BCK Partners, Inc.

Registered adviser

CIK

1845867

Location

Corning, NY

Portfolio Value

Small $205,254,781

Diversification

Highly concentrated

Filing Date

Global Rank

#6,428 / 8,827 ▼ 84 · as of Jun 2026

Top Industry

Electronic Components 40.2%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 181512

Roster of Nov 1, 2026

Regulatory AUM

$212,670,459

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$212,670,459	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$185,048,089	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$191,102,881	Individuals and high net worth (99%)
May 2023 to Mar 2024	$168,057,701	Individuals and high net worth (99%)
Apr 2023	$168,057,701	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$191,516,171	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.1% of the book (60%+)

Turnover

Low turnover

2.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 89.8%; sector active share 81.6% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

27 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

52.6%

−0.5 pts

Top 5

95.8%

−0.0 pts

Top 10

98.1%

−0.0 pts

HHI

3,496

Highly concentrated−26

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.4%	$193,751,246	13
Technology	3.5%	$7,087,484	5
Healthcare	0.8%	$1,571,974	4
Financial Services	0.5%	$954,570	1
Consumer Cyclical	0.3%	$668,967	1
Industrials	0.2%	$471,225	1
Energy	0.2%	$438,611	1
Communication Services	0.2%	$310,704	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+23,326	629,182	$48,604,309
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+18,763	441,895	$22,249,413
GLW	Corning Inc	+11,382	30,095	$4,627,407
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+34	4,812	$1,800,842
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	−1,555	295,579	$8,119,555
VO	VANGUARD MID-CAP INDEX FUND	−1,541	386,793	$30,332,307
VOO	VANGUARD 500 INDEX FUND	−952	75,889	$53,187,564
SCHA	Schwab U.S. Small-Cap ETF	−641	44,997	$1,468,252
VB	Vanguard Index Funds	−613	79,845	$22,715,104
JNJ	Johnson & Johnson	−228	2,509	$664,232
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−135	13,659	$685,818
BRK-B	Berkshire Hathaway Inc	−57	1,917	$954,570
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−39	4,751	$437,329
AMAT	Applied Materials Inc	−22	678	$346,715
SCHE	Schwab Emerging Markets Equity ETF	−15	96,748	$3,526,464
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−8	3,932	$203,520
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	6,005	$200,927
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $205,254,781 total · filing declares 27 positions · $205,254,770 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	75,889	-952	$53,187,564	+0.8%	25.91%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	629,182	+23,326	$48,604,309	+1.5%	23.68%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	386,793	-1,541	$30,332,307	−3.1%	14.78%
VB	Vanguard Index Funds	Reduced	79,845	-613	$22,715,104	−6.9%	11.07%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Added	441,895	+18,763	$22,249,413	−1.1%	10.84%
SCHF	Schwab International Equity ETF	Reduced	295,579	-1,555	$8,119,555	−1.3%	3.96%
GLW	Corning Inc Technology	Added	30,095	+11,382	$4,627,407	−3.2%	2.25%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	96,748	-15	$3,526,464	+0.5%	1.72%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,812	+34	$1,800,842	+1.9%	0.88%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	44,997	-641	$1,468,252	−11.0%	0.72%
AAPL	Apple Inc. Technology	Held	3,924	0	$1,306,770	+15.1%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,917	-57	$954,570	−3.4%	0.47%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	13,659	-135	$685,818	−1.3%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,685	0	$668,967	+4.5%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	2,509	-228	$664,232	−4.4%	0.32%
NSC	Norfolk Southern Corp Industrials	Held	1,525	0	$471,225	−1.8%	0.23%
XOM	ExxonMobil Holdings Corp Energy	Held	2,695	0	$438,611	+19.0%	0.21%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	4,751	-39	$437,329	+0.6%	0.21%
MSFT	Microsoft Corp Technology	Held	825	0	$423,142	+37.5%	0.21%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Held	14,220	0	$420,769	−1.4%	0.20%
UNH	Unitedhealth Group Inc Healthcare	Held	1,142	0	$419,205	−11.7%	0.20%
NVDA	Nvidia Corp Technology	Held	1,679	0	$383,450	+14.1%	0.19%
AMAT	Applied Materials Inc Technology	Reduced	678	-22	$346,715	−31.5%	0.17%
GOOGL	Alphabet Inc. Communication Services	Held	903	0	$310,704	−3.7%	0.15%
AMGN	Amgen Inc Healthcare	Held	610	0	$257,121	+16.4%	0.13%
LLY	ELI LILLY & Co Healthcare	Held	200	0	$231,416	−3.5%	0.11%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	3,932	-8	$203,520	−0.2%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.