Border To Coast Pensions Partnership Ltd Top Holdings and 13F Report (2024)

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About Border To Coast Pensions Partnership Ltd

Investment Activity

Border To Coast Pensions Partnership Ltd has $4.48 million in total holdings as of March 31, 2024.
Border To Coast Pensions Partnership Ltd owns shares of 80 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 1.39% of the portfolio was purchased this quarter.
About 1.70% of the portfolio was sold this quarter.
This quarter, Border To Coast Pensions Partnership Ltd has purchased 79 new stocks and bought additional shares in 3 stocks.
Border To Coast Pensions Partnership Ltd sold shares of 5 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Microsoft: $316,774
Vanguard Mid-Cap ETF: $289,591
NVIDIA: $255,729
Apple: $228,181
Alphabet: $185,416

Largest New Holdings this Quarter

Blackstone: $11,919 Holding
Globant: $11,158 Holding

Largest Purchases this Quarter

Walmart: 569,898 shares (about $34.26K)
Blackstone: 90,797 shares (about $11.92K)
Globant: 55,305 shares (about $11.16K)
Alphabet: 20,700 shares (about $3.12K)
NextEra Energy: 30,000 shares (about $1.92K)

Largest Sales this Quarter

NVIDIA: 17,600 shares (about $15.89K)
KKR & Co. Inc.: 99,666 shares (about $10.02K)
Eli Lilly and Company: 6,119 shares (about $4.76K)
American Tower: 23,532 shares (about $4.65K)
Equinix: 1,084 shares (about $893.98)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$316,774		0.0%	753,500	7.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$289,591		0.0%	1,159,887	6.5%	ETF
NVDA NVIDIA	$255,729	$15,891 ▼	-5.9%	283,237	5.7%	Computer and Technology
AAPL Apple	$228,181		0.0%	1,331,659	5.1%	Computer and Technology
GOOGL Alphabet	$185,416	$3,122 ▲	1.7%	1,229,414	4.1%	Computer and Technology
AMZN Amazon.com	$181,703		0.0%	1,008,091	4.1%	Retail/Wholesale
BRK.B Berkshire Hathaway	$96,379		0.0%	229,363	2.2%	Finance
AVGO Broadcom	$92,243		0.0%	69,648	2.1%	Computer and Technology
LLY Eli Lilly and Company	$85,511	$4,757 ▼	-5.3%	110,000	1.9%	Medical
JPM JPMorgan Chase & Co.	$84,762		0.0%	423,492	1.9%	Finance
AMT American Tower	$78,946	$4,646 ▼	-5.6%	399,847	1.8%	Finance
NEE NextEra Energy	$78,198	$1,916 ▲	2.5%	1,224,495	1.7%	Utilities
EQIX Equinix	$75,210	$894 ▼	-1.2%	91,196	1.7%	Finance
V Visa	$72,437		0.0%	259,750	1.6%	Business Services
UNH UnitedHealth Group	$69,233		0.0%	140,055	1.5%	Medical
HD Home Depot	$67,258		0.0%	175,466	1.5%	Retail/Wholesale
META Meta Platforms	$66,737		0.0%	137,542	1.5%	Computer and Technology
PG Procter & Gamble	$65,096		0.0%	401,508	1.5%	Consumer Staples
MRK Merck & Co., Inc.	$62,659		0.0%	475,223	1.4%	Medical
UBS UBS Group	$55,925		0.0%	1,817,211	1.2%	Finance
CVX Chevron	$54,393		0.0%	345,085	1.2%	Oils/Energy
ORCL Oracle	$53,949		0.0%	429,822	1.2%	Computer and Technology
Linde PLC	$53,209		0.0%	114,681	1.2%	Common Stock
WELL Welltower	$51,502		0.0%	551,589	1.2%	Finance
WMT Walmart	$51,397	$34,265 ▲	200.0%	854,847	1.1%	Retail/Wholesale
UNP Union Pacific	$50,918		0.0%	207,199	1.1%	Transportation
KO Coca-Cola	$47,761		0.0%	781,250	1.1%	Consumer Staples
ADBE Adobe	$47,066		0.0%	93,344	1.1%	Computer and Technology
AXP American Express	$46,618		0.0%	204,899	1.0%	Finance
TMO Thermo Fisher Scientific	$46,168		0.0%	79,494	1.0%	Medical
BAC Bank of America	$45,421		0.0%	1,198,718	1.0%	Finance
KKR KKR & Co. Inc.	$45,042	$10,017 ▼	-18.2%	448,158	1.0%	Finance
IRM Iron Mountain	$44,967		0.0%	561,040	1.0%	Finance
