BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $185M (100.0% shares, 0.0% debt)

Holdings (27)

VOO VANGUARD INDEX FDS 25.9%

Value $47.95M Shares 76,456 Est. Cost $355.44 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 23.9%

Value $44.17M Shares 554,016 Est. Cost $79.53 Unrealized —

VO VANGUARD INDEX FDS 14.9%

Value $27.59M Shares 95,057 Est. Cost $211.55 Unrealized —

VB VANGUARD INDEX FDS 11.4%

Value $21.16M Shares 82,019 Est. Cost $200.81 Unrealized —

IGIB ISHARES TR 11.2%

Value $20.74M Shares 384,863 Est. Cost $55.40 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value $7.495M Shares 311,778 Est. Cost $28.85 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.181M Shares 97,118 Est. Cost $28.74 Unrealized —

GLW CORNING INC 1.0%

Value $1.922M Shares 21,949 Est. Cost $36.70 Unrealized +134.3%

VTI VANGUARD INDEX FDS 0.9%

Value $1.719M Shares 5,126 Est. Cost $211.77 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.7%

Value $1.36M Shares 47,745 Est. Cost $41.89 Unrealized —

AAPL APPLE INC 0.6%

Value $1.067M Shares 3,926 Est. Cost $138.44 Unrealized +93.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $992K Shares 1,974 Est. Cost $237.70 Unrealized +109.3%

SPDW SPDR INDEX SHS FDS 0.3%

Value $629K Shares 14,164 Est. Cost $27.49 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $620K Shares 2,685 Est. Cost $118.09 Unrealized +93.7%

JNJ JOHNSON & JOHNSON 0.3%

Value $581K Shares 2,807 Est. Cost $131.69 Unrealized +49.6%

NSC NORFOLK SOUTHN CORP 0.2%

Value $440K Shares 1,525 Est. Cost $204.73 Unrealized +41.0%

SPSB SPDR SERIES TRUST 0.2%

Value $429K Shares 14,220 Est. Cost $29.27 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value $399K Shares 825 Est. Cost $278.16 Unrealized +80.0%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $377K Shares 1,142 Est. Cost $326.04 Unrealized +3.4%

SPTM SPDR SERIES TRUST 0.2%

Value $350K Shares 4,242 Est. Cost $48.84 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $330K Shares 2,743 Est. Cost $71.05 Unrealized +62.6%

NVDA NVIDIA CORPORATION 0.2%

Value $301K Shares 1,616 Est. Cost $126.46 Unrealized +47.2%

AMAT APPLIED MATLS INC 0.2%

Value $301K Shares 1,170 Est. Cost $140.40 Unrealized +70.6%

GOOGL ALPHABET INC 0.2%

Value $295K Shares 943 Est. Cost $209.20 Unrealized +36.5%

LLY ELI LILLY & CO 0.1%

Value $230K Shares 214 Est. Cost $955.55 Unrealized 0.0%

AMGN AMGEN INC 0.1%

Value $216K Shares 660 Est. Cost $315.95 Unrealized 0.0%

SPIB SPDR SERIES TRUST 0.1%

Value $203K Shares 6,005 Est. Cost $33.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	76,456	$47.95M	25.9%	$355.44	—	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	554,016	$44.17M	23.9%	$79.53	—	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	95,057	$27.59M	14.9%	$211.55	—	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	82,019	$21.16M	11.4%	$200.81	—	SMALL CP ETF	922908751
IGIB	ISHARES TR	384,863	$20.74M	11.2%	$55.40	—	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	311,778	$7.495M	4.1%	$28.85	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	97,118	$3.181M	1.7%	$28.74	—	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	21,949	$1.922M	1.0%	$36.70	+134.3%	COM	219350105
VTI	VANGUARD INDEX FDS	5,126	$1.719M	0.9%	$211.77	—	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	47,745	$1.36M	0.7%	$41.89	—	US SML CAP ETF	808524607
AAPL	APPLE INC	3,926	$1.067M	0.6%	$138.44	+93.8%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$992K	0.5%	$237.70	+109.3%	CL B NEW	084670702
SPDW	SPDR INDEX SHS FDS	14,164	$629K	0.3%	$27.49	—	PORTFOLIO DEVLPD	78463X889
AMZN	AMAZON COM INC	2,685	$620K	0.3%	$118.09	+93.7%	COM	023135106
JNJ	JOHNSON & JOHNSON	2,807	$581K	0.3%	$131.69	+49.6%	COM	478160104
NSC	NORFOLK SOUTHN CORP	1,525	$440K	0.2%	$204.73	+41.0%	COM	655844108
SPSB	SPDR SERIES TRUST	14,220	$429K	0.2%	$29.27	—	STATE STREET SPD	78464A474
MSFT	MICROSOFT CORP	825	$399K	0.2%	$278.16	+80.0%	COM	594918104
UNH	UNITEDHEALTH GROUP INC	1,142	$377K	0.2%	$326.04	+3.4%	COM	91324P102
SPTM	SPDR SERIES TRUST	4,242	$350K	0.2%	$48.84	—	STATE STREET SPD	78464A805
XOM	EXXON MOBIL CORP	2,743	$330K	0.2%	$71.05	+62.6%	COM	30231G102
NVDA	NVIDIA CORPORATION	1,616	$301K	0.2%	$126.46	+47.2%	COM	67066G104
AMAT	APPLIED MATLS INC	1,170	$301K	0.2%	$140.40	+70.6%	COM	038222105
GOOGL	ALPHABET INC	943	$295K	0.2%	$209.20	+36.5%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	214	$230K	0.1%	$955.55	0.0%	COM	532457108
AMGN	AMGEN INC	660	$216K	0.1%	$315.95	0.0%	COM	031162100
SPIB	SPDR SERIES TRUST	6,005	$203K	0.1%	$33.58	—	STATE STREET SPD	78464A375