BCK Partners, Inc.

Q3 2025 13F-HR Holdings

Location
Corning, NY
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
26
Total value ($000)
$185,724
Net value change ($000)
+15,304 (9.0%)
New positions
1
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 4,546 10.2%
VB 2,628 14.0%
VO 2,457 9.5%
VCSH 1,880 4.6%
GLW 1,130 78.1%
IGIB 963 5.0%
SCHWAB STRATEGIC TRUST 574 8.2%
SCHE 397 13.2%
GOOGL 242 NEW
AAPL 145 16.7%
Top Reduces (Value $000, Stocks/ETFs)
NEE -241 -100.0%
EXEL -14 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type