BCK Partners, Inc.
CIK: 0001845867SEC EDGAR →
Portfolio Value
$185.0M
Holdings
27
As of
Q4 2025
New Positions
27
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 76,456 | $47.9M | 25.91% |
| 2 | VANGUARD SCOTTSDALE FDS | 554,016 | $44.2M | 23.87% |
| 3 | VANGUARD INDEX FDS | 95,057 | $27.6M | 14.91% |
| 4 | VANGUARD INDEX FDS | 82,019 | $21.2M | 11.43% |
| 5 | ISHARES TR | 384,863 | $20.7M | 11.21% |
| 6 | SCHWAB STRATEGIC TR | 311,778 | $7.5M | 4.05% |
| 7 | SCHWAB STRATEGIC TR | 97,118 | $3.2M | 1.72% |
| 8 | CORNING INC | 21,949 | $1.9M | 1.04% |
| 9 | VANGUARD INDEX FDS | 5,126 | $1.7M | 0.93% |
| 10 | SCHWAB STRATEGIC TR | 47,745 | $1.4M | 0.73% |
Quarterly Changes
New Positions (27)
$47.9M · 76K shares
$44.2M · 554K shares
$27.6M · 95K shares
$21.2M · 82K shares
$20.7M · 385K shares
$7.5M · 312K shares
$3.2M · 97K shares
$1.9M · 22K shares
$1.7M · 5K shares
$1.4M · 48K shares
$1.1M · 4K shares
$992K · 2K shares
$629K · 14K shares
$619K · 3K shares
$580K · 3K shares
$440K · 2K shares
$429K · 14K shares
$398K · 825 shares
$376K · 1K shares
$349K · 4K shares
$330K · 3K shares
$301K · 2K shares
$300K · 1K shares
$295K · 943 shares
$229K · 214 shares
$216K · 660 shares
$203K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 13 | $177.0M | 95.6% |
| Technology | 5 | $4.0M | 2.2% |
| Healthcare | 4 | $1.4M | 0.8% |
| Unknown | 1 | $992K | 0.5% |
| Consumer Cyclical | 1 | $619K | 0.3% |
| Industrials | 1 | $440K | 0.2% |
| Energy | 1 | $330K | 0.2% |
| Communication Services | 1 | $295K | 0.2% |