Bck-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AMAT",
  "MSFT",
  null,
  null,
  "UNH",
  "AAPL",
  "AMGN",
  null,
  "SPDW",
  "VO",
  "AMZN",
  null,
  "VB",
  "VOO",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "BRK-B",
  "GLW",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 25
Total Value: 160259376
Accession Number: 0001667731-25-000525
Form Type: 13F-HR
CIK: bck-partners
Manager Name: Bck-Partners

Data Enrichment

80% identified

20 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $160.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:787

Value:$295.4K

% of Portfolio:0.2% ($295.4K/$160.3M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.7K

Value:$253.2K

% of Portfolio:0.2% ($253.2K/$160.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.5K

Value:$246.5K

% of Portfolio:0.2% ($246.5K/$160.3M)

AMGEN INC

AMGN|031162100

Shares:715

Value:$222.8K

% of Portfolio:0.1% ($222.8K/$160.3M)

ELI LILLY & Co

LLY|532457108

Shares:244

Value:$201.5K

% of Portfolio:0.1% ($201.5K/$160.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	787	QoQ -37.58% (-474) YoY -29.29% (-326)	All Managers (Combined)	$295.4K	0.2% ($295.4K/$160.3M)	QoQ -44.41% (-$236.1K) YoY -36.90% (-$172.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.7K	QoQ 0.00% (-0) YoY -2.40% (-43)	All Managers (Combined)	$253.2K	0.2% ($253.2K/$160.3M)	QoQ -10.76% (-$30.6K) YoY -31.32% (-$115.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.5K	QoQ 0.00% (-0) YoY -2.11% (-75)	All Managers (Combined)	$246.5K	0.2% ($246.5K/$160.3M)	QoQ -1.11% (-$2.8K) YoY +8.57% (-$19.5K)
AMGEN INC(AMGNcusip031162100)	715	QoQ -32.16% (-339) YoY -30.03% (-307)	All Managers (Combined)	$222.8K	0.1% ($222.8K/$160.3M)	QoQ -18.91% (-$52.0K) YoY -23.33% (-$67.8K)
ELI LILLY & Co(LLYcusip532457108)	244	QoQ NEW(+244) YoY NEW(+244)	All Managers (Combined)	$201.5K	0.1% ($201.5K/$160.3M)	QoQ NEW(+$201.5K) YoY NEW(+$201.5K)