Border to Coast Pensions Partnership Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 49.3%; sector active share 9.4% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
89 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.1% | $2,400,949,274 |
| Financial Services | 14.2% | $1,027,136,238 |
| Healthcare | 11.7% | $846,000,761 |
| Communication Services | 10.2% | $739,790,987 |
| Consumer Cyclical | 6.6% | $481,739,047 |
| Industrials | 6.5% | $472,895,406 |
| Unclassified | 4.8% | $349,129,203 |
| Energy | 3.8% | $271,978,900 |
| Consumer Defensive | 2.8% | $200,260,655 |
| Real Estate | 2.3% | $167,932,274 |
| Utilities | 2.3% | $166,930,869 |
| Basic Materials | 1.7% | $119,815,158 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +285,209 | 2,532,732 | $578,425,334 | |
| VO | VANGUARD MID-CAP INDEX FUND | +255,674 | 4,328,422 | $339,434,853 | |
| NRG | Nrg Energy, Inc. | +171,854 | 730,371 | $69,859,986 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | +155,000 | 700,000 | $25,074,000 | |
| AZN | Astrazeneca PLC | +131,454 | 2,064,415 | $333,341,090 | |
| TTE | TotalEnergies SE | +123,428 | 1,156,313 | $98,864,761 | |
| CCL | Carnival Corp Ltd. | +116,097 | 1,088,351 | $26,708,133 | |
| UBS | UBS Group AG | +115,200 | 2,510,000 | $120,806,300 | |
| V | Visa Inc. | +114,467 | 240,926 | $86,571,939 | |
| BAC | Bank Of America Corp /De/ | +111,996 | 1,212,238 | $65,982,114 | |
| GOOGL | Alphabet Inc. | +103,455 | 1,117,244 | $384,421,315 | |
| AMZN | Amazon Com Inc | +100,604 | 1,089,900 | $271,548,585 | |
| MSFT | Microsoft Corp | +95,439 | 794,655 | $407,578,549 | |
| CSCO | Cisco Systems, Inc. | +92,690 | 1,007,510 | $108,438,301 | |
| NFLX | Netflix Inc | +85,398 | 925,785 | $64,416,120 | |
| NEE | Nextera Energy Inc | +83,327 | 1,281,633 | $97,070,883 | |
| GLOB | Globant S.A. | +81,031 | 536,601 | $18,620,054 | |
| INTC | Intel Corp | +61,350 | 670,109 | $80,567,205 | |
| DIS | Walt Disney Co | +58,303 | 632,367 | $66,335,298 | |
| AVGO | Broadcom Inc. | +50,771 | 550,741 | $193,414,731 | |
| AMAT | Applied Materials Inc /De | +48,921 | 254,298 | $130,042,911 | |
| COP | Conocophillips | +48,695 | 527,249 | $65,985,212 | |
| RTX | RTX Corp | +45,203 | 489,507 | $90,876,974 | |
| SNPS | Synopsys Inc | +44,725 | 179,639 | $78,132,186 | |
| DG | Dollar General Corp | +43,268 | 470,586 | $56,272,673 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OWL | Blue Owl Capital Inc. | −800,000 | 50,000 | $454,500 | |
| BXSL | Blackstone Secured Lending Fund | −350,000 | 150,000 | $3,597,000 | |
| ARCC | Ares Capital Corp | −300,000 | 1,700,000 | $32,470,000 | |
| PEP | Pepsico Inc | −158,691 | 150,578 | $19,081,244 | |
| WELL | Welltower Inc. | −135,000 | 75,000 | $17,268,000 | |
| ENB | Enbridge Inc | −110,000 | 515,000 | $23,942,350 | |
| TECH | BIO-TECHNE Corp | −103,891 | 561,827 | $40,715,602 | |
| JAAA | Janus Henderson AAA CLO ETF | −95,000 | 5,000 | $252,350 | |
| TSLA | Tesla, Inc. | −88,702 | 123,422 | $43,791,359 | |
| AMT | American Tower Corp /Ma/ | −86,848 | 322,657 | $52,815,724 | |
| INTU | Intuit Inc. | −75,946 | 69,520 | $19,167,359 | |
| JBBB | Janus Henderson B-BBB CLO ETF | −75,000 | 200,000 | $9,442,000 | |
| WMT | Walmart Inc. | −53,935 | 577,987 | $60,064,409 | |
| IBN | Icici Bank Ltd | −52,306 | 825,409 | $22,740,017 | |
| OBDC | Blue Owl Capital Corp | −50,000 | 1,250,000 | $13,112,500 | |
| IRM | Iron Mountain Inc | −35,000 | 240,000 | $26,628,000 | |
| KKR | KKR & Co. Inc. | −20,000 | 450,000 | $41,085,000 | |
| AU | AngloGold Ashanti PLC | −16,775 | 264,716 | $24,870,068 | |
| CLH | Clean Harbors Inc | −12,500 | 27,500 | $8,531,325 | |
| UNP | Union Pacific Corp | −11,468 | 190,615 | $51,872,059 | |
| MAR | Marriott International Inc /Md/ | −10,188 | 161,047 | $57,279,586 | |
| WST | West Pharmaceutical Services Inc | −7,467 | 219,390 | $81,341,036 | |
| DE | Deere & Co | −6,646 | 106,175 | $71,301,821 | |
