2026 Q2 Portfolio Activity
In 2026 Q2, BCK Partners, Inc. maintained a portfolio of 28 distinct positions. The most significant new addition was ELI LILLY & CO, now representing 0.12% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 303.7%.
Position History
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Total Positions
28
Quarter
2026 Q2
Top Holding
VOO (25.4%)
Top 10 Concentration
95.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28
BCK Partners, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 25.44% | 24.88% |
#1
Prev: #1
|
6.5 |
—
|
-276 | -0.4% |
P
S
|
76,841 | $52,774,979 |
$328.38
+115.7%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 23.08% | 24.41% |
#2
Prev: #2
|
7.5 |
—
|
35,601 | 6.2% |
P
S
|
605,856 | $47,880,772 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 15.08% | 14.91% |
#3
Prev: #3
|
8.0 |
—
|
292,147 | 303.7% |
P
S
|
388,334 | $31,288,073 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 11.76% | 11.59% |
#4
Prev: #4
|
5.0 |
—
|
-1,492 | -1.8% |
P
S
|
80,458 | $24,388,417 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IGIB
ISHARES TR
|
ETF | 10.85% | 11.38% |
#5
Prev: #5
|
6.5 |
—
|
27,218 | 6.9% |
P
S
|
423,132 | $22,497,946 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 3.97% | 4.08% |
#6
Prev: #6
|
2.1 |
—
|
-8,533 | -2.8% |
P
S
|
297,134 | $8,230,599 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GLW
CORNING INC
|
Technology | 2.30% | 1.44% |
#7
1
Prev: #8
|
1.4 |
—
|
-913 | -4.7% |
P
S
|
18,713 | $4,779,879 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.69% | 1.72% |
#8
1
Prev: #7
|
1.2 |
—
|
239 | 0.2% |
P
S
|
96,763 | $3,508,627 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.85% | 0.87% |
#9
Prev: #9
|
0.8 |
—
|
-273 | -5.4% |
P
S
|
4,778 | $1,768,051 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.79% | 0.75% |
#10
Prev: #10
|
0.8 |
—
|
-1,826 | -3.8% |
P
S
|
45,638 | $1,648,901 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.55% | 0.54% |
#11
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
3,924 | $1,135,449 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.48% | 0.51% |
#12
Prev: #12
|
1.2 |
—
|
no change | no change |
P
S
|
1,974 | $987,770 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.34% | 0.37% |
#13
Prev: #13
|
0.6 |
—
|
-70 | -2.5% |
P
S
|
2,737 | $695,116 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.34% | 0.35% |
#14
Prev: #14
|
0.6 |
—
|
-380 | -2.7% |
P
S
|
13,794 | $695,080 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.31% | 0.30% |
#15
Prev: #15
|
1.1 |
—
|
no change | no change |
P
S
|
2,685 | $639,943 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.24% | 0.15% |
#16
7
Prev: #23
|
0.6 |
—
|
-102 | -12.7% |
P
S
|
700 | $506,100 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.23% | 0.24% |
#17
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
1,525 | $479,750 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.23% | 0.17% |
#18
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
1,142 | $474,649 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.21% | 0.19% |
#19
Prev: #19
|
2.1 |
—
|
324 | 7.3% |
P
S
|
4,790 | $434,884 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.21% | 0.23% |
#20
2
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
14,220 | $426,742 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.18% | 0.24% |
#21
5
Prev: #16
|
0.6 |
—
|
55 | 2.1% |
P
S
|
2,695 | $368,528 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.16% | 0.15% |
#22
Prev: #22
|
0.6 |
—
|
63 | 3.9% |
P
S
|
1,679 | $335,972 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.16% | 0.15% |
#23
1
Prev: #24
|
0.6 |
—
|
-40 | -4.2% |
P
S
|
903 | $322,705 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.16% |
#24
3
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
825 | $307,742 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.12% | — |
#25
Prev: #—
|
3.5 |
—
|
200 | — |
NEW
|
200 | $239,886 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.11% | 0.12% |
#26
1
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
610 | $220,893 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.10% | — |
#27
Prev: #—
|
3.5 |
—
|
3,940 | — |
NEW
|
3,940 | $204,013 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPIB
SPDR SERIES TRU...
|
Bond/Debt | 0.10% | 0.11% |
#28
2
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
6,005 | $200,927 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-28 of 28 holdings