Bck Partners, Inc. Portfolio Holdings

Bck Partners, Inc.

  • $193 Million
  • Q2 2024

Bck Partners, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.4M, Vanguard Sht Term Corp Bd ETF with a value of $45M, Vanguard Mid Cap ETF with a value of $28.8M, Vanguard Small Cap ETF with a value of $21.8M, and Ishares Trust Ishares 5 10 Yea with a value of $20.5M.

Examining the 13F form we can see an increase of $6.56M in the current position value, from $187M to 193M.

Below you can find more details about Bck Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $193 Million
ETFs: $183 Million
Technology: $4.7 Million
Healthcare: $1.99 Million
Financial Services: $1.48 Million
Consumer Cyclical: $509,000
Energy: $361,000
Industrials: $341,000
Communication Services: $285,000
Other: $261,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.4 Million 26.08% of portfolio
100,865
Q2 2024 Reduced 1.81%
$0
$45 Million 23.28% of portfolio
582,698
Q2 2024 Added 7.87%
$0
$28.8 Million 14.86% of portfolio
118,754
Q2 2024 Added 0.82%
$0
$21.8 Million 11.28% of portfolio
100,048
Q2 2024 Added 1.04%
$0
$20.5 Million 10.59% of portfolio
399,560
Q2 2024 Added 8.09%
$0
$7.6 Million 3.93% of portfolio
197,846
Q2 2024 Added 0.71%
$0
$3.42 Million 1.77% of portfolio
128,806
Q2 2024 Added 1.7%
$36.2B
$2.75 Million 1.42% of portfolio
70,861
Q2 2024 Added 119.87%
$0
$1.56 Million 0.81% of portfolio
5,834
Q2 2024 Reduced 10.43%
$569B
$1.48 Million 0.76% of portfolio
3,638
Q2 2024 Added 1.93%
$0
$1.31 Million 0.68% of portfolio
27,566
Q2 2024 Reduced 3.45%
$3.5T
$935,000 0.48% of portfolio
4,441
Q2 2024 Added 16.01%
$0
$682,000 0.35% of portfolio
19,456
Q2 2024 Reduced 0.9%
$533B
$651,000 0.34% of portfolio
1,280
Q2 2024 Added 0.87%
$0
$642,000 0.33% of portfolio
1,175
Q2 2024 Reduced 5.17%
$3.17T
$593,000 0.31% of portfolio
1,329
Q2 2024 Added 19.41%
$0
$514,000 0.27% of portfolio
7,757
Q2 2024 Reduced 3.69%
$420B
$515,000 0.27% of portfolio
3,529
Q2 2024 Reduced 6.22%
$1.86T
$509,000 0.26% of portfolio
2,635
Q2 2024 Reduced 1.16%
$178B
$423,000 0.22% of portfolio
1,795
Q2 2024 Added 0.39%
$489B
$361,000 0.19% of portfolio
3,141
Q2 2024 Added 7.2%
$0
$354,000 0.18% of portfolio
10,887
Q1 2024 Reduced 27.14%
$57.2B
$341,000 0.18% of portfolio
1,590
Q2 2024 Added 0.95%
$179B
$334,000 0.17% of portfolio
1,069
Q2 2024 Added 4.6%
$0
$300,000 0.16% of portfolio
5,136
Q2 2024 Reduced 1.34%
$997B
$285,000 0.15% of portfolio
1,565
Q2 2024 Added 5.46%
$146B
$261,000 0.13% of portfolio
3,687
Q2 2024 Added 3.8%
$765B
$257,000 0.13% of portfolio
284
Q2 2024 New
$238B
$236,000 0.12% of portfolio
427
Q2 2024 Reduced 2.73%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $193 Million
  • Prior Value $187 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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