BCK Partners, Inc.

Q3 2026 13F-HR Holdings

Location
Corning, NY
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$205,255
Net value change ($000)
-2,187 (-1.1%)
New positions
1
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCSH 723 1.5%
EXXONMOBIL HOLDINGS CORP 439 NEW
VOO 413 0.8%
AAPL 172 15.2%
MSFT 115 37.3%
NVDA 47 14.0%
AMGN 36 16.3%
VTI 33 1.9%
AMZN 29 4.5%
SCHE 17 0.5%
Top Reduces (Value $000, Stocks/ETFs)
VB -1,673 -6.9%
VO -956 -3.1%
XOM -369 -100.0%
IGIB -249 -1.1%
SPIB -201 -100.0%
SCHA -181 -11.0%
AMAT -159 -31.4%
GLW -153 -3.2%
SCHWAB STRATEGIC TRUST -111 -1.3%
UNH -56 -11.8%
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