| WM | Waste Management Inc | −2,500 | 72,500 | $14,784,200 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 2,532,732 | $578,425,334 | 7.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,228,875 | $409,239,952 | 5.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 794,655 | $407,578,549 | 5.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,117,244 | $384,421,315 | 5.31% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 4,328,422 | $339,434,853 | 4.69% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Added | 2,064,415 | $333,341,090 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,089,900 | $271,548,585 | 3.75% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 424,765 | $259,854,236 | 3.59% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 550,741 | $193,414,731 | 2.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 135,691 | $157,005,342 | 2.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 215,955 | $156,606,246 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 439,939 | $145,545,019 | 2.01% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 254,298 | $130,042,911 | 1.80% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 249,376 | $124,176,779 | 1.71% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 2,510,000 | $120,806,300 | 1.67% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 1,007,510 | $108,438,301 | 1.50% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 1,156,313 | $98,864,761 | 1.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 1,281,633 | $97,070,883 | 1.34% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 175,361 | $96,706,330 | 1.33% | |
| RTX |
RTX Corp
Industrials
|
Added | 489,507 | $90,876,974 | 1.25% | |
| V |
Visa Inc.
Financial Services
|
Added | 240,926 | $86,571,939 | 1.19% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 297,658 | $83,371,029 | 1.15% | |
| CVX |
Chevron Corp
Energy
|
Added | 407,358 | $83,186,577 | 1.15% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Reduced | 219,390 | $81,341,036 | 1.12% | |
| INTC |
Intel Corp
Technology
|
Added | 670,109 | $80,567,205 | 1.11% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 179,639 | $78,132,186 | 1.08% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Added | 256,466 | $73,651,905 | 1.02% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 197,869 | $72,633,752 | 1.00% | |
| DE |
Deere & Co
Industrials
|
Reduced | 106,175 | $71,301,821 | 0.98% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 372,053 | $69,975,728 | 0.97% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 730,371 | $69,859,986 | 0.96% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 632,367 | $66,335,298 | 0.92% | |
| COP |
Conocophillips
Energy
|
Added | 527,249 | $65,985,212 | 0.91% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 1,212,238 | $65,982,114 | 0.91% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 96,934 | $65,435,296 | 0.90% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 446,129 | $64,813,621 | 0.89% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 925,785 | $64,416,120 | 0.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 577,987 | $60,064,409 | 0.83% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 161,047 | $57,279,586 | 0.79% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 470,586 | $56,272,673 | 0.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 201,429 | $53,326,313 | 0.74% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 322,657 | $52,815,724 | 0.73% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 190,615 | $51,872,059 | 0.72% | |
| AXP |
American Express Co
Financial Services
|
Added | 168,399 | $51,210,135 | 0.71% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 381,545 | $50,482,218 | 0.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 123,422 | $43,791,359 | 0.60% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 194,737 | $43,282,245 | 0.60% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 450,000 | $41,085,000 | 0.57% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Reduced | 561,827 | $40,715,602 | 0.56% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 119,451 | $38,614,924 | 0.53% |
Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.