Border to Coast Pensions Partnership Ltd
PensionFiling Date
Global Rank
#617
/ 8,633
▲ 14
Top Industry
Semiconductors
16.0%
3Y Alpha vs SPY
+30.6%
Period ended 52 days ago
Filed Jul 27, 2026 · 25d
21 quarters · since Jun 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+242.1%
SPY
+73.6%
Annualised alpha
+30.5%
Max drawdown
−18.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.0%
−0.3 pts
Top 5
27.8%
−1.4 pts
Top 10
42.5%
+1.0 pts
HHI
262
Diversified−8
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.2% | $2,007,398,382 |
| Financial Services | 14.8% | $952,215,513 |
| Healthcare | 13.2% | $851,630,401 |
| Communication Services | 10.1% | $650,198,194 |
| Consumer Cyclical | 7.8% | $504,649,019 |
| Industrials | 7.2% | $466,030,023 |
| Consumer Defensive | 3.8% | $242,624,722 |
| Energy | 3.7% | $237,189,617 |
| Real Estate | 3.4% | $221,300,447 |
| Utilities | 2.9% | $186,752,310 |
| Basic Materials | 1.9% | $123,778,001 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | +188,917 | 574,064 | $55,253,660 | |
| NRG | Nrg Energy, Inc. | +186,146 | 558,517 | $81,576,993 | |
| TECH | BIO-TECHNE Corp | +155,385 | 665,718 | $47,032,976 | |
| GLOB | Globant S.A. | +149,119 | 455,570 | $13,184,195 | |
| INTC | Intel Corp | +142,434 | 608,759 | $85,001,019 | |
| HTGC | Hercules Capital, Inc. | +125,000 | 600,000 | $9,462,000 | |
| VICI | Vici Properties Inc. | +100,000 | 850,000 | $22,567,500 | |
| NFLX | Netflix Inc | +95,780 | 840,387 | $60,003,631 | |
| UBS | UBS Group AG | +87,800 | 2,394,800 | $118,686,288 | |
| MSFT | Microsoft Corp | +78,604 | 699,216 | $260,821,552 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | +70,000 | 545,000 | $21,282,250 | |
| MS | Morgan Stanley | +58,976 | 337,784 | $70,610,367 | |
| OBDC | Blue Owl Capital Corp | +50,000 | 1,300,000 | $14,131,000 | |
| TPG | TPG Inc. | +42,882 | 452,882 | $18,364,365 | |
| AU | AngloGold Ashanti PLC | +42,564 | 281,491 | $22,769,806 | |
| PLD | Prologis, Inc. | +40,000 | 145,000 | $19,643,150 | |
| DG | Dollar General Corp | +39,589 | 427,318 | $49,188,574 | |
| BLD | QXO Insulation, LLC | +39,563 | 114,286 | $40,517,815 | |
| AVGO | Broadcom Inc. | +37,391 | 499,970 | $188,863,667 | |
| KKR | KKR & Co. Inc. | +35,000 | 470,000 | $43,136,600 | |
| TSLA | Tesla, Inc. | +33,112 | 212,124 | $89,219,354 | |
| APO | Apollo Global Management, Inc. | +30,000 | 255,000 | $30,169,050 | |
| SPOT | Spotify Technology S.A. | +29,419 | 66,854 | $30,694,677 | |
| SNPS | Synopsys Inc | +28,798 | 134,914 | $60,181,087 | |
| WM | Waste Management Inc | +25,000 | 75,000 | $16,716,000 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBDC | GOLUB CAPITAL BDC, Inc. | −325,000 | 300,000 | $3,864,000 | |
| ENB | Enbridge Inc | −275,000 | 625,000 | $33,881,250 | |
| ARCC | Ares Capital Corp | −200,000 | 2,000,000 | $37,060,000 | |
| IRM | Iron Mountain Inc | −195,000 | 275,000 | $34,735,250 | |
| AZN | Astrazeneca PLC | −116,697 | 1,932,961 | $366,528,064 | |
| BXSL | Blackstone Secured Lending Fund | −100,000 | 500,000 | $11,855,000 | |
| WELL | Welltower Inc. | −90,000 | 210,000 | $47,663,700 | |
| TTE | TotalEnergies SE | −83,000 | 1,032,885 | $80,317,137 | |
| CSCO | Cisco Systems, Inc. | −55,226 | 914,820 | $107,454,757 | |
| OWL | Blue Owl Capital Inc. | −50,000 | 850,000 | $7,437,500 | |
| RTX | RTX Corp | −42,343 | 444,304 | $84,297,797 | |
| TXN | Texas Instruments Inc | −39,834 | 270,310 | $80,571,301 | |
| XPO | XPO, Inc. | −28,713 | 156,008 | $32,026,882 | |
| AMT | American Tower Corp /Ma/ | −27,500 | 409,505 | $66,982,732 | |
| UNP | Union Pacific Corp | −5,000 | 202,083 | $54,966,576 | |
| CLH | Clean Harbors Inc | −5,000 | 40,000 | $11,950,000 | |
| EQIX | Equinix Inc | −1,500 | 28,500 | $29,708,115 | |
| NVDA | Nvidia Corp | −727 | 2,247,523 | $449,706,877 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
87 tracked positions ·
