BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 27, 2026

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

Holdings (26)

VOO VANGUARD INDEX FDS 24.9%

Value $46.08M Shares 77,117 Share Price $597.55 Est. Cost/Share $338.77 Unrealized @ Report Date +76.4%

VCSH VANGUARD SCOTTSDALE FDS 24.4%

Value $45.2M Shares 570,255 Share Price $79.27 Est. Cost/Share $79.39 Unrealized @ Report Date -0.2%

VO VANGUARD INDEX FDS 14.9%

Value $27.62M Shares 96,187 Share Price $287.18 * Est. Cost/Share $50.54 Unrealized @ Report Date +42.1%

VB VANGUARD INDEX FDS 11.6%

Value $21.46M Shares 81,950 Share Price $261.92 Est. Cost/Share $187.49 Unrealized @ Report Date +39.7%

IGIB ISHARES TR 11.4%

Value $21.07M Shares 395,914 Share Price $53.22 Est. Cost/Share $55.02 Unrealized @ Report Date -3.3%

SCHF SCHWAB STRATEGIC TR 4.1%

Value $7.565M Shares 305,667 Share Price $24.75 Est. Cost/Share $18.16 Unrealized @ Report Date +36.3%

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.18M Shares 96,524 Share Price $32.95 Est. Cost/Share $27.82 Unrealized @ Report Date +18.4%

GLW CORNING INC 1.4%

Value $2.669M Shares 19,626 Share Price $135.97 Est. Cost/Share $36.70 Unrealized @ Report Date +270.5%

VTI VANGUARD INDEX FDS 0.9%

Value $1.62M Shares 5,051 Share Price $320.81 Est. Cost/Share $215.03 Unrealized @ Report Date +49.2%

SCHA SCHWAB STRATEGIC TR 0.7%

Value $1.38M Shares 47,464 Share Price $29.08 Est. Cost/Share $23.71 Unrealized @ Report Date +22.6%

AAPL APPLE INC 0.5%

Value $996K Shares 3,924 Share Price $253.79 Est. Cost/Share $138.44 Unrealized @ Report Date +83.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $946K Shares 1,974 Share Price $479.20 Est. Cost/Share $237.70 Unrealized @ Report Date +101.6%

JNJ JOHNSON & JOHNSON 0.4%

Value $686K Shares 2,807 Share Price $244.44 Est. Cost/Share $131.69 Unrealized @ Report Date +85.6%

SPDW SPDR INDEX SHS FDS 0.3%

Value $647K Shares 14,174 Share Price $45.65 Est. Cost/Share $29.46 Unrealized @ Report Date +55.0%

AMZN AMAZON COM INC 0.3%

Value $559K Shares 2,685 Share Price $208.27 Est. Cost/Share $118.09 Unrealized @ Report Date +76.4%

XOM EXXON MOBIL CORP 0.2%

Value $448K Shares 2,640 Share Price $169.66 Est. Cost/Share $71.05 Unrealized @ Report Date +138.8%

NSC NORFOLK SOUTHN CORP 0.2%

Value $438K Shares 1,525 Share Price $287.00 Est. Cost/Share $204.73 Unrealized @ Report Date +40.2%

SPSB SPDR SERIES TRUST 0.2%

Value $428K Shares 14,220 Share Price $30.07 Est. Cost/Share $29.53 Unrealized @ Report Date +1.8%

SPTM SPDR SERIES TRUST 0.2%

Value $353K Shares 4,466 Share Price $79.06 Est. Cost/Share $49.29 Unrealized @ Report Date +60.4%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $309K Shares 1,142 Share Price $270.59 Est. Cost/Share $326.04 Unrealized @ Report Date -17.0%

MSFT MICROSOFT CORP 0.2%

Value $305K Shares 825 Share Price $370.17 Est. Cost/Share $278.16 Unrealized @ Report Date +33.1%

NVDA NVIDIA CORPORATION 0.2%

Value $282K Shares 1,616 Share Price $174.40 Est. Cost/Share $126.46 Unrealized @ Report Date +37.9%

