BCK Partners, Inc.

Q4 2025 13F-HR Holdings

Location
Corning, NY
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$185,038
Net value change ($000)
-686 (-0.4%)
New positions
2
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VCSH 1,370 3.2%
IGIB 431 2.1%
VTI 319 22.8%
LLY 230 NEW
AMGN 216 NEW
AMAT 61 25.4%
JNJ 61 11.7%
GOOGL 53 21.9%
AAPL 52 5.1%
SCHA 16 1.2%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,135 -2.3%
VO -839 -3.0%
GLW -654 -25.4%
VB -276 -1.3%
SCHE -214 -6.3%
EXEL -203 -100.0%
UNH -54 -12.5%
SPTM -51 -12.7%
SCHWAB STRATEGIC TRUST -37 -0.5%
NSC -33 -7.0%
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