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Border To Coast Pensions Partnership Ltd Top Holdings and 13F Report (2025)

About Border To Coast Pensions Partnership Ltd

Investment Activity

  • Border To Coast Pensions Partnership Ltd has $5.45 million in total holdings as of June 30, 2025.
  • Border To Coast Pensions Partnership Ltd owns shares of 82 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 5.37% of the portfolio was purchased this quarter.
  • About 3.83% of the portfolio was sold this quarter.
  • This quarter, Border To Coast Pensions Partnership Ltd has purchased 83 new stocks and bought additional shares in 36 stocks.
  • Border To Coast Pensions Partnership Ltd sold shares of 14 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$410,250
NVIDIA
$395,941
Amazon.com
$249,295
Apple
$238,292

Largest New Holdings this Quarter

G25839104 - Coca-Cola Europacific Partners PLC
$41,706 Holding
98978V103 - Zoetis
$33,647 Holding
256677105 - Dollar General
$23,354 Holding

Largest Purchases this Quarter

Coca-Cola Europacific Partners PLC
453,574 shares (about $41.71K)
Zoetis
215,755 shares (about $33.65K)
Dollar General
204,178 shares (about $23.35K)
Thermo Fisher Scientific
47,220 shares (about $19.15K)
Amazon.com
63,924 shares (about $14.02K)

