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 Share Price $627.13 Est. Cost/Share $338.77 Unrealized @ Report Date +85.1%

VCSH VANGUARD SCOTTSDALE FDS 23.9%

Value $44.17M Shares 554,016 Share Price $79.73 Est. Cost/Share $79.39 Unrealized @ Report Date +0.4%

VO VANGUARD INDEX FDS 14.9%

Value $27.59M Shares 95,057 Share Price $290.22 * Est. Cost/Share $50.26 Unrealized @ Report Date +44.4%

VB VANGUARD INDEX FDS 11.4%

Value $21.16M Shares 82,019 Share Price $257.95 Est. Cost/Share $187.49 Unrealized @ Report Date +37.6%

IGIB ISHARES TR 11.2%

Value $20.74M Shares 384,863 Share Price $53.88 Est. Cost/Share $55.05 Unrealized @ Report Date -2.1%

SCHF SCHWAB STRATEGIC TR 4.1%

Value $7.495M Shares 311,778 Share Price $24.04 Est. Cost/Share $18.16 Unrealized @ Report Date +32.4%

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.181M Shares 97,118 Share Price $32.75 Est. Cost/Share $27.82 Unrealized @ Report Date +17.7%

GLW CORNING INC 1.0%

Value $1.922M Shares 21,949 Share Price $87.56 Est. Cost/Share $36.70 Unrealized @ Report Date +138.6%

VTI VANGUARD INDEX FDS 0.9%

Value $1.719M Shares 5,126 Share Price $335.27 Est. Cost/Share $215.03 Unrealized @ Report Date +55.9%

SCHA SCHWAB STRATEGIC TR 0.7%

Value $1.36M Shares 47,745 Share Price $28.48 Est. Cost/Share $23.71 Unrealized @ Report Date +20.1%

AAPL APPLE INC 0.6%

Value $1.067M Shares 3,926 Share Price $271.86 Est. Cost/Share $138.44 Unrealized @ Report Date +96.4%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $992K Shares 1,974 Share Price $502.65 Est. Cost/Share $237.70 Unrealized @ Report Date +111.5%

SPDW SPDR INDEX SHS FDS 0.3%

Value $629K Shares 14,164 Share Price $44.41 Est. Cost/Share $29.46 Unrealized @ Report Date +50.8%

AMZN AMAZON COM INC 0.3%

Value $620K Shares 2,685 Share Price $230.82 Est. Cost/Share $118.09 Unrealized @ Report Date +95.5%

JNJ JOHNSON & JOHNSON 0.3%

Value $581K Shares 2,807 Share Price $206.95 Est. Cost/Share $131.69 Unrealized @ Report Date +57.2%

NSC NORFOLK SOUTHN CORP 0.2%

Value $440K Shares 1,525 Share Price $288.72 Est. Cost/Share $204.73 Unrealized @ Report Date +41.0%

SPSB SPDR SERIES TRUST 0.2%

Value $429K Shares 14,220 Share Price $30.20 Est. Cost/Share $29.53 Unrealized @ Report Date +2.3%

MSFT MICROSOFT CORP 0.2%

Value $399K Shares 825 Share Price $483.62 Est. Cost/Share $278.16 Unrealized @ Report Date +73.9%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $377K Shares 1,142 Share Price $330.11 Est. Cost/Share $326.04 Unrealized @ Report Date +1.2%

SPTM SPDR SERIES TRUST 0.2%

Value $350K Shares 4,242 Share Price $82.50 Est. Cost/Share $47.53 Unrealized @ Report Date +73.6%

XOM EXXON MOBIL CORP 0.2%

Value $330K Shares 2,743 Share Price $120.34 Est. Cost/Share $71.05 Unrealized @ Report Date +69.4%

NVDA NVIDIA CORPORATION 0.2%

Value $301K Shares 1,616 Share Price $186.50 Est. Cost/Share $126.46 Unrealized @ Report Date +47.5%

AMAT APPLIED MATLS INC 0.2%

Value $301K Shares 1,170 Share Price $256.99 Est. Cost/Share $140.40 Unrealized @ Report Date +83.0%