$6,443,766,629 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 87 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,247,523 | $449,706,877 | 6.98% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Reduced | 1,932,961 | $366,528,064 | 5.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,013,789 | $362,297,774 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,213,399 | $351,109,134 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 699,216 | $260,821,552 | 4.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 989,296 | $235,788,808 | 3.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 385,689 | $224,050,596 | 3.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 499,970 | $188,863,667 | 2.93% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 205,377 | $148,487,571 | 2.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 123,167 | $147,730,207 | 2.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 399,401 | $130,735,929 | 2.03% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 2,394,800 | $118,686,288 | 1.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 226,374 | $113,275,285 | 1.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 195,999 | $110,404,276 | 1.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 914,820 | $107,454,757 | 1.67% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 1,198,306 | $105,175,317 | 1.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 212,124 | $89,219,354 | 1.38% | |
| INTC |
Intel Corp
Technology
|
Added | 608,759 | $85,001,019 | 1.32% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 444,304 | $84,297,797 | 1.31% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 558,517 | $81,576,993 | 1.27% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Held | 226,857 | $81,441,663 | 1.26% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 270,310 | $80,571,301 | 1.25% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 1,032,885 | $80,317,137 | 1.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 179,621 | $74,655,876 | 1.16% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 139,844 | $71,823,878 | 1.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 631,922 | $71,571,485 | 1.11% | |
| DE |
Deere & Co
Industrials
|
Added | 112,821 | $71,565,744 | 1.11% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 337,784 | $70,610,367 | 1.10% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 409,505 | $66,982,732 | 1.04% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 171,235 | $63,457,978 | 0.98% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 232,826 | $62,769,889 | 0.97% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 1,100,242 | $62,691,789 | 0.97% | |
| CVX |
Chevron Corp
Energy
|
Held | 369,753 | $61,290,257 | 0.95% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 134,914 | $60,181,087 | 0.93% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 840,387 | $60,003,631 | 0.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 404,977 | $59,385,827 | 0.92% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 574,064 | $55,253,660 | 0.86% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 202,083 | $54,966,576 | 0.85% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 346,355 | $52,472,782 | 0.81% | |
| AXP |
American Express Co
Financial Services
|
Held | 152,856 | $51,703,542 | 0.80% | |
| COP |
Conocophillips
Energy
|
Held | 478,554 | $49,750,473 | 0.77% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 427,318 | $49,188,574 | 0.76% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 210,000 | $47,663,700 | 0.74% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Added | 665,718 | $47,032,976 | 0.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 182,850 | $46,438,414 | 0.72% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 87,990 | $44,114,666 | 0.68% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 176,776 | $43,525,786 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Held | 126,459 | $43,386,818 | 0.67% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Added | 470,000 | $43,136,600 | 0.67% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 309,269 | $41,875,022 | 0.65% |
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.