AMAT APPLIED MATLS INC 0.1%

Value $274K Shares 802 Share Price $341.79 Est. Cost/Share $140.40 Unrealized @ Report Date +143.4%

GOOGL ALPHABET INC 0.1%

Value $271K Shares 943 Share Price $287.56 Est. Cost/Share $209.20 Unrealized @ Report Date +37.5%

AMGN AMGEN INC 0.1%

Value $215K Shares 610 Share Price $351.85 Est. Cost/Share $315.95 Unrealized @ Report Date +11.4%

SPIB SPDR SERIES TRUST 0.1%

Value $201K Shares 6,005 Share Price $33.54 Est. Cost/Share $33.11 Unrealized @ Report Date +1.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VOO	VANGUARD INDEX FDS	77,117	$46.08M	24.9%	$597.55	$338.77	+76.4%	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	570,255	$45.2M	24.4%	$79.27	$79.39	-0.2%	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	96,187	$27.62M	14.9%	$287.18 *	$50.54	+42.1%	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	81,950	$21.46M	11.6%	$261.92	$187.49	+39.7%	SMALL CP ETF	922908751
IGIB	ISHARES TR	395,914	$21.07M	11.4%	$53.22	$55.02	-3.3%	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	305,667	$7.565M	4.1%	$24.75	$18.16	+36.3%	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	96,524	$3.18M	1.7%	$32.95	$27.82	+18.4%	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	19,626	$2.669M	1.4%	$135.97	$36.70	+270.5%	COM	219350105
VTI	VANGUARD INDEX FDS	5,051	$1.62M	0.9%	$320.81	$215.03	+49.2%	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	47,464	$1.38M	0.7%	$29.08	$23.71	+22.6%	US SML CAP ETF	808524607
AAPL	APPLE INC	3,924	$996K	0.5%	$253.79	$138.44	+83.3%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$946K	0.5%	$479.20	$237.70	+101.6%	CL B NEW	084670702
JNJ	JOHNSON & JOHNSON	2,807	$686K	0.4%	$244.44	$131.69	+85.6%	COM	478160104
SPDW	SPDR INDEX SHS FDS	14,174	$647K	0.3%	$45.65	$29.46	+55.0%	STATE STREET SPD	78463X889
AMZN	AMAZON COM INC	2,685	$559K	0.3%	$208.27	$118.09	+76.4%	COM	023135106
XOM	EXXON MOBIL CORP	2,640	$448K	0.2%	$169.66	$71.05	+138.8%	COM	30231G102
NSC	NORFOLK SOUTHN CORP	1,525	$438K	0.2%	$287.00	$204.73	+40.2%	COM	655844108
SPSB	SPDR SERIES TRUST	14,220	$428K	0.2%	$30.07	$29.53	+1.8%	STATE STREET SPD	78464A474
SPTM	SPDR SERIES TRUST	4,466	$353K	0.2%	$79.06	$49.29	+60.4%	STATE STREET SPD	78464A805
UNH	UNITEDHEALTH GROUP INC	1,142	$309K	0.2%	$270.59	$326.04	-17.0%	COM	91324P102
MSFT	MICROSOFT CORP	825	$305K	0.2%	$370.17	$278.16	+33.1%	COM	594918104
NVDA	NVIDIA CORPORATION	1,616	$282K	0.2%	$174.40	$126.46	+37.9%	COM	67066G104
AMAT	APPLIED MATLS INC	802	$274K	0.1%	$341.79	$140.40	+143.4%	COM	038222105
GOOGL	ALPHABET INC	943	$271K	0.1%	$287.56	$209.20	+37.5%	CAP STK CL A	02079K305
AMGN	AMGEN INC	610	$215K	0.1%	$351.85	$315.95	+11.4%	COM	031162100
SPIB	SPDR SERIES TRUST	6,005	$201K	0.1%	$33.54	$33.11	+1.3%	STATE STREET SPD	78464A375