Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, NVDA, AAPL, GOOGL, and represent 28.49% of Border to Coast Pensions Partnership's stock portfolio.
Added to shares of these 5 stocks: WMT (+$34M), BX (+$12M), GLOB (+$11M), GOOGL, NEE.
Started 2 new stock positions in GLOB, BX.
Reduced shares in these 6 stocks: EMB (-$40M), NVDA (-$16M), KKR (-$10M), LLY, AMT, EQIX.
Sold out of its position in EMB.
Border to Coast Pensions Partnership was a net seller of stock by $-14M.
Border to Coast Pensions Partnership has $4.5B in assets under management (AUM), dropping by 9.29%.
Central Index Key (CIK): 0001876496

Tip: Access up to 7 years of quarterly data

Positions held by Border to Coast Pensions Partnership consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Border to Coast Pensions Partnership

Border to Coast Pensions Partnership holds 80 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	7.1	$317M		754k	420.40	View chart
Vanguard Mid-Cap ETF Etp (VO)	6.5	$290M		1.2M	249.67	View chart
NVIDIA Corp Common Stock (NVDA)	5.7	$256M	-5%	283k	902.88	View chart
Apple Common Stock (AAPL)	5.1	$228M		1.3M	171.35	View chart
Alphabet Common Stock (GOOGL)	4.1	$185M		1.2M	150.82	View chart
Amazon.com Common Stock (AMZN)	4.1	$182M		1.0M	180.24	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.2	$96M		229k	420.20	View chart
Broadcom Common Stock (AVGO)	2.1	$92M		70k	1324.42	View chart
Eli Lilly & Co Common Stock (LLY)	1.9	$86M	-5%	110k	777.37	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.9	$85M		424k	200.15	View chart
American Tower Corp Reit (AMT)	1.8	$79M	-5%	400k	197.44	View chart
NextEra Energy Common Stock (NEE)	1.7	$78M	+2%	1.2M	63.86	View chart
Equinix Reit (EQIX)	1.7	$75M		91k	824.70	View chart
Visa Common Stock (V)	1.6	$72M		260k	278.87	View chart
UnitedHealth Group Common Stock (UNH)	1.5	$69M		140k	494.33	View chart
Home Depot Inc/The Common Stock (HD)	1.5	$67M		176k	383.31	View chart
Meta Platforms Common Stock (META)	1.5	$67M		138k	485.21	View chart
Procter & Gamble Co/The Common Stock (PG)	1.5	$65M		402k	162.13	View chart
Merck & Co Common Stock (MRK)	1.4	$63M		475k	131.85	View chart
UBS Group Common Stock (UBS)	1.2	$56M		1.8M	30.78	View chart
Chevron Corp Common Stock (CVX)	1.2	$54M		345k	157.62	View chart
Oracle Corp Common Stock (ORCL)	1.2	$54M		430k	125.51	View chart
Linde Common Stock (LIN)	1.2	$53M		115k	463.97	View chart
Welltower Reit (WELL)	1.2	$52M		552k	93.37	View chart
Walmart Common Stock (WMT)	1.1	$51M	+200%	855k	60.12	View chart
Union Pacific Corp Common Stock (UNP)	1.1	$51M		207k	245.75	View chart
Coca-Cola Co/The Common Stock (KO)	1.1	$48M		781k	61.13	View chart
Adobe Common Stock (ADBE)	1.1	$47M		93k	504.22	View chart
American Express Common Stock (AXP)	1.0	$47M		205k	227.52	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.0	$46M		80k	580.77	View chart
Bank of America Corp Common Stock (BAC)	1.0	$45M		1.2M	37.89	View chart
KKR & Co Common Stock (KKR)	1.0	$45M	-18%	448k	100.50	View chart
Iron Mountain Reit (IRM)	1.0	$45M		561k	80.15	View chart
McDonald's Corp Common Stock (MCD)	1.0	$45M		158k	281.74	View chart
Cheniere Energy Common Stock (LNG)	1.0	$44M		275k	161.16	View chart
ConocoPhillips Common Stock (COP)	1.0	$44M		348k	127.18	View chart