MCD McDonald's	$44,518		0.0%	158,013	1.0%	Retail/Wholesale
Cheniere Energy Inc	$44,319		0.0%	275,000	1.0%	Common Stock
COP ConocoPhillips	$44,310		0.0%	348,393	1.0%	Oils/Energy
DHR Danaher	$43,548		0.0%	174,519	1.0%	Multi-Sector Conglomerates
COST Costco Wholesale	$43,180		0.0%	58,983	1.0%	Retail/Wholesale
ACN Accenture	$43,079		0.0%	124,380	1.0%	Business Services
ARCC Ares Capital	$42,558		0.0%	2,045,648	1.0%	Finance
ABT Abbott Laboratories	$41,746		0.0%	367,563	0.9%	Medical
JNJ Johnson & Johnson	$40,892		0.0%	258,696	0.9%	Medical
ARE Alexandria Real Estate Equities	$40,300		0.0%	312,855	0.9%	Finance
HON Honeywell International	$38,990		0.0%	190,105	0.9%	Multi-Sector Conglomerates
MA Mastercard	$38,930		0.0%	80,900	0.9%	Business Services
DE Deere & Company	$36,006		0.0%	87,728	0.8%	Industrial Products
TJX TJX Companies	$35,860		0.0%	353,850	0.8%	Retail/Wholesale
ENB Enbridge	$35,097		0.0%	971,015	0.8%	Oils/Energy
DIS Walt Disney	$34,692		0.0%	283,740	0.8%	Consumer Discretionary
TXN Texas Instruments	$34,023		0.0%	195,446	0.8%	Computer and Technology
STZ Constellation Brands	$33,986		0.0%	125,154	0.8%	Consumer Staples
CSCO Cisco Systems	$33,763		0.0%	676,978	0.8%	Computer and Technology
NFLX Netflix	$33,520		0.0%	55,234	0.7%	Consumer Discretionary
RTX RTX	$32,811		0.0%	336,675	0.7%	Aerospace
STLA Stellantis	$32,168		0.0%	1,131,847	0.7%	Auto/Tires/Trucks
OBDC Blue Owl Capital	$31,733		0.0%	2,064,810	0.7%	Finance
RSG Republic Services	$30,467		0.0%	159,268	0.7%	Business Services
ELV Elevance Health	$29,756		0.0%	57,428	0.7%	Medical
ADP Automatic Data Processing	$29,652		0.0%	118,821	0.7%	Business Services
WAB Westinghouse Air Brake Technologies	$29,011		0.0%	199,289	0.6%	Transportation
AON AON	$28,404		0.0%	85,176	0.6%	Finance
OTIS Otis Worldwide	$25,862		0.0%	260,719	0.6%	Construction
PSX Phillips 66	$25,213		0.0%	154,474	0.6%	Oils/Energy
HES Hess	$24,896		0.0%	163,223	0.6%	Oils/Energy
GBDC Golub Capital BDC	$23,959		0.0%	1,441,804	0.5%	Finance
NKE NIKE	$21,388		0.0%	227,748	0.5%	Consumer Discretionary
IBN ICICI Bank	$21,276		0.0%	806,207	0.5%	Finance
ZBH Zimmer Biomet	$20,300		0.0%	153,924	0.5%	Medical
PNC The PNC Financial Services Group	$18,619		0.0%	115,303	0.4%	Finance
XYL Xylem	$18,159		0.0%	140,612	0.4%	Industrial Products
FIS Fidelity National Information Services	$17,972		0.0%	242,455	0.4%	Business Services
ES Eversource Energy	$16,037		0.0%	268,513	0.4%	Utilities
HASI Hannon Armstrong Sustainable Infrastructure Capital	$13,750		0.0%	484,511	0.3%	Finance
OUT OUTFRONT Media	$12,143		0.0%	723,759	0.3%	Finance
BX Blackstone	$11,919	$11,919 ▲	New Holding	90,797	0.3%	Finance
GLOB Globant	$11,158	$11,158 ▲	New Holding	55,305	0.2%	Computer and Technology
BXMT Blackstone Mortgage Trust	$7,645		0.0%	384,247	0.2%	Finance
HTGC Hercules Capital	$6,911		0.0%	374,837	0.2%	Finance
Veralto Corp	$4,616		0.0%	52,106	0.1%	Common Stock
KVUE Kenvue	$2,841		0.0%	132,486	0.1%	Consumer Staples
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$0	$39,721 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Border To Coast Pensions Partnership Ltd Top Holdings and 13F Report (2024)

About Border To Coast Pensions Partnership Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Border To Coast Pensions Partnership Ltd Top Holdings and 13F Report (2024)

About Border To Coast Pensions Partnership Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBorder To Coast Pensions Partnership Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information