BCK Partners, Inc. holds a concentrated book of 28 reported positions worth $207.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Eli Lilly & Co and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 25% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning BCK Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as BCK Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 28 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 6 / 28 | $4.4B |
| Pandi, LLC | 3 / 28 | $648.8M |
| Hoffman, Alan N Investment Management | 5 / 28 | $147.4M |
| Pangea Capital Gestao de Recursos Ltda. | 2 / 28 | $120.8M |
| Dumac, Inc. | 5 / 28 | $882.3M |
| West Virginia University Foundation, Inc | 2 / 28 | $941.6M |
| Trans-Canada Capital Inc. | 3 / 28 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with BCK Partners, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $52.8M | 76.8K | 25.4% | ▼−0.3% Reduced · −276 sh | |
| 2 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $47.9M | 605.9K | 23.1% | ▲+6.2% Added · +36K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $31.3M | 388.3K | 15.1% | ▲+304% Added · +292K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $24.4M | 80.5K | 11.8% | ▼−1.8% Reduced · −1K sh | |
| 5 | Ishares TR ISHS 5-10YR INVT | $22.5M | 423.1K | 10.8% | ▲+6.9% Added · +27K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $8.2M | 297.1K | 4.0% | ▼−2.8% Reduced · −9K sh | |
| 7 | Corning Inc COM | $4.8M | 18.7K | 2.3% | ▼−4.7% Reduced · −913 sh | |
| 8 | Schwab Strategic TR EMRG MKTEQ ETF | $3.5M | 96.8K | 1.7% | ▲+0.2% Added · +239 sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 4.8K | 0.9% | ▼−5.4% Reduced · −273 sh | |
| 10 | Schwab Strategic TR US SML CAP ETF | $1.6M | 45.6K | 0.8% | ▼−3.8% Reduced · −2K sh | |
| 11 | Apple Inc COM | $1.1M | 3.9K | 0.5% | —Held | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $988K | 2.0K | 0.5% | —Held | |
| 13 | Johnson & Johnson COM | $695K | 2.7K | 0.3% | ▼−2.5% Reduced · −70 sh | |
| 14 | SPDR Index SHS FDS ST STR PO EX ETF | $695K | 13.8K | 0.3% | ▼−2.7% Reduced · −380 sh | |
| 15 | Amazon Com Inc COM | $640K | 2.7K | 0.3% | —Held | |
| 16 | Applied Matls Inc COM | $506K | 700 | 0.2% | ▼−13% Reduced · −102 sh | |
| 17 | Norfolk Southn Corp COM | $480K | 1.5K | 0.2% | —Held | |
| 18 | Unitedhealth Group Inc COM | $475K | 1.1K | 0.2% | —Held | |
| 19 | SPDR Series Trust ST STR PR SP1500 | $435K | 4.8K | 0.2% | ▲+7.3% Added · +324 sh | |
| 20 | SPDR Series Trust ST SHOR CORP ETF | $427K | 14.2K | 0.2% | —Held | |
| 21 | Exxon Mobil Corp COM | $369K | 2.7K | 0.2% | ▲+2.1% Added · +55 sh | |
| 22 | Nvidia Corporation COM | $336K | 1.7K | 0.2% | ▲+3.9% Added · +63 sh | |
| 23 | Alphabet Inc CAP STK CL A | $323K | 903 | 0.2% | ▼−4.2% Reduced · −40 sh | |
| 24 | Microsoft Corp COM | $308K | 825 | 0.1% | —Held | |
| 25 | Eli Lilly & Co COM | $240K | 200 | 0.1% | ▲New New position | |
| 26 | Amgen Inc COM | $221K | 610 | 0.1% | —Held | |
| 27 | SPDR Index SHS FDS ST PORT MARK ETF | $204K | 3.9K | 0.1% | ▲New New position | |
| 28 | SPDR Series Trust ST INTER BD ETF | $201K | 6.0K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1845867/holdings"
Use Arkolith to show BCK Partners, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 28 | $207.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 26 | $185.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 27 | $185.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 26 | $185.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 26 | $170.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 25 | $160.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 26 | $163.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 29 | $209.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.