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Border to Coast Pensions Partnership

Latest statistics and disclosures from Border to Coast Pensions Partnership's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, VO, AAPL, NVDA, AMZN, and represent 28.81% of Border to Coast Pensions Partnership's stock portfolio.
Added to shares of these 10 stocks: VO (+$308M), AVGO (+$104M), JAAA (+$53M), MAR (+$27M), AMZN (+$16M), MSFT (+$14M), HD (+$12M), MA (+$11M), VICI (+$11M), DIS (+$11M).
Started 8 new stock positions in TPG, JAAA, OXLC, APO, VO, VICI, BXSL, MAR.
Reduced shares in these 10 stocks: HON (-$17M), EQIX (-$17M), NKE (-$17M), COST (-$17M), WELL (-$16M), IRM (-$11M), AMT (-$10M), OBDC (-$5.8M), BX (-$5.3M), ARE.
Sold out of its positions in KVUE, NKE.
Border to Coast Pensions Partnership was a net buyer of stock by $535M.
Border to Coast Pensions Partnership has $4.9B in assets under management (AUM), dropping by 15.69%.
Central Index Key (CIK): 0001876496

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Portfolio Holdings for Border to Coast Pensions Partnership

Border to Coast Pensions Partnership holds 86 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	6.7	$326M	+4%	760k	429.04	View chart
Vanguard Mid-Cap ETF Etp (VO)	6.3	$308M	NEW	1.2M	263.06	View chart
Apple Common Stock (AAPL)	6.0	$295M		1.3M	232.32	View chart
NVIDIA Corp Common Stock (NVDA)	5.9	$287M		2.4M	121.09	View chart
Amazon.com Common Stock (AMZN)	4.0	$196M	+8%	1.1M	185.79	View chart
Alphabet Common Stock (GOOGL)	3.9	$193M		1.2M	165.37	View chart
Broadcom Common Stock (AVGO)	2.4	$116M	+902%	674k	172.00	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.2	$106M	+4%	231k	458.92	View chart
NextEra Energy Common Stock (NEE)	2.1	$103M	+2%	1.2M	84.28	View chart
Meta Platforms Common Stock (META)	1.8	$86M	+4%	151k	570.77	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.7	$86M		408k	210.24	View chart
Eli Lilly & Co Common Stock (LLY)	1.7	$84M		95k	883.36	View chart
UnitedHealth Group Common Stock (UNH)	1.7	$82M	+4%	141k	582.98	View chart
Home Depot Inc/The Common Stock (HD)	1.6	$80M	+17%	199k	404.02	View chart
American Tower Corp Reit (AMT)	1.5	$75M	-12%	322k	231.88	View chart
Walmart Common Stock (WMT)	1.5	$74M	+11%	923k	80.51	View chart
Oracle Corp Common Stock (ORCL)	1.5	$74M	+4%	434k	169.90	View chart
Visa Common Stock (V)	1.5	$72M	+4%	262k	274.15	View chart
Procter & Gamble Co/The Common Stock (PG)	1.4	$70M	+4%	405k	172.69	View chart
Equinix Reit (EQIX)	1.2	$60M	-21%	68k	885.05	View chart
KKR & Co Common Stock (KKR)	1.2	$58M		445k	130.20	View chart
Coca-Cola Co/The Common Stock (KO)	1.2	$57M	+4%	788k	71.65	View chart
Iron Mountain Reit (IRM)	1.1	$56M	-15%	475k	118.48	View chart
UBS Group Common Stock (UBS)	1.1	$56M		1.8M	30.80	View chart
Linde Common Stock (LIN)	1.1	$55M	+4%	116k	475.47	View chart
Union Pacific Corp Common Stock (UNP)	1.1	$55M	+3%	223k	245.76	View chart
Merck & Co Common Stock (MRK)	1.1	$54M	+4%	479k	113.23	View chart
Welltower Reit (WELL)	1.1	$54M	-22%	425k	127.66	View chart
Janus Henderson AAA CLO ETF Etp (JAAA)	1.1	$53M	NEW	1.1M	50.73	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.1	$52M	+8%	84k	616.76	View chart
Mastercard Common Stock (MA)	1.0	$50M	+28%	101k	492.36	View chart
American Express Common Stock (AXP)	1.0	$49M	-8%	182k	270.41	View chart
Danaher Corp Common Stock (DHR)	1.0	$49M	+4%	176k	277.21	View chart
Adobe Common Stock (ADBE)	1.0	$49M	+4%	94k	516.27	View chart
McDonald's Corp Common Stock (MCD)	1.0	$48M	+4%	159k	303.62	View chart
Bank of America Corp Common Stock (BAC)	1.0	$48M	+4%	1.2M	39.56	View chart
Chevron Corp Common Stock (CVX)	1.0	$47M	-3%	320k	146.84	View chart
Cheniere Energy Common Stock (LNG)	0.9	$45M	-9%	250k	179.32	View chart
Accenture Common Stock (ACN)	0.9	$44M	+4%	126k	352.45	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$42M	+4%	261k	161.59	View chart
Abbott Laboratories Common Stock (ABT)	0.9	$42M	+4%	371k	113.68	View chart
TJX Cos Inc/The Common Stock (TJX)	0.9	$42M	+4%	357k	117.20	View chart
RTX Corp Common Stock (RTX)	0.8	$41M	+4%	340k	120.81	View chart
Deere & Co Common Stock (DE)	0.8	$41M	+16%	98k	416.11	View chart
Texas Instruments Common Stock (TXN)	0.8	$41M	+4%	197k	205.97	View chart
Enbridge Common Stock (ENB)	0.8	$41M	-4%	1.0M	40.55	View chart
Netflix Common Stock (NFLX)	0.8	$39M	+4%	56k	707.21	View chart
Ares Capital Corp Common Stock (ARCC)	0.8	$39M	-7%	1.9M	20.88	View chart
Walt Disney Co/The Common Stock (DIS)	0.8	$37M	+40%	386k	95.91	View chart
Westinghouse Air Brake Technologies Corp Common Stock (WAB)	0.7	$36M	+4%	201k	181.24	View chart
Cisco Systems Common Stock (CSCO)	0.7	$36M	+4%	683k	53.06	View chart
ConocoPhillips Common Stock (COP)	0.7	$35M		336k	104.97	View chart
Automatic Data Processing Common Stock (ADP)	0.7	$33M	+4%	120k	275.92	View chart
Alexandria Real Estate Equities Reit (ARE)	0.7	$33M	-12%	275k	118.40	View chart
Constellation Brands Common Stock (STZ)	0.7	$32M	+4%	126k	256.94	View chart
Republic Services Common Stock (RSG)	0.7	$32M	+4%	161k	200.26	View chart
Elevance Health Common Stock (ELV)	0.6	$30M	+4%	58k	518.48	View chart
Aon Common Stock (AON)	0.6	$30M	+4%	86k	344.98	View chart
Flutter Entertainment Common Stock (FLUT)	0.6	$28M		121k	235.06	View chart
Marriott International Common Stock (MAR)	0.6	$27M	NEW	110k	247.88	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.6	$27M	+4%	263k	103.64	View chart
Costco Wholesale Corp Common Stock (COST)	0.5	$26M	-38%	29k	883.95	View chart
ICICI Bank Adr (IBN)	0.5	$24M		806k	29.76	View chart
PNC Financial Services Group Inc/The Common Stock (PNC)	0.4	$21M	+4%	116k	184.31	View chart
Hess Corp Common Stock (HES)	0.4	$21M		158k	135.40	View chart
Fidelity National Information Services Common Stock (FIS)	0.4	$20M	+4%	245k	83.50	View chart
Blue Owl Capital Corp Common Stock (OBDC)	0.4	$20M	-22%	1.4M	14.53	View chart
Globant SA Common Stock (GLOB)	0.4	$20M	-7%	103k	197.56	View chart
Phillips 66 Common Stock (PSX)	0.4	$20M		149k	131.07	View chart
Xylem Common Stock (XYL)	0.4	$19M	+4%	142k	134.64	View chart
Core & Main Common Stock (CNM)	0.4	$19M	+22%	420k	44.27	View chart
Eversource Energy Common Stock (ES)	0.4	$18M	+4%	271k	67.85	View chart
Golub Capital BDC Common Stock (GBDC)	0.4	$18M	-14%	1.2M	15.07	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.3	$17M	+4%	155k	107.64	View chart
Stellantis NV Common Stock (STLA)	0.3	$16M		1.1M	13.81	View chart
HA Sustainable Infrastructure Capital Common Stock (HASI)	0.3	$14M		400k	34.37	View chart
VICI Properties Reit (VICI)	0.2	$11M	NEW	325k	33.21	View chart
Blue Owl Capital Common Stock (OWL)	0.2	$9.2M	+58%	475k	19.30	View chart
Honeywell International Common Stock (HON)	0.2	$9.1M	-65%	44k	206.10	View chart
Blackstone Common Stock (BX)	0.2	$7.6M	-41%	50k	152.68	View chart
Oxford Lane Capital Corp Closed-End Fund (OXLC)	0.1	$7.3M	NEW	1.4M	5.22	View chart
Blackstone Secured Lending Fund Common Stock (BXSL)	0.1	$7.3M	NEW	250k	29.20	View chart
Hercules Capital Common Stock (HTGC)	0.1	$6.9M		350k	19.58	View chart
Veralto Corp Common Stock (VLTO)	0.1	$5.9M	+4%	53k	111.54	View chart
TPG Common Stock (TPG)	0.1	$4.3M	NEW	75k	57.39	View chart
Apollo Global Management Common Stock (APO)	0.0	$2.2M	NEW	18k	124.57	View chart