Largest Sales this Quarter

Adobe
71,351 shares (about $27.60K)
Visa
52,405 shares (about $18.61K)
Apple
40,871 shares (about $8.39K)
Broadcom
26,638 shares (about $7.34K)
McDonald's
24,913 shares (about $7.28K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBorder To Coast Pensions Partnership Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$410,250$5,063 1.2%824,7737.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$395,941$13,287 3.5%2,506,1147.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$338,6360.0%1,210,1506.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$249,295$14,024 6.0%1,136,3114.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$238,292$8,385 -3.4%1,161,4394.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$201,615$4,447 -2.2%1,144,0463.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$171,675$7,343 -4.1%622,8023.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$121,7200.0%164,9122.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$115,587$7,200 6.6%398,6992.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$112,3800.0%231,3452.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$107,422$6,498 6.4%491,3412.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$87,5780.0%65,3991.6%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$86,136$1,735 2.1%1,240,8021.6%Utilities
Walmart Inc. stock logo
WMT
Walmart
$85,249$5,039 -5.6%871,8411.6%Retail/Wholesale
American Tower Corporation stock logo
AMT
American Tower
$85,041$1,676 2.0%384,7641.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$81,531$4,340 5.6%222,3741.5%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$79,8510.0%102,4351.5%Medical
UBS Group AG stock logo
UBS
UBS Group
$77,818$7,320 10.4%2,307,0001.4%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$73,2430.0%130,3401.3%Business Services
Union Pacific Corporation stock logo
UNP
Union Pacific
$70,696$6,902 10.8%307,2671.3%Transportation
Visa Inc. stock logo
V
Visa
$69,419$18,606 -21.1%195,5191.3%Business Services
Bank of America Corporation stock logo
BAC
Bank of America
$66,131$8,917 15.6%1,397,5211.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$64,5210.0%404,9771.2%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$63,845$11,211 21.3%125,5581.2%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$62,372$7,484 13.6%502,9611.1%Consumer Discretionary
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$61,194$665 -1.1%460,0001.1%Finance
Accenture PLC stock logo
ACN
Accenture
$60,202$13,062 27.7%201,4201.1%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$59,130$9,265 18.6%852,2681.1%Computer and Technology
American Express Company stock logo
AXP
American Express
$57,9760.0%181,7541.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$57,224$19,146 50.3%141,1331.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$56,639$12,452 28.2%181,5521.0%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$55,7510.0%788,0001.0%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$54,8960.0%403,6141.0%Medical
RTX Corporation stock logo
RTX
RTX
$54,594$5,008 10.1%373,8831.0%Aerospace
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$50,174$9,245 22.6%241,6610.9%Computer and Technology
Welltower Inc. stock logo
WELL
Welltower
$49,962$3,843 -7.1%325,0000.9%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$49,715$3,977 -7.4%62,4980.9%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$49,2340.0%480,0000.9%Business Services
Enbridge Inc stock logo
ENB
Enbridge
$48,649$1,131 2.4%1,075,0000.9%Energy
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$47,0580.0%137,0510.9%Basic Materials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$47,0170.0%380,7370.9%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$46,783$5,089 12.2%171,2350.9%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$45,8440.0%320,1650.8%Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$43,9810.0%142,6110.8%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$42,196$4,641 12.4%76,8660.8%Construction
Wabtec stock logo
WAB
Wabtec
$42,0820.0%201,0110.8%Transportation
Ares Capital Corporation stock logo
ARCC
Ares Capital
$41,724$1,098 2.7%1,900,0000.8%Finance
Coca-Cola Europacific Partners PLC
$41,706$41,706 New Holding453,5740.8%Common Stock
McDonald's Corporation stock logo
MCD
McDonald's
$39,287$7,279 -15.6%134,4660.7%Retail/Wholesale
Aon plc stock logo
AON
AON
$36,588$1,620 4.6%102,5570.7%Finance
Core & Main, Inc. stock logo
CNM
Core & Main
$36,458$2,760 8.2%604,1120.7%Industrials
Zoetis Inc. stock logo
ZTS
Zoetis
$33,647$33,647 New Holding215,7550.6%Medical
Flutter Entertainment PLC
$31,953$1,183 -3.6%112,9730.6%Common Stock
Veralto Corp
$31,7160.0%314,1800.6%Common Stock
Republic Services, Inc. stock logo
RSG
Republic Services
$31,227$3,937 -11.2%126,6270.6%Business Services
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$30,8620.0%338,3580.6%Medical
Danaher Corporation stock logo
DHR
Danaher
$30,7990.0%155,9130.6%Medical
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$30,4500.0%600,0000.6%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$30,1900.0%336,4130.6%Energy
ICICI Bank Limited stock logo
IBN
ICICI Bank
$29,251$2,640 9.9%869,5420.5%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$28,0970.0%88,4490.5%Auto/Tires/Trucks
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$26,7520.0%27,0240.5%Retail/Wholesale
Elevance Health, Inc. stock logo
ELV
Elevance Health
$26,4960.0%68,1210.5%Medical
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$25,4910.0%136,7390.5%Finance
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$24,118$1,419 6.3%170,0000.4%Finance
Dollar General Corporation stock logo
DG
Dollar General
$23,354$23,354 New Holding204,1780.4%Retail/Wholesale
Blackstone Inc. stock logo
BX
Blackstone
$20,9410.0%140,0000.4%Finance
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$18,642$717 4.0%1,300,0000.3%Finance
Cheniere Energy Inc
$17,0460.0%70,0000.3%Common Stock
TPG Inc. stock logo
TPG
TPG
$16,5220.0%315,0000.3%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$16,300$2,445 17.6%500,0000.3%Finance
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$16,183$1,156 -6.7%70,0000.3%Business Services
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$14,606$769 5.6%475,0000.3%Finance
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$14,408$961 7.1%750,0000.3%Finance
Globant S.A. stock logo
GLOB
Globant
$14,065$1,621 13.0%154,8370.3%Computer and Technology
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
$12,452$732 6.3%850,0000.2%Finance
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$11,818$537 4.8%440,0000.2%Finance
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$10,895$3,632 -25.0%150,0000.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$10,666$27,604 -72.1%27,5700.2%Computer and Technology
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$9,642$1,205 14.3%200,0000.2%ETF
Oxford Lane Capital Corp. stock logo
OXLC
Oxford Lane Capital
$9,2400.0%2,200,0000.2%Financial Services
Hercules Capital, Inc. stock logo
HTGC
Hercules Capital
$6,855$457 7.1%375,0000.1%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$43,025 -100.0%00.0%Medical
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$0$27,139 -100.0%00.0%Industrials
Constellation Brands Inc stock logo
STZ
Constellation Brands
$0$23,167 -100.0%00.0%Consumer Staples
Phillips 66 stock logo
PSX
Phillips 66
$0$18,419 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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