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BTCPP

Border to Coast Pensions Partnership Portfolio holdings

AUM $6.78B
1-Year Est. Return 31.6%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+31.6%
3 Year Est. Return
+108.6%
5 Year Est. Return
+137.69%
10 Year Est. Return
–
AUM
$5.74B
AUM Growth
-$1.85M
Cap. Flow
-$128M
Cap. Flow %
-2.23%
Top 10 Hldgs %
44.51%
Holding
91
New
8
Increased
22
Reduced
25
Closed
7

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$67.7M
2
AMD icon
Advanced Micro Devices
AMD
+$44.1M
3
MS icon
Morgan Stanley
MS
+$42.3M
4
SNPS icon
Synopsys
SNPS
+$35M
5
TSLA icon
Tesla
TSLA
+$32.7M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$56.7M
2
AMZN icon
Amazon
AMZN
+$54M
3
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$41M
4
ACN icon
Accenture
ACN
+$40M
5
AON icon
Aon
AON
+$36.6M

Sector Composition

Rank Sector Weight
1 Technology 29.11%
2 Financials 16.79%
3 Communication Services 9.64%
4 Consumer Discretionary 8.26%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
26
Intuit
INTU
$89B
$68M 1.18%
+102,446
New +$67.7M
WST icon
27
West Pharmaceutical
WST
$24.9B
$65.1M 1.13%
236,307
+80,575
+52% +$22M
V icon
28
Visa
V
$677B
$64M 1.11%
182,067
– –
NFLX icon
29
Netflix
NFLX
$309B
$61.4M 1.07%
653,990
– –
TXN icon
30
Texas Instruments
TXN
$261B
$60.5M 1.05%
347,964
+27,021
+8% +$4.63M
DE icon
31
Deere & Co
DE
$168B
$58.6M 1.02%
125,558
– –
PG icon
32
Procter & Gamble
PG
$339B
$58.1M 1.01%
404,977
– –
AXP icon
33
American Express
AXP
$230B
$56.7M 0.99%
152,856
– –
WELL icon
34
Welltower
WELL
$171B
$55.8M 0.97%
300,000
-25,000
-8% -$4.67M
KO icon
35
Coca-Cola
KO
$375B
$55.2M 0.96%
788,000
– –
ENB icon
36
Enbridge
ENB
$112B
$53.5M 0.93%
1,115,000
+15,000
+1% +$716K
TJX icon
37
TJX Companies
TJX
$178B
$53.3M 0.93%
346,355
-34,382
-9% -$5.08M
MAR icon
38
Marriott International
MAR
$92.3B
$53.2M 0.93%
171,235
– –
MLM icon
39
Martin Marietta Materials
MLM
$33B
$50.3M 0.88%
80,587
– –
CVX icon
40
Chevron
CVX
$366B
$48.9M 0.85%
320,165
– –
KKR icon
41
KKR & Co
KKR
$92.3B
$48.5M 0.85%
380,000
-30,000
-7% -$3.73M
WAB icon
42
Wabtec
WAB
$49.3B
$45.7M 0.8%
213,573
– –
CRH icon
43
CRH
CRH
$66.8B
$45.6M 0.79%
364,899
– –
ABT icon
44
Abbott
ABT
$187B
$45.6M 0.79%
363,027
-59,329
-14% -$7.56M
DG icon
45
Dollar General
DG
$27.9B
$45.1M 0.79%
339,166
– –
MS icon
46
Morgan Stanley
MS
$340B
$45.1M 0.78%
+253,340
New +$42.3M
AMD icon
47
Advanced Micro Devices
AMD
$789B
$42.2M 0.73%
+196,526
New +$44.1M
IRM icon
48
Iron Mountain
IRM
$36.1B
$41.6M 0.72%
500,000
+20,000
+4% +$1.87M
ARCC icon
49
Ares Capital
ARCC
$14.4B
$40M 0.7%
1,975,000
-25,000
-1% -$504K
VLTO icon
50
Veralto
VLTO
$24B
$38.6M 0.67%
386,090
+71,910
+23% +$7.27M
1
2
3 4

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SPC
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SPS
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BHM
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GAM
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Border to Coast Pensions Partnership's Q4 2025 Portfolio in Review

As of Q4 2025, Border to Coast Pensions Partnership held 91 positions worth $5.74B, down 0.03% from $5.74B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Border to Coast Pensions Partnership's Q4 2025 filing shows 8 new, 22 increased, 25 reduced and 7 closed positions. Its largest new stake was Intuit: 102,446 shares worth $68M. The largest sale was Alphabet (Google) Class A, an estimated $56.7M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Financials and Communication Services.

  • Border to Coast Pensions Partnership's largest Q4 2025 buy was Intuit: 102,446 shares worth $68M.
  • Border to Coast Pensions Partnership added most to Tesla in Q4 2025, an estimated $32.7M increase.
  • Border to Coast Pensions Partnership's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $56.7M.
  • Border to Coast Pensions Partnership fully exited Coca-Cola Europacific Partners in Q4 2025, selling an estimated $41M.
  • Border to Coast Pensions Partnership's ten largest holdings make up 45% of its $5.74B portfolio in Q4 2025.
  • Border to Coast Pensions Partnership opened 8 new positions and closed 7 in Q4 2025.
  • Border to Coast Pensions Partnership's portfolio value fell 0.03% quarter-over-quarter to $5.74B.

Based on Border to Coast Pensions Partnership's 13F filing for Q4 2025, filed 26 Jan 2026.