Past Filings by Border to Coast Pensions Partnership

SEC 13F filings are viewable for Border to Coast Pensions Partnership going back to 2021

Border to Coast Pensions Partnership 2024 Q3 filed Oct. 21, 2024
Border to Coast Pensions Partnership 2024 Q2 filed July 16, 2024
Border to Coast Pensions Partnership 2024 Q1 filed April 24, 2024
Border to Coast Pensions Partnership 2023 Q4 filed Jan. 16, 2024
Border to Coast Pensions Partnership 2023 Q3 filed Oct. 10, 2023
Border to Coast Pensions Partnership 2023 Q2 filed July 19, 2023
Border to Coast Pensions Partnership 2023 Q1 filed May 18, 2023
Border to Coast Pensions Partnership 2022 Q4 filed Feb. 8, 2023
Border to Coast Pensions Partnership 2021 Q2 restated filed Jan. 30, 2023
Border to Coast Pensions Partnership 2021 Q3 restated filed Jan. 30, 2023
Border to Coast Pensions Partnership 2021 Q4 restated filed Jan. 30, 2023
Border to Coast Pensions Partnership 2022 Q1 restated filed Jan. 30, 2023
Border to Coast Pensions Partnership 2022 Q2 restated filed Jan. 30, 2023
Border to Coast Pensions Partnership 2022 Q3 filed Nov. 8, 2022
Border to Coast Pensions Partnership 2022 Q2 filed Aug. 3, 2022
Border to Coast Pensions Partnership 2022 Q1 filed May 11, 2022

View all past filings

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