$157 Million is the total value of BCK Partners, Inc.'s 28 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $1,397,000 | -10.7% | 38,274 | 0.0% | 0.89% | -14.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $794,000 | -1.7% | 2,909 | 0.0% | 0.50% | -5.6% | |
| JNJ | JOHNSON & JOHNSON | $654,000 | -1.9% | 4,050 | 0.0% | 0.42% | -5.9% | |
| UNH | UNITEDHEALTH GROUP INC | $524,000 | -2.4% | 1,342 | 0.0% | 0.33% | -6.2% | |
| AAPL | APPLE INC | $425,000 | +3.4% | 3,003 | 0.0% | 0.27% | -0.7% | |
| NSC | NORFOLK SOUTHN CORP | $377,000 | -9.8% | 1,575 | 0.0% | 0.24% | -13.4% | |
| NEE | NEXTERA ENERGY INC | $336,000 | +7.3% | 4,273 | 0.0% | 0.21% | +2.9% | |
| AMZN | AMAZON COM INC | $302,000 | -4.4% | 92 | 0.0% | 0.19% | -8.1% | |
| AMAT | APPLIED MATLS INC | $245,000 | -9.6% | 1,900 | 0.0% | 0.16% | -12.8% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $234,000 | +13.0% | 410 | 0.0% | 0.15% | +8.8% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $219,000 | 0.0% | 2,107 | 0.0% | 0.14% | -4.1% | |
| FORTIVE CORPnote 0.875% 2/1 | $84,000 | 0.0% | 84,000 | 0.0% | 0.05% | -5.4% | ||
| GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $10,000 | 0.0% | 10,000 | 0.0% | 0.01% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 31.2% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 23.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 19.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 15.1% |
| ISHARES TR | 12 | Q3 2023 | 10.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 1.6% |
| CORNING INC | 12 | Q3 2023 | 1.2% |
View BCK Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-20 |
| 13F-HR/A | 2022-05-13 |
| 13F-HR | 2022-04-21 |
View BCK Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.