BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 20, 2026

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (28)

VOO VANGUARD INDEX FDS 25.4%

Value $52.77M Shares 76,841 Share Price $686.81 Est. Cost/Share $338.77 Unrealized @ Report Date +102.7%

VCSH VANGUARD SCOTTSDALE FDS 23.1%

Value $47.88M Shares 605,856 Share Price $79.03 Est. Cost/Share $79.37 Unrealized @ Report Date -0.4%

VO VANGUARD INDEX FDS 15.1%

Value $31.29M Shares 388,334 Share Price $80.57 Est. Cost/Share $70.84 Unrealized @ Report Date +13.7%

VB VANGUARD INDEX FDS 11.8%

Value $24.39M Shares 80,458 Share Price $303.12 Est. Cost/Share $187.49 Unrealized @ Report Date +61.7%

IGIB ISHARES TR 10.8%

Value $22.5M Shares 423,132 Share Price $53.17 Est. Cost/Share $54.90 Unrealized @ Report Date -3.1%

SCHF SCHWAB STRATEGIC TR 4.0%

Value $8.231M Shares 297,134 Share Price $27.70 Est. Cost/Share $18.16 Unrealized @ Report Date +52.5%

GLW CORNING INC 2.3%

Value $4.78M Shares 18,713 Share Price $255.43 Est. Cost/Share $36.70 Unrealized @ Report Date +595.9%

SCHE SCHWAB STRATEGIC TR 1.7%

Value $3.509M Shares 96,763 Share Price $36.26 Est. Cost/Share $27.82 Unrealized @ Report Date +30.3%

VTI VANGUARD INDEX FDS 0.9%

Value $1.768M Shares 4,778 Share Price $370.04 Est. Cost/Share $215.03 Unrealized @ Report Date +72.1%

SCHA SCHWAB STRATEGIC TR 0.8%

Value $1.649M Shares 45,638 Share Price $36.13 Est. Cost/Share $23.71 Unrealized @ Report Date +52.4%

AAPL APPLE INC 0.5%

Value $1.135M Shares 3,924 Share Price $289.36 Est. Cost/Share $138.44 Unrealized @ Report Date +109.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $988K Shares 1,974 Share Price $500.39 Est. Cost/Share $237.70 Unrealized @ Report Date +110.5%

JNJ JOHNSON & JOHNSON 0.3%

Value $695K Shares 2,737 Share Price $253.97 Est. Cost/Share $131.69 Unrealized @ Report Date +92.9%

SPDW SPDR INDEX SHS FDS 0.3%

Value $695K Shares 13,794 Share Price $50.39 Est. Cost/Share $29.46 Unrealized @ Report Date +71.1%

AMZN AMAZON COM INC 0.3%

Value $640K Shares 2,685 Share Price $238.34 Est. Cost/Share $118.09 Unrealized @ Report Date +101.8%

AMAT APPLIED MATLS INC 0.2%

Value $506K Shares 700 Share Price $723.00 Est. Cost/Share $140.40 Unrealized @ Report Date +414.9%

NSC NORFOLK SOUTHN CORP 0.2%

Value $480K Shares 1,525 Share Price $314.59 Est. Cost/Share $204.73 Unrealized @ Report Date +53.7%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $475K Shares 1,142 Share Price $415.63 Est. Cost/Share $326.04 Unrealized @ Report Date +27.5%

SPTM SPDR SERIES TRUST 0.2%

Value $435K Shares 4,790 Share Price $90.79 Est. Cost/Share $51.91 Unrealized @ Report Date +74.9%

SPSB SPDR SERIES TRUST 0.2%

Value $427K Shares 14,220 Share Price $30.01 Est. Cost/Share $29.53 Unrealized @ Report Date +1.6%

XOM EXXON MOBIL CORP 0.2%

Value $369K Shares 2,695 Share Price $136.75 Est. Cost/Share $72.65 Unrealized @ Report Date +88.2%

NVDA NVIDIA CORPORATION 0.2%

Value $336K Shares 1,679 Share Price $200.10 Est. Cost/Share $129.43 Unrealized @ Report Date +54.6%

GOOGL ALPHABET INC 0.2%

Value $323K Shares 903 Share Price $357.37 Est. Cost/Share $209.20 Unrealized @ Report Date +70.8%

MSFT MICROSOFT CORP 0.1%

Value $308K Shares 825 Share Price $373.02 Est. Cost/Share $278.16 Unrealized @ Report Date +34.1%

