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Livermore
Livermore
ZHEN

BCK Partners, Inc.

SEC CIK
0001845867
Latest filing
Jul 17, 2026

The latest 13F from BCK Partners, Inc. covers Q2 2026 (filed Jul 17, 2026): 28 long positions worth $207.4M. The top 10 holdings make up 95.8% of the portfolio, and the largest is Vanguard S&P 500 ETF at 25.4%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$443.9K
Added
7
Est. +$4.61M
Reduced
10
Est. −$1.40M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    25.4%$52.8M
  2. Vanguard Scottsdale FDS92206C409
    23.1%$47.9M
  3. Vanguard Morningstar Mid-Cap ETF922908629
    15.1%$31.3M
  4. Vanguard Morningstar Small-Cap ETF922908751
    11.8%$24.4M
  5. iShares Tr464288638
    10.8%$22.5M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C409
    +$2.81MAdded
  2. iShares Tr464288638
    +$1.45MAdded
  3. Vanguard Morningstar Mid-Cap ETF922908629
    +$288.9KAddedConverted for a 4-for-1 split
  4. LLYEli Lilly & Co
    +$239.9KNewHistory
  5. SPDR Index Shs FDS78463X509
    +$204.0KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Mid-Cap ETF922908629
    +0.17 pp14.9% → 15.1%
  2. LLYEli Lilly & Co
    +0.12 pp0.0% → 0.1%History
  3. SPDR Index Shs FDS78463X509
    +0.10 pp0.0% → 0.1%
  4. SPDR Series Trust78464A805
    +0.02 pp0.2% → 0.2%
  5. NVDANVIDIA Corp
    +0.01 pp0.2% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Small-Cap ETF922908751
    −$452.3KReduced
  2. Schwab International Equity ETF808524805
    −$236.4KReduced
  3. GLWCorning Inc
    −$233.2KReducedHistory
  4. Vanguard S&P 500 ETF922908363
    −$189.6KReduced
  5. Vanguard Morningstar Total Stock Market ETF922908769
    −$101.0KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Schwab International Equity ETF808524805
    −0.12 pp4.1% → 4.0%
  2. JNJJohnson & Johnson
    −0.04 pp0.4% → 0.3%History
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −0.02 pp0.9% → 0.9%
  4. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −0.01 pp0.3% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$207.4M
+$22.2M (+12.0%) vs. prior quarter
Positions
28
+2 vs. prior quarter
Top 10 concentration
95.8%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
21.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $209.6M (Q3 2024)

Q1 2021: $140.2MQ2 2021: $151.2MQ3 2021: $157.5MQ4 2021: $167.0MQ1 2022: $162.2MQ2 2022: $142.9MQ3 2022: $138.2MQ4 2022: $147.5MQ1 2023: $153.8MQ2 2023: $159.9MQ3 2023: $160.4MQ4 2023: $176.1MQ1 2024: $186.9MQ2 2024: $193.4MQ3 2024: $209.6MQ4 2024: $163.1MQ1 2025: $160.3MQ2 2025: $170.4MQ3 2025: $185.7MQ4 2025: $185.0MQ1 2026: $185.2MQ2 2026: $207.4M
Q1 2021Q2 2026
13F filings of BCK Partners, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202628$207.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2026SEC
Q1 2026Apr 27, 202626$185.2MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Jan 28, 202627$185.0MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q3 2025SEC
Q3 2025Oct 28, 202526$185.7MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q2 2025SEC
Q2 2025Jul 30, 202526$170.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2025SEC
Q1 2025Apr 25, 202525$160.3MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q4 2024SEC
Q4 2024Jan 30, 202526$163.1MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q3 2024SEC
Q3 2024Oct 25, 202429$209.6MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 24, 202430$193.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2024SEC
Q1 2024Apr 30, 202429$186.9MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q4 2023SEC
Q4 2023Jan 26, 202428$176.1MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q3 2023SEC
Q3 2023Oct 25, 202328$160.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q2 2023SEC
Q2 2023Jul 20, 202325$159.9MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2023SEC
Q1 2023Apr 13, 202328$153.8MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q4 2022SEC
Q4 2022Jan 20, 202327$147.5MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 7, 202228$138.2MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q2 2022SEC
Q2 2022Jul 20, 202224$142.9MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2022SEC
Q1 2022May 13, 2022Amended26$162.2MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q4 2021SEC
Q4 2021Jan 18, 202228$167.0MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q3 2021SEC
Q3 2021Oct 13, 202128$157.5MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q2 2021SEC
Q2 2021Aug 10, 202128$151.2MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Morningstar Mid-Cap ETFvs. Q1 2021SEC
Q1 2021Apr 28, 202127$140.2MVanguard S&P 500 ETFVanguard Morningstar Mid-Cap ETFVanguard Scottsdale FDS–SEC