Border to Coast Pensions Partnership Ltd

Pension

CIK

1876496

Location

LEEDS, X0

Portfolio Value

Small $121,803,106

Diversification

Diversified

Filing Date

Global Rank

#475 / 8,232 ▲ 66

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

20 quarters · since Jun 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.2%

SPY

+76.3%

Annualised alpha

-3.3%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

89 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.3 pts

Top 5

29.0%

−2.0 pts

Top 10

41.3%

−2.0 pts

HHI

268

Diversified−26

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$1,495,758,381	12
Financial Services	15.1%	$846,397,225	22
Healthcare	14.0%	$782,328,925	9
Communication Services	9.9%	$552,196,205	6
Industrials	7.7%	$433,775,086	11
Consumer Cyclical	7.5%	$417,416,069	5
Energy	5.4%	$304,108,240	5
Real Estate	4.5%	$250,776,622	9
Consumer Defensive	4.1%	$231,091,590	4
Utilities	2.9%	$163,859,358	2
Basic Materials	2.2%	$121,803,106	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TECH	BIO-TECHNE Corp	+255,348	510,333	$26,670,002
ARCC	Ares Capital Corp	+225,000	2,200,000	$39,644,000
AMD	Advanced Micro Devices Inc	+184,236	380,762	$77,458,413
COP	Conocophillips	+142,141	478,554	$63,169,128
NRG	Nrg Energy, Inc.	+139,748	372,371	$54,418,297
TPG	TPG Inc.	+110,000	410,000	$16,609,100
OWL	Blue Owl Capital Inc.	+100,000	900,000	$8,217,000
IBN	Icici Bank Ltd	+97,538	877,715	$22,732,818
NFLX	Netflix Inc	+90,617	744,607	$71,593,963
PLD	Prologis, Inc.	+75,000	105,000	$13,878,900
HTGC	Hercules Capital, Inc.	+75,000	475,000	$7,015,750
NVDA	Nvidia Corp	+73,445	2,248,250	$392,094,800
GLOB	Globant S.A.	+63,127	306,451	$14,130,455
BLD	TopBuild Corp	+62,954	74,723	$26,250,189
KKR	KKR & Co. Inc.	+55,000	435,000	$40,237,500
BXSL	Blackstone Secured Lending Fund	+50,000	600,000	$14,214,000
CVX	Chevron Corp	+49,588	369,753	$76,501,895
DG	Dollar General Corp	+48,563	387,729	$46,035,064
HASI	HA Sustainable Infrastructure Capital, Inc.	+45,000	475,000	$17,456,250
APO	Apollo Global Management, Inc.	+45,000	225,000	$25,069,500
LLY	ELI LILLY & Co	+43,286	115,949	$106,646,411
INTU	Intuit Inc.	+43,020	145,466	$62,896,589
PNC	Pnc Financial Services Group, Inc.	+40,037	176,776	$36,785,317
AMT	American Tower Corp /Ma/	+37,241	437,005	$75,418,322
BX	Blackstone Inc.	+35,000	195,000	$22,423,050
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−297,279	1,100,242	$53,636,797
DIS	Walt Disney Co	−277,377	385,147	$37,120,467
CSCO	Cisco Systems, Inc.	−221,941	970,046	$75,265,869
ENB	Enbridge Inc	−215,000	900,000	$48,726,000
MSFT	Microsoft Corp	−204,161	620,612	$229,731,944
GBDC	GOLUB CAPITAL BDC, Inc.	−175,000	625,000	$7,912,500
UNP	Union Pacific Corp	−133,783	207,083	$50,242,477
WMT	Walmart Inc.	−119,538	631,922	$78,535,266
TMO	Thermo Fisher Scientific Inc.	−112,452	87,990	$43,249,724
HD	Home Depot, Inc.	−105,357	101,885	$33,508,957
AVGO	Broadcom Inc.	−75,914	462,579	$143,172,826
CRH	Crh Public Ltd Co	−69,401	295,498	$31,062,749
V	Visa Inc.	−55,608	126,459	$38,220,968
VLTO	Veralto Corp	−51,255	334,835	$29,606,110
ARE	Alexandria Real Estate Equities, Inc.	−50,000	25,000	$1,160,500
TXN	Texas Instruments Inc	−37,820	310,144	$60,211,356
LNG	Cheniere Energy, Inc.	−35,000	50,000	$14,188,000
JPM	Jpmorgan Chase & Co	−30,836	399,401	$117,487,798
IRM	Iron Mountain Inc	−30,000	470,000	$48,005,800
UNH	Unitedhealth Group Inc	−27,717	179,621	$48,603,646
MLM	Martin Marietta Materials Inc	−25,003	55,584	$32,721,189
NEE	Nextera Energy Inc	−25,000	1,178,306	$109,441,061
DE	Deere & Co	−22,066	103,492	$58,297,043
AAPL	Apple Inc.	−17,063	1,213,399	$307,948,532
CLH	Clean Harbors Inc	−15,000	45,000	$12,902,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,049,658	$404,233,550
TTE	TotalEnergies SE	1,115,885	$101,523,217
AMAT	Applied Materials Inc /De	205,377	$70,195,804
PEP	Pepsico Inc	309,269	$48,026,383
JNJ	Johnson & Johnson	182,850	$44,695,854
XPO	XPO, Inc.	184,721	$35,937,470
COO	Cooper Companies, Inc.	379,076	$27,103,934
LYV	Live Nation Entertainment, Inc.	172,269	$26,272,745
BSX	Boston Scientific Corp	386,715	$24,266,366
ITT	Itt Inc.	108,740	$20,718,232
INTC	Intel Corp	466,325	$20,578,922
SPOT	Spotify Technology S.A.	37,435	$18,152,605
LINE	Lineage, Inc.	50,000	$1,638,000
CPT	Camden Property Trust	15,000	$1,464,900
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	788,000	$55,089,080
ABT	Abbott Laboratories	363,027	$45,483,652
ZBH	Zimmer Biomet Holdings, Inc.	395,621	$35,574,240
DHR	Danaher Corp /De/	119,536	$27,364,181
ORCL	Oracle Corp	87,811	$17,115,242
CDW	CDW Corp	79,785	$10,866,717
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $121,803,106 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHW	Sherwin Williams Co Basic Materials	Held	108,430	0	$34,757,236	−1.1%	28.54%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	55,584	-25,003	$32,721,189	−34.8%	26.86%
CRH	Crh Public Ltd Co Basic Materials	Reduced	295,498	-69,401	$31,062,749	−31.8%	25.50%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	238,927	-8,987	$23,261,932	+10.0%	19.10%