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Latest BCK Partners, Inc. Stock Portfolio

$207Million | No. of Holdings #28

BCK Partners, Inc. Performance

2026 Q2-14.36%
YTD-15.09%
2025+10.28%

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

BCK Partners, Inc. is a hedge fund based in Corning, NY. On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, BCK Partners, Inc. reported an equity portfolio of $207.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of BCK Partners, Inc. are VB, BNDW, VB. The fund has invested 25.4% of it's portfolio in VANGUARD INDEX FDS and 23.1% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), VANGUARD INDEX FDS (VB) and CORNING INC (GLW). BCK Partners, Inc. opened new stock positions in ELI LILLY & CO (LLY) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ).
BCK Partners, Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$207Million
  as of Jul 20, 2026

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

Our best estimate is that BCK Partners, Inc. made a return of -14.36% in the last quarter. In trailing 12 months, it's portfolio return was -9.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
eli lilly & co239,886
spdr index shs fds204,013
New stocks bought by BCK Partners, Inc.

Additions

Ticker% Inc.
vanguard index fds303
spdr series trust7.25
ishares tr6.87
vanguard scottsdale fds6.24
nvidia corporation3.9
exxon mobil corp2.08
schwab strategic tr0.25
Additions to existing portfolio by BCK Partners, Inc.

Reductions

Ticker% Reduced
applied matls inc-12.72
vanguard index fds-5.4
corning inc-4.65
alphabet inc-4.24
schwab strategic tr-3.85
schwab strategic tr-2.79
spdr index shs fds-2.68
johnson & johnson-2.49
BCK Partners, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by BCK Partners, Inc.

Sector Distribution

BCK Partners, Inc. has about 94.9% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others94.9
Technology3.4

Market Cap. Distribution

BCK Partners, Inc. has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED94.9
LARGE-CAP2.6
MEGA-CAP2.4

Stocks belong to which Index?

About 5.1% of the stocks held by BCK Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.9
S&P 5005.1
Top 5 Winners (%)%
AMAT
applied matls inc
104.4 %
GLW
corning inc
85.8 %
UNH
unitedhealth group inc
53.6 %
FNDA
schwab strategic tr
23.8 %
GOOG
alphabet inc
23.8 %
Top 5 Winners ($)$
VB
vanguard index fds
6.9 M
VB
vanguard index fds
3.3 M
GLW
corning inc
2.3 M
FNDA
schwab strategic tr
0.9 M
FNDA
schwab strategic tr
0.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.5 %
XOM
exxon mobil corp
-19.2 %
BNDW
vanguard scottsdale fds
-0.3 %
BIL
spdr series trust
-0.2 %
BIL
spdr series trust
-0.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-50.1 M
BNDW
vanguard scottsdale fds
-0.1 M
XOM
exxon mobil corp
-0.1 M
AAXJ
ishares tr
0.0 M
BIL
spdr series trust
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 28 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.

$207.44MTotal Value
28.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of BCK Partners, Inc., last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BCK Partners, Inc.'s holding in Ishares Tr over time
10.85%423,132
$22.50M
10.85%
increased 6.87 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BCK Partners, Inc.'s holding in Spdr Series Trust over time
0.21%4,790
$434.9K
0.21%
increased 7.25 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BCK Partners, Inc.'s holding in Spdr Series Trust over time
0.21%14,220
$426.7K
0.21%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BCK Partners, Inc.'s holding in Spdr Series Trust over time
0.1%6,005
$200.9K
0.1%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
BCK Partners, Inc.'s holding in Vanguard Scottsdale Fds over time
23.08%605,856
$47.88M
23.08%
increased 6.24 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
BCK Partners, Inc.'s holding in Spdr Index Shs Fds over time
0.34%13,794
$695.1K
0.34%
decreased 2.68 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
BCK Partners, Inc.'s holding in Spdr Index Shs Fds over time
0.1%3,940
$204.0K
0.1%
new position
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
BCK Partners, Inc.'s holding in Schwab Strategic Tr over time
3.97%297,134
$8.23M
3.97%
decreased 2.79 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
BCK Partners, Inc.'s holding in Schwab Strategic Tr over time
1.69%96,763
$3.51M
1.69%
increased 0.25 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
BCK Partners, Inc.'s holding in Schwab Strategic Tr over time
0.8%45,638
$1.65M
0.8%
decreased 3.85 percentreduced