL	apple inc	6.7 %
XOM	exxon mobil corp	6.4 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.2 M
VB	vanguard index fds	0.3 M
FNDA	schwab strategic tr	0.2 M
GLW	corning inc	0.1 M
AAPL	apple inc	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-6.4 %
UNH	unitedhealth group inc	-4.2 %
NSC	norfolk southn corp	-3.8 %
FNDA	schwab strategic tr	-1.8 %
VB	vanguard index fds	-1.2 %

Top 5 Losers ($)		$
VB	vanguard index fds	-0.3 M
BNDW	vanguard scottsdale fds	-0.1 M
AAXJ	ishares tr	-0.1 M
FNDA	schwab strategic tr	-0.1 M
MSFT	microsoft corp	0.0 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 27 stocks in it's portfolio. About 95.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for BCK Partners, Inc. last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.58	3,926	1,067,320	reduced	-1.51

AAXJ	ishares tr	11.21	384,863	20,736,400	added	2.52

AMAT	applied matls inc	0.16	1,170	300,678	unchanged	0.00

AMGN	amgen inc	0.12	660	216,025	new

AMZN	amazon com inc	0.34	2,685	619,752	reduced	-4.48

BIL	spdr series trust	0.23	14,220	429,444	unchanged	0.00

BIL	spdr series trust	0.19	4,242	349,965	reduced	-14.79

BIL	spdr series trust	0.11	6,005	203,029	unchanged	0.00

BNDW	vanguard scottsdale fds	23.87	554,016	44,171,700	added	3.46

CWI	spdr index shs fds	0.34	14,164	629,023	reduced	-1.34

EXEL	exelixis inc	0.00	0.00	0.00	sold off	-100

FNDA	schwab strategic tr	4.05	311,778	7,495,140	reduced	-3.64

FNDA	schwab strategic tr	1.72	97,118	3,180,630	reduced	-4.55

FNDA	schwab strategic tr	0.74	47,745	1,359,780	reduced	-0.88

GLW	corning inc	1.04	21,949	1,921,850	reduced	-30.11

GOOG	alphabet inc	0.16	943	295,159	reduced	-5.23

JNJ	johnson & johnson	0.31	2,807	580,909	unchanged	0.00

LLY	eli lilly & co	0.12	214	229,982	new

MSFT	microsoft corp	0.22	825	398,987	added	6.45

NSC	norfolk southn corp	0.24	1,525	440,298	reduced	-3.17