$167 Million is the total value of BCK Partners, Inc.'s 28 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $870,000 | +9.6% | 2,909 | 0.0% | 0.52% | +3.4% | |
| UNH | UNITEDHEALTH GROUP INC | $674,000 | +28.6% | 1,342 | 0.0% | 0.40% | +21.3% | |
| AAPL | APPLE INC | $533,000 | +25.4% | 3,003 | 0.0% | 0.32% | +18.1% | |
| NSC | NORFOLK SOUTHN CORP | $469,000 | +24.4% | 1,575 | 0.0% | 0.28% | +17.6% | |
| NEE | NEXTERA ENERGY INC | $399,000 | +18.8% | 4,273 | 0.0% | 0.24% | +12.2% | |
| AMZN | AMAZON COM INC | $307,000 | +1.7% | 92 | 0.0% | 0.18% | -4.2% | |
| ESBK | ELMIRA SVGS BK ELMIRA N Y | $301,000 | +71.0% | 13,182 | 0.0% | 0.18% | +60.7% | |
| AMAT | APPLIED MATLS INC | $299,000 | +22.0% | 1,900 | 0.0% | 0.18% | +14.7% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $274,000 | +17.1% | 410 | 0.0% | 0.16% | +10.1% | |
| GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $10,000 | 0.0% | 10,000 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.