BCK Partners, Inc.

Q2 2026 13F-HR Holdings

Location
Corning, NY
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$207,442
Net value change ($000)
+22,226 (12.0%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,694 14.5%
VO 3,665 13.3%
VB 2,924 13.6%
VCSH 2,677 5.9%
GLW 2,111 79.1%
IGIB 1,427 6.8%
SCHWAB STRATEGIC TRUST 666 8.8%
SCHE 329 10.3%
SCHA 269 19.5%
LLY 240 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -79 -17.6%
SPSB -1 -0.2%
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