BCK Partners, Inc.
Sector Allocation
- Other94.4%$193.8M
- Materials2.3%$4.6M
- Technology1.4%$2.8M
- Healthcare0.8%$1.6M
- Financials0.5%$954,570
- Consumer Discretionary0.3%$668,968
- Industrials0.2%$471,225
- Energy0.2%$438,691
AUM History
13fpro.ai/research/fund/bck-partners-inc-1845867
Conviction and streaks
Stable · top 10 = 95.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$53.2M
- VANGUARD$48.6M
- VANGUARD$30.3M
- VANGUARD$22.7M
- ISHARES$22.2M
- SCHWAB$8.1M
GLW
$4.6M- SCHWAB$3.5M
- VANGUARD$1.8M
- SCHWAB$1.5M
AAPL
$1.3MBRK.B
$955K- SPDR$686K
AMZN
$669KJNJ
$664KNSC
$471KXOM.R34088
$439K- SPDR$437K
MSFT
$423K- SPDR$421K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bck-partners-inc-1845867
BCK Partners, Inc. 13F holdings — Q3 2026
$205.3M portfolio (-1.1% QoQ) · 27 holdings · Q3 2026 13F · top 10 are 96% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$53.2M
25.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$48.6M
23.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR MID CAP
$30.3M
14.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR SML CAP
$22.7M
11.1% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - ISHS 5-10YR INVT
$22.2M
10.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - INTL EQTY ETF
$8.1M
4.0% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
2.3% of stocks
+61%This quarter+3.3%Since filed8+ qtrsHeld- 8
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$3.5M
1.7% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - MRNGSTR TTL STK
$1.8M
0.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - US SML CAP ETF
$1.5M
0.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $53.2M | 25.9% | -1% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $48.6M | 23.7% | +4% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $30.3M | 14.8% | -0.4% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $22.7M | 11.1% | -0.8% | — | — | — | — | |
| 5 | ISHARES TR - ISHS 5-10YR INVT | $22.2M | 10.8% | +4% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $8.1M | 4.0% | -0.5% | — | — | — | — | |
| 7 | $4.6M | 2.3% | +61% | +3.3% | 8+ qtrs | 75.2#97 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $3.5M | 1.7% | -0.0% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $1.8M | 0.9% | +0.7% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.5M | 0.7% | -1% | — | — | — | — |
All holdings — BCK Partners, Inc. (Q3 2026)
27 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $1.3M | 0.6% | 3,924 | — | 8+ qtrs | 75.7 | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $955K | 0.5% | 1,917 | -3% | 8+ qtrs | 73.5 | 13F | |
| 13 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $686K | 0.3% | 14K | -1.0% | — | — | 13F |
| 14 | AMAZON COM INC | Consumer Discretionary | $669K | 0.3% | 2,685 | — | 8+ qtrs | 67.5 | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $664K | 0.3% | 2,509 | -8% | 8+ qtrsTrimmed 2 qtrs in a row | 69.2 | 13F | |
| 16 | NORFOLK SOUTHERN CORP | Industrials | $471K | 0.2% | 1,525 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $439K | 0.2% | 2,695 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR SERIES TRUST - ST STR PR SP1500etf/fund | — | $437K | 0.2% | 4,751 | -0.8% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $423K | 0.2% | 825 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST SHOR CORP ETFetf/fund | — | $421K | 0.2% | 14K | — | — | — | 13F |
| 21 | UNITEDHEALTH GROUP INC | Healthcare | $419K | 0.2% | 1,142 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $383K | 0.2% | 1,679 | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $347K | 0.2% | 678 | -3% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $311K | 0.1% | 903 | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMGEN INC | Healthcare | $257K | 0.1% | 610 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LLY | ELI LILLY & Co | Healthcare | $231K | 0.1% | 200 | — | |||
| 27 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $204K | 0.1% | 3,932 | -0.2% |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 4 added to, 12 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (4)
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+4%
now $48.6M
now $4.6M · held 8+ qtrs
- ISHARES TR - ISHS 5-10YR INVT+4%
now $22.2M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+0.7%
now $1.8M
Trimmed (12)
- VANGUARD INDEX FDS - S&P 500 ETF SHS-1%
now $53.2M
- VANGUARD INDEX FDS - MRNGSTR SML CAP-0.8%
now $22.7M
- VANGUARD INDEX FDS - MRNGSTR MID CAP-0.4%
now $30.3M
now $664K · held 8+ qtrs, 2 trims in a row
- SCHWAB STRATEGIC TR - INTL EQTY ETF-0.5%
now $8.1M
now $955K · held 8+ qtrs
+6 more in the Excel export
Sold out (1)
- SPDR SERIES TRUST - ST INTER BD ETFwas $201K
Holdings by quarter
Every 13F BCK Partners, Inc. has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow BCK Partners?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BCK Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+1.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 3% over the last 4
Top 10 weight
96%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BCK Partners, Inc. disclosed 27 positions worth $205.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 0 new positions and exited 1. The portfolio is most concentrated in Other (94.4% of disclosed assets). All figures are sourced directly from BCK Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1845867.
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AI-Powered Hedge Fund Analysis: BCK Partners, Inc.
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