Bck Partners, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 25Value: $160.3MLatest: 2025Q1

BCK Partners, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:78.4K

Value:$40.3M

% of Portfolio:25.1% ($40.3M/$160.3M)

92206C409

Shares:509.8K

Value:$40.2M

% of Portfolio:25.1% ($40.2M/$160.3M)

922908629

VO|922908629

Shares:92.8K

Value:$24.0M

% of Portfolio:15.0% ($24.0M/$160.3M)

464288638

Shares:359.5K

Value:$18.9M

% of Portfolio:11.8% ($18.9M/$160.3M)

922908751

VB|922908751

Shares:76.4K

Value:$16.9M

% of Portfolio:10.6% ($16.9M/$160.3M)

808524805

SCHF|808524805

Shares:329.8K

Value:$6.5M

% of Portfolio:4.1% ($6.5M/$160.3M)

808524706

Shares:101.7K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$160.3M)

CORNING INC /NY

GLW|219350105

Shares:26.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$160.3M)

922908769

VTI|922908769

Shares:4.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$160.3M)

808524607

SCHA|808524607

Shares:49.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$160.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$160.3M)

Apple Inc.

AAPL|037833100

Shares:4.2K

Value:$941.2K

% of Portfolio:0.6% ($941.2K/$160.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.3K

Value:$673.0K

% of Portfolio:0.4% ($673.0K/$160.3M)

78463X889

SPDW|78463X889

Shares:15.2K

Value:$555.1K

% of Portfolio:0.3% ($555.1K/$160.3M)

AMAZON COM INC

AMZN|023135106

Shares:2.6K

Value:$496.6K

% of Portfolio:0.3% ($496.6K/$160.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.8K

Value:$465.5K

% of Portfolio:0.3% ($465.5K/$160.3M)

78464A474

Shares:14.4K

Value:$433.4K

% of Portfolio:0.3% ($433.4K/$160.3M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.6K

Value:$376.6K

% of Portfolio:0.2% ($376.6K/$160.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.2K

Value:$375.2K

% of Portfolio:0.2% ($375.2K/$160.3M)

78464A805

Shares:5.4K

Value:$369.3K

% of Portfolio:0.2% ($369.3K/$160.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	78.4K	QoQ +1.21% (-937) YoY -23.72% (-24.4K)	All Managers (Combined)	$40.3M	25.1% ($40.3M/$160.3M)	QoQ -3.46% (-$1.4M) YoY -18.45% (-$9.1M)
(cusip92206C409)✕	509.8K	QoQ +1.05% (+5.3K) YoY -5.62% (-30.4K)	All Managers (Combined)	$40.2M	25.1% ($40.2M/$160.3M)	QoQ +2.26% (+$890.2K) YoY -3.63% (-$1.5M)
(VOcusip922908629)	92.8K	QoQ +0.88% (-814) YoY -21.22% (-25.0K)	All Managers (Combined)	$24.0M	15.0% ($24.0M/$160.3M)	QoQ -1.21% (-$296.2K) YoY -18.46% (-$5.4M)
(cusip464288638)✕	359.5K	QoQ +1.46% (+5.2K) YoY -2.73% (-10.1K)	All Managers (Combined)	$18.9M	11.8% ($18.9M/$160.3M)	QoQ +3.45% (+$631.1K) YoY -1.00% (-$191.0K)
(VBcusip922908751)	76.4K	QoQ +1.46% (-1.1K) YoY -22.81% (-22.6K)	All Managers (Combined)	$16.9M	10.6% ($16.9M/$160.3M)	QoQ -6.35% (-$1.2M) YoY -25.12% (-$5.7M)
(SCHFcusip808524805)	329.8K	QoQ +3.35% (+10.7K) YoY +67.89% (-133.4K)	All Managers (Combined)	$6.5M	4.1% ($6.5M/$160.3M)	QoQ +10.50% (+$620.3K) YoY -14.89% (-$1.1M)
(cusip808524706)✕	101.7K	QoQ +2.66% (+2.6K) YoY -19.67% (-24.9K)	All Managers (Combined)	$2.8M	1.8% ($2.8M/$160.3M)	QoQ +6.28% (+$165.9K) YoY -12.29% (-$393.3K)
CORNING INC /NY(GLWcusip219350105)	26.8K	QoQ -54.81% (-32.6K) YoY -16.70% (-5.4K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$160.3M)	QoQ -56.46% (-$1.6M) YoY +15.69% (-$166.7K)
(VTIcusip922908769)	4.5K	QoQ -0.60% (-27) YoY -31.38% (-2.0K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$160.3M)	QoQ -5.73% (-$74.7K) YoY -27.43% (-$464.5K)
(SCHAcusip808524607)	49.0K	QoQ -0.51% (-255) YoY +71.59% (-20.4K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$160.3M)	QoQ -9.86% (-$125.6K) YoY -18.35% (-$258.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.0K	QoQ 0.00% (+0) YoY -43.09% (-1.5K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$160.3M)	QoQ +17.49% (+$161.1K) YoY -27.92% (-$419.2K)
Apple Inc.(AAPLcusip037833100)	4.2K	QoQ 0.00% (-0) YoY +10.68% (+409)	All Managers (Combined)	$941.2K	0.6% ($941.2K/$160.3M)	QoQ -11.29% (-$119.9K) YoY +43.37% (+$284.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.3K	QoQ 0.00% (+0) YoY +1.26% (+16)	All Managers (Combined)	$673.0K	0.4% ($673.0K/$160.3M)	QoQ +3.53% (+$23.0K) YoY +7.20% (+$45.2K)
(SPDWcusip78463X889)	15.2K	QoQ +0.58% (+89) YoY -22.34% (-4.4K)	All Managers (Combined)	$555.1K	0.3% ($555.1K/$160.3M)	QoQ +7.30% (+$37.8K) YoY -21.11% (-$148.5K)
AMAZON COM INC(AMZNcusip023135106)	2.6K	QoQ 0.00% (-0) YoY -2.10% (-56)	All Managers (Combined)	$496.6K	0.3% ($496.6K/$160.3M)	QoQ -13.27% (-$76.0K) YoY +3.26% (-$15.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.8K	QoQ -7.42% (-225) YoY -25.40% (-956)	All Managers (Combined)	$465.5K	0.3% ($465.5K/$160.3M)	QoQ +6.16% (-$27.0K) YoY -21.79% (-$129.8K)
(cusip78464A474)✕	14.4K	QoQ 0.00% (+0) YoY -25.76% (-5.0K)	All Managers (Combined)	$433.4K	0.3% ($433.4K/$160.3M)	QoQ +0.80% (+$3.5K) YoY -24.93% (-$144.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.6K	QoQ 0.00% (+0) YoY +0.95% (-15)	All Managers (Combined)	$376.6K	0.2% ($376.6K/$160.3M)	QoQ +0.91% (+$3.4K) YoY -6.18% (-$24.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.2K	QoQ 0.00% (+0) YoY +7.67% (+225)	All Managers (Combined)	$375.2K	0.2% ($375.2K/$160.3M)	QoQ +10.56% (+$35.8K) YoY +10.17% (+$34.6K)
(cusip78464A805)✕	5.4K	QoQ +5.80% (+298) YoY -32.58% (-2.6K)	All Managers (Combined)	$369.3K	0.2% ($369.3K/$160.3M)	QoQ +0.74% (+$2.7K) YoY -28.52% (-$147.4K)