Bck Partners, Inc. Portfolio Holdings

Bck Partners, Inc.

  • $187 Million
  • Q1 2024

Bck Partners, Inc. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $187 Million distributed in 29 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 $49.4M, Vanguard Sht Term Corp Bd ETF with a value of $41.8M, Vanguard Mid Cap ETF with a value of $29.4M, Vanguard Small Cap ETF with a value of $22.6M, and Ishares Trust Ishares 5 10 Yea with a value of $19.1M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $176M to 187M.

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

Portfolio value $187 Million
ETFs: $179 Million
Technology: $2.55 Million
Healthcare: $1.77 Million
Financial Services: $1.5 Million
Consumer Cyclical: $480,000
Industrials: $401,000
Energy: $340,000
Utilities: $227,000
Other: $223,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.4 Million 26.43% of portfolio
102,726
Q1 2024 Reduced 1.8%
$0
$41.8 Million 22.35% of portfolio
540,169
Q1 2024 Added 4.19%
$0
$29.4 Million 15.75% of portfolio
117,792
Q1 2024 Reduced 0.18%
$0
$22.6 Million 12.11% of portfolio
99,016
Q1 2024 Reduced 0.21%
$0
$19.1 Million 10.21% of portfolio
369,648
Q1 2024 Added 4.0%
$0
$7.67 Million 4.1% of portfolio
196,450
Q1 2024 Added 1.93%
$0
$3.2 Million 1.71% of portfolio
126,651
Q1 2024 Added 4.13%
$0
$1.69 Million 0.91% of portfolio
6,513
Q1 2024 Reduced 0.53%
$530B
$1.5 Million 0.8% of portfolio
3,569
Q1 2024 Added 0.9%
$0
$1.41 Million 0.75% of portfolio
28,550
Q1 2024 Reduced 6.19%
$32.5B
$1.06 Million 0.57% of portfolio
32,229
Q1 2024 Reduced 1.77%
$0
$703,000 0.38% of portfolio
19,633
Q1 2024 Reduced 7.95%
$0
$651,000 0.35% of portfolio
1,239
Q1 2024 Reduced 10.73%
$3.54T
$656,000 0.35% of portfolio
3,828
Q1 2024 Added 3.07%
$466B
$627,000 0.34% of portfolio
1,269
Q1 2024 Added 2.17%
$382B
$595,000 0.32% of portfolio
3,763
Q1 2024 Added 7.48%
$0
$516,000 0.28% of portfolio
8,054
Q1 2024 Reduced 0.38%
$2.04T
$480,000 0.26% of portfolio
2,666
Q1 2024 Added 22.29%
$3.42T
$468,000 0.25% of portfolio
1,113
Q1 2024 Added 5.7%
$49.9B
$401,000 0.21% of portfolio
1,575
Q1 2022 New
$207B
$368,000 0.2% of portfolio
1,788
Q3 2023 New
$0
$355,000 0.19% of portfolio
10,887
Q1 2024 Reduced 27.14%
$476B
$340,000 0.18% of portfolio
2,930
Q3 2023 Reduced 6.18%
$0
$316,000 0.17% of portfolio
5,206
Q1 2024 Added 395.34%
$166B
$290,000 0.16% of portfolio
1,022
Q3 2023 New
$209B
$255,000 0.14% of portfolio
439
Q1 2024 Added 6.04%
$138B
$227,000 0.12% of portfolio
3,552
Q3 2023 Added 12.69%
$1.11T
$223,000 0.12% of portfolio
1,484
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $187 Million
  • Prior Value $176 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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