LLY ELI LILLY & CO 0.1%

Value $240K Shares 200 Share Price $1199.43 Est. Cost/Share $1021.74 Unrealized @ Report Date +17.4%

AMGN AMGEN INC 0.1%

Value $221K Shares 610 Share Price $362.12 Est. Cost/Share $315.95 Unrealized @ Report Date +14.6%

SPEM SPDR INDEX SHS FDS 0.1%

Value $204K Shares 3,940 Share Price $51.78 Est. Cost/Share $51.14 Unrealized @ Report Date +1.2%

SPIB SPDR SERIES TRUST 0.1%

Value $201K Shares 6,005 Share Price $33.46 Est. Cost/Share $33.11 Unrealized @ Report Date +1.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VOO	VANGUARD INDEX FDS	76,841	$52.77M	25.4%	$686.81	$338.77	+102.7%	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	605,856	$47.88M	23.1%	$79.03	$79.37	-0.4%	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	388,334	$31.29M	15.1%	$80.57	$70.84	+13.7%	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	80,458	$24.39M	11.8%	$303.12	$187.49	+61.7%	SMALL CP ETF	922908751
IGIB	ISHARES TR	423,132	$22.5M	10.8%	$53.17	$54.90	-3.1%	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	297,134	$8.231M	4.0%	$27.70	$18.16	+52.5%	INTL EQTY ETF	808524805
GLW	CORNING INC	18,713	$4.78M	2.3%	$255.43	$36.70	+595.9%	COM	219350105
SCHE	SCHWAB STRATEGIC TR	96,763	$3.509M	1.7%	$36.26	$27.82	+30.3%	EMRG MKTEQ ETF	808524706
VTI	VANGUARD INDEX FDS	4,778	$1.768M	0.9%	$370.04	$215.03	+72.1%	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	45,638	$1.649M	0.8%	$36.13	$23.71	+52.4%	US SML CAP ETF	808524607
AAPL	APPLE INC	3,924	$1.135M	0.5%	$289.36	$138.44	+109.0%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$988K	0.5%	$500.39	$237.70	+110.5%	CL B NEW	084670702
JNJ	JOHNSON & JOHNSON	2,737	$695K	0.3%	$253.97	$131.69	+92.9%	COM	478160104
SPDW	SPDR INDEX SHS FDS	13,794	$695K	0.3%	$50.39	$29.46	+71.1%	ST STR PO EX ETF	78463X889
AMZN	AMAZON COM INC	2,685	$640K	0.3%	$238.34	$118.09	+101.8%	COM	023135106
AMAT	APPLIED MATLS INC	700	$506K	0.2%	$723.00	$140.40	+414.9%	COM	038222105
NSC	NORFOLK SOUTHN CORP	1,525	$480K	0.2%	$314.59	$204.73	+53.7%	COM	655844108
UNH	UNITEDHEALTH GROUP INC	1,142	$475K	0.2%	$415.63	$326.04	+27.5%	COM	91324P102
SPTM	SPDR SERIES TRUST	4,790	$435K	0.2%	$90.79	$51.91	+74.9%	ST STR PR SP1500	78464A805
SPSB	SPDR SERIES TRUST	14,220	$427K	0.2%	$30.01	$29.53	+1.6%	ST SHOR CORP ETF	78464A474
XOM	EXXON MOBIL CORP	2,695	$369K	0.2%	$136.75	$72.65	+88.2%	COM	30231G102
NVDA	NVIDIA CORPORATION	1,679	$336K	0.2%	$200.10	$129.43	+54.6%	COM	67066G104
GOOGL	ALPHABET INC	903	$323K	0.2%	$357.37	$209.20	+70.8%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	825	$308K	0.1%	$373.02	$278.16	+34.1%	COM	594918104
LLY	ELI LILLY & CO	200	$240K	0.1%	$1199.43	$1021.74	+17.4%	COM	532457108
AMGN	AMGEN INC	610	$221K	0.1%	$362.12	$315.95	+14.6%	COM	031162100
SPEM	SPDR INDEX SHS FDS	3,940	$204K	0.1%	$51.78	$51.14	+1.2%	ST PORT MARK ETF	78463X509
SPIB	SPDR SERIES TRUST	6,005	$201K	0.1%	$33.46	$33.11	+1.1%	ST INTER BD ETF	78464A375