Danaher Corp Common Stock (DHR)	1.0	$44M		175k	249.53	View chart
Costco Wholesale Corp Common Stock (COST)	1.0	$43M		59k	732.08	View chart
Accenture Common Stock (ACN)	1.0	$43M		124k	346.35	View chart
Ares Capital Corp Common Stock (ARCC)	1.0	$43M		2.0M	20.80	View chart
Abbott Laboratories Common Stock (ABT)	0.9	$42M		368k	113.58	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$41M		259k	158.07	View chart
Alexandria Real Estate Equities Reit (ARE)	0.9	$40M		313k	128.81	View chart
Honeywell International Common Stock (HON)	0.9	$39M		190k	205.10	View chart
Mastercard Common Stock (MA)	0.9	$39M		81k	481.21	View chart
Deere & Co Common Stock (DE)	0.8	$36M		88k	410.43	View chart
TJX Cos Inc/The Common Stock (TJX)	0.8	$36M		354k	101.34	View chart
Enbridge Common Stock (ENB)	0.8	$35M		971k	36.14	View chart
Walt Disney Co/The Common Stock (DIS)	0.8	$35M		284k	122.27	View chart
Texas Instruments Common Stock (TXN)	0.8	$34M		195k	174.08	View chart
Constellation Brands Common Stock (STZ)	0.8	$34M		125k	271.55	View chart
Cisco Systems Common Stock (CSCO)	0.8	$34M		677k	49.87	View chart
Netflix Common Stock (NFLX)	0.7	$34M		55k	606.87	View chart
RTX Corp Common Stock (RTX)	0.7	$33M		337k	97.46	View chart
Stellantis NV Common Stock (STLA)	0.7	$32M		1.1M	28.41	View chart
Blue Owl Capital Corp Common Stock (OBDC)	0.7	$32M		2.1M	15.37	View chart
Republic Services Common Stock (RSG)	0.7	$31M		159k	191.29	View chart
Elevance Health Common Stock (ELV)	0.7	$30M		57k	518.14	View chart
Automatic Data Processing Common Stock (ADP)	0.7	$30M		119k	249.55	View chart
Westinghouse Air Brake Technologies Corp Common Stock (WAB)	0.6	$29M		199k	145.57	View chart
Aon Common Stock (AON)	0.6	$28M		85k	333.47	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.6	$26M		261k	99.19	View chart
Phillips 66 Common Stock (PSX)	0.6	$25M		155k	163.22	View chart
Hess Corp Common Stock (HES)	0.6	$25M		163k	152.53	View chart
Golub Capital BDC Common Stock (GBDC)	0.5	$24M		1.4M	16.62	View chart
Nike Common Stock (NKE)	0.5	$21M		228k	93.91	View chart
ICICI Bank Adr (IBN)	0.5	$21M		806k	26.39	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.5	$20M		154k	131.88	View chart
PNC Financial Services Group Inc/The Common Stock (PNC)	0.4	$19M		115k	161.48	View chart
Xylem Common Stock (XYL)	0.4	$18M		141k	129.14	View chart
Fidelity National Information Services Common Stock (FIS)	0.4	$18M		243k	74.13	View chart
Eversource Energy Common Stock (ES)	0.4	$16M		269k	59.73	View chart
Hannon Armstrong Sustainable Infrastructure Capital Reit (HASI)	0.3	$14M		485k	28.38	View chart
Outfront Media Reit (OUT)	0.3	$12M		724k	16.78	View chart
Blackstone Common Stock (BX)	0.3	$12M	NEW	91k	131.27	View chart
Globant SA Common Stock (GLOB)	0.2	$11M	NEW	55k	201.75	View chart
Blackstone Mortgage Trust Reit (BXMT)	0.2	$7.6M		384k	19.90	View chart
Hercules Capital Common Stock (HTGC)	0.2	$6.9M		375k	18.44	View chart
Veralto Corp Common Stock (VLTO)	0.1	$4.6M		52k	88.59	View chart
Kenvue Common Stock (KVUE)	0.1	$2.8M		133k	21.44	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 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
Border to Coast Pensions Partnership 2021 Q4 filed Feb. 8, 2022
Border to Coast Pensions Partnership 2021 Q3 filed Oct. 5, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z