☆BCK Partners, Inc.
Quality Q
0.872
AUM ($M)
207
Positions
28
Turnover
0.02
Top-10 wt
96%
Herfindahl
0.169
History (qtrs)
6
Excess Return
—
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Holdings · 28 positions · portfolio value $207M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 25.4% | +0.6% | 52.8 | 76,841 | -276 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 23.1% | -1.3% | 47.9 | 605,856 | +35,601 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 15.1% | +0.2% | 31.3 | 388,334 | +292,147 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 11.8% | +0.2% | 24.4 | 80,458 | -1,492 | 5 | — |
| ☆IGIB funds › | ISHARES TR | ADD | — | 10.8% | -0.5% | 22.5 | 423,132 | +27,218 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 4.0% | -0.1% | 8.2 | 297,134 | -8,533 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 2.3% | +0.9% | 4.8 | 18,713 | -913 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | ADD | — | 1.7% | -0.0% | 3.5 | 96,763 | +239 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | -0.0% | 1.8 | 4,778 | -273 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.8% | +0.0% | 1.6 | 45,638 | -1,826 | 5 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.5% | +0.0% | 1.1 | 3,924 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.5% | -0.0% | 1.0 | 1,974 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.0% | 0.7 | 2,737 | -70 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | TRIM | — | 0.3% | -0.0% | 0.7 | 13,794 | -380 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.3% | +0.0% | 0.6 | 2,685 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.2% | +0.1% | 0.5 | 700 | -102 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.2% | -0.0% | 0.5 | 1,525 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.2% | +0.1% | 0.5 | 1,142 | +0 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 0.4 | 4,790 | +324 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.4 | 14,220 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.2% | -0.1% | 0.4 | 2,695 | +55 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.2% | +0.0% | 0.3 | 1,679 | +63 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 0.3 | 903 | -40 | 4 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 825 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.1% | +0.1% | 0.2 | 200 | +200 | 1 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.1% | -0.0% | 0.2 | 610 | +0 | 3 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | NEW | — | 0.1% | +0.1% | 0.2 | 3,940 | +3,940 | 1 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.2 | 6,005 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 207 | 28 | 0.02 | 96% | 0.169 | 0.872 | — | in |
| 2026Q1 | 185 | 26 | 0.01 | 96% | 0.173 | 0.872 | — | in |
| 2025Q4 | 185 | 27 | 0.02 | 96% | 0.174 | 0.849 | — | in |
| 2025Q3 | 186 | 26 | 0.02 | 96% | 0.174 | 0.852 | — | in |
| 2025Q2 | 170 | 26 | 0.02 | 96% | 0.177 | 0.859 | — | entered |
| 2025Q1 | 160 | 25 | 0.00 | 96% | 0.176 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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