GOOGL ALPHABET INC 0.2%

Value $295K Shares 943 Share Price $313.00 Est. Cost/Share $209.20 Unrealized @ Report Date +49.6%

LLY ELI LILLY & CO 0.1%

Value $230K Shares 214 Share Price $1074.68 Est. Cost/Share $955.55 Unrealized @ Report Date +12.5%

AMGN AMGEN INC 0.1%

Value $216K Shares 660 Share Price $327.31 Est. Cost/Share $315.95 Unrealized @ Report Date +3.6%

SPIB SPDR SERIES TRUST 0.1%

Value $203K Shares 6,005 Share Price $33.81 Est. Cost/Share $33.11 Unrealized @ Report Date +2.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VOO	VANGUARD INDEX FDS	76,456	$47.95M	25.9%	$627.13	$338.77	+85.1%	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	554,016	$44.17M	23.9%	$79.73	$79.39	+0.4%	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	95,057	$27.59M	14.9%	$290.22 *	$50.26	+44.4%	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	82,019	$21.16M	11.4%	$257.95	$187.49	+37.6%	SMALL CP ETF	922908751
IGIB	ISHARES TR	384,863	$20.74M	11.2%	$53.88	$55.05	-2.1%	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	311,778	$7.495M	4.1%	$24.04	$18.16	+32.4%	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	97,118	$3.181M	1.7%	$32.75	$27.82	+17.7%	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	21,949	$1.922M	1.0%	$87.56	$36.70	+138.6%	COM	219350105
VTI	VANGUARD INDEX FDS	5,126	$1.719M	0.9%	$335.27	$215.03	+55.9%	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	47,745	$1.36M	0.7%	$28.48	$23.71	+20.1%	US SML CAP ETF	808524607
AAPL	APPLE INC	3,926	$1.067M	0.6%	$271.86	$138.44	+96.4%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$992K	0.5%	$502.65	$237.70	+111.5%	CL B NEW	084670702
SPDW	SPDR INDEX SHS FDS	14,164	$629K	0.3%	$44.41	$29.46	+50.8%	PORTFOLIO DEVLPD	78463X889
AMZN	AMAZON COM INC	2,685	$620K	0.3%	$230.82	$118.09	+95.5%	COM	023135106
JNJ	JOHNSON & JOHNSON	2,807	$581K	0.3%	$206.95	$131.69	+57.2%	COM	478160104
NSC	NORFOLK SOUTHN CORP	1,525	$440K	0.2%	$288.72	$204.73	+41.0%	COM	655844108
SPSB	SPDR SERIES TRUST	14,220	$429K	0.2%	$30.20	$29.53	+2.3%	STATE STREET SPD	78464A474
MSFT	MICROSOFT CORP	825	$399K	0.2%	$483.62	$278.16	+73.9%	COM	594918104
UNH	UNITEDHEALTH GROUP INC	1,142	$377K	0.2%	$330.11	$326.04	+1.2%	COM	91324P102
SPTM	SPDR SERIES TRUST	4,242	$350K	0.2%	$82.50	$47.53	+73.6%	STATE STREET SPD	78464A805
XOM	EXXON MOBIL CORP	2,743	$330K	0.2%	$120.34	$71.05	+69.4%	COM	30231G102
NVDA	NVIDIA CORPORATION	1,616	$301K	0.2%	$186.50	$126.46	+47.5%	COM	67066G104
AMAT	APPLIED MATLS INC	1,170	$301K	0.2%	$256.99	$140.40	+83.0%	COM	038222105
GOOGL	ALPHABET INC	943	$295K	0.2%	$313.00	$209.20	+49.6%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	214	$230K	0.1%	$1074.68	$955.55	+12.5%	COM	532457108
AMGN	AMGEN INC	660	$216K	0.1%	$327.31	$315.95	+3.6%	COM	031162100
SPIB	SPDR SERIES TRUST	6,005	$203K	0.1%	$33.81	$33.11	+2.1%	STATE STREET SPD	78464A375