$148 Million is the total value of BCK Partners, Inc.'s 27 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $711,502 | +4.9% | 1,342 | 0.0% | 0.48% | -1.6% | |
| AAPL | APPLE INC | $414,347 | -6.0% | 3,189 | 0.0% | 0.28% | -11.9% | |
| NSC | NORFOLK SOUTHN CORP | $388,112 | +17.6% | 1,575 | 0.0% | 0.26% | +10.0% | |
| XOM | EXXON MOBIL CORP | $340,717 | +26.2% | 3,089 | 0.0% | 0.23% | +18.5% | |
| MSFT | MICROSOFT CORP | $272,915 | +3.0% | 1,138 | 0.0% | 0.18% | -3.6% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $227,986 | +8.6% | 414 | 0.0% | 0.16% | +2.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.