AI Portfolio Summary
In 2026 Q1, BCK Partners, Inc. maintained a portfolio of 27 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.9%. Conversely, BCK Partners, Inc. completely exited their position in ELI LILLY & CO.
Total Positions
27
Quarter
2026 Q1
Top Holding
VOO (24.9%)
Top 10 Concentration
96.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-27 of 27
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 24.88% | 25.91% |
#1
Prev: #1
|
6.5 | 661 | 0.9% |
P
S
|
77,117 | $46,081,100 |
$329.33
+83.1%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 24.41% | 23.87% |
#2
Prev: #2
|
6.0 | 16,239 | 2.9% |
P
S
|
570,255 | $45,204,086 |
$70.18
+12.3%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
VO
VANGUARD INDEX ...
|
ETF | 14.91% | 14.91% |
#3
Prev: #3
|
5.5 | 1,130 | 1.2% |
P
S
|
96,187 | $27,622,990 |
$47.97
+51.1%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | ||
|
VB
VANGUARD INDEX ...
|
ETF | 11.59% | 11.43% |
#4
Prev: #4
|
5.0 | -69 | -0.1% |
P
S
|
81,950 | $21,464,334 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IGIB
ISHARES TR
|
ETF | 11.38% | 11.21% |
#5
Prev: #5
|
5.0 | 11,051 | 2.9% |
P
S
|
395,914 | $21,070,560 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 4.08% | 4.05% |
#6
Prev: #6
|
2.1 | -6,111 | -2.0% |
P
S
|
305,667 | $7,565,246 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.72% | 1.72% |
#7
Prev: #7
|
1.2 | -594 | -0.6% |
P
S
|
96,524 | $3,180,467 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GLW
CORNING INC
|
Technology | 1.44% | 1.04% |
#8
Prev: #8
|
1.1 | -2,323 | -10.6% |
P
S
|
19,626 | $2,668,547 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.87% | 0.93% |
#9
Prev: #9
|
0.8 | -75 | -1.5% |
P
S
|
5,051 | $1,620,411 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.75% | 0.73% |
#10
Prev: #10
|
0.8 | -281 | -0.6% |
P
S
|
47,464 | $1,380,253 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AAPL
APPLE INC
|
Technology | 0.54% | 0.58% |
#11
Prev: #11
|
0.7 | -2 | -0.1% |
P
S
|
3,924 | $995,872 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.51% | 0.54% |
#12
Prev: #12
|
1.2 | no change | no change |
P
S
|
1,974 | $945,941 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.37% | 0.31% |
#13
2
Prev: #15
|
1.1 | no change | no change |
P
S
|
2,807 | $686,143 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.35% | 0.34% |
#14
1
Prev: #13
|
0.6 | 10 | 0.1% |
P
S
|
14,174 | $647,043 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.30% | 0.33% |
#15
1
Prev: #14
|
1.1 | no change | no change |
P
S
|
2,685 | $559,205 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.24% | 0.18% |
#16
5
Prev: #21
|
0.6 | -103 | -3.8% |
P
S
|
2,640 | $447,902 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.24% | 0.24% |
#17
1
Prev: #16
|
1.1 | no change | no change |
P
S
|
1,525 | $437,675 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.23% | 0.23% |
#18
1
Prev: #17
|
1.1 | no change | no change |
P
S
|
14,220 | $427,595 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.19% | 0.19% |
#19
1
Prev: #20
|
2.1 | 224 | 5.3% |
P
S
|
4,466 | $353,082 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.17% | 0.20% |
#20
1
Prev: #19
|
1.1 | no change | no change |
P
S
|
1,142 | $309,014 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.16% | 0.22% |
#21
3
Prev: #18
|
1.1 | no change | no change |
P
S
|
825 | $305,390 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.15% | 0.16% |
#22
Prev: #22
|
1.1 | no change | no change |
P
S
|
1,616 | $281,831 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.15% | 0.16% |
#23
Prev: #23
|
0.1 | -368 | -31.5% |
P
S
|
802 | $274,116 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.15% | 0.16% |
#24
Prev: #24
|
1.1 | no change | no change |
P
S
|
943 | $271,169 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.12% | 0.12% |
#25
1
Prev: #26
|
0.5 | -50 | -7.6% |
P
S
|
610 | $214,629 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPIB
SPDR SERIES TRU...
|
ETF | 0.11% | 0.11% |
#26
1
Prev: #27
|
1.0 | no change | no change |
P
S
|
6,005 | $201,408 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.00% | 0.12% |
Sold All 😨
(Was: #25) |
0.0 | -214 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-27 of 27 holdings